Package: Forms, Onboarding

Yearly W4 Update

Every year the IRS (US Government Agency) updates Tax Form - W4.
This is part of the Jobscience Onboarding Package and as a standalone Form. Directions below outline how to update for the new document.

Locate the most current Install Package

  • Customer Org: Install the package with permissions to all users.

Page Layouts

Update the Page Layout for new Fields

  • Navigate to Setup > Create > Objects > W-4.

  • Scroll to the Page Layout.

  • Edit for the desired Page Layouts (likely all of them).

  • Click & Drag Line 9 - First date of employment to the desired area.

  • Save your changes.

Site Guest User Permissions

Update Forms User for new Fields

  • Navigate to Setup > Develop > Sites > Inquiry (or Forms) Sites.

  • Go to Publish Access Settings.

  • Scroll to Field-Level Security.

  • Find & Click View for the W-4 Object.

  • Click Edit.

  • Ensure all Fields have Visible (or Edit Access) enabled.

  • Save your changes.

Form Update

Locate Form

  • In your Org, navigate to Forms > Electronic W-4 Form.

Capture new Image

  • Take a screenshot of the necessary section from this document and save it locally to your computer.

  • Upload this image as an external document in the customer org on the documents tab.

Update the Image

  • Navigate to the Text section.
    In most situations, this will be the first one.

  • Delete the image in the input box.

  • Select the postcard icon.

  • Use the Browse Server button to locate the image you stored on the Documents tab and click OK.

  • Save your changes.

Add new Field

  • Select New Question.

  • Pick W-4 from the Populate Object Field.

  • Click Select Object.

  • Choose Line 9 - First date of employee option from the Populate Field.

  • Go to Select a Field.

  • Save your changes.

  • Click & Drag the Line 9 - First date of employee Question to the desired area.

  • Save your changes.