Defining System Settings for Payroll for North America

Last Retro Pay Request Seq Nbr (last retroactive pay request sequence number)

The system generates the Retro Pay Request Sequence Number from which to incrementally increase Retro Pay Request sequence numbers as they are added to transactions in the system.

AP Invoice Number Prefix and Last AP Invoice Number

The system generates the AP Invoice Number Prefix and Last AP Invoice Number from which to incrementally increase the same items as they are added to AP transactions in the system.

Generate Audit Exceptions

Select this check box to display audit links in the Audit Exceptions folder on the My Work Pagelet of Payroll WorkCenter and to display the WorkCenter group box on the PAY011, PAY034, PAY035, and PAY036 run control pages.

Inactive Employees

Select this check box to enable the loading of transaction data into paysheets for inactive employees.

Enable Quick Calculation

Select this check box to enable calculation of checks for individual employees using the Quick Calculation feature.

See Performing Quick Calculation.

Disable Calculate button after Final Calculation

Select this check box to disable the Calculate button on the Quick Calculation Page after the final calculation run is completed.

Last Combination Code Assigned

The system generates the ChartField combination code from which to incrementally increase ChartField combination codes as they are added to transactions in the system.

Employee Direct Deposit Pages, Administrator Direct Deposit Pages, and Wage Statements

The system can, for security purposes, mask all but the last four characters of a paycheck direct deposit account on all employee pages that show direct deposit information, all administrator pages that show direct deposit information, and all PDF and non-PDF wage statements (paychecks and payslips). Masking does not occur for an item unless the check box is selected here.

Create Off-Cycle Files

Select this check box to enable the creation of direct deposit transmittal files for off-cycle payments that are tied to unconfirmed on-cycle calendars.

Use Check Date on Advice

Select this check box to use the check date on the advice as the effective entry date (the date to post funds to employees’ accounts) of the direct deposit file. This option is only applicable to off-cycle pay runs.

Clear this check box to use the paycheck issue date of the pay calendar instead.

This field becomes editable when the Create Off-Cycle Files field is selected.

Canada

Select for Canadian employees to be able to view their year-end slips in screen reader format (HTML) when the system is not in screen reader mode.

(U.S.) Form 1042-S, Form 1099-R, and Form W-2/W-2c

Select one or more U.S. year-end forms that can be viewed in screen reader format (HTML) when the system is not in screen reader mode.

View Consolidated PDF in Standard Mode

(For overflow W-2 forms) Select for employees to be able to view all pages of an overflow year-end form in a single consolidated PDF in standard mode.

Overflow is supported in W-2 forms only.

View Consolidated PDF in Screen Reader Mode

(For overflow W-2 forms) Select for employees to be able to view all pages of an overflow year-end form in a single consolidated PDF in screen reader mode.

Overflow is supported in W-2 forms only.

Display Third-Party Data Sharing Consent in Self Service

Select to display a section on the W-2/W-2c Consent Page where employees can provide or withdraw the consent to share their W-2 or W-2c data with tax preparation providers in Employee Self-Service.

If the employee withdraws the consent, the Create W-2 Import File process excludes the employee’s data from the import file that it creates.

This field is deselected by default.

See Understanding Employee Consent for Tax Data Export and Understanding W-2 Import Files.

Exclude from W-2 Export File

Select to exclude the W-2 or W-2c data of all employees from the import files generated by the Create W-2 Import File process.

This field is deselected by default, which means that the tax data for all employees is included in the import files.

Last ROE Number

The system generates the Last ROE Number from which to incrementally increase ROE numbers as they are added to ROE transactions in the system.

Last Dir Dep File Creation Nbr (last direct deposit file creation number) and Last CPS Transmission ID Nbr (last Canada Processing Service transmission identification number)

Enter the Last Direct Deposit File Creation number and the Last CPS Transmission ID number from which to incrementally increase the same as they are added to ROE transactions in the system.

Minimum Wage Jurisdiction

Select this check box to enable the use of jurisdiction minimum wage rates in payroll calculations.

To disable this functionality, you need to disable it for all pay groups first.