O-6-310 Consent to Receive Year-End Forms Electronically

🎯 Purpose

By following this process, an employee gives their consent to receive year-end forms electronically via a form in Dayforce. The form types selected for electronic access will, when ongoing forms are created for that employee, be accessible to the employee readily in Dayforce and will not be mailed.

It is recommended that employees would consent to receive electronic copies of both their W2 and 1095-C. If an employee does not wish to receive these forms electronically, they should not complete the following steps.

🔄 Process

1. Log into Dayforce via a web browser (not via the Dayforce App) under the Employee Role.

   REFERENCE:

   Use O-6-300 Dayforce Log-In Instructions via Web Browser, if needed.

2. Navigate to your employee profile by either selecting “Profile” on your home screen or navigating to the circular icon with your initials in the upper right.

   

   or

   

   
   

3. Ensure you are in the “Personal > About Me” tab of your employee profile.

   

4. Scroll down toward the bottom of the page until you reach the “Work Information” section, which includes headers for “Employee Information” and “Payroll Information”.

   

5. On the right, under Payroll Information, locate the “Year End Form Delivery” and click the Edit” icon on the far right:

   

6. A window will open up describing the change and including a list of checkboxes to select.

   1. Recommended selection is to choose “W-2” and “1095-C”.

      

7. Select “Approve”. The change will save immediately, completing this process.

   

📅 Effective: 08.27.2024  |  🔍 Reviewed: 12.31.2024

🛠️ Revised: 12.31.2024  |  ✅ Approved: JFJ