Guidelines for Loading Employee Reporting Information Cards for the US
Create Reporting Information Calculation Cards for every employee you're maintaining Quarterly and Year-end tax data for.
Even if you're updating an existing calculation card and the calculation card itself isn't being updated, still include the calculation card record to group other related data supplied in the file.
Reporting Information Calculation Card Attributes
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, AssignmentNumber, DirCardDefinitionName, LegislativeDataGroupName | A unique identifier for the Reporting Information calculation card. For new calculation card supply the source key attributes. You can also identify calculation cards with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the calculation card. |
| DirCardDefinitionName | N/A | The name of the card definition. Specify ‘Reporting Information’. |
| CardSeqeunce | N/A | A number to uniquely identify this card when multiple calculation cards for the same card definition exist for the employee. Not required when source keys are used. |
| AssignmentId(SourceSystemId) | AssignmentNumber | Either supply the source system ID, or assignment number that identifies the employee assignment this calculation card is for. |
| EffectiveStartDate | N/A | The start date of the calculation card. |