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Podio App Market

W4, W9, I-9 Form Processing and Data Gathering

Works with HelloWorks to streamline the process of completing employee and contractor paperwork.

This App Pack is used with HelloWorks, a platform from Dropbox that enables document workflows to be digitized and streamlined. It includes both the Podio Apps and workflow automation that makes it makes it easy to process common paperwork for employees and contractors. Whenever you need a W9, W4, or I-9 filled out, you no longer need to email the person and ask them to print, ink sign, scan/upload, and email back. You can instead just use the "W9 Forms", "I-9 Forms", and W4 Forms" Podio Apps. You simply create a new App item, click the button "Send [form] to contact with HelloWorks." The recipient(s) will receive an email and can fill out the form easily from their mobile device or computer in a much more streamlined fashion. No more "print, sign, scan, and email back" headaches!

The completed document will be attached to the Podio App item. In addition, the data from the form will be captured in discrete fields within Podio--thereby capturing that data for use with additional workflows or for transferring to a different system. For example, the payroll instructions captured in a W-4 form can be transferred to a payroll system without any additional manual work.

Demonstration videos:
W4: https://www.screencast.com/t/qHl9pDUmq
W9: https://www.screencast.com/t/PL930S5a2
I-9: https://www.screencast.com/t/EmGVAhrSESv

Created by

Bill Carovano

4 packs in App Market.

  1. Rating:
  2. Business Function: Human Resources
  3. Industry Sector: Software Development
  4. Share:
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Get Pack

Apps in this pack

  1. Employees & Contractors

    Contains basic information about employees and contractors
    More info
  2. W9 Forms

    Processes W9 Forms
    More info
  3. I-9 Forms

    Processes I-9 Forms
    More info
  4. W4 Forms

    Processes W4 Forms
    More info
  5. Custom Forms

    Processes Custom Forms
    More info
  6. Settings

    Settings that control the workflow automation and integration with Helloworks
    More info

Additional features with this pack

  • Tiles

    Pre-created tiles give an overview of your app's data

  • Filters

    Recommended filters to browse app data

Kay Gonzales
over 1 year ago

pack does not include the workflow automations

Show full comment
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