How to export W-2 Delivery method

Description of Issue

Is there a way to export out W-2 Delivery information to Excel?

Context
  • Munis
  • Employee Master
  • Employee W-2 and 1099-R
Cause


Resolution

There is no Excel option from Employee Master or Employee Inquiry for W-2 Delivery. There are two options:

Export from Employee Master:

  1. Go to Employee Master (Payroll>Employee Maintenance>Employee Master)
  2. Click Search. Click the Payroll tab. Select applicable W-2 Delivery needed (example P-Print Only). Click Accept. 
  3. Click Browse. Click Excel in the toolbar. 
  4. Remove unnecessary columns. Add a column for W-2 Delivery. (Define P-Print Only) for all employees. 
  5. Repeat steps 2-4 if other W-2 Delivery methods are needed. 

Use Advanced Find in Employee W-2 program:

  1. Go to Employee W-2 and 1099-R (Payroll>W-2 and 1099-R Processing>Employee W-2 and 1099-R) 
  2. Click Advanced Find in the toolbar. 
  3. Click Define. 
  4. Under the Table drop down, select Employee Master. Under the Field drop down, select W-2 Delivery. 
  5. Click Add/Remove.
  6. Click into the Value field and define the W-2 Delivery code you are searching on (Example, P for Print Only)
  7. Click Accept. 
  8. Click Return back to the Employee W-2 screen. 
  9. Click Accept. All records in the find set are employees with the defined W-2 Delivery value (P-Print Only).
  10. Repeat steps 2-8 to search on other W-2 Delivery Codes. 
Additional Information