| See Opt In or Out to Go Paperless in HR & Payroll for instructions using the desktop experience. |
The Paperless Opt In feature in the Paylocity Mobile App allows users to opt-in to receive year end forms electronically.
- Log In to the Paylocity Mobile App.
- Navigate to My Profile.
- Select Paperless within the Private section.
- Enable W-2/1099 to not receive a paper W-2/1099 form. Users still have the option of viewing or printing these documents online.
- Enable 1095-C to not receive a paper 1095-C form.
- Users still have the option of viewing or printing the 1095-C on a desktop browser, The Mobile App does not support viewing of the 1095-C.
- This option is only available if the company uses Affordable Care Act (ACA) services with Paylocity.
- Select View Details to review the Paylocity E-Sign Act Disclosure and Agreement.
- Select the Yes, I consent to receiving documents electronically checkbox.
- Select the I understand that clicking this box constitutes my digital signature checkbox.
- Select Confirm.
💡 ADDITIONAL INFORMATION:
- The Mobile App only supports viewing the Form W-2. Forms 1099, 1095-C, W-2C are not currently supported in the Mobile App. The user must log in via the web interface and access the Employee Self Service (ESS) Portal to view those forms.
- Users have the ability to access W-2s as early as January 6th by signing up for e-delivery.
- For Form W-2, View PDF will only work for Tax Year 2020 and above. For Tax Years 2019 and below, use the email feature to gain access to the form.