EPY: (YE Primary) Creating Forms W-2 with XMLP in PeopleSoft Payroll
(Doc ID 1369145.1)
Last updated on APRIL 11, 2024
Applies to:
PeopleSoft Enterprise HCM Payroll for North America - Version 9 to 9.2 [Release 9] Information in this document applies to any platform.
Purpose
In release 9.0 and higher, PeopleSoft Payroll for North America delivers functionality to enable Payroll for North America and ePay employers to use XML Publisher (XMLP) to produce Forms W-2 and W-2c in PDF format for U.S. and U.S. Territory employees. This functionality creates online as well as paper forms in PDF format, and provides employees with access to an electronic version of their W-2 and W-2c forms through Self Service.
The system creates and stores data in XML format and builds the PDF file for display on demand using XMLP templates. Employees are then able to view or print the W-2 and W-2c forms.
To create Forms W-2 and W-2c in PDF format using XML Publisher and deploy them for employee Self Service access, you must complete the setup of the employee consent tables as described in Knowledge Document 1369344.1.
The system also provides a Payroll Administrator view, whereby the administrator can access employee forms for verification or reprint purposes. The payroll administrator is able to view forms for all employees, including forms for employees who have not consented to receiving their forms electronically.
XMLP is not just for self-service. It also provides customers with a printing feature that can replace printing W2s on pre-printed forms. If you choose to use XMLP printing of forms, you can use it to print the paper copy to mail to employees.
Scope
This is a living document and will be updated as needed as more information becomes available.
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