How To: Export W-2 Information

Staffing Complete is currently partnered with three separate vendors that allow for powerful W-2 and other year end processing options, Greenshades, Account Ability, and Yearli. While Staffing Complete offers a wide range of reports with W-2 information, the processing of W-2 entries is done purely through one of these three vendors.

These vendors have various year end processing packages that you must purchase directly from them, then you can follow these steps to export the information from Staffing Complete to one of the three vendors. For any errors you may receive importing your file to a vendor, feel free to reach out to our support team. For assistance after the file has been imported to the vendors program, please reach out directly to the vendor.

Exporting W-2 Information

From within Staffing Complete, click ‘File’ in the upper left, then select ‘Export’. This will display various export options we have available for different vendors and services, with the three highlighted options having w-2 processing capabilities.

Open

Each w-2 processing vendor has different options depending on the information you’re wanting to report for that vendor, which you can view by selecting the vendor as shown below.

Open

Once you’ve selected the vendor from the menu, select the data you wish to export. Once selected, you’ll be presented with the options to select the year you want to report on, as well as a custom date option. Doing so will prompt you with a dialog box to confirm your selection, click ‘OK’.

The next pop up will be a file download menu where you can select where you want to download the file. Make your selection and click ‘Save’.

This will export the file to the selected area. If you have a large amount to export, the software may need a minute to export all of the data. Once the export is complete you’ll receive the confirmation box below indicating that your file is ready for use.