Set Self Service options

This option must be enabled for employees to view and print their pay statements and tax forms in Self Service.

Employee tax forms are only sent to Self Service if the employee selects that option within the Self Service application.

Employee pay statements and tax forms display in Self Service starting in the payroll run after this option is selected. If this option is cleared, the pay statements and tax forms will stop being sent to Self Service. However, pay statements and tax forms that were previously uploaded to display in Self Service will remain.

Pay statements and tax forms from previous payroll runs, prior to turning on this option, are not uploaded and are unavailable in Self Service.

1. Navigate to the Self Service Options page. From the Company menu, select Self Service > Self Service Options.
2. In the Feature Activation section, select the Enable Pay Statements & Tax Forms in Self Service checkbox.
3. Click Save.

Before creating self service accounts for an employee, users must choose a default option for tax form delivery. The default options allow for either a Printed (Paper Copy) or Electronic Only (default).

1. Navigate to the Self Service Options page. From the Company menu, select Self Service > Self Service Options.
2. In the General Options section, choose a default option for tax form delivery.
3. Click Save.

Select this option to allow employees to view unmasked personal information in Self Service including SIN, Birth Date and Direct Deposit Bank Account Numbers on the Profile page in Self Service.

1. Navigate to the Self Service Options page. From the Company menu, select Self Service > Self Service Options.
2. In the General Options section, select the Allow Unmasking of Personal Information checkbox.
3. Click Save.

When this option is selected a View link displays to the right of the masked information in Self Service, allowing users to view the information unmasked.

You can temporarily stop the flow of data from Self Service to provide the payroll administrators time to audit, balance, and preview the payroll before it is submitted for processing.

Tip: Without the Change Deadline in place, Self Service changes continue to flow to Powerpay and may impact the payroll, so the final Preview could be different than the final register. It is highly recommended that you set the Change deadline to stop the flow of changes for a specified time before the payroll is processed.

Once the payroll is processed, the information flow resumes automatically, and any Self Service changes are updated in Powerpay in the next pay period.

While the change deadline is active, the Edit buttons are disabled and a banner displays in Self Service, letting Self Service users know that changes cannot be made for the current pay period.

1. Navigate to the Self Service Options page. From the Company menu, select Self Service > Self Service Options.
2. In the General Options section, select the Enforce Employee Deadline for Self Service Changes checkbox.

3. In the Deadline for Changes on Submit for Processing Day field, select the time to stop the flow of data. The time is based on the day of the “Submit for Processing by…” date in the Calendar View for the open Pay Period.

4. Click Save.

When a preview is requested during the time the data flow from Self Service is being held, a message displays on the Submit Payroll page. From the Process menu, select Submit Payroll.

This option enables you to configure the default format for Powerpay Self Service usernames created with the Auto-Generate process. Use this feature to ensure that the usernames comply with your company’s policies and that employee usernames are easy for them to remember.

1. Navigate to the Self Service Options page. From the Company menu, select Self Service > Self Service Options.

2. In the General Options section, choose from the options, depending on your preference for how the names will display for your employees.

   The username must be a minimum of six characters. If the auto-generated username is less than six characters, a four digit number is added to the end of the username.

3. Click Save.

Duplicate usernames are not allowed. To ensure a unique username, a number is appended to the end of the username in the case of a duplicate.

To allow employees to request an Employment Verification Letter through Powerpay Self Service you must enable the Employment Verification Letter Self Service option in Powerpay.

1. Navigate to the Self Service Options page. From the Company menu, select Self Service > Self Service Options.

2. Select the Employment Verification Letter checkbox.

   Note: The checkbox can only be selected after the Configuration is completed and saved on the Employment Verification Letter page. From the Company menu, select Forms > Employment Verification Letter.

3. Click Save.

Use to force all Self Service users to reset their Self Service passwords. This option should be used in the event of a security breach.

1. Open the Self Service Options page. From the Company menu, select Self Service > Self Service Options.

2. Click the Force All Users to Change Password button.

3. Click OK in the pop-up dialog that displays.

4. Click Save.