Configure Courier Delivery Packages

Before You Begin: Ensure that you are familiar with the general concepts in Delivery Packages.

To configure a delivery package sent to a single location by courier:

1. Go to Payroll Setup > Report Output and click the Delivery Packages tab.
2. Click Add.
3. Enter a name and, optionally, a description for the package.
4. In the Country drop-down list, select the country the delivery package is being sent to. If your organization operates in multiple countries, you must create at least one delivery package for each country.
5. In the Package Type drop-down list, select Payroll - Courier to deliver the package by courier to a single location and contact.
6. (Optional) Clear the Enforce Pay Group Security checkbox to relax validation of pay group security access for the user who is committing pay runs. By default, this checkbox is selected and pay group security is enforced for reports in the package.
7. Select the Enable Report Print checkbox to instruct the Dayforce Back Office to print the reports that are assigned to the delivery package. If you select this checkbox, print options are available in the Reports tab so that reports can be configured and assigned to the delivery package. See Assign Reports to Delivery Packages. If you clear the checkbox, the application only generates PDF versions of the reports as part of preparing the delivery package.
8. Select the Default checkbox to configure the application to use this delivery package, by default, for all of the pay groups in the corresponding country. If more than one was configured, different delivery packages can be assigned at the pay-group level. If you configured only one delivery package, you must mark it as default.
9. Select the Checks and Deposit Advices Delivery checkbox if Official Dayforce Check or direct deposit advice are being printed. A direct deposit advice is a pay stub that lists gross and net pay, taxes, and deductions.
10. If you select this checkbox, you can access the Checks and Deposit Advice section, where you configure which organizational units' checks or direct deposit advices are included in the delivery package. If there are checks or deposit advices for employees whose primary work locations aren’t selected as alternate delivery locations, the application ships them to the original delivery package address. When new delivery locations are selected, you can configure sorting parameters for the forms in the list of sort parameters that are included in this section.
11. Note: The pay group configuration determines whether direct deposit advices or pay stubs are printed and delivered for the employees of a particular pay group. Specifically, you must select the Printed Advices checkbox for the appropriate pay groups in Pay Setup > Pay Group to have direct deposit advices printed.
10. Select the Tax Statements Delivery checkbox to configure the delivery package to ship printed employee tax statements at year end.
11. If you select this checkbox, you can access the Tax Statements section, where you configure which organizational units or individual employees receive year-end tax forms. The application matches employees’ primary work locations with the selected delivery locations and ships their tax statements accordingly. If there are tax statements for employees whose primary work locations aren’t selected as alternate delivery locations, the application ships them to the original delivery package address. When the new delivery locations are selected, you can configure sorting parameters for the forms in the list of sort parameters that are displayed in the section.
12. Note: You can configure additional employee properties as sort options by selecting them in the Available Employee Properties for printed statement sorting drop-down list in the Payroll section of System Admin > Client Properties > Properties. The application populates these options, using the preconfigured custom employee properties from HR Admin > Employee Properties.
    
11. (US only) Select the TechEvo Print Deliveries checkbox to specify that the print delivery will be sent to TechEvo.
12. Note: This checkbox is only available when the Enable TechEvo print option for US territorial printing (Guam, American Samoa, CNMI) checkbox is selected in the Payroll panel of the Properties tab in System Admin > Client Properties. See Configure the TechEvo Client Property. Furthermore, this checkbox is only available for courier deliveries.
12. (US only) Select the TechEvo Printed Tax Statements (W-2CM/W-2AS) checkbox to specify that the delivery will include the year-end tax forms for American Samoa, the W-2AS, or for CNMI, the W-2CM. You can also use this checkbox to identify any delivery packages that include these year-end forms. You must select this checkbox for only one TechEvo delivery package.
13. Note: This checkbox is only available when the TechEvo Print Deliveries checkbox is selected.
13. Specify the courier options, including who will receive the delivery package, by completing the following steps in the Delivery Details section:
    1. Select the address where the package should be sent in the Address drop-down list. 
    2. The application displays addresses as defined in the Addresses tab of System Admin > Client Properties. See Enter Address Information.
    3. The application populates the full details of the address, based on your selection.
    2. Select the name of the contact who will receive the delivery package in the Contact drop-down list.
    3. The application displays contacts as defined in the Contacts tab of System Admin > Client Properties. See Enter Contact Information.
    4. The application populates the full details of the contact, based on your selection.
    3. Select the name of the courier that the customer uses in the Courier drop-down list.
    4. For US employees only, complete the following fields:
       • In the Account Number field, enter the courier account number.
       • In the Courier Service Option drop-down list, select a delivery schedule option. You can also select the Customer Pickup option, if you want your package picked up locally.
       • In the Mailer Endorsement Setting for Checks and Deposit Advices and the Mailer Endorsement Setting for Tax Statements drop-down lists, select an option, depending on how you want the courier to handle undeliverable packages.
    5. Important: You can’t commit a US pay run for a pay group if it doesn’t have a courier and account number configured.
    4. (Optional) Enter a short note about the delivery package in the Delivery Instructions field.
    5. (Canada only) Select the Dayforce location where the delivery package is printed in the Print Location drop-down list.
    6. Note: This field is restricted to service roles and isn’t available for most user roles.
    6. (Canada only) Select the language in which the delivery instructions will be printed, in the Delivery Instructions Language drop-down list.
       
14. Click Save.