Rabco Simple - How do I process employee withholding forms?

This guide explains how administrators can process federal and state withholding form updates submitted by employees.

How to Process Withholding Forms

Step 1: Notification and Access

• When an employee submits a withholding form (federal or state), the system sends an email notification to the administrator.
• These changes are not applied until the administrator processes the form.

• Log in as an administrator and go to the Manage Stuff tab > Payroll > Process Withholding.

Step 2: Review Submitted Forms

• All submitted forms will be listed along with the submission date and time.
• Click the pencil icon to view the form details.

• You can download the form as a PDF if needed.
• If the form contains errors or needs updating, click Reject to have the employee resubmit.

Step 3: Process Withholding Forms

• To approve and apply the changes, click Process.

• Confirm the applicable settings shown by the system.
• If prompted, enter the date the changes should take effect and remove any future date settings if necessary.
• Enter your administrator password to confirm and complete the action.
• The form status will update to 'Processed' once complete.

Step 4: Process or Reject via Bulk Actions

• You can select multiple forms using the checkboxes.
• Click 'Process' or 'Reject' from the bulk action toolbar.
• The same confirmation steps will apply for each selected form.

Final Notes

• Ensure all forms are reviewed and processed promptly to maintain accurate payroll settings.
• If you have questions or need assistance, contact your system support team.