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What are Payroll and Taxes forms?
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After signing in to your account, select an outstanding task (explained in How does the New Hire access the Onboarding Activities). In any order, go through the different fields in each form.
Federal Tax Withholding
Select one option in 3.
Fill out 5.
Fill out the other lines if they apply to you.
Click the box to confirm accuracy.
Click on Electronic Signature.
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Work Location Tax Withholding
The information that needs to be entered varies depending on the state where you work. Also, if your work state does not have state income tax, you will not see this activity.
In this example, the work state is California. Enter all the information that applies to you and click on Electronically Sign.
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Residence Location Tax Withholding
The information that needs to be entered varies depending on the state where you live. Also, if your residence state does not have state income tax, or your residence state is the same as your work state, you will not see this activity.
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Pay Check Preferences
Click one option. A different page is displayed next depending on which option you selected.
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If you choose Direct Deposit, this is the information that you will need to provide.
Read all of the page, fill it out, acknowledge, and save.
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If you choose Check by Mail, this is the form that it leads to.
Select an option where you would like to receive your pay check and click the acknowledgment. Click Save.
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Electronic W-2 Acknowledgement
Read the text, then check I authorize Electronic W-2s.
Click Electronic Signature.
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Select one from #1-4 and fill out any information related to your choice as needed.
Click on I Agree.
Click on Electronic Acknowledgement.
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