peoplesoft epay view pdf checks and w-2s online · 2016-04-22 · introduction employee...

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PeopleSoft ePay

View PDF Checks

and W-2s Online

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Agenda

Introduction

Employee Self-Service (ePay)

Paycheck Look and Feel

Setup of ePay Paycheck

Employee Self Service (W2s)

Look and Feel of W2s in 9.1

9.1 W2 Option

Manage consent for electronic year-end forms

Questions

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Introduction

• Dan Schnake

• HCM Application Consultant & Project Manager

• Project Leadership, Functional, and Development experience

• Upgrade experience since Version 4.0

• Contact Info: daniel.schnake@emtecinc.com

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Employee Self-Service (ePay)

Look and Feel

Current View of Paycheck

Employee Initial View of 9.1 Paycheck Data

9.1 View of PDF Paycheck

Setup of ePay Paycheck

9.1 Paycheck (PDF) Set Up

9.1 Paycheck (PDF) Creation

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Current View of Paycheck

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Employee Initial View of 9.1

Paycheck Data

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9.1 View of PDF Paycheck

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9.1 Paycheck (PDF) Set Up

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9.1 Paycheck (PDF) Creation

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9.1 Paycheck (PDF) CreationA custom Job is defined to use the custom pay check generate SQR program and the delivered application engine program to generate the PDF files

Custom Job

1) Custom SQR program SQR program to generate pay checks. Additional code to generate a XML file

2) PY_SSP_BUILD PS delivered process to generated PDF files for self service.

3) PY_SSP_PRINT PS delivered process to generate PDF file in report manager.

Custom SQR process Multiple XML files

PY_SSP_BUILD

PY_SSP_PRINT

Pay check

info stored

in DB for SS

view

Report Manager

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Employee Self Service (W2s)

Look and Feel of W2s in 9.1

W2 Options Prior to 9.1

9.1 W2 Options

9.1 W2 View

Setup of W2

9.1 W2 (PDF) Set Up (Tax Form XMLP)

9.1 W2 (PDF) Set Up (Year End Form)

Manage consent for electronic year-end forms

9.1 W2 Consent Forms

9.1 W2 Consent Forms Text Set Up

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W2 Options Prior to 9.1

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9.1 W2 Options

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9.1 W2 View

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9.1 W2 (PDF) Set Up (Tax Form XMLP)

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9.1 W2 Consent Forms

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9.1 W2 Consent Forms Text Set U

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Questions?

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• St. Louis • 612 Pierce Boulevard

• O’Fallon, IL 62269

• |P| 618.726.5188

• Chicago

• 20 N. Wacker Dr.

• Suite 2050

• Chicago, IL 60606

• |P| 312.669.9600

• |F| 312.669.9800

• Minneapolis

• 2 Carlson Parkway

• STE 205

• Plymouth, MN 55345

• |P| 763.378.9700

• |F| 763.278.7502

• Canada

• 4950 Yonge St.,

STE 2200

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M2N 6K1

• |P|

416.218.5542

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416.221.4668

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• 6340 Sugarloaf Pkwy,

STE 200

• Duluth, GA 30097

• |P| 678.775.6703

• |F| 678.775.6701

• Philadelphia

• 100 Matsonford Rd.

• 2 Radnor Corp. Center

STE 420

• Radnor, PA 19087

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• |F| 484.654.2539

• Herndon|

Federal • 2355 Dulles Corner

Blvd STE 600

• Herndon, VA 20171

• |P| 703.961.1125

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• India

• #56 Sai Arcade –

1st Floor

• Marthahalli Outer

Ring Rd

• Banaglore -

560103

• |P|

91.80.25639386

• |F|

91.80.25639387

Fremont 2201 Walnut Ave, STE230Fremont, CA 94538 |P| 510.790.7060 |F| 510.790.7080

329 March Rd. STE 108 Ottawa, ON K2K 2E1 |P| 613.591.9131 |F| 613.591.2640

Toronto Ottawa

Gopal Huse | Karve Rd

Kothrud, Pune 4011029

|P| 91.20.2545.8614

|F| 1.425.650.6966

Pune Bangalore

National Locations International Locations

19

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