Set Self Service Options

Allow Unmasking of Personal Information

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.Closed 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.

Activate pay statements and tax forms for Self Service users

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.Closed 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.

Set the Self Service change deadline

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.Closed 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.Closed From the Process menu, select Submit Payroll.

Assign default format for Auto-Generated usernames

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.Closed 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.