Integration Framework for Integrating into Third Party Technology Platforms

Rockerbox WOTC Integration Playbook for Licensees

Third Party Integration Framework

Rockerbox WOTC Integration Playbook

Objective

This playbook outlines the process for integrating a licensee’s instance of Rockerbox’s WOTC Optimization software into third-party technology platforms such as ATS, HCM, and Payroll systems. It serves as a guide for both Rockerbox and its licensees to ensure a seamless and efficient integration while maximizing WOTC screening participation rates.

Pre-Integration Requirements

Before launching an integration project, Rockerbox requires the following information from the licensee:

  1. Company Legal Name
  2. Third-Party Technology Platform (e.g., ATS, HCM, Payroll) for integration
  3. Integration Phase – Will the WOTC Screening Questionnaire be placed in:
    • Applicant Phase
    • New Hire Onboarding Phase
    • Other (Specify)
  4. Number of New Hires per Year
  5. Access to a Testing Environment – Does the end-client have a sandbox or staging area available for testing?
  6. Licensee Familiarity with the Third-Party Platform – Has the licensee:
    • Seen a demo of the third-party system?
    • Determined the best placement for the WOTC questionnaire?
  7. Available Documentation – What documentation exists to guide how the integration will work?
  8. Expected Go-Live Date – What is the planned launch timeline for the integration?

Integration Strategy: “Where” and “How”

Rockerbox’s integration methodology is structured around two key principles:

1. Where – Placement of the WOTC Screening Questionnaire

Determining where the WOTC Screening Questionnaire should be presented within the third-party system is critical for maintaining high screening percentages (85%+). The licensee is responsible for working with the end-client to identify the most effective placement by considering:

  • Applicant Phase vs. New Hire Onboarding Phase – Rockerbox generally recommends placing the questionnaire post-offer to ensure sufficient applicant demographic data is available.
  • Access to Demographic Data – If the questionnaire is presented too early (e.g., before an application is started), insufficient demographic data may result in lower completion efficiency.
  • Collaboration with End-Clients – The licensee should work closely with the end-client to place the questionnaire where it aligns best with workflow and screening rates.

2. How – The Integration Workflow

Once “Where” is defined, Rockerbox and the licensee collaborate on “How” the integration will function. This phase involves technical discussions between Rockerbox, the licensee, and the third-party platform to determine:

  1. Demographic Data Push – What applicant/new hire data can be pre-populated in the WOTC questionnaire to improve completion efficiency?
  2. Eligibility Data Pushback – What WOTC eligibility data can Rockerbox send back into the third-party platform?
  3. End-Client Hierarchy & Reporting – Understanding location structure and reporting requirements for accurate data mapping.
  4. Payroll Data Access – How can Rockerbox access payroll data to automate tax credit calculations?

By answering these four key questions, we ensure a fully automated integration that eliminates manual processes for every stakeholder.

Phased Integration Methodology

Rockerbox follows a phased approach to integration, recognizing that not all functionalities need to be live at initial launch. This approach allows for a smoother transition, particularly when clients are switching WOTC providers and require a strict go-live date.

Typical Integration Phases:

  • Phase 1 (Launch-Ready): Complete items #1 (Data Push) and #2 (Eligibility Pushback) for initial go-live.
  • Phase 2 (Post-Launch Enhancements): Implement items #3 (Hierarchy & Reporting) and #4 (Payroll Data Access) as additional capabilities over time.

This phased approach ensures minimal disruption to the client’s operations while allowing for continuous improvement and full automation.

Key Rockerbox Contacts

For seamless collaboration, the following team members are responsible for different aspects of integration:

  • Technical Development & Integration
  • Payroll Data & WOTC Processing
  • Partnerships & Licensee Launch Collaborations (Best Practices for WOTC Optimization)

Next Steps for Licensees

  1. Gather and submit the pre-integration requirements outlined above.
  2. Work with the end-client to determine “Where” the questionnaire should be placed within the third-party system.
  3. Collaborate with Rockerbox to define “How” the integration will function.
  4. Follow the phased integration methodology for a smooth rollout.