EPY: Employee Tax Data Is Not Being Updating As Expected When Adding an Employment Instance
(Doc ID 3074357.1)
Last updated on FEBRUARY 27, 2025
Applies to:
PeopleSoft Enterprise HCM Payroll for North America - Version 9.2 and laterInformation in this document applies to any platform.
Symptoms
Employee Tax data is not updating as expected when adding an employment instance.
In certain scenario, we notice that the employee is not getting taxed correctly. If an employee is assigned to Tax location code (same as old tax location code), state tax data is not updating as expected with latest State information.
The issue can be reproduced with the following steps:
1. Hired an employee that indicates he resides in NY in Personal Data (ie. Effective 01/01/2024) - Workforce Administration>Personal Information>Add Person
2. Ensure he works in tax location "KUNY00"
3. Verify the Employee Tax Data that shows the expected update as Resident & UI Jurisdiction is NY - Payroll for North America>Employee Pay Data USA>Tax Information>Employee Tax Data
4. Go back to Job Data and transfer him to PA (Tax Location "KUPA16") Effective 02/01/2024 - Workforce Administration>Job Information>Job Data
5. Check the employee tax data to ensure it is populated as expected with Resident "NY" and UI "PA - Payroll for North America>Employee Pay Data USA>Tax Information>Employee Tax Data
6. Go back to Job Data and transfer the employee to Colorado (ie. Effective 03/01/2024) - Workforce Administration>Job Information>Job Data
7. Check the employee tax data to ensure it is populated as expected with Resident "NY" and UI "CO" - Payroll for North America>Employee Pay Data USA>Tax Information>Employee Tax Data
8. Add an employment instance and assign tax location PA (KUPA16) effective 04/01/2024
9. Verify the tax data record does not update that change due to the employment instance - Payroll for North America>Employee Pay Data USA>Tax Information>Employee Tax Data
Changes
Cause
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In this Document
Symptoms |
Changes |
Cause |
Solution |
References |