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Rockerbox

Caresmartz360 is excited to partner with Rockerbox for your WOTC tracking needs

K
Written by Kate Lewis
Updated over a week ago

We’ve introduced the ability for agencies to view the Work Opportunity Tax Credit (WOTC) status of caregiver and caregiver applicants. This enhancement allows agenciesin U.S to integrate with Rockerbox and track WOTC eligibility through a streamlined interface. 

New Features 

1. Rockerbox Management Section in Agency Settings 

  • A new Rockerbox Management section is available under Agency Settings (Admin). 

  • The section can be expanded or collapsed and includes two new displays:  

  • Rockerbox Configuration

  • Rockerbox Mapping

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2. Rockerbox Configuration 

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  • The Configuration display allows secure connection with Rockerbox to facilitate WOTC status updates. All fields will be pre-filled to ensure a seamless setup experience. 

3. Rockerbox Mapping Display 

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  • The Rockerbox Mapping display provides a detailed view of caregiver and caregiver applicant WOTC statuses. 

  • The Agency will be able to send emails with the Rockerbox survery link to the Caregivers and Caregiver Applicants.  

  • The email will be sent to only those Caregivers or Applicants who have First name, Last name and Email mentioned in their profiles.

  • The Rockerbox survey link will be automatically generated and attached in the email. 

  • Caregivers and applicants who have already filled out the Rockerbox survey form or whose WOTC status has been obtained will not be able to fill out another form. 

  • The form will not be sent to caregivers hired more than 28 days ago. If the caregiver has not submitted the WOTC questionnaire within 28 days of hiring, they will no longer be eligible for WOTC. 

4. WOTC Status Field in Caregiver Profiles 

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  • A new WOTC Status field is now available in the new UI of caregiver and caregiver applicant profiles. This will be visible only for agencies integrated with Rockerbox. 

  • Status options:  

  • N/A – This will be the default value before the survey URL has been shared by the agency. 

  • Pending – This will appear in the following scenarios: 

  • The agency has shared the URL, but the caregiver/applicant has not yet submitted the form and the results are unprocessed. 

  • The form has been submitted, but the results are not yet processed by Rockerbox. 

  • Eligible – Based on Rockerbox response. 

  • Not Eligible – Based on Rockerbox response. 

5. WOTC Status display in Listings 

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  • The “WOTC Status” column is shown in the new UI of caregiver and caregiver applicant listing views. 

  • This will be shown only for agencies with Rockerbox integration. 

6. Caregiver Applicant Form Changes 

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  • Save & Next Button – Replaces the “Submit” button for agencies integrated with Rockerbox.  

  • Clicking Save & Next redirects to the Rockerbox form. 

7. Data Sync with Rockerbox 

  • After successful form submission, the WOTC Status field will be updated asynchronously based on Rockerbox’s response. 

8. Profile Data Update 

  • If any of the following fields are updated in the caregiver or applicant’s profile after WOTC status is already obtained, the updated information will be sent to Rockerbox, and the WOTC Status will be updated accordingly:  

  • First Name 

  • Last Name 

  • Email Address 

  • Occupation Code 

  • Role 

  • First Service Date 

  • Hire Date 

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