Understanding IRS Form W-4 Setup
Employees can use self-service to enter, review, and revise W-4 forms. (Release 9.2 Update) The IRS Form W-4, Employee's Withholding Allowance for ESS program (P085303A) provides tabs for Name and Address and the IRS Withholding Calculator.
Employees access the IRS Form W-4, Employee's Withholding Allowance for ESS program by clicking a link on the organization intranet portal. To set up this access, you use the Self-Service Process Flow Setup program (P05400) to create a process flow script. You then link the Self-Service Director program (P05410) version that runs the script to the Web portal. You must set a processing option for the Self-Service Director program that specifies the correct process flow script.
The employee can update name and address information. If the system administrator sets up a link on this form, employees can click the link to display I.R.S. Instructions for the W-4 form. (Release 9.2 Update) The Next and Previous options take the user to the previous or next step that is defined in the Director script. After completing the W-4 form, an employee can print the form.
After changes are made and the employee completes the acceptance form, the system saves the information in the IRS W-4 Form Work File table (F085303W).
(Release9.2 Update) You can also specify a processing option for the telephone number that an employee can use to contact the Social Security Administration to request a name change form.