My Oracle Support Banner

Generate Federal Employee W-4 Show Only One Form With "Lock In Date" (Doc ID 2548087.1)

Last updated on JULY 07, 2020

Applies to:

Oracle HRMS (US) - Version 12.2.7 and later
Information in this document applies to any platform.

Symptoms

ACTUAL BEHAVIOR
If the employer is notified by the IRS that an employee is subject to a lock in the form W-4 will print the locked in withholding not the employee’s last election.

EXPECTED BEHAVIOR
When a locking date is in place the program should print both forms, current plus the prior so the employer can send the last election to the employee + have the back up for the current, which was not the elected by the employee.

STEPS
-----------------------
The issue can be reproduced at will with the following steps:

1) Responsibility: US Super HRMS Manager

2. Navigation : Fast Path > US Tax Information > Select an employee to update > Enter a Lock In Date and an additional Tax amount – what is usually sent in a lock in letter >   Save

3. Navigate to Process and Reports > Submit Processes and Reports > Find the program “Generate Federal Employee W-4”

4. View the report output

5. LockIn information not the employee’s last election

6. When a LockIn date is in place the program should print both forms, current plus the prior so the employer can send the last election to the employee + have the back up for the current, which was not the elected by the employee.

Changes

 

Cause

To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!


In this Document
Symptoms
Changes
Cause
Solution
References


My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.