How To: Submit a New Tax Withholding Form

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 processing.

Submit Withholding Forms

From the Home tab of your dashboard, hover over the Requests icon and select Submit New Tax Withholding Form.


If you do not see a Requests icon, navigate to My Pay / Forms / Withholding


Click Add New 


Select the Federal or State form and click "+Add"


Once the form is complete, it must be Submitted in order to be processed by HR 


    • Popular Articles

    • 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 ...
    • Related Articles

    • How To: Add a New Direct Deposit

      To add a new direct deposit to your account, navigate to My HR / HR Actions *if this option is not available, your HR Administrator has elected not to allow this action Select the HR Action Direct Deposit Update and click The effective date of this ...
    • How To: Submit My Timesheet

      To submit your personal timesheet for approval, select View my timesheet from the main dashboard clock widget or the Current Timesheet from the My Time menu Select the timesheet to be submitted. *If the timesheet is for a prior pay period, you may ...
    • 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 ...
    • How To: Add a New Direct Deposit Account (Video)

    • How To: Enroll in Benefits during Open Enrollment

      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 ...