EPY: Direct Deposit Controls Not Working As Expected in Certain Circumstances.
(Doc ID 2949441.1)
Last updated on APRIL 15, 2024
Applies to:
PeopleSoft Enterprise HCM Payroll for North America - Version 9.2 and laterInformation in this document applies to any platform.
Symptoms
Direct Deposit Controls not working as expected when you check on "Require Remaining Balance Account" for USA.
This, also, includes all the following for USA options:
- Require Remaining Balance Account
- Remove Check (or Cheque) as Payment Method in Self Service
- Restrict Removal of Last Direct Deposit Account
- Suppress Direct Deposit Advice Print
- Maximum Number of Direct Deposit Accounts.
The system should prevent users in removing the "Remaining Balance Account".
The issue can be reproduced with the following steps:
1. Hire a CWR employee on 02/01/2018 with Payroll System "Other" and the Pay Group and Employee Type is blank - Workforce Administration>Personal Information>Add a Person
2. Terminate the CWR employee on 11/02/2018 - Workforce Administration>Job Information>Job Data
3. Add an employment instance for the hire effective dat of 11/05/2018 that is tied to USA Pay Group - Workforce Administration>Job Information>Add Employment Instance
4. Navigate to Employee Self Service and an account to get the "Full Balance" - Employee Self Service>Payroll>Direct Deposit
5. Add another account as a percentage or an amount
6. Verify the other account is "Remaining Balance"
7. Remove the "Remaining Balance" and it removes the remaining balance account with not forcing you to assign it to another account
Changes
Cause
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In this Document
Symptoms |
Changes |
Cause |
Solution |
References |