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Administrator Guide
Last Updated: 2023-06-23
Override the Employee Pull Mail Indicator for ADP Quarterly Tax Filing (USA)

Override the Employee Pull Mail Indicator for ADP Quarterly Tax Filing (USA)

Configure the
Edit Other IDs
 business process and security policy in the Personal Data functional area.
Workday defaults the
Employer Pull Mail Indicator
 field on the ADP quarterly tax filing integration template to
M
. You can create a custom ID type to override the value to
P
, indicating to ADP that you want to pull an employee's W-2 for special processing.
  1. Access the
    Maintain Custom ID Types
     task.
    1. Enter a name in the
      Custom ID Type
       field.
      Example:
      Employee Pull Mail Indicator (Enter 'P' for Pull or 'M' for Mail)
      .
    2. Select the
      Public
       check box.
    Security:
    Set Up: Contact Info, IDs, and Personal Data
     domain in the Contact Information functional area.
  2. Access the
    Edit Other IDs
     task.
    As you complete the task, consider:
    Option Description
    Other ID Type
    Select the type you created on the
    Maintain Custom ID Types
     task. Example:
    Employee Pull Mail Indicator (Enter 'P' for Pull or 'M' for Mail)
    .
    Organization
    Select the worker's company. Example:
    Global Modern Services
    .
    Custom Description
    Enter an explanation. Example:
    I'm marking the Identification # as "P" to indicate that ADP should pull the W-2 for this worker for special processing
    .
    Identification #
    Enter
    P
     or
    M
    .
Workday will report
P
 or
M
 in the
Employer Pull Mail Indicator
 field in the
ADP
 quarterly tax filing integration file.