To enter Self-Service Preference information:You enter self-service preference information to define whether documents such as the online payslip or tax form are available in an online and/or paper version.
Note: You can also enter this information at the Person or Location level.
See: Person Extra Information Types and Location Extra Information Types
These information levels are arranged in a hierarchy; if you define self-service preferences at the person level, the settings will override any other settings made at the location, business group, or HR organization level. Similarly, if you define self-service preferences at the location level, the settings override any settings at the business group or HR organization level. Settings at the HR organization level will override settings at the business group level.
To enter Self-Service Preference information:In the Organization window, query the Business Group or HR Organization if it does not already appear there.
In the Organization Classifications region, select Business Group or HR Organization, choose Others, and select Self Service Preference.
Click in a field of the Additional Organization Information window to open the Self Service Preference window.
Select the document type for which you want to define preferences.
If Payslip Modeler functionality is available, you must select the document type as Payslip Modeler.
Select whether you want the document to be available online.
Select whether you want the document to be available on paper.
If you are providing payslips in PDF format:
Select the appropriate localization template. If you do not select the a payslip template, then the web-based payslip is displayed.
Note: Australia, China, India, Hong Kong, Singapore, Korea, and New Zealand users should select the appropriate predefined localization template.
You can append custom data to the generated XML. Specify the custom package and procedure in the XML Code field as : <custom.package>.<custom.procedure>
Specify the dates these changes are to take effect.
Note: Template, XML Code and Effective Date fields in Self-Service Preference can be configured at the Business Group, HR Organization and Location levels.
The application generates either an Oracle Applications Framework (OAF)-based payslip or PDF payslip depending on the values entered in the Template and Effective Date fields. A PDF Payslip is generated when you select the template and enter the effective date on or before the payroll payment date.
For example, consider the effective date of PDF payslip as 01-Jun-2016:
If the payment date is prior to effective date (31-May-2016), then the application generates an OAF payslip.
If the payment date later than effective date (30-Jun-2016), then the application generates a PDF payslip.
For UAE only: The application supports only PDF payslip.
If payslip modelling is enabled for your localization, then select the template that you want to use for payslip modeling process to use, if you do not want the application to use the default template.
Select the element set to exclude the elements from being selected when you run a payslip modelling process.
Select either GRE/Legal Entity Address or HR Organization Address (default) for display on the payslip.
Note: You can configure this segment only at Business Group level.
For Canada only:Both the OAF and PDF payslips display the HR Organization as the Employer Address.
If you selected GRE/Legal Entity Address for the Payslip Employer Address field, then select the effective date after which the GRE address displays on the payslip.
Note: You can configure this segment only at Business Group level.
For Canada only:This field is not applicable.
Select either Payslip View Date or Date Paid to configure the date to be used for displaying Online Payslips. If this field is left blank or if the Payslip View Date is selected then the online payslip will be displayed based on the Payslip View Date that is defined for the payroll period. If Date Paid is selected, then the payslip will be displayed based on the Date Paid of the payroll run.
Note: By default, Payslip View Date - Check Date for any period will be equal to the Payslip offset defined for the payroll. However, if the user manually changes these dates for any period, then the Payslip Offset for that period will be considered as the Payslip View Date - Check Date and not the Offset defined for the Payroll.
Further, if the Payslip View Date and/or the Payslip Offset is set to null, then all payslips (prior, current and future) will be available to the employee. (By default, the Payslip Offset is set to zero when defining a payroll.)
Select whether you want to display the rate details section.
Save your work.