Which type of payroll report lists the voluntary deductions for each employee?
Managing Pay Information for Payroll for North AmericaThis chapter provides an overview of ePay transactions for Payroll for North America and discusses how to: Show
Understanding ePay Transactions for Payroll for North AmericaYou can use these ePay transactions if your organization licenses PeopleSoft Payroll for North America:
Setting Up and Viewing Self-Service PaychecksThis section provides an overview of the View Paycheck transaction, lists prerequisites, and lists the pages used to view self-service paychecks.
 If you want to display self-service paychecks in PDF, you must use Oracle Business Intelligence Publisher (BI Publisher, or BIP) PDF creation method of printing paychecks and direct deposit advice forms. To use the BI Publisher PDF creation processes, you must update the Paycheck Options table page in Payroll for North America to set up the options for displaying self-service paychecks in PDF. Options that you specify include:
See PeopleTools: BI Publisher for PeopleSoft PeopleBook. PDF and Historical Paychecks The ePay View Paycheck transaction displays paychecks and direct deposit advice forms that you create in Payroll for North America release 9.0 and later in PDF only. When you define self-service paycheck options on the Paycheck Options Table page, you must specify whether to display only the PDF paychecks or to display both the PDF paychecks and the historical paychecks. Paycheck Availability On the Paycheck Options table, indicate the default timing of when paychecks should be available for viewing in the ePay self-service View Paycheck transaction. Indicate whether paychecks should be available on the check date or specify the number of days before or after the check date. You can override this value on the run control page when you run the check and advice PDF creation processes. You can specify paycheck availability differently for various company and pay group combinations. Note. If you have enabled viewing of historical paychecks, the paycheck data from the current pay run is visible to employees in self service as soon as you run pay confirmation. Running the BI Publisher PDF creation process triggers the paycheck availability option for the PDF paycheck, after which the checks are not viewable until the availability date that you specify. For this reason, we recommend that you run the BI Publisher PDF creation process immediately after confirming the payroll. Self-Service Paychecks for Accessibility Users In accessible mode, the system always displays checks on a PeopleSoft page (and not in a PDF file) regardless of your PDF settings. Self-Service Paycheck and Advice Templates Payroll for North America delivers RTF templates for displaying the paychecks and advice forms as PDF documents in the self-service transaction. You can modify the templates if required. See Also Setting Up to Print and View Paychecks with BI Publisher (BIP) Before you can display PDF self-service paychecks, you must complete these setup steps:
See Also PeopleTools: Integration Broker PeopleBook PeopleTools: PeopleSoft Process Scheduler PeopleBook Setting Up to Print and View Paychecks with BI Publisher (BIP) Printing Paychecks and Direct Deposit Advices
Managing Consent for Electronic Year-End FormsThis section provides an overview of employee consent and discusses how to:
You must secure employee consent before you can substitute self-service viewing and printing of electronic year-end forms or slips in place of printed forms. Among other requirements, you must also provide the opportunity for employees to withdraw their consent. All employees who do not have a valid consent on file at the time you generate the year-end slips must be provided with their documents in paper format. Canadian employees who do not have a valid consent on file are not able to access online slips. US employees who do not have a valid consent on file are still able to access online forms, but they must also be provided with hard copy. The Payroll for North America and ePay applications provide:
This table describes the availability of year-end forms in each country by employee consent status:
Note. If the U.S. employee consents to receive an electronic Form W-2, you must also deliver any related Form W-2c electronically. Initial Employee Notification About Consent After you set up the consent processing, you must use your normal method of employee notification to inform employees that they can enter the self-service consent page to grant consent. The ePay application does not provide functionality for the initial notification to employees. Consent Reset Due to Termination The system does not automatically reset the consent status of terminated employees. The payroll administrator must run the Reset Form Consent process for terminated employees to ensure that paper forms will be printed at year end. Note. The automatic notification of reset status is likely to be undeliverable to terminated employees. Use a standard procedure to notify the terminated employee of reset consent status, such as including the notification in the termination package. See Also Year-end processing instructions issued with the tax update posted on My Oracle Support in October of each year. Delivered Workflows for ePay
Access the Tax Form XMLP Options page (Payroll for North America, Year-End Processing CAN, Define Annual Tax Reporting, Tax Form XMLP Options, Tax Form XMLP Options or Payroll for North America, U.S. Annual Processing, Define Annual Tax Reporting, Tax Form XMLP Options, Tax Form XMLP Options). XML Data Files
Report Definitions
See Also Year-end processing instructions issued with the tax update posted on My Oracle Support in October of each year.
Access the Year End Form Options page (Payroll for North America, Year-End Processing CAN, Define Annual Tax Reporting, Year End Form Options, Year End Form Options or Payroll for North America, U.S. Annual Processing, Define Annual Tax Reporting, Year End Form Options, Year End Form Options). The Year End Form Options page configures printing of year-end forms in XMLP PDF format for the company specified. The output files are determined by the tax year and tax form ID. Note. (USA) Configuration is by W-2 company for the U.S.
