1. GLACIER REPORT 8 TRAINING “TAX FILE STATUS REPORT” This report is for who hasn’t updated their GLACIER Record yet, and only Admin 2’s can create this report. Incomplete (I), or Waiting for forms (W), or Complete (C) individual record status.

2. CLICK ON CREATE/VIEW/ PRINT REPORT (S) AND NEXT

3. CLICK ON REPORT 8 – TAX FILE STATUS AND NEXT

4. CHECK SEARCH BY TAX FILE STATUS. SELECT INDIVIDUAL RECORD INCOMPLETE (I) OR (W) WAITING FOR FORMS OR (C) COMPLETE RECORD. LEAVE BOTH ACTIVE AND INACATIVE RECORDS AND CLICK NEXT.

5. CHECKED BOXES ARE FOR YOUR REVIEW. YOU MAY UNCHECK THE BOXES OF EMPLOYEES WHO DON’T BELONGS TO YOUR DEPT. THEY WILL NOT BE INCLUDED IN YOUR EMAIL NOTIFICATION.

6. TWO METHODS FOR EMAIL NOTIFICATION 1. GLACIER SENDS EMAIL 2. CREATE FILE FOR MANUAL EMAIL

7. YOU MAY SEND EMAIL BY CLICKING ON “SEND EMAIL NOTIFICATION”. IT SENDS OUT THE EMAIL TO CHECKED FOREIGN INDIVIDUALS. USE WITH CAUTION VIEW EMAIL TEXT BEFORE YOU SEND NOTIFICATION SEE NEXT SCREEN FOR EMAIL TEXT TO SEND EMAIL VIA GLACIER:

8. VIEW EMAIL TEXT

9. CONTINUE EMAIL TEXT

10. NUMBER OF EMAILS BEEN SENT

11. TO SEND EMAIL MANUALLY RATHER THAN THROUGH GLACIER, CLICK “SAVE TO FILE” TO CREATE A FILE OF EMPLOYEES ON YOUR DESK TOP.

12. THIS WILL CREATE EXCEL FILE THAT YOU CAN MODIFY AS DESIRED. IT INCLUDES EMAIL ADDRESSES IF YOU WISH TO SEND INDIVIDUAL OR CUSTOM NOTIFICATIONS. YOU MAY USE GLACIER EMAIL TEXT FROM “VEIW EMAIL TEXT” OR CREATE YOUR OWN.