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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 choose "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 available 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.
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In this example, "default" is selected for Label Type, and both the Display Label Colon and Mandatory checkboxes are checked. After entering the datanecessary information, 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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Create a new Attribute Revision and specify the Smart Form field values for the Company attributes you wish to configure for the Supplemental Attribute Data.
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 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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The page displays all fields that 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 The system will navigate back to the Attributes Revision page. To add different data values to another Company company attribute, repeat the process mentioned outlined above. After entering the data, click "Return to Manage Revision" and apply the revision.
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Once the Attribute Revision is applied, the data entered for Federal Employer ID Number (FEIN) and Company Tax ID Numbers for all states will be available in the system. When When an employee is hired for the company for which the setup was done configured (in this caseexample, "Research"), the associated corresponding values will be dynamically automatically retrieved and populated in their Federal and State Withholding Tax form reports.
Note: Although While the values for Federal Employer ID Number (FEIN) and Company Tax ID Numbers for all states are available in the system, not all states will display both values in their State Withholding Tax form reports.
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