Follow these steps to configure how W-2 forms display in Werknemers self-service.

1. From the Werknemers self-service main menu , select HR Admin Settings.

   The Admin Settings page opens.

2. Select the Earnings Settings section on the left side of the page.
   The General Settings page opens.
3. Select W-2 Forms.
   The W-2 Forms tab opens.
4. At the top of the page, select a company or an entity (if applicable) from the dropdown field.
   Note: The dropdown field lists only those entities associated with active companies in HR Management (Admin Settings > Enterprise Settings).

   Depending on whether you use companies or entities, you will notice the following when selecting the dropdown field:

   • Companies display with their company code followed by a dash and the company name. For example, PSC - Puget Sound Contractors.

     

   • Entities display with the company code followed by the entity code and entity name. For example, PSC 101 Chase Electrical or PSC 102 NW Painting Specialists. The parent company name follows the company name format: [Company Code] - [Company Name].

     

   The earnings template for an entity prefills with information from the parent company, such as a logo or address, and may be edited at anytime.

   Note: When accessing their earnings, employees will see the company code in the Company dropdown on the Earnings page. For entities, this is the parent company code.
5. Toggle the Visible radio button for each tax year for which you want to display the W-2 form.
   The default state for new years is Visible.