Header Ads

  • Breaking News

    Setting up Self Service PDF Check in PeopleSoft HRMS 9.0 and above

    Below are the list of steps to configure XML Publisher for printing PDF paychecks in PeopleSoft HRMS 9.0 and 9.1
     
    1) Navigate to Setup HRMS > Product Related > Payroll for North American > Payroll Processing Controls > Paycheck Options Table

    2) Enter a paycheck setup id:
    Setup ID and Parameters:

    Paycheck Setup ID

    Use one of the delivered setup IDs:
        *     PNAUSA: Use this setup ID for the United States.
        *     PNACAN: Use this setup ID for Canada.
     Payroll for North America does not provide support for user-defined setup IDs     

    3) Enter the following parameters
        URL Identifier
        Payroll for North America delivers the Paycheck Options table with PY_SSP_ATTACHMENT table with associated URL address for storing the XML self-service paycheck data. If you create a separate table and URL to store the data, enter your URL here.

    Report Definition:
    Printing:
    Displays the current active report definitions for printing U.S. and Canadian paychecks and direct deposit advices.

    Viewing: 
    Displays the current active report definitions for displaying self-service U.S. and Canadian paychecks and direct deposit advices in the ePay application.

    Self Service Options:
    PDF Paychecks Only:
    If your organization used the View Paycheck transaction before Payroll for North America 9.0, use this option to indicate whether you want employees to be able to view older paychecks as well as the PDF paychecks.  Select this option to enable employees to view only the PDF self-service paychecks. Leave this option blank to enable employees to view all self-service paychecks.

    $0 or Negative Manual Checks:
    Select this check box if you want the system to display manual paychecks of zero dollars or manual paychecks with negative net pay amounts in self service. This check box is blank by default; you must select it if you want these checks displayed in self-service.

    Paycheck Availability:
    For each company and pay group combination, indicate the default timing of when paychecks should be available for viewing in the ePay self-service View Paycheck transaction. You can override this value when you run the check and advice print processes.

    Days From Check Date

    • Enter 0 to make self-service paychecks available on the check date entered on the pay calendar for the pay run.
    • Enter a negative number to make self-service paychecks available the specified number of days before the check date entered on the pay calendar.
    • Enter a positive number to make self-service paychecks available the specified number of days after the check date entered on the pay calendar.
    Note. If you have enabled viewing of historical paychecks, the paycheck data from the current pay run is visible in self service as soon as you run pay confirmation. Running the XML print process triggers the paycheck availability option for the PDF paycheck, after which the checks are not viewable until the availability date that you specify. For this reason, we recommend that you run the XML print process immediately after confirming the payroll.

    4) Go to PeopleTools > Utilities > Administration > URLs

    5) Enter PY_SSP_ATTACHMENT

    6) The default location is table PS_PY_SSP_XML_DATA(url must be record://PS_PY_SSP_XML_DATA)

    7) Assign the value "C:\TEMP" to “system-temp-dir" property in xdo.cfg file (path is ps_home\appserv)

    8) Go to the navigation: Reporting Tools > XML Publisher > Report Definition > Bursting

    9) Set the bursting field to “emp_id” for report name - PRTCNCHQ in the navigation This is not necessary if paychecks for all employees can be listed in one file. Selecting this option bursts paycheck file based on every emplid and creates a unique file for every employee in the report manager.

    5 comments:

    1. Thank you so much for this. Reading PeopleBooks does not give us enough info. I would like to verify one point.
      " 6) The default location is table PS_PY_SSP_XML_DATA(url must be record://PS_PY_SSP_XML_DATA)"
      When I get to this area, the 'PS_' is not a part of the url as a default... I had to add 'PS_' to the existing 'record://PY_SSP_XML_DATA'. Before I did we got an error when we tried to view the report in self service - "Unable to generate PDF output (2002,580) The system failed to generate the PDF output. Ensure that the SML data file is in the file attachment table and in the right format." - Hopefully this change will resolve this error.

      ReplyDelete
    2. THanks you Very much boss...this is awesome.

      ReplyDelete
    3. Do you know with the days from the check date - is this working days or calendar days?

      ReplyDelete
    4. Wonderful appreciated found this page very informative, keep it up.

      ReplyDelete

    Please refrain for marketing messages and unnecessary back links.

    Post Top Ad

    Post Bottom Ad