Payroll for NA / Time and Labor - PSFT (MOSC)

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In-House W-2 BI Publisher (XMLP) Printing Setup (2025 Test / 2026–2027 Rollout)

in Payroll for NA / Time and Labor - PSFT (MOSC) Question

Dear All,

We are running PeopleSoft HCM PUM 50 on PeopleTools 8.62. We currently use pre-printed R.R. Donnelley W-2 forms and plan to switch to in-house plain-paper W-2 printing via BI Publisher (XMLP) for the 2026 or 2027 tax year. Before applying 2026 tax updates, I am running a functional proof-of-concept (POC) using our existing 2025 setup and data. Please share the relevant MOS Doc IDs and confirm the following for our release:

  1. Required Setup & Configuration: What are the exact end-to-end functional and technical setup steps required (e.g., Tax Form Definitions, Installation Table, BI Publisher/Process Scheduler settings) to switch from pre-printed SQR forms to BI Publisher plain-paper PDF output?
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