How to prevent W-2 being shown based upon the Publications date set at TRU level?

(Doc ID 2107982.1)

Last updated on JUNE 23, 2017

Applies to:

Oracle Fusion Global Human Resources Cloud Service - Version 11.1.10.0.0 and later
Information in this document applies to any platform.

Goal

On : 11.1.10.0.0 version, Global Human Resources

The “Manage Document Records” does not enforce the display date property for W2 which is enforced the “View End of Year Tax Form”. The Available date for W2  has been set to  Jan 31st and the LE/LRU level. The W2 should not be available till Jan 31st. The “View End of Year Tax Form” does enforce this date though “Manage Document Records” does not which is available to all employees via the employee role.

STEPS
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The issue can be reproduced at will with the following steps:
Step 1: Go to Navigator > Setup and Maintenance
  In the All Tasks tab, Search for the Name: “Manage Legal Reporting Unit HCM Information”
  Click on Go to Task

Steps 2 : Search for the LRU you want to review/update, Click on the Link of the LRU you want to review/update.

Step 3: Select the Federal Link. Please review the 2 fields
  •"W-2 Portrait Publish Month"
  •"W-2 Portrait Publish Day"


If these fields have “January” and “31” then simply press “Done” button and repeat above exercise until all LRU’s have been reviewed.

If these fields have no value then Select “Edit – Correct” and enter the “W-2 Portrait Publish Month” and the “W-2 Portrait Publish Day” - Use January 31 and then Press “Submit” button when done. Repeat above exercise until all LRU’s have been reviewed.

Step 4: Employee shouldn't see the W-2 until Jan 31st. When going to Manage Documents of records the documents are published - Jan 15th, and they should be published on Jan 31st.
 

Solution

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