Create W-2 Data

Use this page to create the data that fills employees' W-2 forms.

After making your selections, click the Create button to create the W-2 data. The following pop-up lets you know when the data has been created:

Once the data has been created successfully, you may edit it.

Note: For any employee who has a Pension Number entered in the Demographics section of the Workforce Administration Personal tab or has the user-defined Box 13 Retirement Plan checked on the Employment tab, Box 13 Retirement Plan is selected automatically during the Create W-2 Data process.

To see help for another page in the W-2 Processing workflow, click the appropriate link provided below: 

W-2 Setup

W-2 Company

W-2 Employee

Print W-2 Form

Create W-2 Transmittal