Verify Workday Details Before W-2 Distribution

Bassyonni

ago 1 hour

As the year draws to a close, the Payroll team is preparing for the 2025 W-2 distribution. Employees are reminded to verify their information in Workday to ensure the accuracy of tax documents and timely delivery.

Verify Workday Details Before W-2 Distribution

Ensuring your information is up to date in Workday is crucial. Here’s how you can review and verify your personal details effectively.

Confirm Your Personal Information

To check your information, follow these steps:

Access the “Menu” in the upper right corner.
Select “Personal,” then choose “Personal Information” and “About Me” to review details.

Address Verification

To confirm your home address:

Go to “Contact” on the left-hand menu.
Ensure “Mailing” is listed under “Usage.”
If it isn’t, click “Edit” and then “Change Home Contact Information.”
Use the pencil icon to update your address.

Legal Name and Social Security Number

To verify your legal name and Social Security Number:

Select “Names” at the top of the page to check your legal name.
Click on “IDs” and then “Verify National ID.” Enter your full SSN and click “OK.”
A successful verification will display a message. If you make four incorrect attempts, the field will lock, requiring HR assistance.

Updating Your SSN

If you need to update your Social Security Number:

Click “IDs” at the top of the page.
Choose “Edit” and then “Change My Government IDs.”
Enter the correct SSN and click “Submit.” Your update will be reviewed by HR.

Choosing W-2 Delivery Options

Employees are encouraged to opt for electronic delivery of W-2 forms for quicker access. To make this selection:

Navigate to “Menu,” then “Personal,” followed by “Pay,” and select “Tax Documents.”
Under “Tax Form Printing Elections,” click “Edit.”
Select “Receive electronic copy of my year-end tax documents” and click “Submit.”

If no preference is recorded by December 31, 2025, a printed W-2 will be mailed to the address listed in Workday. Printed forms will display a masked Social Security Number for security, showing only the last four digits.