Payroll Forms - Federal W4, NJ-W4 and Direct Deposit

The employees are able to go into their employee portal, and if the permissions are set and your district is using SchoolFi Payroll, they can enter or update their Federal and/or NJ state W4 information and also Direct Deposit information. 

In addition, the NJ-165 (Non-residence In New Jersey) is available for the employees to complete in their portal. This form is primarily utilized by employees who reside in Pennsylvania. This form can be hidden from your employees from a new option on the Payroll > Setup screen.

What the Employee will see:  

They can also update or start a new form

They can view a video on entering the forms:

To set this up there are 2 steps needed:

For the employee Portal

If the District utilizes the Genesis provided Employee Portal role of Payroll employees assigned to this role will have access to the payroll forms.  Access is granted form the screen highlighted below.

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On the SchoolFi roles screen the processing screen also needs to be assigned

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When processing payroll, an error will occur if there are any unprocessed forms.