W-4 Federal & State Forms Stage (US Only)

Please contact your designated CSM (Customer Success Manager) or support@fountain.com, if you don't see W-4 stages and want this feature enabled for your account.

W-4 is a tax form for US Employees. There are two types of forms: W-4 Federal and W-4 State form. Depending on the state regulations, employees might need to fill out both W-4 Federal and State forms. With a seamless native in-app experience, the W-4 forms help Enterprise companies to onboard their employees with ease. Both W-4 Federal and State forms are supported within Fountain workflows.

What's Covered

W-4 Form Basics

The W-4 forms functions as tax withholding information collection, meant to be filled out by both employee and employer.

The W-4 Forms have three main sections:

  • Step 1: Employee must fill this out on or before their start date. This section will be revealed and completed by the applicant and user. 
  • Step 2: Employer fills this out. This section must be completed within the first few business days of hire. This section will only be visible to the user and not the applicant.
  • Step 3: Reserved for rehires or if an employee's tax documents needs updating.

1099 contractors do not need to fill out this form, only employees do.

Add W-4 Form Stage

  1. Add a stage to your Opening's workflow and select W-4 Federal Form for Federal form or W-4 State Form for the W-4 State specific forms under Stage Type. We recommend that the W-4 Form stage is placed after the approval stage, or when the applicant has accepted their offer to your position. By doing this, the applicant will not automatically progress to this stage.

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  2. Configure the W-4 Form stage settings by checking the box next to the setting to enable.

    Automatically Move Applicant to Next Stage
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    If you want the applicant to move to the next stage in the workflow after they complete the W-4 form, check that box under the W-4 form category. Checking this box will enable the automatic move rule of applicants to the next stage when the applicant completes their portion of the W-4. We recommend that you turn this setting on to keep the applicant moving through your workflow instead of waiting for the employer to complete their half of the W-4. 
    Employer Information
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    You can pre-fill out some of the employer information for Section 2 of what the employer will need to complete after the applicant finished their part. This will still be editable when the user/employer signs their portion but is a great way to speed up the process. 

Complete Employer Portion

Once an applicant has completed their portion of the W-4 form, there are a few ways the user/employer can complete thier Section 2 of the W-4 form.

  • From the link in the email notification - by default sent to Opening Owner when applicant completes their portion of the W-4.
  • From the Applicant Profile within Fountain

When an applicant has completed their portion of the W-4, a new status label called W4 Federal - Pending Action or W4 State: Pending Action will appear on their status on the Applicant Table. 

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Within the Applicant Table, click W4 - Pending Action and then, Complete Form.

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This will take you to a new page to complete Section 2: Employer portion of the W-4 form. 

Click on View Form to see the generated officially W-4 Form in PDF. We recommend using Adobe PDF Viewer for best results when downloading and printing W-4 forms. You may encounter issues with certain fields missing or blacked out when using other clients.

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Applicant Redo

If there was an error on the applicant's portion, you can request for the applicant to redo the form by moving the applicant to the previous stage.  This will trigger the form to be completed again. When the applicant sees the form, all fields will be empty. 

 

 

Download Data Exports

    1. Select Company Settings.
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    2. Scroll down to the Account Info section, and select Exports.
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    3. Choose New Export.
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    4. Enter the Title, select the source you want to Pull Applicants From, and the Fields to Export.
    5. Select Save.
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    6. Choose the Title you created or edited and select Download.
    7. Choose CSV File.
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      The Fields you exported will be downloaded.
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Prevent Excel from Incorrectly Altering your Data

When performing CSV exports in the product, Excel, Google Sheets, or other software programs may automatically convert the data provided to dates and/or numbers. This can potentially cause numbers that begin with 0 to be updated. For example, if a routing number is listed as 000234123, Excel may translate that number as 234123.

If there are values in your CSV that fit this criteria and may not be translated correctly, visit this resource for steps on preventing Excel from automatically altering your data.

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