Generate a W-2 Work File

The work file is a snapshot of the data from the employee payroll database. Vision uses this file to generate W-2 forms.

Prerequisites: You must enter employee information and state IDs before you generate the work file.

To generate a W-2 work file, complete the following steps:

1. From the Vision Navigation menu, click Human Resources > Payroll > Form W-2 Processing.
2. On the toolbar of the Form W-2 Processing form, click Generate Work file.

   Vision displays a message to warn you that any payroll processing for the selected Processing W-2 year subsequent to generating the work file will not be reflected in the work file. After the work file is generated, all toolbar buttons are enabled.

   After you generate the work file, you can click Generate Work File on the toolbar to regenerate the file at any time. If you do this, Vision overwrites all information, including any changes made using the Form W-2 Editor, in the previously generated work file.