Example of Loading Local Rules for a Payroll Statutory Unit
This example file creates the Calculation Rules for Tax Reporting and Payroll Statutory Unit calculation card for the PSU and defines the state and local rules for the state of California.
The following card components are created:
- State Income Tax
- State Unemployment
- State Disability
- County Tax
- City Tax
| Card Component | Value Definition | Override Value |
|---|---|---|
| State Disability | SDI Employer Rate | 6.5 |
| State Unemployment | SDI Employer Rate | 4.5 |
METADATA|CalculationCard|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardDefinitionName|PayrollStatutoryUnitName|EffectiveStartDate|CardSequence
MERGE|CalculationCard|VISION|USPSU_CALC_RULES|US LDG|Calculation Rules for Tax Reporting and Payroll Statutory Unit|US PSU|2018/01/01|1
METADATA|CardComponent|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|PayrollStatutoryUnitName|EffectiveStartDate|DirCardCompDefName|ComponentSequence|Context1|Context2|Context3
MERGE|CardComponent|VISION|USPSU_CALC_RULES_5_UNEMP|US LDG|USPSU_CALC_RULES|US PSU|2018/01/01|State Unemployment|1|5||
MERGE|CardComponent|VISION|USPSU_CALC_RULES_5_SIT|US LDG|USPSU_CALC_RULES|US PSU|2018/01/01|State Income Tax|2|5||
MERGE|CardComponent|VISION|USPSU_CALC_RULES_5_DSBLTY|US LDG|USPSU_CALC_RULES|US PSU|2018/01/01|State Disability|3|5||
MERGE|CardComponent|VISION|USPSU_CALC_RULES_5_75_TAX|US LDG|USPSU_CALC_RULES|US PSU|2018/01/01|County Tax|4|5|75|
MERGE|CardComponent|VISION|USPSU_CALC_RULES_5_75_8922_TAX|US LDG|USPSU_CALC_RULES|US PSU|2018/01/01|City Tax|5|5|75|8922
METADATA|ComponentDetail|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardCompId(SourceSystemId)|PayrollStatutoryUnitName|EffectiveStartDate|DirInformationCategory|FLEX:Deduction Developer DF|_STATE_SELF_ADJUST_METHOD(Deduction Developer DF=HRX_US_ORG_STATE_UNEMPLOYMENT)|_SUPPLEMENTAL_TAX_CALC_METHOD(Deduction Developer DF=HRX_US_ORG_STATE_INCOME_TAX)|_ORG_STATE_RESIDENT_WAGE_ACCUM(Deduction Developer DF=HRX_US_ORG_STATE_INCOME_TAX)|_COUNTY_WITHHOLDING_RULES(Deduction Developer DF=HRX_US_ORG_STATE_INCOME_TAX)|_CITY_WITHHOLDING_RULES(Deduction Developer DF=HRX_US_ORG_STATE_INCOME_TAX)|_STATE_SELF_ADJUST_METHOD(Deduction Developer DF=HRX_US_ORG_STATE_DISABILITY)|_THRESHOLD_HOURS(Deduction Developer DF=HRX_US_ORG_COUNTY_TAX)|_ORG_COUNTY_RESIDENT_WAGE_ACCUM(Deduction Developer DF=HRX_US_ORG_COUNTY_TAX)|_THRESHOLD_HOURS(Deduction Developer DF=HRX_US_ORG_CITY_TAX)|_ORG_CITY_RESIDENT_WAGE_ACCUM(Deduction Developer DF=HRX_US_ORG_CITY_TAX)
MERGE|ComponentDetail|VISION|USPSU_CALC_RULES_5_UNEMP_DET|US LDG|USPSU_CALC_RULES_5_UNEMP|US PSU|2018/01/01|HRX_US_ORG_STATE_UNEMPLOYMENT|HRX_US_ORG_STATE_UNEMPLOYMENT|SELF_ADJ|||||||||
MERGE|ComponentDetail|VISION|USPSU_CALC_RULES_5_SIT_DET|US LDG|USPSU_CALC_RULES_5_SIT|US PSU|2018/01/01|HRX_US_ORG_STATE_INCOME_TAX|HRX_US_ORG_STATE_INCOME_TAX||AGGREGATION|DEFAULT|ALL_COUNTIES|ALL_CITIES|||||
MERGE|ComponentDetail|VISION|USPSU_CALC_RULES_5_DSBLTY_DET|US LDG|USPSU_CALC_RULES_5_DSBLTY|US PSU|2018/01/01|HRX_US_ORG_STATE_DISABILITY|HRX_US_ORG_STATE_DISABILITY||||||SELF_ADJ||||
MERGE|ComponentDetail|VISION|USPSU_CALC_RULES_5_75_TAX_DET|US LDG|USPSU_CALC_RULES_5_75_TAX|US PSU|2018/01/01|HRX_US_ORG_COUNTY_TAX|HRX_US_ORG_COUNTY_TAX|||||||15|DEFAULT||
MERGE|ComponentDetail|VISION|USPSU_CALC_RULES_5_75_8922_TAX_DET|US LDG|USPSU_CALC_RULES_5_75_8922_TAX|US PSU|2018/01/01|HRX_US_ORG_CITY_TAX|HRX_US_ORG_CITY_TAX|||||||||15|DEFAULT
METADATA|CalculationValueDefinition|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|SourceId(SourceSystemId)|PayrollStatutoryUnitName|EffectiveStartDate|Context1|ValueDefinitionName
MERGE|CalculationValueDefinition|VISION|USPSU_CALC_RULES_5_DSBLTY_VD1|US LDG|USPSU_CALC_RULES_5_DSBLTY|US PSU|2018/01/01|5|SDI Employee Rate
MERGE|CalculationValueDefinition|VISION|USPSU_CALC_RULES_5_UNEMP_VD1|US LDG|USPSU_CALC_RULES_5_UNEMP|US PSU|2018/01/01|5|SUI Employer Rate
METADATA|EnterableCalculationValue|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|ValueDefnId(SourceSystemId)|PayrollStatutoryUnitName|EffectiveStartDate|Context1|ValueDefinitionName|Value1
MERGE|EnterableCalculationValue|VISION|USPSU_CALC_RULES_5_DSBLTY_VD1|US LDG|USPSU_CALC_RULES_5_DSBLTY_VD1|US PSU|2018/01/01|5|SDI Employee Rate|6.5
MERGE|EnterableCalculationValue|VISION|USPSU_CALC_RULES_5_UNEMP_VD1|US LDG|USPSU_CALC_RULES_5_UNEMP_VD1|US PSU|2018/01/01|5|SUI Employer Rate|4.5