Personal email — keeping your tax docs after leaving an org
Your pay stubs and tax forms (W-9, 1099, W-2 if applicable) belong to YOU as a worker — not to the org. Even after you leave an org, you retain access to your historical pay history through your personal email login.
Why this matters:
A common pain point with most HR systems: when you leave a job, your access to pay stubs and tax forms gets revoked. Then in tax season the next year, you have to chase your former employer for your 1099 or W-2. Turtini doesn't do that.
How it works:
• Pay stubs and tax forms are stored on the WORKER record under your user account, not the org
• The org you worked for can access aggregated reports (totals, payroll runs) but the individual records are tied to you
• When the org "deactivates" you as a worker, your historical records remain on your profile
Setting up a personal email (do this BEFORE you leave):
1. Profile → Account
2. If your only email is your work email (e.g. [email protected]), add a personal email ([email protected])
3. Verify the personal email via the link sent
4. Set the personal email as your primary
5. Now even if your work email is disabled when you leave, you can sign in via your personal email
Accessing pay history after departure:
1. Sign in with your personal email
2. Profile → My Pay (or Workforce → My Pay if the module is still on your other orgs)
3. Filter by org (left panel) — every org you've worked for is listed with its pay history
4. Download PDFs of any pay stub, W-2, or 1099 you need
What the former org can do:
• Revoke your access to org data (CRM, opportunities, accounts, etc.)
• Cannot revoke your access to YOUR pay stubs and tax forms — those are yours
• Receive their copy of any 1099 you generated for them; you keep yours
Heads up:
If you only ever signed in with a work email and never added a personal email, contact the org admin BEFORE leaving — they can extend a one-time export of your records, but there's no way to recover account access without a verified personal email.