How Personal Calculation Card Entries Fit Together

Personal payroll calculation cards capture information specific to a particular payroll relationship. Payroll runs use this information to calculate earnings and deductions. Actions such as hiring a person or loading data may create some cards automatically. Otherwise, you can create the card manually.

You can also add components to cards and enter calculation values, which may override default values. Additionally, you can associate the card with a tax reporting unit (TRU).

To view and manage calculation cards use the Calculation Cards task under Payroll on the Home page.

Consider the following when working with personal calculation cards:

• Types of calculation cards

• Calculation card creation

• Calculation components and component groups

• Enterable calculation values

• TRU associations

• End date or delete association records

Card Types

The type of calculation cards you can create and the type of information captured on a card are given in this table.

Additional cards may be available to capture information for reporting purposes.

Card Name	What it Does
Absences	Identifies absence data and categories, such as: Vacation Maternity Sickness Other Also used to track accrual balances, qualifications, or no entitlement.
Benefits and Pensions	Identifies: Contribution amounts Limits Payees Additional contributions
Tax Credit Information	Identifies: Federal and Provincial Deductions Tax Exemption Information Commission Information Associations
Involuntary Deductions	Identifies involuntary deductions for both employee and nonworker (retirees) person types. Each card can support multiple deduction types and configurations. One card per payroll relationship.
Reporting Information	Captures Record of Employment information for an employee.
Time Cards	Depending on how they're configured, time cards capture: Hours and dates worked Categories of time, such as regular time, overtime, absence, vacation, and holiday
Organization	Organization configuration cards at the following levels: Legal Entity Calculation Card at the payroll statutory unit (PSU) level Legal Reporting Unit Calculation Card at the TRU level

Card Creation

Some actions create or update a card automatically, as given here:

• When you record and approve an absence in the Absence Record task for an employee, the task automatically creates an Absences card, unless one already exists.

• A Tax Credit Information card is created automatically during:

  • New hire

  • New payroll relationship assignment

  • Mass data upload through the HCM Data Loader

For other card types, you create calculation cards as needed for each employee. If you load absence, time card, or pension data from another application, the application automatically creates the calculation cards.

Calculation Components and Component Groups

The Effective As-of Date at the top of the page drives the date of the information displayed.

The Calculation Card Overview pane shows an hierarchy of calculation components within component groups. For example, federal and provincial tax components are calculation components in the Canadian Tax Credit Information calculation card.

Each component relates to an element, such as an income tax deduction. Adding a calculation component to the card creates an entry for the related element.

A calculation component may have one or more references that define its context, such as the employee's place of residence or tax filing status.

Click a row in the Calculation Components table to see component details. Use the Component Details section to enter additional values used to calculate the component.

Enterable Calculation Values

When you select a calculation component, you may see the Enterable Calculation Values on the Calculation Card tab. Here you can enter specific rates or other values for the person, which may override default values held on a calculation value definition. For example, if an employee qualifies for a special reduced tax rate, you enter the rate as an enterable value on their personal calculation card.

You can't override values loaded from another application, but you may be able to add values, such as adding additional contributions to a pension deduction.

Tax Reporting Unit Associations

Click the Associations node in the Calculation Card Overview pane to associate a tax reporting unit with the card. Associations determine:

• Which rates and rules held at tax reporting unit level apply to the calculation of the components

• How the calculations are aggregated for tax reporting

Rules about what you can enter here vary by country:

• Typically, all components on a calculation card are associated with the same tax reporting unit by default.

• You may be able to associate individual components with different tax reporting units.

• If a person has multiple terms or assignments, you may be able to associate specific terms or assignments with calculation components.

End Date Calculation Cards

The Tax Credit Information and Reporting Information employee cards aren't end dated upon termination of the employee. The cards remain open so that employee balances are retained if the employee is rehired and the payroll relationship and the TRU remains the same.

All other calculation cards are end dated upon employee termination.

End Date or Delete Association Records

End date or delete association detail records on the Tax Credit Information card. Use the Delete button in the Association Details section to select one of these options:

• Delete Record Permanently to delete the association detail record permanently.

• Delete Date-Effective Record to delete the association detail record as of the entered effective date.

• End Date to end date the association detail record (defaults to the effective date).

  Note: If a record contains an end date, as of the effective date of the change, the Clear Date option is presented instead.