Configure Employees for Year End for the US
Before you attempt to generate your year-end forms, make sure you've properly configured your employees.
Employee type |
What you need to do |
---|---|
US employee |
When you create employee roles, be sure to add the View US End of Year Tax Form privilege. This privilege is attached to the US Employee Portrait Gallery duty role, which lets employees use the View US End-of-Year Tax Form task. Without it, they won't be able to view their W-2s online. For further info, see Configure Form W-2 in the Help Center. |
US territorial employees |
For further info, see Configure the US Territorial Year-End Tax Forms in the Help Center. |