Run the Employee W-2 PDF from the Submit Request window.

Prerequisites

• Before you run the Employee W-2 PDF, review the setting of the HR:Allow invalid PSD codes on W-2(Y/N) profile option. Oracle US Payroll enables you to determine whether employees with invalid PSD codes are to be reported in the W2 Exception Register or receive a W-2 with a potentially invalid or incorrect TCD code in Box 20. The setting for the HR:Allow invalid PSD codes on W-2(Y/N) profile option determines whether or not an employee is reported in the Employee W-2 PDF, W2 Register reports or the W2 Exception Register. See: Determining how to Handle Employees with Invalid PSD Codes in Year End Reports

   To configure the W-2 PDF generation:

The Employee W-2 PDF concurrent program generates employee W-2 slips in PDF format. This program uses XML Publisher to create the file. Perform the following steps to configure the W-2 generation:

1. Edit the $XDO_TOP/resource/xdo.cfg configuration file.

   If this file doesn't exist, you can create it.

   This file has the following format:

   <config version="1.0.0" xmlns="http://xmlns.oracle.com/oxp/config/">
   <properties>
   <property name="system-temp-dir">temporary_directory</property>
   <property name="printer_name.pdf-stream-divider-max-output-size">
       file_size_in_bytes</property>
   <property name="pdf-stream-divider-max-output-size">
       file_size_in_bytes</property>
   </properties>
   </config>

2. Replace temporary_directory with the directory where the concurrent program creates temporary files.

   You can set it to one of the utl_file_dir directories.

3. Replace printer_name with the name of a printer that supports PDF printing.

4. Replace the first file_size_in_bytes with the file size the selected printer can manage.

   You can specify the parameter <property name="printer_name.pdf-stream-divider-max-output-size"> for each printer, entering a different file size for each printer depending on what the printer can manage.

   You control the output by specifying the file size. You can increase the file size to produce one W-2 document, but if the document is too large, the printer may not be able to print it.

5. Replace the second file_size_in_bytes with the default file size.

   The Employee W-2 PDF concurrent program uses this value if it cannot find the first file_size_in_bytes. If you leave the second file_size_in_bytes parameter empty, the default is 1MB.

   To configure generation of large W-2 PDF files:

Using the XML Publisher Administrator responsibility, navigate to Home > Administration.

1. Set the following features to enhance the JAVA performance for large data sets:

   • General- Set the temp directory to a directory which contains a substantial amount of space.

   • Fo Processing- Set "Use XML Publisher's XSLT processor" to 'TRUE'.

   • Fo Processing- Set "Enable scalable feature of XSLT processor" to 'TRUE'.

2. Add the PRINTER_MEM_SIZE to pay_action_parameters:

   Sql Command : Insert into pay_action_parameters values ('PRINTER_MEM_SIZE',32768); commit;

   Note: The value of PRINTER_MEM_SIZE is the maximum size of the file that can be printed on the printer and is set in kb.

3. Configure the PY_LIB_PATH environment variable to include the path to libjava.so and libjvm.so.

   eg:- PY_LIB_PATH=< libjvm.so path>:<libjava.so path>:$LD_LIBRARY_PATH

4. Navigation :- Other Definitions > Action Parameters.

   Choose the "Default Group" check box and set Action Parameters "Print File" and "Run XML Publisher for Report Generation" to N (No).

5. Set DBC_FILE in pay_action_parameters.

   Add the DBC file parameter to pay_action_parameters as follows:

   • a) In SQL, run the following command:

     select fnd_web_config.database_id from dual.

   • b) In UNIX, run the following command:

     echo $FND_TOP/secure.

   • c) Using the results of (a) and (b), add the following to pay_action_parameters:

     insert into pay_action_parameters values('DBC_FILE','/result_of_b_here/result_of_a_here.dbc');

     For example, let's assume the following:

     • The result of (a) is systemname_instancename.

     • The result of (b) is /prod/oracle/appl/fnd/11.5.0/secure.

     So the statement for (c) is:

     insert into pay_action_parameters values('DBC_FILE','/prod/oracle/appl/fnd/11.5.0/secure/systemname_instancename.dbc'); commit;

6. Shutdown and restart the Concurrent Manager after doing the setup.

   To generate the W-2 PDFs:

Use the Employee W-2 PDF concurrent program to generate PDF files for printing.

When running this report as a secure user, you are only able to view the employee details that you have access to through your security profile.

1. Select Employee W-2 PDF in the Name field.

2. Click in the Parameters field if the Parameters window does not automatically open.

3. Select the Reporting Year and the GRE Archived by Year End Preprocess for the W-2 .

4. Select an option for the Selection Criterion:

   Note: This step activates the corresponding field on the Parameters window. For example, if you select Locality (County/City/School District), the application activates the State and Locality fields.

5. Complete the selection information by entering a value in the corresponding field. For:

   • Assignment Set: Make a selection in the Assignment Set filed. This report does not support dynamic assignment sets. W-2s only print for assignments in the selected GRE.

   • State: Make a selection in the State field, or leave this field blank to run the W-2s for all the sates. If you select a state, you print W-2s for all employees who have taxable wages in that state. If an employee has taxable wages in an additional state, you must print all applicable W-2s for that employee.

   • Locality: Select a State, and a Locality. To run W-2s for all localities, leave Locality field blank.

     Selecting a locality prints W-2s for all employees that have taxable wages in that locality. If an employee has taxable wages in an additional locality, you must print all W-2s for that employee.

6. Select an option for Print Terminated Employees. If you select Yes, the application prints W-2's only for terminated employees. The default option for this field is No. By selecting No, all employees including terminated employees are printed.

7. Select sort options for the report or click OK.

8. In the Submit Request window, select the printer, number of copies, and style in the Print Options region (for example, Paper W2).

   Note: Your System Administrator sets the name of the printer style and it may be slightly different than the example shown here.

9. In the Print Instruction field, select Yes or No to determine if the application prints the instructional information which accompanies the W-2.

10. Click OK.

11. Submit the report.

    The Employee W-2 PDF program spawns the Employee W-2 (XML) concurrent program to generate data for employees processed in XML format. This program uses the PYUGEN payroll engine to generate XML. It processes the data to generate the PDF and spawns one or more "Sub Request: (PDF Document Stream Printing)" sub-requests. The pdf-stream-divider-max-output-size parameter in the xdo.cfg file defines the size of these sub-request files and how many are created. You can increase the file size to produce one W-2 document, but if the document is too large, the printer may not be able to print it.

    PYUGEN merges the data for multiple employees and creates one PDF file for multiple employees.

The Employee W-2 PDF concurrent program generates PDF output suitable for printing. These reports are viewable through the Output button on the SRS screen by selecting Sub Request: (PDF Document Stream Printing). Oracle Payroll also stores them in the output directory.

With PDF slips, use blank paper for printing. Do not use the preprinted forms.