How To: View the W3 Form
The annual W3 information is included with the 4th quarter "Quarterly Tax Package" available for download under Tax Documents.
See Also: How to Download Quarterly Tax Returns
The W3 information will be shown as a summary page following the federal return information.
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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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How To: Download an Employee W2/1099 Form
W2 and 1099 Forms are available in the system and can be downloaded at any time. To access an employee W2/1099 Form, navigate to Payroll / Forms and select the form to download Select the Employee from the list by checking on the box to the left. ...How To: Download Employee Form 1095-C
1095-C Forms are available in the system and can be downloaded at any time. Navigate to HR / ACA / Forms / Employee Forms 1095-C Click on the Pencil icon to view the employee's 1095-C form. Click the Download PDF button to download the form.How To: View Saved Reports
Saved reports are available in the system and can be easily run or modified from the My Saved Reports menu. To view saved reports, navigate to the My Saved Reports menu: The default view will include only reports that you have created and saved (1) ...How To: Save a View/Report
To save a view , click on the three dot ellipsis and select Save View or Save View As. Save View will override the previous version of the report Save View As will create a new version of the report and will require a new report name Select My ...How To: View All To Do Items
To View open To Do items in the system, view the All To Do Items report (My Reports / System Reports / System Utilities) Additional columns may be add to this report to help filter the information, like employee name, department, approver, etc. You ...