Setup for Printing or Publishing W2s

Printing and publishing W2s to Document Management is done on the Payroll→W2→Publish W2s to Doc Mgt screen:

The left side of the screen contains setup fields which link the W2 system to Document Management, as well as specify the dates to print on/embed in the W2 documents, and on which to open the W2s for viewing in the Employee Portal:

• Use the W2 Document Type drop-down to select "W2 Documents" and click Save.  If you do not have "W2 Document" as an option in your drop-down, go here to set up the configuration.
• Other Settings:  if you want the ability to print an individual employee's W2 directly from their Payroll Summary tab, check this box.

The right side of the screen contains the panel to link to a report to print paper W2s, and the controls to generate the electronic W2 documents in Doc Mgt:

• Document Management for W2s does NOT have to be set up to print the W2s, but the "Date of the W2" field must be set.
• Clicking the link "Click here to run a report to preview W2 documents" allows you to view or print all W2 forms.