Loading delivered content for year-end processing

  1. Select Payroll.
  2. Select Administration.
  3. Click the Utilities tab.
  4. Click Payroll Delivered Content.
  5. Select the item with a description of Year End.
  6. Click Load.
  7. Select this content to be loaded:
    • Compliance Templates:
      • W-2 : Infor Compliance Template for W2 2023
      • W-2C: Infor Compliance Template for W2C 2023
      • W-2CM: Infor Compliance Template for W2 CM 2023
      • W-2GU: Infor Compliance Template for W2 GU 2023
      • OS3710: Infor Compliance Template for OS3710 2023
    • Email Templates:
      • Disabled Paperless Delivery
      • Enabled Paperless Delivery
      • Tax Statement Available
      • W-2 Reminder Template
      • W-2 E-Delivery Email Template
    Note: Using the delivered email templates is optional. Delivered email templates can be modified for organizational needs.