PAYROLL AND TAX SELF-SERVICE INFORMATION IN

   
PAYROLL AND TAX SELF-SERVICE INFORMATION IN PEOPLESOFT 
Note: This document is designed to be used online and has a number of embedded links to processes 
and additional information. We discourage the printing of manuals as they are updated frequently 
and consume paper resources when printed. 
If you have questions about information in this user guide, please e-mail Payroll Services. 
 
TABLE OF CONTENTS 
Overview .......................................................................................................... 2 
Add or Edit Direct Deposit .............................................................................. 2 
General Information: .................................................................................................. 3 
Step-by-Step Instructions: Add Direct Deposit Information ....................................... 3 
Step-by-Step Instructions: Edit Direct Deposit Information ........................................ 5 
View, Add, Edit and End a Voluntary Deduction ........................................... 7 
General Information: .................................................................................................. 7 
Step-by-Step Instructions: View Voluntary Deductions ............................................. 7 
Step-by-Step Instructions: Edit an Existing Deduction .............................................. 8 
Step-by-Step Instructions: End an Existing Deduction ............................................ 10 
View and Change W-4 Tax Information ........................................................ 11 
General Information: ................................................................................................ 11 
Step-by-Step Instructions: View W-4 Tax Information ............................................. 11 
Step-by-Step Instructions: Change Federal W-4 Tax Information ........................... 12 
Step-by-Step Instructions: Change State W-4 Tax Information ............................... 14 
Troubleshooting Electronic W-4 Form: ....................................................... 15 
General Information: ................................................................................................ 15 
Step-by-Step Instructions: Downloading W-4 Fillable Form in Mozilla Firefox ........ 16 
Step-by-Step Instructions: Downloading W-4 Fillable Form in Google Chrome ...... 17 
Step-by-Step Instructions: Downloading W-4 Fillable Form in Microsoft Edge ....... 19 
Step-by-Step Instructions: Enabling the Green Submit Button in W-4 PDF File ..... 20 
Consent to an Electronic W-2 ....................................................................... 21 
General Information: ................................................................................................ 21 

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Step-by-Step Instructions: Consent to an Electronic W-2 Form .............................. 21 
View and Request a New W-2 ....................................................................... 23 
General Information: ................................................................................................ 23 
Step-by-Step Instructions: View  W-2 Form ............................................................. 23 
Step-by-Step Instructions: Requesting a New W-2 Form ........................................ 24 
Printing a Pay Stub ....................................................................................... 25 
General Information: ................................................................................................ 25 
Step-by-Step Instructions: Printing a Pay Stub ........................................................ 25 
Out of State Form .......................................................................................... 26 
General Information: ................................................................................................ 26 
Frequently Asked Questions ........................................................................ 27 
Why am I not receiving a paper pay stub? .............................................................. 27 
Can I view the UVM contribution to my 403b in PeopleSoft? .................................. 27 
What is the $1.96 Life Credit in the earnings box on my pay stub?......................... 27 
Can I print my pay stub using the Google Chrome web browser? .......................... 27 
Can I print my pay stub using the Apple Safari web browser? ................................ 27 
Can I print my pay stub using the Opera web browser? .......................................... 27 
Can I print my pay stub using the Netscape web browser? ..................................... 27 
Why do employees need to notify Payroll Services of their home and work location?
 ................................................................................................................................. 27 
What if I am only working out of the State of Vermont for a short time?.................. 28 
Resources ...................................................................................................... 28 
Helpful Links ............................................................................................................ 28 
Relevant UVM Departments .................................................................................... 28 
Related Policies ....................................................................................................... 28 
Overview 
In this document, you will find directions on setting up your direct deposit, process for notifying Payroll 
if you are working out of state, updating your W4 elections, accessing your W2 electronically, setting 
up voluntary deductions and information regarding your first paycheck. 
Add or Edit Direct Deposit 
 

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General Information:

•

When setting up a new direct deposit request or when changing banks, the direct

deposit will take two payrolls to process. A paper check will be issued in the first

payroll in which the change was made effective. The next check may be directly

deposited, depending on the date that direct deposit information is added it may be

two payroll cycles before the pay is transmitted via DD.

•

A confirmation e-mail will be sent at the end of the procedure.

•

As a US entity, the University of Vermont is obligated to comply with the requirements

of the United States Department of Treasury Office of Foreign Assets Control (OFAC),

which oversees payments sent outside the territorial jurisdiction of the United States.

This includes automated clearing house payments, such as direct deposits. If the direct

deposit is into a foreign bank or if there are instructions with the recipient bank to

immediately wire the full amount of the direct deposit to a foreign financial institution,

we request that a Direct Deposit Compliance form be completed that provides further

detail about the foreign transaction. Full information is on the UVM Division of Finance

website.

Step-by-Step Instructions: Add Direct Deposit Information

1. Log in to PeopleSoft through the Human Resources Login www.uvm.edu/~erp/portal

2. Navigation: UVM Employee > Select Payroll and Tax from tile selection

3. Select Direct Deposit from menu selection on the left.

4. If direct deposit exists, it will display on the screen.

5. Click the plus sign (Add Account) button.

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6. The Add Direct Deposit page is displayed. Fill in the appropriate information. Fields marked by

an asterisk (*) are required.

• *Account Type: Select Checking or Savings.

• *Deposit Type: Specify a flat amount, the balance of the paycheck, or a percent.

Note:

o If only one account is specified, choose Balance in this field.

o If multiple accounts are used, one of the accounts should receive the Balance of

the paycheck amount. This is particularly important when amount is chose for

any account.

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o When using direct deposit, the total amount of the check must be distributed

electronically. A paper check cannot be issued for a partial distribution of the

check.

• Amount/Percent: To be used when amount or percent is chosen for the deposit type.

• Routing Number: This is the nine-digit number obtained from the bottom of a personal

check (see below for an example).

• Deposit Order: When depositing to more than one account, use Deposit Order to

indicate which distribution is made first, which is second, etc. (The deposit marked

Balance should be distributed last).

• Example: Depositing 6% into a savings account and the balance in a checking account:

The savings account would have a deposit order of 1, and the checking account a

deposit order of 2.

7. Click green Save button.

Step-by-Step Instructions: Edit Direct Deposit Information

1. Log into PeopleSoft through the Human Resources Login (www.uvm.edu/~erp/portal/).

2. Navigation: UVM Employee > Select Payroll and Tax from tile selection

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3. Select Direct Deposit from menu selection on the left.

4. If a direct deposit exists, it will display on the screen.

5. Click the account you would like to Edit and the information will appear.

6. Make the necessary changes on this page. Select Remove if account should be removed

altogether.

7. Click the green Save button.

8. An e-mail will be generated.

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View, Add, Edit and End a Voluntary Deduction

General Information:

•

Use the Voluntary Deductions page to add, change, or stop voluntary deductions.

•

This page allows updates to the following voluntary deductions: CATCARD, Staff

Emergency Loan Donation, and UVM Annual Giving.

•

Notification of the changes made on this screen will be sent to a UVM e-mail address.

Step-by-Step Instructions: View Voluntary Deductions

1. Log into PeopleSoft through the Human Resources Login (www.uvm.edu/~erp/portal/).

2. Navigation: UVM Employee > Select Payroll and Tax from tile selection.

3. Select Voluntary Deductions from menu selection on left.

4. Click Voluntary Deductions icon and the Voluntary Deductions Summary will appear. Click Add

Deduction button.

5. The Voluntary Deduction Detail page will appear. Click the magnifying glass icon to select

from a list of available deductions.

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6. Once the type of deduction is selected, Voluntary Detail page will reappear. Complete all

required fields and click Submit.

7. Click OK on the submission confirmation page.

Step-by-Step Instructions: Edit an Existing Deduction

1. Log into PeopleSoft through the Human Resources Login (www.uvm.edu/~erp/portal/).

2. Navigation: UVM Employee > Select Payroll and Tax from tile selection.

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3. Select Voluntary Deductions from menu selection on left.

4. Click the Edit button next to the deduction to be changed.

5. To change the amount of the deduction, enter the new amount or percent into the Enter

Amount/Percent to be deducted field.

6. Click the Submit button.

7. Click the OK button on the submission confirmation page.

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Step-by-Step Instructions: End an Existing Deduction

1. Log into PeopleSoft through the Human Resources Login (www.uvm.edu/~erp/portal/).

2. Navigation: UVM Employee > Select Payroll and Tax from tile selection.

3. Select Voluntary Deductions from menu selection on left.

4. Click the Edit button next to the deduction to be changed.

5. To end a voluntary deduction, enter an end date in the Deduction Stop Date field to stop

deduction.

6. Click the Submit button.

7. Click the OK button on the submission confirmation page.

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View and Change W-4 Tax Information

General Information:

Both Federal W-4 and State W-4 withholdings can be changed through PeopleSoft. Federal W-

4 settings will default to Single and State W-4 settings will default to Single with 0 allowances,

unless an employee submits either or both forms in PeopleSoft. Once these forms are

submitted in PeopleSoft, they will automatically populate in the system and the next

unconfirmed payroll will pick up the changes.

Step-by-Step Instructions: View W-4 Tax Information

Navigation: UVM Employee > Select Payroll and Tax from tile selection.

Select Tax withholding from menu selection on the left.

Tax Withholdings Summary will appear.

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Step-by-Step Instructions: Change Federal W-4 Tax Information

Navigation: UVM Employee > Select Payroll and Tax from tile selection.

Select Tax withholding from menu selection on the left.

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Tax Withholding Summary will appear.

Select Federal Form.

Select Federal Withholding Allowance Certificate from Updateable Forms list.

You will receive a Warning notifying you that a tax form will download to your computer.

Select OK.

A fillable Federal W-4 PDF form will download to your computer. Complete the form and

select green Submit button at the bottom of the form when it is complete.

Click the OK button on the submission confirmation page. Your new Federal W-4 elections

will be picked up in the next unconfirmed payroll that runs.

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Step-by-Step Instructions: Change State W-4 Tax Information

1. Log in to PeopleSoft through the Human Resources Login (www.uvm.edu/~erp/portal/).

2. Navigation: UVM Employee > Select Payroll and Tax from tile selection.

3. Select Tax withholding from menu selection on the left.

4. Tax Withholding Summary will appear.

5. Select State form.

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6. Select Vermont Withholding Allowance Certificate from Updateable Forms list.

• Note: PeopleSoft will default to Vermont as the State W-4 set up. If you are not

working in Vermont, Payroll & Tax Services must to be notified, and completing an

Electronic Out of State Questionnaire will be required (directions below).

• Note: New York State, Maryland, and Indiana State W-4 forms are not available online

and must be completed using a paper form and secure file transferred to Payroll

Services.

7. You will receive a Warning notifying you that a tax form will download to your computer.

Select OK.

8. A fillable State W-4 PDF form will download to your computer. Complete the form and select

green Submit button at the bottom of the form when it is complete.

9. Click the OK button on the submission confirmation page. Your new State W-4 elections will

be picked up in the next unconfirmed payroll that runs.

Troubleshooting Electronic W-4 Form:

General Information:

The fillable PDF form requires Adobe Acrobat DC or Adobe Acrobat Pro to work correctly. Once the

downloaded form is open in an acceptable form of Adobe, you may notice that there is no green

“Submit” button at the bottom of the first page of the file. If that is the case, please use the following

steps.

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Step-by-Step Instructions: Downloading W-4 Fillable Form in Mozilla Firefox

1. After opening W-4 Form in PeopleSoft, the fillable form will download to a webpage in your

browser, and automatically save to your File Explorer Downloads folder.

2. Navigate to File Explorer Downloads folder and open the document named PYTWF_FEDE (if you

have downloaded the form multiple times, the file name will include a number, this does not

affect the form in any way).

3. Right-click the file, select Open With, then select a supported version of Adobe Acrobat.

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4. The file will open in Adobe Acrobat and will be fillable and should include the green Submit

button. If there is no green submit button, see Enabling the Green “Submit” Button in W-4 PDF

File below.

Step-by-Step Instructions: Downloading W-4 Fillable Form in Google Chrome

1. By default, Google Chrome attempts to open all PDF files in the browser window. To update

this setting before attempting to download the file, select the Menu button in Chrome in the

upper right-hand corner. Then, in the dropdown select Settings.