See Also Year-end processing instructions issued with the tax update posted on My Oracle Support in October of each year.
Access the Year End Form Text page (Payroll for North America, Year-End Processing CAN, Define Annual Tax Reporting, Year End Form Text, Year End Form Text or Payroll for North America, U.S. Annual Processing, Define Annual Tax Reporting, Year End Form Text, Year End Form Text). Text Types When you enter the page, select the type of consent form or email text that you want to enter or update. This table describes the text types:
Additional Page Elements
Consent Instruction Requirements The instructional page text that you create for consenting and withdrawing consent should include these details:
Access the Review W-2/W-2c Consent Status page (Payroll for North America, U.S. Annual Processing, Year-End/New Year Preparation, Review W-2/W-2c Consent Status, Review W-2/W-2c Consent Status) or the Review T4/T4A Consent Status page (Payroll for North America, Year-End Processing CAN, Year-End/New Year Preparation, Review T4/T4A Consent Status, Review T4/T4A Consent Status). Note. The Review T4/T4A Consent Status page is identical to the Review W-2/W-2c Consent Status page.
Note. You can also generate the Year End Consent Status report to view a list of employees with the specified consent status values within a specified date range. Viewing Year-End FormsThis section lists prerequisites and lists the pages employees and administrators use to view year-end forms. These steps are required before employees can view and print electronic year-end forms and slips in self-service:
See Also PeopleTools: Integration Broker PeopleBook PeopleTools: PeopleSoft Process Scheduler PeopleBook
Setting Up and Viewing Direct DepositThis section provides an overview of the direct deposit transaction and lists the pages used to set up and view direct deposit.
To set up direct deposit, employees enter:
Employees can also update or cancel direct deposit instructions in the self-service transaction. Note. (USA) In the U.S., prenotification may affect the timing of updates to direct deposit. Upon saving data in the transaction, employees receive a message confirming the save and informing them that due to timing, the change might not be reflected on the very next pay. Note. (USA and USF) Direct deposit add or edit changes are limited to one transaction per day. You can add or edit information for multiple direct deposit accounts in a singe self-service transaction, but once you save the changes and exit the Direct Deposit page, you cannot make additional changes on the same day. If you attempt to make additional changes, a message appears from the Direct Deposit page saying that multiple direct deposit changes are not allowed on the same day.
Viewing and Updating Voluntary DeductionsThis section provides an overview of voluntary deductions, describes the prerequisite, and lists the pages used to set up and view voluntary deductions.
To control which general deductions employees can update using self service, use the Allow update via Emp Self Serv (allow update via employee self-service) option on the General Deduction Table page in the Payroll for North America application. If you enable self-service updates for a deduction, employees can update their own voluntary deductions online. The employee's voluntary deduction changes in the ePay transaction directly update the Payroll for North America database tables.
To use this transaction, select the Allow update via Emp Self Serv option on the General Deduction Table page for each voluntary deduction that employees can update online. See Defining General Deductions.
(USA) Managing W-4 and W-2 ReissueThis section provides overviews of the W-4 transaction and the W-2 reissue transactions and lists the pages used to manage W-4 and reissued W-2 forms.
Employees can file a new Form W-4 through self service anytime that their tax status changes. Using the self-service transaction, employees can:
Users are asked to confirm their password after updating the W-4. This functions as an employee's electronic signature. Workflow generates an email to the employee confirming that the change was made. Note. The W-4 Tax Information self-service transaction does not work when WWW_AUTHENTICATION is used. With WWW_AUTHENTICATION, users receive a message on the final confirmation page that their password is invalid and are unable to save the W-4 changes. To use the W-4 Tax Information self-service transaction, you must use a different authentication method.
Employees can request a reissued W-2 form. Workflow associated with this transaction generates a worklist for the payroll administrator.
Which type of payroll report includes the details of the current paycheck?Which type of payroll report includes the details of the current paycheck and deductions as well as year-to-date totals? the payroll master file.
What are the types of payroll?4 types of payroll systems (+ pros & cons). In-House Payroll. In-House payroll is most suitable for small companies with a limited number of employees, who have consistent work hours from week to week. ... . Bookkeepers/CPA managed payroll. ... . Agency managed payroll. ... . Software managed payroll.. Which organization provides payroll processing as well as other HRM services?professional employer organization (PEO) - An organization that processes payroll and also provides human resource management services such as employee benefit design and administration.
What are deductions from an employee's paycheck quizlet?The required and voluntary amounts of money that are subtracted from an employee's pay by their employer. Payroll Deductions may be made for taxes, retirement accounts, various insurance payments (medical, dental, life), or other employee choices.
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