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PeopleSoft ePay
View PDF Checks
and W-2s Online

QuestDirect.org
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
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
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
Current View of Paycheck

QuestDirect.org
Employee Initial View of 9.1
Paycheck Data

QuestDirect.org
9.1 View of PDF Paycheck

QuestDirect.org
9.1 Paycheck (PDF) Set Up

QuestDirect.org
9.1 Paycheck (PDF) Creation

QuestDirect.org
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
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
W2 Options Prior to 9.1

QuestDirect.org
9.1 W2 Options

QuestDirect.org
9.1 W2 View

QuestDirect.org
9.1 W2 (PDF) Set Up (Tax Form XMLP)

QuestDirect.org
9.1 W2 Consent Forms

QuestDirect.org
9.1 W2 Consent Forms Text Set U

QuestDirect.org
Questions?

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

  • 1. PeopleSoft ePay View PDF Checks and W-2s Online QuestDirect.org
  • 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. 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. 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. Current View of Paycheck QuestDirect.org
  • 6. Employee Initial View of 9.1 Paycheck Data QuestDirect.org
  • 7. 9.1 View of PDF Paycheck QuestDirect.org
  • 8. 9.1 Paycheck (PDF) Set Up QuestDirect.org
  • 9. 9.1 Paycheck (PDF) Creation QuestDirect.org
  • 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. 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. W2 Options Prior to 9.1 QuestDirect.org
  • 15. 9.1 W2 (PDF) Set Up (Tax Form XMLP) QuestDirect.org
  • 16. 9.1 W2 Consent Forms QuestDirect.org
  • 17. 9.1 W2 Consent Forms Text Set U QuestDirect.org
  • 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. 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