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Configure the following steps if you are using Federal and State Withholding Tax activities in the onboarding process. This will allow System Administrators to configure the additional tax data for Federal Employer ID Number (FEIN) and Tax Account ID Number for all states.
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The initial step is to create a new Content Revision. On the Content Revision page, click "Review/Update" for Smart Forms.
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In the Smart Forms lookup, select "Company Supplemental Attributes" Smart Form.
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The Smart Form page opens as below. By default the Company Federal Employer ID Number (FEIN) field is pre-populated on this page.
Note: For existing cloud customers Company Federal Employer ID Number (FEIN) may not be available as default. They may have to add this field if needed.
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Insert the form fields into the Smart Form. As the form fields for Company Tax ID Number for all states are already defined in the system, there is no need to create them again.
Place the cursor where you want to insert the form field and click "Insert Form Field".
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On the popup page, select the Input Type as "Edit Box" and click "Lookup" to select the Form Field.
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Use the lookup to search for Company Tax ID Number fields.
The Company Tax ID Number fields are available for all states in the lookup. Click on the field for the specific state you want to insert into the Smart Form.
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The selected field shows on the popup page as shown below. Check "Mandatory" checkbox to make this Form Field as mandatory and enter other fields to customize its display on the Smart Form.
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Click OK.
The selected field will appear on the popup page as shown below. Check the "Mandatory" checkbox to make this form field required and enter additional details to customize its display on the Smart Form.
In this example, "default" is selected for Label Type, and both the Display Label Colon and Mandatory checkboxes are checked. After entering the data, click "OK".
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The Form Field will be inserted into the Smart Form page as shown below.
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Repeat this process to insert the Company Tax ID Number for other states as needed. You can add the Company Tax ID Number for additional states based on the new hire's tax withholding states in your organization.
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Click "Return" to return to the Content Revision page.
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On the Content Revision page, click "Return to Manage Revision" to return to the main revision page.
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The content added in the revision will not be available in the system until the revision is applied. To apply the Content Revision, click the "Apply" button.
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The Company Supplemental Attribute Smart Form edited in the previous Content Revision will be available in the Attribute Revision for all Companies. You can view the current attributes for Company on the Attribute Revision page. Select the attribute Company you want to configure and click "Manage Attributes".
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On the Manage Attributes page, click the "Add/View Supplemental Attributes" hyperlink.
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This The page will show displays all fields that have been were added in the above Content Revision as shown below. Enter the field values and save.
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Scroll down the page and click the "Save" button.
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This will return you navigate back to the Attributes Revision page. To add different data values to another Company attribute, repeat the process described mentioned above. After entering the data, click "Return to Manage Revision" and apply the revision.
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