Year-End Resources for the Web Portal
Use the following resources to find answers to frequently asked questions about year-end processes related to annual tax documents, benefits, applicant tracking, and onboarding.
View or Print W-2s in the Portal
Use the Earnings module to view and download W-2s and other tax
documents generated in Vista.
Important: Be sure
to update the Latest W-2 / T4 / PAYG Report Year portal
setting with the correct reporting year once you are ready for that year's
annual documents to be available in the portal. See Update the tax year in the portal for details.
Earnings Overview and Setup:
- Configure Earnings
- Configure Paperless Consent
- Show W-2s that were not processed in Vista
- Update the tax year in the portal
Print W-2s and Other Tax Documents:
Troubleshooting W-2
Issues:
- Users Cannot View W-2s in the Portal
- W-2s printed via the portal are not showing values in box 12 or box 14 (links to a Knowledge article on the Viewpoint Customer Portal)
Manage Benefits at Year-End
See the following resources for help managing benefit enrollment, reviewing benefit codes, or troubleshooting issues with your benefits workflow:
Benefits Overview and Setup:
- Benefits Overview
- Benefits Configuration
- Benefits Setup Checklist
- Add Non-Elective Benefits to Employees
- Negative Earnings not Supported in Benefits
Troubleshooting
Benefits Setup:
Benefits Workflow
and Management:
Manage Applicant Tracking and Onboarding at Year-End
See the following resources for help managing and posting job requisitions, reviewing job applications, and onboarding new hires.
Applicant Tracking Overview and Setup:
- Applicant Tracking Overview
- Applicant Tracking Configuration
- Customize Your External Careers Site
- Create Company-Specific Links for Your External Careers Page
- Create Category-Specific Links for Your External Careers Page
- Send Recruiters an Email When a Candidate Applies
Troubleshooting
Applicant Tracking:
Onboarding:
