Loading delivered content for payroll

After a customer update is installed, check for new or updated delivered content.

Use this procedure to load delivered content for your organization.

  1. Select Payroll > Administration > Utilities > Payroll Delivered Content.
    Note: The status of each type of payroll delivered content is displayed on the Payroll Administrator home page. If there is new payroll delivered content, the status is displayed as Available For Update. Click Review to navigate to the Payroll Delivered Content page.
  2. Select the delivered content.

    For Canada payroll processing, delivered content includes this data:

    • Canadian Tax Authority
    • Canadian Payroll

      This includes the Remuneration Code, Tax Category, Tax Provider Resident Code, and Tax Provider Code.

    • Canadian Garnishment

      This includes the Formula Number and Garnishment Type.

    • Year End
    • Canadian Compliance Document Templates

    These examples are delivered content:

    • Tax Authorities are delivered with the default Tax Provider Tax Code.
    • Tax Categories are delivered for Canada.
  3. Click Check For Payroll Content.
    If there is new payroll delivered content, the displayed status is Available For Update.
  4. Click Load for the data group to load.
  5. Click Refresh.
  6. Repeat these steps for each delivered content type.

Viewing compliance templates

After loading the delivered content, check if the compliance templates are available.
  1. Select Payroll > Administration > Setup.
  2. In the Compliance Documents pane, click Compliance Templates.
  3. Check the list of templates.

Viewing email templates

After loading the delivered content, check if the email templates related to the compliance templates are available.
  1. Select Payroll > Administration > Setup.
  2. In the Compliance Documents pane, click Email Templates.
  3. Check the list of templates.