Wiki source code of Employee Online Access (Web)
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author | version | line-number | content |
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2.1 | 1 | (% style="line-height:1.38; margin-top:27px; margin-bottom:8px" %) |
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3.1 | 2 | = (% style="color:#000000; font-family:Arial,sans-serif; font-size:20pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Dashboard/Electronic Access Wizard:**(%%) = |
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2.1 | 3 | |
4 | (% style="line-height:1.38" %) | ||
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3.1 | 5 | (% style="border:none; color:#000000; display:inline-block; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; height:451px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXdLrFb4XfXI9T8N_VIi8lArPn4YOEP_imrg3pQS2SVwWI8L4AVAQLVa_b3zvQ4-2BO3TGmYUNAB3kdyQxREQbM12fJELPbNmEBj4LTsUJ6rM06h5aJdbdiK7y-NWjHkhKuwe_rj?key=QDm56cd0ocl0LzWblPEPDg||height="451" width="624"]] |
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2.1 | 6 | |
7 | (% style="line-height:1.38" %) | ||
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3.1 | 8 | (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Electronic Access for W-2s: clickable for filings that have electronic access capable payees. (Currently is toggled in all cases in internal environments). |
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2.1 | 9 | |
10 | |||
11 | (% style="line-height:1.38; margin-top:24px; margin-bottom:8px" %) | ||
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3.1 | 12 | == (% style="color:#000000; font-family:Arial,sans-serif; font-size:16pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Electronic Access Wizard:(%%) == |
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2.1 | 13 | |
14 | (% style="line-height:1.38" %) | ||
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3.1 | 15 | (% style="border:none; color:#000000; display:inline-block; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; height:372px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:539px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXddJhCXCaVkRUla9A-bsGj5j-m3jwYVL0tcq4TBjOLzk7zRNBhLnxkr50UsPTIsc2xNpEW6TJ2ODOSn9dRXJHpxgnpous1didHkpauGE7_PVDe5hveTpocY9qsdu1z8MEU23X-PgQ?key=QDm56cd0ocl0LzWblPEPDg||height="372" width="539"]] |
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2.1 | 16 | |
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6.1 | 17 | (% style="line-height:1.38" %) |
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7.1 | 18 | (% style="color:#ff0000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)*Only internal @aatrix.com or @sovos.com email addresses can have emails sent to them currently. If you need to simulate changing email addresses. You can add . (period)s in the address, and it will still get sent to the same email address. |
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2.1 | 19 | |
20 | (% style="line-height:1.38" %) | ||
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7.1 | 21 | (% style="color:#ff0000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Example: kristopherlommen@gmail.com = kristopher.lommen@gmail.com |
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6.1 | 22 | |
23 | |||
24 | (% style="line-height:1.38" %) | ||
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3.1 | 25 | (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Search/Clear//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): Allows for searching/filtering off of provided First/Last names. |
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2.1 | 26 | |
27 | |||
28 | (% style="line-height:1.38" %) | ||
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3.1 | 29 | (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Checkboxes//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): When checked, and when “Email Access Letters” is clicked, emails will be sent to those checked payees. |
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2.1 | 30 | |
31 | |||
32 | (% style="line-height:1.38" %) | ||
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3.1 | 33 | (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Email Address Input Boxes//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): The email addresses can be changed for payees on this screen. Note that the changes must be saved (Via Save Changes) in order for subsequent Email addresses to be sent. |
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2.1 | 34 | |
35 | |||
36 | (% style="line-height:1.38" %) | ||
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3.1 | 37 | (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Select/Unselect All//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): Selects or deselects all payees in the table |
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2.1 | 38 | |
39 | |||
40 | (% style="line-height:1.38" %) | ||
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3.1 | 41 | (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Save Changes//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): Saves any and all Email Address changes made in the interface. |
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2.1 | 42 | |
43 | |||
44 | (% style="line-height:1.38" %) | ||
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3.1 | 45 | (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Email Access Letters//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): Disperses email access letters to all checked payees. Note that all changes must be saved first. Emailing is currently throttled to one batch email request every 2 minutes to prevent spamming. |
