Adding a New State Form to Update Info

How to Add a New State Form to Update Info

When an employee moves to another state, they will need to complete a new State Withholding Form. This Article will go over how you can grant an employee access to a new State Form to be completed through the Update Info Module of the Portal. 

1. You can first navigate to the HR Record of the employee who needs to complete a different State Withholding Form. In the filing status tab, create a new line with the Deduction Code of the state form you would like the employee to complete.
   
   
2. Once the new line has been created with the corresponding deduction code, the employee should be able to see the new State Form in the Update Info section of the Portal. Once they have completed the new form and the change has been approved by an admin, the State Withholding Form values will be pushed to their record in Vista.
   
   If the employee does not have access to the State Form after completing step 1, please submit a ticket through the following link: Support : Customer Portal