Overview of US Organization Calculation Cards

Organization calculation cards are used in the United States to store values about federal and regional tax rules required for Oracle HCM processes.

Data entered on the calculation card can be either at the Payroll Statutory Unit (PSU) or Tax Reporting Unit (TRU) calculation card level. When entered at the PSU level, the setup applies to all TRUs attached to the PSU. When entered at the TRU level, this information overrides the settings at the PSU level.

Considerations and Prerequisites

You must have previously defined the organizational structures for your business as required for HR and Payroll country-specific processes. For further information, please refer to the Implementing Payroll for the United States on My Oracle Support at the location below:

US Information Center

https://support.oracle.com/rs?type=doc&id=2063588.2

US – Payroll tab > Product Documentation > Payroll Guides > Implementing Payroll for the United States

Extract the Surrogate ID of the Tax Reporting Unit

The component sequence for the organization calculation card component is the surrogate ID of the tax reporting unit. It's an application-generated value to uniquely identify the tax reporting unit. You may use the Tax Reporting Unit BI Publisher report to extract your tax reporting units and their surrogate ID values.

Note: The value may be different on different environments. For example, the value on the production pod may be different from the one on the test pod.

Generate the Vertex Geography Codes for Context Values

To load the correct context values for the US states, counties, and cities, you must provide the correct Vertex geography codes.

Calculation Card Record Types

The Calculation Rules for Tax Reporting and Payroll Statutory Unit calculation card is uploaded with HCM Data Loader using the Global Payroll Calculation Card business object. This generic object hierarchy provides record types to support the various country-specific requirements.

The Calculation Rules for Tax Reporting and Payroll Statutory Unit card utilizes the following record types:

Component	Functional Description	File Discriminator
Calculation Card	Defines the calculation card type and the payroll statutory unit that it captures information for.	CalculationCard
Card Component	Used to group and segregate data required by the calculation card. The following sections describe the card components applicable to this calculation card and the child records that are required for each card component.	CardComponent
Component Detail	Supply a component detail record for each flexfield context required by each card component.	ComponentDetail
Calculation Value Definition	Allows the creation of value definitions so that overriding values can be specified on the card component. Details of the specific value definitions are provided in the following sections.	CalculationValueDefinition
Enterable Calculation Value	For each calculation value definition an overriding value can be specified using the Enterable Calculation Value record type.	EnterableCalculationValue

Calculation Rules for Tax Reporting and Payroll Statutory Unit Hierarchy

The card hierarchy shape depends upon the level of information you’re loading.

Federal State

Repeat each card component for each state you are loading data for.

Include the County and City Tax card components, if required.