Show W-2s not Processed in Vista
If you are not using Vista to create W-2s for your employees, you can manually attach your W-2s to the PR Employee record and then configure your portal to make these W-2s available to users.
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In Vista, manually attach your W-2s to the PR
Employee record using the Attachment Detail form.
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In your portal, configure Earnings so that W-2s
manually attached in Vista are visible:
- Select .
- Add the Attachment Type ID in the following portal setting: Attachment Type ID for Manually Added W-2s Attachments on Employee Record.
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To attach all of the W-2s to your PR Employee records but prevent them from
being visible in the your portal:
- Select .
- Remove W2 from the following portal setting: Document Types to include in My Earnings History.