How to search W-2 delivery method within Employee W-2 program

Description of Issue

Is there a way to see which employees have W-2s that printed verses sent to their email? 

Context
  • Munis
  • Employee W-2 and 1099-R 
  • Advanced Find
Cause


Resolution

Use the Advanced Find option in the 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