(USA) Processing All W-4 Exempt Employees
This appendix discusses the delivered workflow for Payroll for North America.
(USA) Processing All W-4 Exempt Employees
This section discusses processing W-4 Exempt Employees workflow.
Description
|
Event Description |
When the W-4 Exempt Employees Process is run, all employees who have filed Exempt on their W-4 forms are notified. |
|
Action Description |
A worklist item is sent to notify the Payroll Supervisor that a notification was sent to the employee. After the W-4 Exempt Employees process is run, an email notification is sent to employees that their Exempt status will expire and that they need to file a new W-4 form with the Payroll department. |
|
Notification Type |
Email and worklist |
Workflow Objects
|
Event |
W4 |
|
Workflow Action |
Automatic |
|
Role |
Payroll Administrator and Roleuser by EMPLD |
|
Email Template |
Payroll Supervisor and Email Employee |
|
Business Process |
Maintain Payroll Data U.S. |
|
Business Activity |
Process all W4 Employees |
|
Business Event |
Inform Payroll and Notify Employee |
(USA) Processing W-5 Employees
This section discusses processing W-5 Employees workflow.
Note. Advance EIC payments and W-5 processing are discontinued as of January 1, 2011. Pages, fields, and processes are available for use in supporting Advance EIC only through tax year 2010.
Description
|
Event Description |
After the Process W-5 Employees process is run, an email is sent to notify all employees who have are receiving Advance Payments of Earned Income (EIC) and have to file new W-5 forms. |
|
Action Description |
Once the employees are notified, a worklist item is sent to notify the Payroll Supervisor that a notification was sent to the Employee. |
|
Notification Type |
Email and worklist |
Workflow Objects
|
Event |
W5 |
|
Workflow Action |
Automatic |
|
Role |
Payroll Administrator and Roleuser by EMPLD |
|
Email Template |
Payroll Supervisor and Email Employee |
|
Business Process |
Maintain Payroll Data U.S. |
|
Business Activity |
Process EIC W5 Employees |
|
Business Event |
Notify Employee and Notify Payroll |
(CAN) Processing an Online Final Cheque
This section discusses processing an Online Final Cheque workflow.
Description
|
Event Description |
The Final cheque processing is performed to calculate and create a cheque for one or more employees based on a Final Cheque Request. |
|
Action Description |
An email and worklist item is sent to the Personnel Administrator for review if any employees with final cheque requests do not have a status of Terminated in Job Data. |
|
Notification Type |
Email and worklist |
Workflow Objects
|
Event |
TERM_RQST |
|
Workflow Action |
Automatic |
|
Role |
Personnel Administrator |
|
Email Template |
Notify HR About Employee Termination and Active Employee Final Cheque Request |
|
Business Process |
Manage Payroll Process Canada |
|
Business Activity |
Process Online Final Chq Can |
|
Business Event |
Final Chq Rqst Active Empl |
(CAN) Processing Batch Final Cheques
This section discusses processing a batch Final Cheque workflow.
Description
|
Event Description |
The final cheque processing is performed to calculate and create a cheque for a batch of employees based on a Final Cheque Request. |
|
Action Description |
An email and worklist item is sent to the Personnel Administrator for review if any employees with final cheque requests do not have a status of Terminated in Job Data. |
|
Notification Type |
Email and worklist |
Workflow Objects
|
Event |
TERM_RQST |
|
Workflow Action |
Automatic |
|
Role |
Personnel Administrator |
|
Email Template |
Notify HR About Employee Termination and Active Employee Final Cheque Request. |
|
Business Process |
Manage Payroll Process Canada |
|
Business Activity |
PROCESS_BATCH_FINAL_CHQ_CAN |
|
Business Event |
Final Chq Rqst for Active Empl |
(USA) Processing an Online Final Check
This section discusses processing a Final Check workflow.
Description
|
Event Description |
Final check processing is performed (online) to calculate and create a paycheck for one or more employees based on a Final Check Request. |
|
Action Description |
A worklist item is sent to the Personnel Administrator for review if any employees with final check requests do not have a status of Terminated in Job Data. |
|
Notification Type |
Worklist |
Workflow Objects
|
Event |
TERM_RQST |
|
Workflow Action |
Automatic |
|
Role |
Personnel Administrator |
|
Email Template |
Active Employee Final Check Request |
|
Business Process |
Manage Payroll Process U.S. |
|
Business Activity |
Process Online Final Check |
|
Business Event |
Final Chk Rqst Active Empl |
(USA) Processing Batch Final Checks
This section discusses processing batch Final Checks workflow.
Description
|
Event Description |
Final check processing is performed (via a batch process) to calculate and create a paycheck for one or more employees based on a Final Check Request. |
|
Action Description |
A worklist item is sent to the Personnel Administrator for review if any employees with final check requests do not have a status of Terminated in Job Data. |
|
Notification Type |
Worklist |
Workflow Objects
|
Event |
TERM_RQST |
|
Workflow Action |
Automatic |
|
Role |
Personnel Administrator |
|
Email Template |
Active Employee Final Check Request |
|
Business Process |
Manage Payroll Process U.S. |
|
Business Activity |
Process Batch Final Check(s) |
|
Business Event |
Final Chk Rqst for Active Empl |