"Financial Services" Archive

Consolidated University Policy Library launch

A new consolidated University Policy Library website (policy.wfu.edu) has been launched to make Wake Forest administrative policies more accessible to the campus community. All administrative policies and supporting documents from departments within Finance & Administration – which includes Budget & Financial Planning, Environmental Health & Safety, Facilities & Campus Services, Financial Services, Hospitality & Auxiliary Services, Human Resources and Information Systems – can be viewed on this website, as well as on each corresponding departmental webpage.

These administrative policies provide guidance for the everyday activities of the campus community, clarify the University’s expectations of its individual members, reduce institutional risk, increase efficiency and support the University’s compliance with federal, state and local laws and regulations.

Filters are available to refine your search and if you are unsure of the document name, use the A – Z Index feature to view based on keywords.

Additional policy content will be added over time.

2020 Electronic W-2 now available

The following message is shared on behalf of Payroll Services.

The 2020 electronic Form W-2 is now available and can be securely accessed through Workday.

To access your 2020 Electronic W-2:

  1. In Workday, click the Pay worklet.
  2. In the View section, click My Tax Documents. Click More to see the additional options.
  3. Within the Tax Year 2020 line, click View / Print.
  4. After a few moments, your form will appear and will be available to print or download.

Note: Please do not email yourself a copy of your Form W-2 as it contains sensitive personal information such as your Social Security Number.

If you have not signed up to receive your W-2 electronically, it’s not too late to do so. Simply follow the steps below:

Read more

Important Payroll message regarding 2020 electronic W-2 tax forms

The following message is shared on behalf of Payroll Services.

The University will issue W-2s to all employees by January 31, 2021. If you are a new employee or you have not previously elected to receive an electronic W-2, please enroll using the following instructions:

    1. In Workday, click the Pay Worklet.
    2. In the View section, click My Tax Documents (Click More for additional options).
    3. Under the Printing Election column, click Edit.
    4. Select Receive electronic copy of my Year End Tax Documents.
    5. Click OK.
    6. Click Done.

Benefits of receiving your W-2 electronically:

Faster: Electronic W-2s will be available up to two weeks sooner than printed and mailed forms, and they can be viewed anywhere with internet access. Additionally, they can be easily downloaded into tax software, reducing the risk of keying errors and the time it takes to file taxes and receive returns.

Greener: Viewing forms online helps protect the environment by cutting down on printed materials.

Safer: Secure electronic distribution helps protect your confidential information.

If you have any questions or need assistance during the enrollment process, please contact payroll@wfu.edu.

WFU Payroll Team

Staff and faculty milestones June 2018

See a list of staff and faculty milestones for June 2018:

Read more

Comings and goings for April 2018

See a list of employees joining and leaving the University in April 2018: Read more

Categories: Inside WFU