The ability to set, display, and clear the SSN field are separate profile permissions. You must have these specific permissions enabled to set, display, or clear the SSN field. Detailed Permissions contains additional permission information.
- Navigate to a profile.
- Click [set] next to SSN.
- If the [set] button is not available, then the user does not have permission to set the SSN field.
- If the [set] button is not available, then the user does not have permission to set the SSN field.
- Enter the SSN, and then click Save.
The first five digits of the SSN will display as xxx-xx on the profile record. After SSN's have been entered, only users that have the Display SSN profiles permission will be able to view the full SSN.
- If the user does not have the [display] permission and is not sure the SSN field was entered correctly, the user cannot reveal it to see what was entered. Click [clear] to clear the field and then re-enter it to ensure the SSN field is correct. If the user does not see the [clear] button, then the user does not have permission to clear the SSN field and should contact the system administrator.
Reporting the SSN
The SSN is available in the 1099 Report.