New Form Builder - Important Notice, December 14
We want to thank you all once again for your patience and understanding as we worked to correct the issues that were identified after the updated Form Builder was released.
We have a detailed update for you on each of the issues, should you experience any issue outside of the ones listed below please log a customer support case and provide specific details so that we can look into your particular issue.
Resolved issues include:
- NEOED customers can now access and complete their form tasks including I9 form and proceed with the E-Verify.
Issues that are still in Progress and will be deployed as soon as a fix is ready:
- The SSN for a prehire/employee is correct, but users still receiving an error message showing invalid SSN and are unable to submit the form - Development Complete. Testing in Progress
- Exporting forms to Excel or PDF from the Form Report - Development Complete. Testing in Progress
- Formatting issues on dynamic forms - Development in Progress
- Bulk download of completed forms from the Form Report - Development in Progress
- Form Report not generating for some of the forms - Development in Progress
- Forms not fully exported via Document Export Subscription - Development in Progress
We believe that we have identified all issues related to the Standard W4 form but if you do experience any issues where users are not able to complete the forms, please take the following steps before logging a case with customer support.
- Verify form and field level permissions. Also check the scope for any role higher than a Manager.
- Verify that the form is not Archived. If you find that it is, or that the form title is anything other than Standard W4, then this would mean that a new version was created and therefore a new process would need to be assigned to that employee.
If you’ve verified both of these items and are still having issues with the standard form, please log a support case with the details of what you are experiencing.
If your users cannot complete any other assigned form tasks, please make sure the form permissions are set up properly. If you are still having issues, please log a support case with the details of what you are experiencing.
We will address any other issues that come in as quickly as we can.
Thank you!