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2.1 | 46 | |
47 | |||
48 | (% style="line-height:1.38" %) | ||
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8.1 | 49 | (% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//Debug:Force regenerate EAID records//(% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %): Temporary button that allows a simulation of an initial mode filing being resubmitted. Not useful for typical QA testing needs. |
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2.1 | 50 | |
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8.1 | 51 | (% style="line-height:1.38; margin-top:24px; margin-bottom:8px" %) |
52 | == (% style="font-size: 16pt; font-variant: normal; white-space: pre-wrap; font-family: Arial, sans-serif; color: rgb(0, 0, 0); font-weight: 400; font-style: normal; text-decoration: none" %)Emailed access letter:(%%) == | ||
53 | |||
54 | (% style="line-height:1.38" %) | ||
55 | (% style="font-size: 11pt; font-variant: normal; white-space: pre-wrap; font-family: Arial, sans-serif; color: rgb(0, 0, 0); font-weight: 400; font-style: normal; text-decoration: none; border: none; display: inline-block; overflow: hidden; width: 604px; height: 430px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXf-rIAyxUxfxj_-1k4vrQdduRwcOLVVghdk_sUT4EZrzrG5jYhyTpvWoLAnoPGqrZg_ysLwBMcTIF8wUBFdfL9Hj1PHOCMPOowZU5-zqY4CCrzd8deY3LU2eELVcDWT-Lozg9vUUQ?key=QDm56cd0ocl0LzWblPEPDg||height="430" width="604"]](% style="font-size: 11pt; font-variant: normal; white-space: pre-wrap; font-family: Arial, sans-serif; color: rgb(0, 0, 0); font-weight: 400; font-style: normal; text-decoration: none" %)Clicking the email address’s “HERE” will currently link the user to | ||
56 | |||
57 | (% style="line-height:1.38" %) | ||
58 | [[(% style="font-size: 11pt; font-variant: normal; white-space: pre-wrap; font-family: Arial, sans-serif; color: rgb(17, 85, 204); font-weight: 400; font-style: normal; text-decoration: underline; -webkit-text-decoration-skip: none; text-decoration-skip-ink: none" %)http:~~/~~/epaptest.aatrix.com>>url:http://epaptest.aatrix.com||style="text-decoration:none"]](% style="font-size: 11pt; font-variant: normal; white-space: pre-wrap; font-family: Arial, sans-serif; color: rgb(0, 0, 0); font-weight: 400; font-style: normal; text-decoration: none" %) | ||
59 | |||
60 | |||
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2.1 | 61 | (% style="line-height:1.38; margin-top:27px; margin-bottom:8px" %) |
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3.1 | 62 | = (% style="color:#000000; font-family:Arial,sans-serif; font-size:20pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**EAP Website **(%%) = |
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2.1 | 63 | |
64 | |||
65 | (% style="line-height:1.38" %) | ||
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3.1 | 66 | (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Accessing the EPAP site: |
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2.1 | 67 | |
68 | (% style="line-height:1.38" %) | ||
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3.1 | 69 | (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)As of 11-07-2024, the EPAP site can be accessed at (%%)[[(% style="-webkit-text-decoration-skip:none; color:#1155cc; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration-skip-ink:none; text-decoration:underline; white-space:pre-wrap" %)http:~~/~~/epaptest.aatrix.com>>url:http://epaptest.aatrix.com||style="text-decoration:none"]](% style="color:#000000; font-family:Arial,sans-serif; font-size:11pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) |
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71 | |||
72 | (% style="line-height:1.38" %) | ||
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3.1 | 73 | (% style="background-color:#ffffff; border:none; color:#1d1c1d; display:inline-block; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; height:463px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXe5vQzYlb6Ab8ANsbe7LLcCGm5nBkJgtslCOwVI-Lp6HGhAjTytpj-eu2lxPy7JmWsbaku2bef2tU5uNn_r37Pj_io40OR8FoQKiflPVTvurLTC-EsvCShIxtufzkA_WOR72bNN?key=QDm56cd0ocl0LzWblPEPDg||height="463" width="624"]] |
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2.1 | 74 | |
75 | |||
76 | (% style="line-height:1.38" %) | ||
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3.1 | 77 | (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Email Address: **(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)the email addressed type in the Electronic Wizard column |
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2.1 | 78 | |
79 | (% style="line-height:1.38" %) | ||
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3.1 | 80 | (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Password: **(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)the TIN (SSN/EIN) associated with the payee (Employee/Recipient) |
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2.1 | 81 | |
82 | |||
83 | (% style="line-height:1.38" %) | ||
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3.1 | 84 | (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)After successful login, an email with a one-time access code will be sent: |
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2.1 | 85 | |
86 | |||
87 | (% style="line-height:1.38" %) | ||
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3.1 | 88 | (% style="background-color:#ffffff; border:none; color:#1d1c1d; display:inline-block; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; height:459px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXem_Xz5QCfJOSFCfpOL6D8uWQ7_ebkMMUTfVp-LvxvIPHTFrlXVOTF2yC4GZCV_3kMvgxat4fMF2iwL5eJC2LySzIEm05J660rzZG8mkDQxKDQo8yog-e7D4VbTLxB8gSbW63NwyA?key=QDm56cd0ocl0LzWblPEPDg||height="459" width="624"]] |
