Employee Viewer

Company Code

Enter a company code to view the checks or direct deposit stubs for that company. Click the Lookup button to view a list of companies.

This field appears when the viewer is accessed from the Paperless Office Main menu.

 

Company Name

This field displays the company name and can only be viewed.

This field appears when the viewer is accessed from the Paperless Office Main menu.

 

Employee No.

Enter an employee number to view PDF documents for that employee.

This field appears when the viewer is accessed from Employee Self Service or Employee Maintenance.

 

Name

This field displays the employee's name and can only be viewed.

This field appears when the viewer is accessed from Employee Self Service or Employee Maintenance.

 

Form Type

Select the form type of the PDF documents to display in the viewer. Only employee form types set up in Form Maintenance can be selected.

 

Check Date From

Enter the lower range of dates for the direct deposit stubs to display, or click the Calendar button to select a date from the calendar. If you enter a new selection in this field, click Refresh when you are ready to reload the viewer with the selected documents.

 

To

Enter the upper range of dates for the direct deposit stubs to display, or click the Calendar button to select a date from the calendar. If you enter a new selection in this field, click Refresh when you are ready to reload the viewer with the selected documents.

 

Side Button Bar

The buttons located to the right of the viewer list allow you to locate, view, e-mail, select, move, and delete PDF documents.

• Click the Search button to search for PDF documents to display in the viewer. If the viewer currently displays the result of a search, the Search button appears red. If a search has not been performed, the Search button appears yellow. For more information, see Search for PDF.

Note Clicking Refresh removes the current search results.

• Click the Open PDF button to open the selected PDF document in Adobe Reader. This button is not available if more than one document is selected. You can also double-click a row in the viewer to open a PDF document.

• Click the Electronic Delivery button to e-mail the selected PDF documents. This button is available only if this task is accessed from the Payroll Direct Deposit menu or Employee Maintenance. For more information, see Electronic Delivery.

• Click the Select All button to select all documents displayed in the viewer. This button is available only if this task is accessed from the Payroll Direct Deposit menu or Employee Maintenance.

• Click the Unselect All button to clear all document selections displayed in the viewer. This button is available only if this task is accessed from the Payroll Direct Deposit menu or Employee Maintenance.

• Click the Move button to move the selected documents to another folder. This button is available only if this task is accessed from the Payroll Direct Deposit menu or Employee Maintenance. For more information, see Move PDF Documents.

• Click the Delete button to delete the selected documents. This button is available only if this task is accessed from the Payroll Direct Deposit menu or Employee Maintenance, and only if the appropriate security is set up.

 

Check Date

This field displays the date of the check, and can only be viewed.

 

Employee No.

This field displays the employee number, and can only be viewed.

This field appears when the viewer is accessed from the Paperless Office Main menu.

 

Last Name

This field displays the last name of the employee, and can only be viewed.

This field appears when the viewer is accessed from the Paperless Office Main menu.

 

First Name

This field displays the first name of the employee, and can only be viewed.

This field appears when the viewer is accessed from the Paperless Office Main menu.

 

Check No.

This field displays the check number, and can only be viewed.

This field appears only if Check is selected in the Form Type field.

 

Stub No.

This field displays the direct deposit stub number, and can only be viewed.

This field appears only if Direct Deposit Stub is selected in the Form Type field.

 

Seq

This field displays the sequence number for the check or direct deposit stub, and can only be viewed.

 

Sent

This field displays Y if the PDF document has been e-mailed, N if it has not been e-mailed, or P if electronic delivery is pending.

To e-mail or fax all undelivered documents, you can perform a search for all documents that display N in this field, click the Select All button, and then click the Electronic Delivery button. For more information, see E-mail or Fax All Undelivered PDF Documents.

 

E-mail Address

This field displays the e-mail address for the employee, and can only be viewed. When this task is accessed from the Payroll module, checks and stubs can be e-mailed to the e-mail address entered for the employee in the Paperless Office Delivery Options window.

 

PDF Created

This field displays the system date and time the PDF document was created, and can only be viewed.

 

Acctg Date

This field displays the accounting date the PDF document was created, and can only be viewed.

 

Updated

This field displays Y if the check has been updated to the permanent files, or N if the check has not been updated. This field can only be viewed.

 

PDF Location

This field displays the location of the PDF document, and can only be viewed. If the PDF document has been deleted, the location is displayed in red text.

You can move a selected document by clicking the Move button. For more information, see Move PDF Documents.

 

PDF Exists

This field displays Y if the PDF document exists, or N if the document has been deleted outside of the viewer task. This field can only be viewed.

 

User Logon

This field displays the user logon of the person who created the PDF document, and can only be viewed.