Releasing W2's and Annual Forms

Each year, our team will automatically load your W-2s and annual forms into your HRIS Administrator Portal. Once loaded, you can release these documents to your employees' Employee Self-Service (ESS) accounts for 24/7 secure access.

Step-By-Step Instructions

First, launch the HRIS Administration Module.

From here, select Payroll and Setup from the drop-down menu on the left and click on W2/ Annual Form Processing.

Once you have found the files you would like to release to your employee portals, click the Release button on the far right (you may need to scroll depending on your screen size) to send each employee their W-2 for the selected year.

Top Tip: If you have been a client for multiple years, you may see multiple records here. Pay close attention to the File Name to select the correct year's forms!

Congratulations! You have just published this year's W-2s to the My Files section of your employees' self-service portals. (Employees can watch this quick video on how to find their W-2 in their portals.)

When you return to this page in the future, you will see a Yes in the Released to ESS? column next to the documents you selected as well as the date these digital copies were released to employees.

Top Tip: If you're not already using our Employee Self-Service feature, contact our team today to enable this so you can quickly, easily, and safely grant employee access to these important documents. (And eliminate the need for reprints!)