(CAN) Using the PeopleSoft Fluid User Interface to Manage Consent for Electronic Year-End Forms

Employees can submit or withdraw consent to receive year-end slips electronically using Fluid Self-Service.

To update the consent:

1. Access the Payroll page using Payroll tile.

2. Select the required consent page from the left navigation pane and select the check box to indicate that consent is being submitted or withdrawn.

3. Once you select the Submit button, the Verify Identity Page appears for authentication.

4. Enter your PeopleSoft user ID and password for identity verification and select the Continue button.

   The system updates the employee’s consent status, displays a confirmation page, and sends the employee a confirmation email. The confirmation email is sent to the employee’s preferred email address as indicated in the employee’s personal data record. If the employee does not have a preferred email address, the consent status is still updated, but a message informs the employee that no email will be sent.

User Roles

Term	Definition
NA Payroll Fluid T4 User	This role is required to access the consent form and tax slips for T4/T4A.
NA Payroll Fluid RL User	This role is required to access the consent form and tax slips for RL-1/RL-2.

Form Availability Notification

The system generates notifications when you select the Availability Notification button on the Year End Form Options Page, notifying employees that their year-end forms are available for viewing in Employee Self-Service.

Payroll for North America provides a system-level option that allows all employees to view year-end slip details in HTML without enabling screen reader mode for themselves individually.

If the country-specific option is selected in the Fluid HTML View in Standard Mode section of the Payroll for NA Installation Page, employees can access year-end slip details and filing instructions through online pages (HTML) in standard mode, in addition to the PDF format. The same functionality is also available when the employee enables screen reader mode on the PeopleSoft signon page or from the My Preferences page, irrespective of this option.

If this option is not selected, employees view their slips in PDF when screen reader mode is not enabled.

Video: Image Highlights, PeopleSoft HCM Update Image 44: Year-End Detail Access for All Users in Employee Self-Service

Use the T4/T4A Consent Form page (PY_T4_CONSENT_FL) to submit or withdraw consent to stop receiving paper T4 and T4A slips.

Navigation:

• Click the T4/T4A Consent tile from the Payroll Dashboard.

• Click T4/T4A Consent from the Fluid Navigation Collection for Payroll.

(Desktop) This example illustrates the T4/T4A Consent Form page for employees who are currently receiving paper slips.

(Smartphone) This example illustrates that T4/T4A Consent Form page for employees who are currently receiving paper slips.

(Desktop) This example illustrates the T4/T4A Consent Form page for employees who are currently receiving electronic slips.

(Smartphone) This example illustrates the T4/T4A Consent Form page for employees currently receiving electronic slips.

Changing Consent

These page elements appear when an employee accesses the page.

Field or Control	Description
Check here to indicate your consent to stop receiving paper T4 and T4A slips	This check box appears if the employee currently receives paper slips by mail. The employee selects this box to give consent to stop receiving paper slips.
Check here to withdraw your consent to stop receiving paper T4 and T4A slips	This check box appears if the employee currently receives their year-end slips electronically. The employee selects this box to withdraw consent and receive paper T4 and T4A slips.
Submit	Select this button to submit the changes. Enter your login information on the Verify Identity Page that appears for authentication purposes.

Confirmation Information

The T4/T4A Consent Form page displays confirmation information once the employees verify their identity and complete the process of submitting or withdrawing consent.

(Desktop) This example illustrates the T4/T4A Consent Form page after an employee has submitted consent to receive year-end slips electronically.

(Smartphone) This example illustrates the T4/T4A Consent Form page after an employee has submitted consent to receive year-end slips electronically.

Use the Verify Identity page to enter their password to confirm their consent for electronic year-end slips.

Navigation:

Click the Submit button on the selected consent page.

This example illustrates the fields and controls on the Verify Identity page.

Employees verify their identity by entering their PeopleSoft password and then clicking the Continue button.

After the employee’s identity is verified, the employee’s new consent status is saved.

Use the View T4/T4A Slips page (PY_SS_YET4_FORM_FL) to view T4/T4A slips in Employee Self-Service.

Navigation:

• Click the T4/T4A Slips tile from the Payroll Dashboard.

• Click View T4/T4A Slips from the Fluid Navigation Collection for Payroll.

(Desktop) This example illustrates the View T4/T4A Slips page, where the employee can view slips electronically.

(Smartphone) This example illustrates the fields and controls on the View T4/T4A Slips page.

Employees who are associated with multiple companies can view their company-specific T4/T4A slips on the View T4/T4A Slips page as well.

To view the screen reader version of T4/T4A slip pages, see View <Tax Form or Slip> Page (Screen Reader Mode) and View <Tax Form Name and Year> Page.

Use the RL-1/RL-2 Consent page (PY_RL_CONSENT_FL) to request or withdraw consent to stop receiving paper RL-1 and RL-2 slips.

Navigation:

• Click the RL-1/RL-2 Consent tile from the Payroll Dashboard.

• Click RL-1/RL-2 Consent from the Fluid Navigation Collection for Payroll.

(Desktop) This example illustrates that RL-1/RL-2 Consent page for employees currently receive paper year-end slips.

(Smartphone) This example illustrates that RL-1/RL-2 Consent page for employees who currently receive paper year-end slips.

(Desktop) This example illustrates the RL-1/RL-2 Consent Withdrawal Form page for employees who currently receive year-end slips electronically.

(Smartphone) This example illustrates the RL-1/RL-2 Consent Withdrawal Form page for employees who currently receive year-end slips electronically.

Changing Consent

These page elements appear when an employee accesses the page.

Field or Control	Description
Check here to indicate your consent to stop receiving paper RL-1 and RL-2 slips.	This check box appears if the employee currently receives paper slips by mail. The employee selects this box to submit consent to receive the slips electronically.
Check here to withdraw your consent to stop receiving paper RL-1 and RL-2 slips.	This check box appears if the employee currently receives the year-end slips electronically. The employee selects this box to withdraw consent and start receiving paper RL-1 and RL-2 slips.
Submit	Select this button to submit the changes. Enter your login information on the Verify Identity Page that appears for authentication purposes.

Confirmation Information

The RL-1/RL-2 page displays confirmation information once the employees verify their identity and complete the process of giving or withdrawing consent.

(Desktop) This example illustrates the RL-1/RL-2 Consent page after an employee has submitted consent to stop receiving paper slips.

(Smartphone) This example illustrates the RL-1/RL-2 Consent page after an employee has submitted consent to stop receiving paper slips.

Use the View RL-1/RL-2 Slips page (PY_SS_YE_RL_VW_FL) to view RL-1/RL-2 slips in Employee Self-Service.

Navigation:

• Click the RL-1/RL-2 Slips tile from the Payroll Dashboard.

• Click View RL-1/RL-2 Slips from the Fluid Navigation Collection for Payroll.

(Desktop) This example illustrates the View RL-1/RL-2 Slips page when the employee has submitted consent to stop receiving paper year-end slips.

(Smartphone) This example illustrates the fields and controls on the View RL-1/RL-2 Slips page.

To view the screen reader version of RL-1/RL-2 slip pages, see View <Tax Form or Slip> Page (Screen Reader Mode) and View <Tax Form Name and Year> Page.

This example illustrates the fields and controls on the View RL-1 Details page.