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2. Select Privacy and Security from the left-hand side menu. The options in the middle of the page

should change, and you will then select Site Settings.

3. Scroll to the bottom of the Site Settings options and then select Additional Content Settings

dropdown.

4. The dropdown will provide more options once it is selected. Select PDF Documents and this will

open a new page. On the new page, select Download PDFs option. Then exit the Settings page

by closing the tab.

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5. The file can now be downloaded from PeopleSoft and opened in Adobe Acrobat DC or Adobe

Acrobat Pro. If the PDF does not display a green Submit button, see Enabling the Green

“Submit” Button in W-4 PDF File below.

Step-by-Step Instructions: Downloading W-4 Fillable Form in Microsoft Edge

1. After opening W-4 Form in PeopleSoft, the fillable form will automatically save to your File

Explorer Downloads folder.

2. Navigate to File Explorer Downloads folder and open the document named PYTWF_FEDE (if you

have downloaded the form multiple times, the file name will include a number, this does not

affect the form in any way).

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3. Right-click the file, select Open With, then select a supported version of Adobe Acrobat.

4. The file will open in Adobe Acrobat and will be fillable and should include the green Submit

button. If there is no green submit button, see Enabling the Green “Submit” Button in W-4 PDF

File below.

Step-by-Step Instructions: Enabling the Green Submit Button in W-4 PDF File

1. At the top of the file, there should be a yellow ribbon security message that states “JavaScript is

currently disabled and this document uses it for some features. Enabling JavaScript can lead to

potential security issues.”

2. In the yellow security ribbon, select the Options button and a dropdown menu will appear.

3. Select Enable JavaScript for this document always and the green Submit button will appear.

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Consent to an Electronic W-2

General Information:

Consenting to an electronic W-2 form allows you the ability to print a PDF version of your W-2. It is a

secure way to receive a W-2 as you will not receive a paper form in the mail.

Step-by-Step Instructions: Consent to an Electronic W-2 Form

1. Log in to PeopleSoft through the Human Resources Login (www.uvm.edu/~erp/portal/).

2. Navigation: UVM Employee > Select Payroll and Tax from tile selection.

3. Select W-2/W-2C from menu selection on the left.

4. Select W-2/W-2c Consent from drop down menu.

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5. Read the disclaimer and check the box next to I consent to receive W-2 or W-2c forms

electronically. Select Submit.

6. You will be prompted to input your netID password for identity verification purposes. Enter

your password and select Continue.

7. You will receive confirmation that you’ve elected to receive electronic W-2/W-2c Forms.

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View and Request a New W-2

General Information:

These screens can be used to view and request a copy of an existing W-2 Form.

Step-by-Step Instructions: View W-2 Form

1. Log in to PeopleSoft through the Human Resources Login (www.uvm.edu/~erp/portal/).

2. Navigation: UVM Employee > Select Payroll and Tax from tile selection.

3. Select W-2/W-2C from menu selection on the left.

4. Select View W-2/W-2c Forms from drop down menu.

5. Select the Tax Year from the drop down menu. The most recent Tax Year’s W-2 will auto

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populate.

6. Select View Form and a PDF version will open in a browser tab.

Step-by-Step Instructions: Requesting a New W-2 Form

1. Log in to PeopleSoft through the Human Resources Login (www.uvm.edu/~erp/portal/).

2. Navigation: UVM Employee > Select Payroll and Tax from tile selection.

3. Select W-2/W-2C from menu selection on the left.

4. Select W-2 Reissue Request from drop down menu.

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5. Complete the W-2 Request for year field and select where the W-2 should be delivered.

6. Click the Submit button.

7. Click the OK button on the submission confirmation page.

Printing a Pay Stub

General Information:

Unnecessary printing of pay stubs should be avoided. When a copy of a pay stub is necessary, use

the procedures listed in this document.

WARNING: The printed pay stub displays the Direct Deposit account information. DO NOT leave a

printed copy unattended.

