Your personal home page is where you manage your pay and records. It opens with a welcome and a set of quick-link cards.
Your quick links
Depending on whether you're paid as an employee or a contractor, your quick links include:
Personal Details: opens your Payroll Profile, where you can see your details and update your name, date of birth, and address. See Update your personal info (address, name, etc.) for the steps.
Paystubs (employees): view your pay history and download paystubs.
Pay History (contractors): view your payments and download statements.
Tax Documents: access your W-2s and other tax forms.
Payment Settings: update the bank account and direct deposit settings for your paycheck.
Withholdings & SSN (employees): adjust your tax withholdings or update your Social Security number.
Benefits (employees): see the benefits you're enrolled in and what you contribute.
Note: If you're paid as a contractor, you'll see Personal Details, Pay History, Tax Documents, and Payment Settings. Paystubs, Withholdings & SSN, and Benefits appear when you're paid as an employee.
Finish setting up
If some of your setup still needs finishing, a Finish setting up card appears at the top of your home page, above the quick links. It shows:
A heading and a line under it. While something still blocks your pay, they read "Finish setting up to get paid" and "Your pay cannot go out until every required step is done." Otherwise they read "Finish setting up" and "Finish these steps so your pay is not held up."
A progress line, such as "2 of 5 done".
A row for each step, such as Social Security number, How you want to be paid, and Bank account. A row can show Done, Verifying, or Optional. Verifying appears on a Social Security number or Bank account row you've already submitted that is still being checked. You don't need to do anything, and the row updates when the check finishes. Paperless W-2 or 1099 delivery is an Optional row and doesn't count toward your progress.
To finish, click Start setup on the Finish setting up card. Once you've completed a step, the button reads Continue setup. You can also click any row that isn't done. Finish each step that's left in the setup window that opens. When you're done, the card updates to show what's left, and it goes away when every step except the Optional ones is done.
W-2 prompts for employees
If you're an employee, you may also see one of these prompts above the quick links:
Check your draft W-2: appears from November 1 to January 7, once your draft W-2 is ready. Click it to open your Tax Documents.
Opt for paperless W-2 delivery: an optional prompt that appears when you haven't chosen paperless delivery and the Finish setting up card isn't showing.
For the steps, see Review your draft W-2 and choose paperless delivery.