Tax & Payroll Info Tab Overview
The Tax & Payroll Info tab on the Candidate record is used to track tax information and payroll settings for individual candidates. This tab ensures administrators have easy access to this information in . The information below details the default fields and sections available in this tab.
Default Fields
The following fields are the default fields available on the Candidate Tax & Payroll Info tab. You may have additional fields in your environment if Custom fields have been configured for this tab.
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SSN: Candidate’s social security number
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Date of Birth: Candidate's date of birth.
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I-9 On File: Yes or No.
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Tax ID Indicator: Tax ID assigned to the Candidate.
Additional Sections
The following sections are also available on the Tax & Payroll Info tab on the Candidate record. Most of the information in these sections comes from the candidate's onboarding paperwork.
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Pay Method Section: Details the pay methods for the candidate. See Pay Method UI for additional information on this section.
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Federal Forms Section: Any federal forms assigned to the candidate will appear in this section.
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State Forms Section: Any state forms assigned to the candidate will appear in this section.
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Local Forms Section: Any local forms assigned to the candidate will appear in this section.