Create startwork

Startwork is permission based

To update, your account must have one of the following roles enabled:

  • Role: Company Admin, Company Manager, Project Coordinator

  • Custom role with: Worker hiring and startwork - Full access, Project access only

On the Startwork dashboard, you can use Wrapbook templates, create startwork from scratch, and upload startwork files you’ve saved to your computer.

  • When you access the dashboard at the company level, you can create startwork documents that are usable by any company project

  • When you access the dashboard at the project level, access to startwork documents will be limited to the project members and workers

To learn how to access the dashboard at the company or project level see Startwork dashboard.

Startwork creation methods

Click the arrow next to the startwork creation methods listed below to see step-by-step instructions.

Use a Wrapbook template

Wrapbook provides the following default templates that can be used as startwork:

  • Crew Deal Memo

  • Non-Disclosure Agreement

  • CA Wage Theft Prevention Form

  • NY Wage Theft Prevention Form

To use a startwork template:

  1. From the Startwork dashboard, click the three dots next to the template that you want to use

  2. In the popup menu click Duplicate

  3. An editable copy of the template will open.

  4. Click the Save button to save the document

The document status will be set to Published and it will be added to the list of documents on Startwork dashboard. To learn how to edit the document go to Edit startwork.

Project Startwork interface displaying various documents for worker onboarding management.

Click the three dots, then click Duplicate

Create startwork from scratch

To create a new startwork document:

  1. On the Startwork dashboard click the + Create document button

  2. Under Startwork name enter a name for the document

  3. Under How would you like to start your document? choose Create a blank document

  4. Click the Create startwork button to open the editor

  5. Add the startwork details to the body of the document. You can use the links listed below to learn how to edit and add dynamic features to the document.

  6. Click the Save button

After you save the document, its status will be set to Published and it will be added to the Startwork dashboard.

Startwork interface displaying document management options and recent document statuses.

Click the + Create document button

Form to create a startwork document with options for naming and file attachment.

Enter a Startwork name, if applicable, click the dropdown to Assign to organization, choose Create a blank document, then click the Create startwork button

Startwork options:

Upload startwork

Upload requirements:

  • Uploaded files must be in DOCX or PDF format

  • DOCX and PDF files must be less than 25MB

To upload a startwork document:

  1. On the Startwork dashboard click the + Create document button

  2. Under Startwork name enter a name for the document that you’re uploading

  3. Under How would you like to start your document? choose Upload a document (DOCX or PDF)

  4. In the Upload a document module click the Select a file button

  5. Select the file that you want to upload from your computer

  6. Click the Create startwork button. Once you click the button it will change to Saving… and begin uploading the file.  This may take a few seconds

  • Once the document is successfully uploaded, it will automatically open in the editor. You can use the links listed below to learn how to edit and add dynamic features to the document.

  • Click the Save changes button to save the document

  • You can click the Publish button if you want the ability to assign the startwork document to a worker

Startwork interface displaying document management options and recent document statuses.

Click the + Create document button

Form to create a startwork document with options to upload or create a blank document.

Enter a Startwork name, if applicable, click the dropdown to Assign to organization, choose Upload a document, then click the Select a file button. After upload is completed, click the Create startwork button.

Startwork options: