Updating Your Tax Setup (W-4) in Paylocity
Kimberly Ayers
12 steps
36 seconds
Paylocity
1
Navigate to <https://access.paylocity.com/>
2
Click on the hamburger menu (3 lines) in the top left.
3
Click on your Self-Service Portal.
4
Click "View Employee Record"
5
Click on the "Pay" tab.
6
Click on "Tax Setup".
7
Under Federal Income Tax (FITW), click the "Pencil" under Actions.
8
Make the necessary changes.
9
Click "Save & Return"
10
Click "Save & Confirm"
11
The HR team will be notified of this change and will need to approve it before the change is seen on your end.
12
If you have questions, please contact payroll@insightpaschool.org.
Updating Your Tax Setup (W-4) in Paylocity
Kimberly Ayers
12 steps
36 seconds
Paylocity
1
Navigate to <https://access.paylocity.com/>
2
Click on the hamburger menu (3 lines) in the top left.
3
Click on your Self-Service Portal.
4
Click "View Employee Record"
5
Click on the "Pay" tab.
6
Click on "Tax Setup".
7
Under Federal Income Tax (FITW), click the "Pencil" under Actions.
8
Make the necessary changes.
9
Click "Save & Return"
10
Click "Save & Confirm"
11
The HR team will be notified of this change and will need to approve it before the change is seen on your end.
12
If you have questions, please contact payroll@insightpaschool.org.