Printing a pay stub from PeopleSoft is easy and quick. Simply click the Printable Version button

found below the Check Date at the top of the page. A PDF of the paycheck being viewed will

appear. Follow the computers printing directions to print a copy of the PDF.

Step-by-Step Instructions: Printing a Pay Stub

Navigation: UVM Employee > Select Payroll and Tax from tile selection.

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Select Paychecks from menu selection on the left.

All existing paychecks will display. Select the paycheck that needs to be printed and a PDF of

the paycheck being viewed will appear. Follow the computers printing directions to print a

copy of the PDF.

Out of State Form

General Information:

The PeopleSoft Human Resources system (HCM) now features an Electronic Out of State Form for

employees living and/or working out of the State of Vermont. All employees living and/or working out

of the state of Vermont must notify Payroll Services ([email protected]) of their work location(s) for

the purpose of compliance with State Payroll Income Tax Reporting, Unemployment Insurance, and

Worker’s Compensation Insurance. Payroll & Tax Services is asking for this information when an

employee’s home address or work location is listed in PeopleSoft as outside the State of Vermont.

Additionally, if an existing employee changes their work location, Payroll Services must be notified and

a new form must be completed. Both the employee and the employee’s supervisor(s) must complete

the electronic form.

For detailed instructions for completing the Electronic Out of State Questionnaire Form, please see the

Electronic Out of State Form User Guide.

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Frequently Asked Questions 
Why am I not receiving a paper pay stub? 
For employees with direct deposit, paper pay stubs are not generated.  
Can I view the UVM contribution to my 403b in PeopleSoft? 
It is found in the section of the pay stub entitled “Before Tax Deductions” and “After Tax 
Deductions.  
What is the $1.96 Life Credit in the earnings box on my pay stub? 
This is UVM’s contribution to the cost of the basic life insurance policy. 
Can I print my pay stub using the Google Chrome web browser? 
PeopleSoft is designed to work best with either Microsoft Internet Explorer or Mozilla Firefox, 
regardless if using a PC or a Mac. The use of other browsers such as Chrome, Safari, Opera or 
Netscape is neither encouraged nor supported. However, printing successfully with alternate 
browsers may be possible. Click one of the following links to download the most recent version of 
Microsoft Internet Explorer or Mozilla Firefox. 
Can I print my pay stub using the Apple Safari web browser? 
PeopleSoft is designed to work best with either Microsoft Internet Explorer or Mozilla Firefox, 
regardless if using a PC or a Mac. The use of other browsers such as Chrome, Safari, Opera or 
Netscape is neither encouraged nor supported. However, printing successfully with alternate 
browsers may be possible. Click one of the following links to download the most recent version of 
Microsoft Internet Explorer or Mozilla Firefox. 
Can I print my pay stub using the Opera web browser? 
PeopleSoft is designed to work best with either Microsoft Internet Explorer or Mozilla Firefox, 
regardless if using a PC or a Mac. The use of other browsers such as Chrome, Safari, Opera or 
Netscape is neither encouraged nor supported. However, printing successfully with alternate 
browsers may be possible. Click one of the following links to download the most recent version of 
Microsoft Internet Explorer or Mozilla Firefox. 
Can I print my pay stub using the Netscape web browser? 
Development and support for Netscape was suspended on March 1, 2008. If using any version of 
Netscape, the browser performance and security are not optimized. Click one of the following links 
to download the most recent version of Microsoft Internet Explorer or Mozilla Firefox. 
Why do employees need to notify Payroll Services of their home and work location? 
All employees living and/or working out of the state of Vermont must notify Payroll Services 
([email protected]) of their work location(s) for the purpose of compliance with State Payroll 

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Income Tax Reporting, Unemployment Insurance, and Worker’s Compensation Insurance.

What if I am only working out of the State of Vermont for a short time?

Payroll Services must be notified of any out of state work locations regardless of duration of the

assignment. Sending an email to [email protected] is the most efficient way to notify without

completing the electronic e-OOS Form if it is potentially not needed.

Resources

Helpful Links

• Payroll Deadline Schedule

Relevant UVM Departments

• Payroll Services

• Human Resource Services

Related Policies

• Staff Handbook

• University Policies and Operating Procedures