Delivered Workflows for ePayThis appendix discusses delivered workflows for ePay.
See Also
Enterprise PeopleTools PeopleBook: Workflow Technology
Enterprise PeopleTools PeopleBook: Using PeopleSoft Applications
Delivered Workflows for ePayThis section discusses ePay workflows. The workflows are listed alphabetically by workflow name.
W-2 Reissue RequestThis section discusses the W-2 reissue request workflow.
Description
|
Event Description |
Employees use the W-2 Reissue Request page to request a new W-2 be sent to their home or work location. |
|
Action Description |
When the page is submitted, a workflow worklist item is routed to the Payroll Administrator to indicate that this request for a duplicate W–2 has been generated. |
|
Notification Method |
Worklist |
Workflow Objects
|
Event |
PY_IC_W2 |
|
Workflow Action |
Manual |
|
Role |
Payroll Administrator |
|
Email Template |
W2 Request Worklist |
|
Business Process |
SELF_SERVICE_PAYROLL |
|
Business Activity |
W2Request |
|
Business Event |
Save W2 |
W-4 Tax InformationThis section discusses the W-4 tax information workflow.
Description
|
Event Description |
An employee uses ePay to change W-4 information. |
|
Action Description |
An email notification is sent to the employee upon completion that verifies the W-4 details. |
|
Notification Method |
|
Workflow Objects
|
Event |
PY_IC_W4 |
|
Workflow Action |
Manual |
|
Role |
Roleuser by Oprid Qry |
|
Email Template |
Send E-mail to employee |
|
Business Process |
SELF_SERVICE_PAYROLL |
|
Business Activity |
ReviewChangeFederalW4Info |
|
Business Event |
Save changes |
Year End Form Consent ConfirmationThis section discusses the year-end form consent confirmation workflow.
Description
|
Event Description |
An employee uses ePay to grant consent to receive year-end forms (W-2, W-2c, T4, or T4A) electronically in self service. |
|
Action Description |
Upon confirmation of submittal of consent, an email notification is sent to the employee that confirms the consent. |
|
Notification Method |
|
Workflow Objects
|
Event |
PY_YE_SEND_NOTE_USA and PY_YE_SEND_NOTE_CAN |
|
Workflow Action |
Automatic |
|
Role |
Roleuser by Oprid Qry |
|
Email Template |
Send E-mail to employee; text type Consent Confirmation |
|
Business Process |
NA |
|
Business Activity |
NA |
|
Business Event |
Notify Employee |
Year End Form Consent Withdrawn ConfirmationThis section discusses the year-end form consent withdrawn confirmation workflow.
Description
|
Event Description |
An employee uses ePay to withdraw consent to receive year-end forms (W-2, W-2c, T4, or T4A) electronically in self service. |
|
Action Description |
Upon confirmation of withdrawal of consent, an email notification is sent to the employee that confirms the consent withdrawal. |
|
Notification Method |
|
Workflow Objects
|
Event |
PY_YE_SEND_NOTE_USA and PY_YE_SEND_NOTE_CAN |
|
Workflow Action |
Automatic |
|
Role |
Roleuser by Oprid Qry |
|
Email Template |
Send E-mail to employee; text type Withdrawn Confirmation |
|
Business Process |
NA |
|
Business Activity |
NA |
|
Business Event |
Notify Employee |
Year End Form Consent ResetThis section discusses the year-end form consent reset workflow.
Description
|
Event Description |
Payroll administrator resets the status of employee consent to receive year-end forms (W-2, W-2c, T4, or T4A) electronically in self service. |
|
Action Description |
When the payroll administrator runs the Reset Form Consent Application Engine process, an email notification is sent to each processed employee that confirms the reset of consent status. |
|
Notification Method |
|
Workflow Objects
|
Event |
PY_YE_SEND_NOTE_USA and PY_YE_SEND_NOTE_CAN |
|
Workflow Action |
Automatic |
|
Role |
Payroll administrator |
|
Email Template |
Send E-mail to employee; text type Consent Reset Notification |
|
Business Process |
NA |
|
Business Activity |
NA |
|
Business Event |
Notify Employee |
Year End Form AvailableThis section discusses the year-end form available workflow.
Description
|
Event Description |
Payroll administrator notifies employees that year-end forms (W-2 or T4) are available for viewing in self service. |
|
Action Description |
When the payroll administrator clicks the Availability Notification button on the Year End Form Options page, an email notification is sent to each consenting employee notifying that forms are available for viewing and printing. |
|
Notification Method |
|
Workflow Objects
|
Event |
PY_YE_SEND_NOTE_USA and PY_YE_SEND_NOTE_CAN |
|
Workflow Action |
Manual |
|
Role |
Payroll administrator |
|
Email Template |
Send E-mail to employee; text type Form Available |
|
Business Process |
Manage Annual Tax Rptg U.S. and Manage Annual Tax Rptg Can |
|
Business Activity |
Send W2 Notification and Send T4 Notification |
|
Business Event |
Notify Employee |
Year End Form Correction AvailableThis section discusses the year-end form correction available workflow.
Description
|
Event Description |
Payroll administrator notifies employees that corrected year-end forms (W-2c or T4A) are available for viewing in self service. |
|
Action Description |
When the payroll administrator clicks the Availability Notification button on the Year End Form Options page, an email notification is sent to the employee notifying that the form is available for viewing and printing. |
|
Notification Method |
|
Workflow Objects
|
Event |
PY_YE_SEND_NOTE_USA and PY_YE_SEND_NOTE_CAN |
|
Workflow Action |
Manual |
|
Role |
Payroll administrator |
|
Email Template |
Send E-mail to employee; text type Correction Available |
|
Business Process |
Manage Annual Tax Rptg U.S. and Manage Annual Tax Rptg Can |
|
Business Activity |
Send W2 Notification and Send T4 Notification |
|
Business Event |
Notify Employee |