Viewing W-2s in ESS
Description of Issue
- How do we make W-2s available in ESS?
- They can see W-2 for years prior to us using eStub, but not after. Is there a way to recap those years?
Context
- Enterprise ERP Payroll
- W-2 Processing
- Employee Self Service (ESS)
- TCM - Tyler Contact Manager
- W2 Images
Resolution
W-2 records must be printed, and the ESS Years record for the reporting year must be added.
To add the ESS Years record, please access the W-2 Wizard: Payroll > W-2 and 1099-R Processing > W-2 Wizard
- Select step 5. Adjust in the menu, click Maintain ESS Years
- Define the Code with year, and the corresponding W-2/1099-R descriptions
- Note: The code MUST only be the 4 digit year, i.e. 2023, no alpha characters.
- Click Accept to save the record
Alternatively to add ESS Years:
- Navigate in Munis to the program Employee W-2 and 1099-R (Payroll>W-2 and 1099-R Processing>Employee W-2 and 1099-R)
- In the toolbar, click the option ESS Years
- Add in the year into the code field. Define short description and long description
- Click Accept to save the record
Cause
Additional Information
- The W-2s must be printed and the ESS Years record for the reporting year need to both be completed in order for employees to view them in ESS. The order in which these are done doesn't matter. The ESS Years record can be added before printing, then when the W-2s are printed, they will be made available in ESS. If W-2s are printed first, they will be made available in ESS as soon as the ESS Years record is added for the reporting year.
- To troubleshoot this, confirm that ESS Year records are built, TCM images of the W-2s are created, and that you are on the most up-to-date code.
- Please reach out to Munis Human Resources Support with any additional questions
- To stop the images from appearing in ESS, delete the ESS Years records for that year