Get Started with Paylocity

On Desktop:

1. Select “Employee Self-Service” from the main menu.
2. On the Welcome Card that says “Hi “, expand the card and click “View Employee Record.”
3. Select the “Pay” tab, click “Tax Forms,” choose the year.
4. You’ll have the option to password protect the document or waive the protection, and then you can view the PDF file.

On Mobile:

1. Tap the menu at the top left and choose “Pay.”
2. Swipe the top bar to the left and select “Tax Forms” and choose the year(s) you want.
3. Tap the envelope icon at the top right to send this info to an email address.
4. You’ll be prompted to create a password for the PDF by default.

Use Google Chrome or Paylocity’s mobile app. Other browsers including Microsoft Edge, Internet Explorer, and Apple Safari may cause issues.