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EPY: Employee Tax Record Revert To Defaults When Adding an Employment Instance (Doc ID 3051570.1)

Last updated on OCTOBER 03, 2024

Applies to:

PeopleSoft Enterprise HCM Payroll for North America - Version 9.2 and later
Information in this document applies to any platform.

Symptoms

Employee Tax Record Revert to Defaults when Additional Job that has a net claim of zero in a previous taxation year.

When an existing employee has an additional job hired, their tax record also gets another row added. This new effective dated row of tax data reverts to default values instead of keeping the prior entered amounts.

We are currently on PUM48 and are experiencing the issue. The Net Claim amount and any other updated field values should remain as they were previously.


The issue can be reproduced with the following steps:
1. Employee has only one record - Workforce Administration>Job Information>Job Data
2. Ensure that the Canadian Income Tax Data has a zero net claim in a previous taxation year - Payroll for North America>Employee Pay Data CAN>Tax Information>Employee Tax Data
3. Add an additional job for the same employee - Workforce Administration>Job Information>Add Employment Instance
4. Go back to the Canadian Income Tax Data and the net claim is defaulted from the tax table - Payroll for North America>Employee Pay Data CAN>Tax Information>Employee Tax Data

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution


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