EPY: W4 PDF: The Preferred Name Is Used Rather Than the Legal Name Employee Signature Line Name
(Doc ID 2815641.1)
Last updated on APRIL 15, 2024
Applies to:
PeopleSoft Enterprise HCM Payroll for North America - Version 9.2 to 9.2 [Release 9]Information in this document applies to any platform.
Symptoms
The signature line on the PDF W-4 form was showing the Preferred Name setup in the system. The system should use the Legal Name used on the form.
Steps
1) Set up Format Names to include Preferred Name with navigation Set Up HCM > Foundation Tables > Personal > Name Format Types
2) Set up Personal Data to include Preferred Name
3) Navigate to the W-4 PDF form and confirm that in the Signature section the Preferred Name is used rather than the Legal Name (Navigation: Employee Self Service > Payroll tile > Tax Withholding tile)
Changes
Cause
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In this Document
| Symptoms |
| Changes |
| Cause |
| Solution |
| References |