W-2 Information

W-2 data is generated when the W-2 to EO process is run. The employee must have Employee Accumulator data (PYUPEA) which is created when a paycheck is calculated and/or paid. An attachment definition must to be set up that links the W-2 from Document Online to EO's W-2 page for the user to access. Refer to W-2 Setup in EO for more information.

Employee Online settings, Payroll Settings, W-2 card, controls whether the "Opt-out of receiving paper W-2s" checkbox appears.

When the Opt-out box is checked, the Payroll Employee Definition (PYUPEM, Switches tab) will be updated with a Y in Switch #31 – Suppress W2 Prt. If the box is left unchecked, Switch #31 will be blank. The associated field on HREMEN is also check-marked or left blank.

Available W-2s are listed on the W-2 Information page under the W-2 card. Select a link to view the W-2 in PDF format. If no W-2s are available for the employee, a "No data available" message is displayed.