Viewing Year-End Forms

Page Name	Definition Name	Usage
View T4/T4A Slips	PY_SS_YE_FORM_CAN PY_TAX_LIST_CAN	Canadian employees who have consented to electronic slips can view and print year-end slips and filing instructions, listed by tax year. The slip and filing instructions open in separate windows when the employee selects the corresponding document link. To resolve inquiries, the payroll administrator can view or reprint employees' self-service slips in an online Payroll for North America view that replicates the employees' self-service view. If the Final Print check box is selected, the employee can view the year-end form in self-service on or after the availability date if consent has been granted. If Final Print is not selected, only the payroll administrator can view the form. Note: Canadian employees can also view their year-end forms in Fluid Employee Self-Serivce. For more information, refer to the (CAN) Using the PeopleSoft Fluid User Interface to Manage Consent for Electronic Year-End Forms topic.
View W-2/W-2c Forms	PY_SS_YE_FORM_USA PY_TAX_LIST_USA	U.S. employees can view and print year-end forms and filing instructions, listed by tax year. The form and filing instructions open in separate windows when the employee selects the corresponding document link. To resolve inquiries, the payroll administrator can view or reprint employees' self-service forms in an online Payroll for North America view that replicates the employees' self-service view. If the Final Print check box is selected, the employee can view the year-end form in self-service on or after the availability date. If Final Print is not selected, only the payroll administrator can view the form. Note: U.S. employees can also view their year-end forms in Fluid Employee Self-Serivce. For more information, refer to the (USA) Using the PeopleSoft Fluid User Interface to Manage Consent and View Electronic Year-End Forms topic.

Page Name

Definition Name

Usage

View T4/T4A Slips

PY_SS_YE_FORM_CAN

PY_TAX_LIST_CAN

Canadian employees who have consented to electronic slips can view and print year-end slips and filing instructions, listed by tax year. The slip and filing instructions open in separate windows when the employee selects the corresponding document link.

To resolve inquiries, the payroll administrator can view or reprint employees' self-service slips in an online Payroll for North America view that replicates the employees' self-service view.

If the Final Print check box is selected, the employee can view the year-end form in self-service on or after the availability date if consent has been granted. If Final Print is not selected, only the payroll administrator can view the form.

Note: Canadian employees can also view their year-end forms in Fluid Employee Self-Serivce. For more information, refer to the (CAN) Using the PeopleSoft Fluid User Interface to Manage Consent for Electronic Year-End Forms topic.

View W-2/W-2c Forms

PY_SS_YE_FORM_USA

PY_TAX_LIST_USA

U.S. employees can view and print year-end forms and filing instructions, listed by tax year. The form and filing instructions open in separate windows when the employee selects the corresponding document link.

To resolve inquiries, the payroll administrator can view or reprint employees' self-service forms in an online Payroll for North America view that replicates the employees' self-service view.

If the Final Print check box is selected, the employee can view the year-end form in self-service on or after the availability date. If Final Print is not selected, only the payroll administrator can view the form.

Note: U.S. employees can also view their year-end forms in Fluid Employee Self-Serivce. For more information, refer to the (USA) Using the PeopleSoft Fluid User Interface to Manage Consent and View Electronic Year-End Forms topic.

These steps are required before employees can view and print electronic year-end forms and slips in self-service:

Configure Integration Broker and Report Manager.
Specify tax form BI Publisher options.
See year-end processing instructions issued with the tax update posted on My Oracle Support (Payroll for North America Tax Update Documentation) at the end of each year.
Specify the year-end form options.
On the Year End Form Options page, specify the tax year and the form availability date.

See Year-end processing instructions issued with the tax update posted on My Oracle Support in October of each year.
Complete the employee consent process.
See Managing Consent for Electronic Year-End Forms.
Create year-end form data and then create the forms using the PDF year-end form creation processes.
Note: On the run control pages for the PDF year-end form creation processes, select the Final Print check box to enable employee self-service viewing as of the availability date specified on the Year End Form Options page. In Canada, self-service viewing is also subject to the consent status.
See year-end processing instructions issued with the tax update posted on My Oracle Support (Payroll for North America Tax Update Documentation) at the end of each year.

For more information, see the product documentation for:

PeopleTools: Integration Broker Service Operations Monitor
PeopleTools: Process Scheduler

Viewing Year-End Forms

Pages Used to View Year-End Forms

Prerequisites