Issue/Symptom/Question

What needs to be changed in PFW so that checks can be posted to the Employee Portal so employees can see them?

Applies To

Employee Portal

Penta for Windows (PFW)

Payroll > Payroll Check Processing > Approve Documents for Employee Portal

Resolution/Fix/Answer

To get documents into the employee portal so employees can view them the following must be done:

1. Option 349 must be set to = Y. If you cannot update this option please log a Service Desk Ticket and reference this article.
2. Complete payroll processing for the pay group the employee is in. For the check to be displayed in the portal the form used must have one of the following check layout #s:
   1. 501, 505, 507, 508, 509, 510, 511, 513
3. In the Approve Documents for Employee Portal screen query the Employee ID you wish to have documents show in the portal.
   1. Note: When selecting which documents should be included in the query make sure you are selecting either Unapproved or Approved and Unapproved.
   2. Note: If you are looking for a specific document check the box next to the documents types.
      
4. Select the row with the document you want displayed and hit the Approve button. This will make the document visible to the employee in the employee portal.
   1. If a document needs to be removed from the portal so the employee can not see it you can either Unapprove the document or Delete it using the corresponding buttons on the screen.
   2. When approving a document if you do not have Access to the document type you will receive an error message stating you do not have authorization to the document type. To fix this contact your ECM Administrator and ask them to give you access to the document type.