PeopleSoft ePay: View PDF Checks and W-2s Online

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PeopleSoft ePay: View PDF Checks and W-2s Online

  1. 1. PeopleSoft ePay View PDF Checks and W-2s Online QuestDirect.org
  2. 2. 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 QuestDirect.org
  3. 3. 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 QuestDirect.org
  4. 4. 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 QuestDirect.org
  5. 5. Current View of Paycheck QuestDirect.org
  6. 6. Employee Initial View of 9.1 Paycheck Data QuestDirect.org
  7. 7. 9.1 View of PDF Paycheck QuestDirect.org
  8. 8. 9.1 Paycheck (PDF) Set Up QuestDirect.org
  9. 9. 9.1 Paycheck (PDF) Creation QuestDirect.org
  10. 10. 9.1 Paycheck (PDF) Creation A 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. PY_SSP_BUILD Custom SQR process Multiple XML files Report Manager PY_SSP_PRINT QuestDirect.org Pay check info stored in DB for SS view
  11. 11. 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 QuestDirect.org
  12. 12. W2 Options Prior to 9.1 QuestDirect.org
  13. 13. 9.1 W2 Options QuestDirect.org
  14. 14. 9.1 W2 View QuestDirect.org
  15. 15. 9.1 W2 (PDF) Set Up (Tax Form XMLP) QuestDirect.org
  16. 16. 9.1 W2 Consent Forms QuestDirect.org
  17. 17. 9.1 W2 Consent Forms Text Set U QuestDirect.org
  18. 18. Questions? QuestDirect.org
  19. 19. National Locations • • 6340 Sugarloaf Pkwy, STE 200 • Duluth, GA 30097 • |P| 678.775.6703 • |F| 678.775.6701 • • Atlanta Herndon| Federal • 2355 Dulles Corner Blvd STE 600 • Herndon, VA 20171 • |P| 703.961.1125 • |F| 703.961.1126 • • • • • Chicago 20 N. Wacker Dr. Suite 2050 Chicago, IL 60606 |P| 312.669.9600 |F| 312.669.9800 • Philadelphia • 100 Matsonford Rd. • 2 Radnor Corp. Center STE 420 • Radnor, PA 19087 • |P| 973.376.4242 • |F| 484.654.2539 • • • • International Locations • • • • • • 2 Carlson Parkway STE 205 Plymouth, MN 55345 |P| 763.378.9700 |F| 763.278.7502 • Minneapolis Fremont 2201 Walnut Ave, STE230
Fremont, CA 94538
 |P| 510.790.7060 |F| 510.790.7080 St. Louis 612 Pierce Boulevard O’Fallon, IL 62269 |P| 618.726.5188 19 QuestDirect.org Canada Toronto Ottawa • 4950 Yonge St., STE 2200 • Toronto, ON M2N 6K1 • |P| 416.218.5542 • |F| 416.221.4668 • Pune Gopal Huse | Karve Rd Kothrud, Pune 4011029 |P| 91.20.2545.8614 |F| 1.425.650.6966 329 March Rd. STE 108 Ottawa, ON K2K 2E1 |P| 613.591.9131 |F| 613.591.2640 India Bangalore • #56 Sai Arcade – 1st Floor • Marthahalli Outer Ring Rd • Banaglore 560103 • |P| 91.80.25639386 • |F| 91.80.25639387
  20. 20. APRIL 7-11, 2014 Sands Expo and Convention Center Las Vegas, Nevada QuestDirect.org/COLLABORATE COLLABORATE 14- Quest Forum is THE source for PeopleSoft roadmaps & news. It matters where you register! All PeopleSoft education and events run through Quest QuestDirect.org

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