Reviewing W-4 and State Tax PDFs (BrassRing Onboarding Manager)

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Abstract

BrassRing Onboarding managers (using BrassRing Onboard Manager) review the new hire's completed/signed/submitted Form W-4 PDF and state/local tax form PDFs.

This is not a task on the My Tasks page. Instead, the BrassRing Onboarding manager goes to a hire profile page and selects Documents from the menu. On the resulting Documents page, the BrassRing Onboarding manager selects the pointer by a Form W-4 PDF or a state/local PDF, and from the resulting menu, selects View Document to open a PDF.

Documents menu - Hire Profile Page

The BrassRing Onboarding manager, on the Documents page, could also select New Hire Packet. This creates a PDF that contains every PDF completed by the hire. Then the BrassRing Onboarding manager selects the pointer by New Hire Packet, and from the resulting menu, selects Print Hire Packet (PDF) or Download Hire packet (PDF).

new hire packet

If there is a discrepancy that needs correction, the BrassRing Onboarding manager could create a new job for the hire, which would allow the hire to use BrassRing Onboard to repeat all BrassRing Onboarding tasks (including W-4 and state activities). Note: There is no standalone W-4 activity, so there is no way to just have a hire redo the BrassRing Onboarding US W4 task.

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