Issue/Symptom/Question

How do I remove Employee W-2's from the Employee Portal?

Applies To

PENTA for Windows

Payroll > Payroll Check Processing > Approve Documents for Employee Portal

Payroll > Year End Reporting > W2 Generation

OnBase Configuration

Users > User Groups / Rights > Select "User Group Name/Security Group" > Document Types

Resolution/Fix/Answer

Prerequisites:

1) User needs to have security access to "Approve Documents for Employee Portal" window. (Payroll > Payroll Check Processing > Approve Documents for Employee Portal)

2) User needs to have access to Document Types: HR - W-2 Approved/Unapproved via OnBase Configuration settings. (OnBase Configuration > Users > User Groups / Rights > Select "User Group Name/Security Group" > Document Types)

Steps:

1) Payroll > Payroll Check Processing > Approve Documents for Employee Portal

2) Bottom left of your screen, filter the parameters by placing a check-mark next to "Approved" and "W-2s", then click the "Query" button

3) Select the Employee whose W-2 you want to remove, then click "Unapprove"

Note: To unapprove a list of Employee W-2's, select multiple Employees at once by holding down the shift key and then click "Unapprove". Double-click on column headers to group by header name.

4) Close the window

The employee will no longer see the W-2 in the Employee Portal.