The purpose of this document is to explain how to view a specific year of W2 masters and how to set the default year.
View W2 Masters
1. Go to HR / Workforce → Payroll W2 Processing
2. Go to the Load tab and click on View W2 Masters
3. You will be brought to the Mmref1 Browse screen. Look at the YEAR column to verify if you are viewing the desired year.
4. If you are not viewing the desired year, click on the magnifying glass icon to Search.
5. On the MMREF1 Search Browse change the Calendar Year to the desired year. It should be the same year in the FROM and TO fields. Once the year is correct, click on the Save Defaults button on the bottom right to save that year in the screen defaults.
6. When the SAVE SCREEN DEFAULTS pops up, the TO [MMREF1] [CALENDAR YEAR] will already be selected. Click on the Save icon.
7. The SAVE SCREEN DEFAULTS screen will close, and you will be back to the MMREF1 SEARCH BROWSE. Click on the Select icon to refresh the Mmref1 Browse.
8. You should now see the desired W2 records. in the View W2 Masters.