W2 Employee History for Employee Profile

On this page, you can create, edit, or delete a W2 for an employee.

The salary data on this page is also used in the EEO1- Component 2 reporting.

W2 information can be imported via a Standard Import.

Navigating to W2 for an Employee
  • Expand Employee, expand Payroll, and click W2 from the menu.

    CHR_-_Employee_-_Payroll_-_Menu_-_06.png

  • If already viewing an employee profile, you can hover over "Payroll" to show the available pages and click W2.

    CHR_-_Employee_-_Payroll_-_Drop-down_menu_-_06.png

CHR_-_Employee_-_Payroll_-_W2_-_00.png

You will have columns for:

  • Year
  • Wages

The Actions drop-down menu allows you to:

CHR_-_Employee_-_Payroll_-_W2_-_Actions_-_00.png

Creating a W2 Record

  • Click Create Record from the Actions drop-down menu.

    CHR_-_Employee_-_Payroll_-_W2_-_Actions_-_01.png

  • Enter the year and wages for the W2 record.

    CHR_-_Employee_-_Payroll_-_W2_-_Add_-_00.png

  • Click Save when finished.

Editing a W2 Record

  • Click the year of the record to edit.

    CHR_-_Employee_-_Payroll_-_W2_-_Edit_-_01.png

  • Edit the year/wage.

    CHR_-_Employee_-_Payroll_-_W2_-_Edit_-_00.png

  • Click Save when finished.

Delete a W2 Record

  • Use the checkbox for the W2 record(s) towards the far-right.

    CHR_-_Employee_-_Payroll_-_W2_-_Delete_-_00.png

  • Click Delete Selected Record(s) from the Actions drop-down menu.

    CHR_-_Employee_-_Payroll_-_W2_-_Actions_-_02.png

  • Confirm the deletion.

    CHR_-_Employee_-_Payroll_-_Deductions_-_Delete_-_00.png

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