Creating the tax form task

The tax form task is only for organizations that use the Symmetry integration. Candidates and employees can complete the federal form W-4 and state tax forms. When using Symmetry, you must use the Symmetry federal form W-4. Before the tax form task can be configured, Symmetry must be configured for the organization.

See Integration with Symmetry in the Infor HR Talent Integration Guide for Symmetry in the Infor HR Talent Integrations Documentation Library.

The tax form task must be created so that it can be added to transition programs.

  1. Select Administrator > Transition Management > Setup > Tasks.
  2. Click Create.
  3. Specify this information:
    Task
    Specify the name of the task.
    Active
    Select this option to make the task available for programs.
    Audience
    Specify Resource or Candidate.
    Task Type
    Specify Tax Forms.
    Form W-4
    Specify Symmetry.
    System Delivered is a legacy option that is available for clients who interface the form W-4 data to Infor HR Management Payroll. An integration exists for all Symmetry forms to Infor HR Management and HR Payroll. The Symmetry form W-4 is the only option available through Employee Self-Service to provide a consistent experience.
  4. Specify other fields as required.
  5. Click Save.
  6. You can also specify options for schedule and email automations.
Related topics