New Client Setup

Welcome to Walton!

Thank you for choosing to work with Walton! The form below is used to establish service for new clients for WOTC, VOE and UI Claims. Please complete all required fields on this form to the best of your ability. The information you provide will only be used to establish service with Walton, as contracted. Once the form is received, a member of our service team will be in touch for next steps and setup a kick-off call at your convenience. We look forward to working with you!

Start - Step 1 of 8

Client Setup Form

Save and Resume Later

Which Walton service(s) are we implementing?

Select Service(s) to Setup *

Work Opportunity Tax Credit (WOTC) Screening *
Verification of Employment + Income *
Unemployment Insurance Claims Administration *

Please Note: This form will activate the required fields based on your service selection, therefore, it's important that you select the service(s) that match the signed service agreement.

Save and Resume Later

Parent Company Information

Please make sure the company information exactly as it is registered with the state in which you’re operating. Depending on which service(s) you are establishing, this information may be transferred to the corresponding government agencies, therefore it is important that this matches what they have on file for your business.

Company Name *

Layout

DBA (if applicable)

Industry

Website / URL

Layout

Mailing Address *

Address Line 1

Address Line 2

City

State

Zip Code

Billing Address (if different)

Address Line 1

Address Line 2

City

State

Zip Code

How many U.S. Locations does your business have?

Location Count: 10

Save and Resume Later

Employee Composition

Please provide the information as listed below. This information will provide an overview of your size so that we can implement the best solution for you.

Estimated Annual New Hire Count

New Hire Count: 2000

Estimated Annual Terminations (voluntary and involuntary)

Annual Terminations: 500

Estimated Headcount

Headcount: 2000

Save and Resume Later

Current HR Services, Workflows & Technology Providers

Please provide as much information about the HR systems and service providers your company uses. This will help Walton understand your current setup/workflow so that we can setup the most effective configuration for our service(s).

Does your company currently use an Applicant Tracking, Hiring Management or Onboarding System to process new hires?

What is the name of the system or the name of the vendor that provides it?

How does your company administer payroll?

Outsourced
Internally

What is the name of the system or the name of the vendor that administers your payroll?

Select the frequency of your payroll

Daily
Weekly
Bi-weekly
Twice a month
Other (please explain)

Single Line Text

How does your company administer incoming requests to verify employment + income?

Outsourced
Internally

What is the name of the provider that administers your verifications?

If you are signing up with Walton for VOE, please provide your previous name of the provider.

How does your company administer Form i9's?

Outsourced
Internally

What is the name of the provider that administers your I-9's?

How does your company administer Work Opportunity Tax Credits today?

Outsourced
Internally
We do not participate

What is the name of the provider that administers your WOTC?

If you are signing up with Walton for WOTC, please provide the name of your previous provider.

Select the box that best describes which department(s) WOTC falls under. (Who's responsible for the program?)

Tax
HR
Other (please explain)

Single Line Text

Please select which processes best describe your existing WOTC screening

Fully Integrated screening with ATS/HMS/Onboarding system
Partially Integrated screening with ATS/HMS/Onboarding system
Phone-based screening
Paper form (manual)
Hybrid (combination of several methods)

Additional Details on your current WOTC process

Please provide any pertinent information we should be aware of as it relates to your current setup, or any special requirements you may have to setup WOTC screening.

What is your preferred method to administer the WOTC screening for new hires?

During the job application
During onboarding
Not sure

If you are not sure of your preferences or capabilities, do not worry. We can discuss your options during our initial implementation consultation.

Who is your background screening provider?

Save and Resume Later

Fiscal Information

The fiscal information you provide will be used for tax credit reporting purposes to ensure that credits are allocated to the appropriate fiscal year and FEIN(s).

Master FEIN: *

Please select the option that best describes your company's fiscal year. *

Standard Calendar: Jan 1 to Dec 31
Fixed Dates: Off Quarter
Custom Dates: vary by year

Fiscal Quarter End Dates

Please provide the fiscal quarter end dates for the following years:

2023

Fiscal Quarter End Dates:

Subsidiary Structure

Does your company file a consolidated tax return? *

Does your company have more than 5 subsidiaries? *

If you have more than 5 subsidiaries, please upload a full schedule, otherwise complete the subsidiary information as requested in the next step below.

Click or drag files to this area to upload. You can upload up to 2 files.

Preferred file format is an excel spreadsheet containing the following fields: Subsidiary Names, FEIN, Address and Phone Number.

List of subsidiaries

if you have 5 or less subsidiaries, please complete this section.

Subsidiary #1

Subsidiary / Entity Name

FEIN

Address

Address Line 1

City

State

Zip Code

Subsidiary #2

Subsidiary / Entity Name

FEIN

Address

Address Line 1

City

State

Zip Code

Subsidiary #3

Subsidiary / Entity Name

FEIN

Address

Address Line 1

City

State

Zip Code

Subsidiary #4

Subsidiary / Entity Name

FEIN

Address

Address Line 1

City

State

Zip Code

Subsidiary #5

Subsidiary / Entity Name

FEIN

Address

Address Line 1

City

State

Zip Code

Verification of Employment Setup

Please provide the following information so that we can setup your VOE account.

Customer ID

This is the number provided to you by our sales team upon executing the VOE agreement.

Please upload a high-resolution company logo.