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2.1 | 89 | |
90 | |||
91 | (% style="line-height:1.38" %) | ||
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3.1 | 92 | (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Type the Access Code into the box from the previous step: |
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2.1 | 93 | |
94 | |||
95 | (% style="line-height:1.38" %) | ||
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3.1 | 96 | (% style="background-color:#ffffff; border:none; color:#1d1c1d; display:inline-block; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; height:483px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXdh4in852qtsFlT7N7f9It0ELajyik9j-ik-XVbcM6CPMzvLSqA8LDu3p-8_M4q4FPYGsrNGfHZb5koSRfUpT9ctJRxSr6zkx74rqXss3Q8tTaKBR07TmzxsIy-bqSqfPKAF32k?key=QDm56cd0ocl0LzWblPEPDg||height="483" width="624"]] |
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2.1 | 97 | |
98 | |||
99 | |||
100 | (% style="line-height:1.38" %) | ||
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3.1 | 101 | (% style="background-color:#ffffff; border:none; color:#1d1c1d; display:inline-block; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; height:496px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXd6WYCjiQk8AKWMj2eyeoF5ViHJ0StPGpXbOg0VWLK1cJyr3DHuly0wB4NIO5vkSxc4BLzOwRWxO3rHBk4ZkNNzNSc5_15-0IkfClAOjPbI0Rb2EdeIJpxxB9Nqb4urVWWfKoz54g?key=QDm56cd0ocl0LzWblPEPDg||height="496" width="624"]] |
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2.1 | 102 | |
103 | |||
104 | (% style="line-height:1.38" %) | ||
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3.1 | 105 | (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)A few notes on this screen: |
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2.1 | 106 | |
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3.1 | 107 | * (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Only the most recent form for a given EIN/year will show up for the payee in this list. |
108 | ** (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)For example, let’s say employee Kyle Hendrickson belongs to a company called “Aatrix Software” for EIN 11-222222. If the preparer for Aatrix Software files corrections a couple times, they’ll have three AFIDs: 10001, 10002, and 10003. In the list, only the W2 for AFID 10003 will show up. The PDFs for 10001 and 10002 will be under under the “Previous Forms” section. | ||
109 | * (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)The page will timeout with inactivity and redirect the user to the login page. The current timeout is 15 minutes. | ||
110 | * (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)The “View” and “Save” links are not guaranteed to work as described in the image. The website will (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//try //(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)to display the PDF in the browser when they click the “View” button and will (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:italic; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)//try //(% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)to force a download with the “Save” button is clicked, but sometimes browsers will override this behavior. For example, on a mobile phone, the “View” link might actually open an external app (like a PDF viewer) instead of opening it a new tab in the browser. | ||
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2.1 | 111 | |
112 | (% style="line-height:1.38" %) | ||
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3.1 | 113 | (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Beneath the list of forms, you’ll also see a list of notices. You should only see notices corresponding to the types of forms the user has available to them: |
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2.1 | 114 | |
115 | (% style="line-height:1.38" %) | ||
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3.1 | 116 | (% style="background-color:#ffffff; border:none; color:#1d1c1d; display:inline-block; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; height:267px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXdiemsetQ2YKHDJLbeXL1Q1skyMsjYvGPqkS4df6HgTWZEFMJseo7ZCxtLw0V0wdS31H9-zSs2dXh0gNjVmwMfyNnvjeAUfcrkPnCmQroxgtyS6emXArhaY7fIiIg2ByCel5qM8?key=QDm56cd0ocl0LzWblPEPDg||height="267" width="624"]] |
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118 | |||
119 | (% style="line-height:1.38" %) | ||
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3.1 | 120 | (% style="background-color:#ffffff; color:#1d1c1d; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Finally, if the user has multiple years worth of filings, you’ll see a block - like the one from a couple steps ago - for each previous year: |
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122 | |||
123 | (% style="line-height:1.38" %) | ||
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3.1 | 124 | (% style="background-color:#ffffff; border:none; color:#1d1c1d; display:inline-block; font-family:Arial,sans-serif; font-size:11.5pt; font-style:normal; font-variant:normal; font-weight:400; height:461px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXde2mB_HU-NGqbHLzI4FpFPfIaAxY6InNnm5oAEgdxd4N7mARDAxsz4vZIPRXy6x3azVsJyAOXIbqd9EtJMyQYxeMUjU89gciUZkG5k3fH7PkZr6buezxGLbiRXGN1e49Y3m4EYCw?key=QDm56cd0ocl0LzWblPEPDg||height="461" width="624"]] |
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126 | |||
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4.1 | 128 | |
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