Examples of Creating Calculation Cards Manually
If your Product Usage is set to Payroll or Payroll Interface, then the new hire process automatically creates a calculation card. However, sometimes you must create a personal calculation card manually.
The following three scenarios show when you must manually create a personal calculation card for an employee.
In all examples, use the Calculation Cards task in the Payroll area to create the card.
Additional Assignment for a Different TRU
If an employee with an existing assignment and associated calculation card gets an additional assignment that reports to a different tax reporting unit (TRU,) you must:
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Associate the new TRU to the existing tax card
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Associate the new assignment to the card
Upgrade from HR to Payroll
When you upgrade your product usage from HR only to Payroll, you must create a calculation card for each existing employee who doesn't already have one.
Transfer of Employees to a New TRU
If you're transferring all or some employees to a new TRU, follow these general steps:
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Create the TRU. Also create the tax and other additional registrations for the new TRU.
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On the existing calculation cards, set the end date for all association details including the TRU association.
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For each transferring employee, create a calculation card. Define an association to the new TRU and association details for the Federal and Regional components.