View All Year-End Documents: Redwood

View all year-end documents for an employee on the Year-End Documents page. This page displays all documents that have a publish date that's the same as, or earlier than today's date. You can also search for a document using the Specific Date Range search option. This search option returns all documents with an end date that falls within the start date and end date of the search period.

Screenshot of the Year-End Documents page that shows the "All" option in the "View" field.

Let's take an example of a year-end document, such as a W4, which has the following dates:

Start Date: 01-JAN-24
End Date: 31-DEC-24
Publish Date: 14-FEB-24

When you view the page on 07-APR-24, the document is displayed because the publish date of the document falls before the session (current) date. In the View drop-down list, the option All is selected by default.

When you use the Specific Date Range option and perform a search with a start date of 01-JAN-24 and end date of 31-DEC-24, the document is returned because the end date of the document falls within the date range of the search.

When you use the Specific Date Range option and perform a search with a start date of 01-JAN-24 and end date of 07-APR-24, the document isn’t returned because the end date of the document doesn’t fall within this date range. This is existing functionality, and it hasn’t changed.

All year-end documents are displayed according to your search criteria.

Steps to Enable

You don't need to do anything to enable this feature.