EMPLOYEE
PORTAL
VIEW AND PRINT YOUR W2 FORMS
FROM HOME
TABLE OF CONTENTS
Quick Steps and Full Steps ..................................................................................................... 3
Quick Steps To View and Print ................................................................................................ 3
View W2 Forms – Full Steps ................................................................................................... 4
Print W2 Forms – Full Steps .................................................................................................... 7
FAQ’s ...................................................................................................................................... 9
Last Updated: June 29, 2009
Author: Julie Flaherty, Trina Starnes
Page 2 of 9
Property: Bloomington Hospital
QUICK STEPS AND FULL STEPS
These instructions presume that:
Your computer meets the requirements for using Employee Portal from home.
You know how to log in to SRA and do so regularly.
You know how to log in to Employee Portal from home.
If this is not the case, please see the “Employee Portal How To View Your Paystub from
Home” document to learn how.
In this handout there will be two types of instructions:
Quick Steps: These will just list the steps to complete without the graphics. These
steps appear below.
Full Steps: These will list all steps as well as graphics and screenshots. The Full
Step instructions begin on the next page.
QUICK STEPS TO VIEW AND PRINT
VIEW W2 FORMS – QUICK STEPS
1.
2.
3.
4.
5.
6.
7.
8.
Log in to the Secure Remote Access page.
Log in to Employee Portal.
Click the Personal icon at the top of the page.
Click the W2 Forms button.
Click the Folder icon in the yellow area on the right.
An Informational Message appears explaining your W2 report is processing.
Your W2 Wage and Tax Statement redisplays using Adobe Acrobat.
Log out of Employee Portal if you are done viewing your W2 Forms and do not want to
print.
9. To print your W2 Forms continue with the steps below.
Do not use the Printer icon at the top of this window or use the File, Print commands.
PRINT W2 FORMS - QUICK STEPS:
10. Click the gray Printer button that displays diagonally above the Form W-2 Wage and
Tax Statement Year text.
TIP: If you hover your pointer on this button a screen tip displays with this text: “Click to
print this PDF file or pages from it.”
11. The Print dialog displays.
12. Choose the printer from the Name: drop down list, if necessary. Make sure you
know where this printer is located.
13. Click the OK button.
14. Log out of Employee Portal.
15. Collect your W2 Forms from the printer.
Last Updated: June 29, 2009
Author: Julie Flaherty, Trina Starnes
Page 3 of 9
Property: Bloomington Hospital
VIEW W2 FORMS – FULL STEPS
1. Log in to the Secure Remote Access page.
2. Log in to Employee Portal.
3. Click the Personal icon at the top of the page.
4. Click the W2 Forms button.
STEP 3
Click the Personal
icon at the top of the
page.
STEP 4
Click the W2 Forms
button.
Last Updated: June 29, 2009
Author: Julie Flaherty, Trina Starnes
Page 4 of 9
Property: Bloomington Hospital
VIEW W2 FORMS- FULL STEPS CONT.
5. Click the Folder icon in the yellow area on the left.
STEP 5
Click the Folder
icon in the yellow
area on the left.
6. An Informational Message appears explaining your W2 report is processing.
Last Updated: June 29, 2009
Author: Julie Flaherty, Trina Starnes
Page 5 of 9
Property: Bloomington Hospital
VIEW W2 FORMS- FULL STEPS CONT.
7. Your W2 Forms display.
8. If you see a message at the top of your W2 Form that says “This is not an official W2
form. This form is provided for instructional purposes only” you will receive a paper
copy of your W2 Form at your home.
9. If you finished viewing W2 Forms and do not want to print, log out of Employee Portal.
10. If you would like to print your W2 Forms, read the next section called “Print W2 Forms
– Full Steps”.
STEP 8
If you see a message at the top
of your W2 Form that says “This
is not an official W2 form. This
form is provided for instructional
purposes only” you will receive a
paper copy of your W2 Form at
your home.
Last Updated: June 29, 2009
Author: Julie Flaherty, Trina Starnes
Page 6 of 9
Property: Bloomington Hospital
PRINT W2 FORMS – FULL STEPS
Your W2 Forms are stored in the Employee Portal system. You can view them at any time.
To print a paper copy of your W2 Forms, follow these steps.
1. Display your W2 Forms as outlined in the previous View W2 Forms – Full Steps
section.
2. Click the gray Printer button that displays diagonally above the Form W-2 Wage and
Tax Statement Year text.
TIP: If you hover your pointer on the gray Printer button a screen tip displays with this
text: “Click to print this PDF file or pages from it.”
STEP 2
Click this
gray Printer
button.
Last Updated: June 29, 2009
Author: Julie Flaherty, Trina Starnes
Page 7 of 9
Property: Bloomington Hospital
PRINT W2 FORMS – FULL STEPS CONT.
3. The Print dialog displays.
4. Choose the printer from the Name: drop down list, if necessary. Make sure you
know where this printer is located.
5. Click the OK button.
6. Log out of Employee Portal.
7. Collect your W2 Forms from the printer.
NOTE: If a File Download dialog shows, click the Open button.
STEP 4
Choose the printer from the
drop down list, if necessary.
Make sure you know where
this printer is located.
STEP 5
Click the OK button.
Last Updated: June 29, 2009
Author: Julie Flaherty, Trina Starnes
Page 8 of 9
Property: Bloomington Hospital
FAQ’S
1. When will my W2 Form arrive in the mail?
These will be mailed out around the last week of January.
2. Can I print my W2 Forms from one of the employee kiosks?
You can only view, not print your W2 forms as well as your biweekly statements and
personal information from the kiosks. The employee kiosks are located at Elevator B,
right outside the cafeteria on the ground floor and on the 3rd floor right in front of
Elevator A.
3. What if I did not receive the paper copy of my W2 Forms at my house and I need
an official copy?
Contact Payroll so they can print an official copy of the W2 Forms. W2 Forms are only
printed during scheduled times in Payroll. No exceptions to Payroll’s printing schedule
will be made. If you need a printed copy, after Payroll’s scheduled printing times are
over, a $10.00 fee must be paid.
4. Can I change my W2 address on the Employee Portal?
You will be able to change your address as long as the change is complete prior to the
deadline. The deadline changes each year, but is around the middle of December.
5. What if my employment terminates and I need additional official copies of my
W2 Forms? How do I get official copies?
If your employment with Bloomington Hospital terminates, you can go to the Payroll
Department to get copies of your W2 Forms printed out for you.
6. Who do I call if I have more questions?
Please look at the following table for information on who to call.
If you have a question or
Please call:
issue concerning your:
W2 Forms
David Byers or
Julie Diamond-Pemberton or
Jama Daves
Password
IS Helpdesk
Last Updated: June 29, 2009
Author: Julie Flaherty, Trina Starnes
Page 9 of 9
At this
number:
9598
9527
9060
9581 or
7511 (BHOC)
Property: Bloomington Hospital