Approve a W-4 Form

Modified on Wed, 3 May, 2023 at 12:42 PM

This article covers how to approve a W-4 Form in the application. The W-4 form does not follow a workflow process. Withholding (W-4) forms need to be approved after employees submit. Once the W-4 form is approved, the W-4 information updates the employee’s record and flows to Payroll, if applicable.

Approved an Employee’s W-4 Form

Navigation: Team > HR > Forms > Government Form > Withholding

Select the employee to approve their form.
Select Process.
Enter an effective date if needed.
Select Process.
Enter password.
Select I Agree.

Important: A global Notification may be configured to notify Administrators there are W-4 forms to be approved. Navigate to Admin > Global Setup > Notifications. Select W4 Submitted and configure as needed.