Creating PDF Advice Forms

Purpose:  Use this document to create direct deposit advice forms in PDF for printing and self-service viewing in ctcLink.

Audience:  Payroll staff.

NOTE: The pay data from the current pay run is visible to employees in self service as soon as pay confirmation is run. Running the BI Publisher PDF creation process uses the Paycheck Availability fields on the Paycheck Options Table page for the PDF paycheck/advice to determine when the PDF advice is viewable in self service.

You must have at least one of these local college managed security roles:

  • ZZ Payroll Processing

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Creating PDF Advice Forms

This process should be run after SBCTC Central Payroll has completed the post-confirm processing on a global level for the current payroll.

Navigation:  Payroll for North America > Payroll Processing USA > Create Direct Deposits > Create PDF Advice Forms

  1. The Create PDF Advice Forms search page displays.
  2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
    • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g.,  WA260_CR8_PDF_ADV_FORM_JL (Lake Washington, Create PDF Advice Form, User Initials).
  1. The Create PDF Advice Forms page displays.
  2. Enter the Pay Run ID or select from lookup icon.
  3. By default, the Both radio button is enabled, that is acceptable.
    The other options are On-Cycle only or Off-Cycle only.
  4. Use the Self Service Availability Override section if there is a reason to change the default value for the timing of when direct deposit advices become available for employee viewing in self-service. Each College/Pay Group combination is established in the system Paycheck Options Table containing the Paycheck Availability value (Days from Check Date). To override, enter the number of days prior to pay day that you want the employees to be able to view the payroll information in employee self-service.

Options:  (Referring to the Payroll Processing Timeline may be able to assist in determining the appropriate number).

  • Enter 0 to make self-service advices available on the check date entered on the pay calendar for the pay run.
  • Enter a negative number to make self-service paychecks available the specified number of days before the check date entered on the pay calendar.
  • Enter a positive number to make self-service paychecks available the specified number of days after the check date entered on the pay calendar.

NOTE: Always use a negative to indicate days prior to pay day.  

If you receive the following warning message, select OK to close and go back to Create PDF Advice Forms page.

IMPORTANT! If you do not select the OK to confirm the override, the process removes what was entered for the override and uses the values from the Setup Options!

  1. Select the Run button.
  2. The Process Scheduler Request page displays.
  3. Please refer to the Process Schedule Request steps for further instructions.
  4. The Payroll Advice Print ".out" file displays.
  5. Of particular interest, the number of Total Advices is listed and the Total Net Pay of those advices is listed.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial via Panopto

View the external link to Creating PDF Advice Forms. This link will open in a new tab/window.

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