How To: Determine if an Employee is Enrolled in Electronic Delivery
Once an employee enrolls in Electronic Delivery of W2 or 1099 Forms, they will no longer receive a physical year end tax form. The tax form can be accessed and downloaded from the AtlasHR portal. See: How To: View My W2 or 1099
As an admin, you can view the employee electronic enrollment status under the employee profile, Delivery Policies > W2/1099 Electronic Consent.
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How To: Add Workflow Delegation for Backup Approval
If a manager/approver is out of the office for a period of time, Workflow Delegation can be set up to assign a different manager to handle approvals during their absence. Delegations can be add by the employee prior to their absence or by the Admin ...How To: Enter a Manual Check
Enter the Payroll Prep for the next scheduled payroll date Select View Pay Statements in the Add/Edit Pay Statements Payroll Prep step. Do not Initiate Payroll or Sync Time Select New Pay Statement Create a new pay statement using the Manual Pay ...How To: Submit a New Tax Withholding Form
Changes to withholding form, such as the IRS Form W-4, can be initiated directly in the system by an employee and approved by HR. Once processed, all changes will be automatically updated on the employee record and applied to the next payroll ...How To: Enroll in Benefits For Life Change Event
To enroll in benefits as the result of a life change event, such as the birth of a child, adoption, marriage, divorce, etc. select Start a new life change event on the My Benefits widget: You may also navigate to My Benefits > Enrollment > Life ...How To: Consent to Electronic Year-End Form Delivery (W2 or 1099)
To grant consent for electronic year-end forms, navigate to My Info > My Pay > Forms > W2 or 1099-NEC Click the Electronic Consent button Check the box to Receive Form W2 Electronically and confirm the update with your password Once you have ...
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Year End Preparation: Distribute Employee W2 forms
Employers must distribute W2 forms to employees by January 31st. W2 forms for all employees must be mailed directly to employees prior to January 31st. For employees that elected electronic W2's, no paper form will be required. If a Form W-2 is lost ...How To: Update Employee Pay Rate
To modify or add a pay rate to an employee record, navigate to Employee Information > Base Compensation > Current Compensation. To modify an existing employee pay rate, select View/Edit under Actions To add a new pay rate, select +Add Enter the ...How To: Set Up An Employee With Paid Company Holidays
In order for employee's to get paid holidays, they need to have two profiles assigned to them: Holiday Profile: Assigns a holiday table to determine which dates are company paid holidays. TS Auto Population: Automatically populates the time off hours ...How To: Run an Employee Benefit Plan Report
To report on employees enrolled in benefit plans, navigate to Benefits / Benefit Plans The following columns are helpful in this report: Benefit Type -- Medical, Dental, Vision, etc. Benefit Plan: Name -- Specific Plan Name within each Benefit Type ...How To: Setup Employee Autopay Schedule for Prorated Earnings
Employee Autopay Schedules will calculate prorated amounts for salary employees based on a typical work week. For new or terminating employees, this feature will calculate which portion of the pay period should be included for the first or last ...