Use Paperless Consent to allow users to opt out of receiving
paystubs or tax documents electronically.
The first time users log in after paperless consent
has been enabled, they will see the Paperless Settings window where they can manage
paperless consent for paystubs and tax forms. Users cannot continue until they have made
their selections. If a user chooses to opt out of a document, that document does not
display in the Earnings module.Only System Admins may access portal settings.
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Select .
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Choose the documents for paperless consent:
- Require 1095-C
Consent.
- Require Paystub
Consent.
- Require W-2
Consent.
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To request that users confirm their email and cell
phone information, select Users
Must confirm cell phone and email address on login.
Users will be able to see the cell phone and email address fields in the
paperless consent pop-up as well as opt out of SMS notifications. The cell phone
and email fields must be included in the Personal Info module. However, the user
does not need access to Personal Info in order to make these updates. Approval
for these changes is managed through the Personal Info module. See
Configure Personal Information for more details.
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To require that users enter a cell phone number,
carrier, and email address, select Require cell phone, carrier, and
email fields during paperless consent.
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If you have configured SMS messages, you can select Show Carrier on the
Paperless Audit Prompt.
Note: Be sure to complete testing before you require this field. If you are
sending messages via Twillio, you do not need to enable this setting.
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To allow all users to see paystubs and tax
documents in the Earnings module regardless of their paperless consent choices,
enable Allow employees who have
not consented for electronic document delivery to view the documents in the
portal.
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Enable Treat employees who have not logged in as opted
out if you would like to treat all employees who have never
logged into the portal as having denied electronic document consent. This allows
their records to be pulled and printed from the Paystub Tools page.
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Enable Treat employees who are inactive as opted out if
you would like to treat all inactive employees as having denied electronic
document consent. This allows their records to be pulled and printed from the
Paystub Tools page.
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The Paystub Tools page allows the Timecard Admin
to print out any document that users have opted out of. To assign the Timecard
Admin, select . See Assign Admin Roles
for more information.
Note: This role is generally meant for someone in payroll.
Several Timecard pages are available to the Timecard Admin.
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For additional modifications on the Paystub Tools
page, see the following portal settings:
- Print Check Types to Include: A – All, E- EFT, C – Paper
Check
- Number of annual opted-out documents to export at once (W-2,
T4, 1095-C)
System and Security Admins can download an audit of
all users’ paperless selections as well as individually check and modify selections from
the User Access page (). Timecard Admins can print all opted-out documents (paystubs and tax
documents) from the Paystub Tools page.
