Employee Update Withholding Forms (on Employee Self Service)

Employee Update Withholding Forms (on Employee Self Service)

Employee Update Withholding Forms
In this video, we cover how to update your withholding forms for both Federal and State documents. 

The navigation path to get started is Hamburger Menu > Personal Info Icon (Single Person) > My HR > Forms > Government Forms > Withholding
Once in the withholding section, you can add a new form by clicking "Add New" in the upper right corner. 

Then depending on what you're trying to update, you'll need to choose the + Add next to the document you'd like to update. Be sure to choose only the state that applies to your tax situation. If the company you work for employs in more than one state, you may see more than one option. If you don't see the state that applies to you, reach out to your company administrator. 


Once in the form, you'll be prompted to fill out all required fields. After you have completed be sure to "SUBMIT" in order to have the information updated in the system. If you only SAVE, your information will only be saved but not fed in to payroll for tax withholding updates. 

Upon hitting SUBMIT, any blank fields will appear in red. Complete all, then Submit. Upon successful submission, you'll be prompted to enter your password. 

If you need to update another form, click the back arrow and follow the same steps as above. The system will not assume changes from Federal to State and vice versa. 

Errors and the Back button are referred to below:




Video on the full process: 



    • Related Articles

    • Employee Self Service Direct Deposit (from Employee view)

      Updating Direct Deposit - Employee Level In this video, we cover how to update your direct deposit for your individual account.  In order to update your direct deposit, you can navigate from the "My Payroll" widget OR you can navigate to the ...
    • Updating Personal Info on Employee Self Service

      Updating Personal Information In this video, we cover how to update your personal information such as address and/or phone number.  To update your info, navigate to Hamburger Menu> Personal Info Icon (Single Person)> My HR > HR Actions > Select ...
    • Employee Moves States - Settings to Ensure are Updated for Proper Taxation

      Overview: Article covers what to do if employee changes home address or changes work location to a new state. Step 1: Do you have the State Tax ID(s) on file for the State the employee is moving to? Verify Tax ID on File In order to verify that your ...
    • How to Mass Process Withholding Forms

      Processing Withholding Forms The guide below will go through all steps required to process withholding forms. This step is important to ensure employees’ tax withholding elections are updated and withheld accordingly. STEP 1: Click on the Home tab ...
    • How to Hire a New Employee

      This article will cover the steps required to add a new hire to the system. Green Leaf’s new hire process typically consists of an administrator or manager initiating the new hire, the New Hire receiving an email to log in and complete their new hire ...