Issue/Symptom/Question

I can't seem to locate the W2 files I created on the Linux server - can you shed some light on where I can find them?

Environment

PFW PENTA

Character PENTA

Core FTP LE  [or other FTP (File Transfer Protocol) Software, FileZilla]

Windows used in article:

Payroll>Year End Processing>W2 Generation

System Management>System Rules>System Configuration

Resolution/Fix/Answer

Option 1 - Regenerate the W2s and Electronic Files

• When creating the W2's, set the 'Create Electronic W-2 Files? (Y/N)' to 'Y'
  • W-2 Audits do not create the Electronic Files, so only when the field is 'Y' will the file be generated

• When the Generation completes, more recent versions of PENTA will display a popup where files can be transferred from the Server to a Network or Local Drive

If the popup is used, there is no need to transfer the electronic file from the Server; however, a copy is saved on the Server, if needed.

If the popup is accidently cancelled, the following message will display:

Option 2 - Locate and Transfer from the Server:

• Confirm where PENTA will place files on the Linux server if a specific location was not identified during the W2 Generation process
  • Based on the System Configuration settings, PENTA will typically create the files in the RPT_IO_FILE directory on the Linux server. 
  • If not sure, navigate to the System Configuration window and query back the entries and locate the Report Output Directory location – see below
    
    
    
• To locate the path where the RPT_IO_FILE directory is on the Linux server do the following:
  • • Log in to Character PENTA
    • While in the PENTA Main Menu enter Shift F8 to get to Expert Mode - see below
  
  
  
  • Type in $ksh and hit enter
  • Type in $ echo $RPT_IO_FILE and hit enter – PENTA will show the path where the RPT_IO directory is and it might look something like this:
    • /opt/app/penta/data/prod.penta/rpt_io/

• • To check to see if the W2 files are there, type the following:

    • ls W2* and hit enter - (Note: first letter is small L )

  • PENTA will list all the W2 files generated

    • Review to confirm the files created are there - if not, re-create the W2 electronic files

  •  Follow the same path that PENTA did to locate the files using an FTP program (contact Penta if connection information is needed)

    • In this example it would be:  /opt/app/penta/data/prod.penta/rpt_io/
  • Once found using FTP software, move the files to a desired location to upload to the government websites
    Example of how the path looks for the TEST environment and the files look in FTP Software