Processing

Employee Online

When employees submit the new W-4 form in Employee Online:

• The Approval field on HRPYMD/HREPPR/HRPYPR records is set to WAIT with an Action code of EOU.
• HR reviews and approves the records by setting the Approval field to SEND. Note that both the Mandatory Tax records as well as the Additional Tax records must be approved individually (i.e., approving one does not approve the other).
• HR sends the approved records over to Payroll using the Global Processing Mandatory Assignments tool. Note that this tool does not apply to the Additional Tax records.

Manual Data Entry

If Employee Online is not used, W-4 form information can be manually entered into BusinessPlus. New or updated HR records in SEND Approval status are sent to Payroll.

• Go to HRPYMD/HREPPR/HRPYPR > Additional (Taxes) tab and create the new CDH assignments according to the elections on the form. If these values are not entered, the CDH assignments are not required but may be entered with an amount of 0.
  1. Step 3 – Claim Dependents
     1. Assign Dependent Amount CDH
     2. Enter the annual amount provided on the form in the amount field
     3. Set AXP value to A
     4. Set Status to A
     5. Set Frequency to A
     6. Set the begin and end dates
  2. Step 4a – Other income
     1. Assign Other Income CDH
     2. Enter the annual amount provided on the form in the amount field
     3. Set AXP value to A
     4. Set Status to A
     5. Set Frequency to A
     6. Set the begin and end dates
  3. Step 4b – Deductions
     1. Assign Other Deductions CDH
     2. Enter the annual amount provided on the form in the amount field
     3. Set AXP value to A
     4. Set Status to A
     5. Set Frequency to A
     6. Set the begin and end dates
• Employees who elect an additional amount under Step 4c on the form will be updated in HRPYMD/HREPPR/HRPYPR > (Primary) Taxes:
  1. Add additional amount to their existing FIT CDH assignment
  2. Update the additional amount begin and end dates
• Employees who check the Multiple Jobs Option (Step 2) on the W-4:
  1. Go to PYUPEM and set Switch 30 to "Y"
     1. If the Multiple Jobs option is not checked, set the Switch to "N"
  2. Employees who have not submitted a new W-4 form will not have any value updated in Switch 30