Organization Hierarchy Models for the US

Before you begin creating organizational units, it's helpful to understand the organization hierarchy models supported by the US.

Defining and configuring organizations for the US consists of multiple steps, which you must complete in the correct order. All of the following tasks are located in your implementation project.

Note: You can amend these steps to suit your specific organization requirements.

There are many Oracle Cloud Human Capital Management for the United States documents to assist you. For further info, see the United States Information Center (2063588.2) on My Oracle Support.

What you want to do	How you do it
Before you begin	Make sure you have: Defined the legal address for your enterprise using the Legal Addresses task. Set up your legislative data group (LDG) using the Legislative Data Groups task. Or, it's automatically created when you define your first legal entity.
Define your legal entities	Use the Legal Entities task. For further info, see Define Legal Entities for the US in the Help Center.
Configure your legal entities	Use the Legal Entity HCM Information task. Select and add a legal entity. If the legal entity is also a PSU, enter the fiscal year start date. Provide Equal Employment Opportunity, new hire, and veterans-related info. For further info, see Define Legal Entities for the US in the Help Center.
Create organization calculation cards for your legal entities	Use the Legal Entity Calculation Cards task to: Define federal and regional tax rules. Configure the reporting establishment. For further info, see Configure Organization Calculation Cards for the US in the Help Center.
Define your legal reporting units (LRUs)	Use the Define Legal Reporting Units for Human Capital Management task. For further info, see Overview of Legal Reporting Unit Configuration for the US in the Help Center.
Configure your LRUs	Use the Legal Reporting Unit HCM Information task to: Identify an LRU as a tax reporting unit (TRU). Specify info required for year-end and quarterly filings, as well as various reports and processes for the US. Override any values you may have entered for the PSU. Specify third-party identifier info. Specify additional EEO and VETS info. For further info, see Overview of Legal Reporting Unit Configuration for the US in the Help Center.
Create organization calculation cards for your LRUs	Use the Legal Reporting Unit Calculation Cards task to: Define LRU calculation cards as needed. Provide additional info about federal and regional tax rules, such as self-adjustment methods and SUI Employer rates. Entering this data for the LRU overrides any data entered at the PSU level. For instructions on defining courtesy tax withholding rules, see Oracle Fusion HRMS (US): Courtesy Tax Implementation (2138998.1) on My Oracle Support. For further info, see Configure Organization Calculation Cards for the US in the Help Center.
Configure your LRU registrations	Use the Legal Reporting Unit Registrations task to: Define legal entity registrations as needed Register all legal entities against a jurisdiction governed by a legal authority. You can use preexisting legal jurisdictions or create a local tax jurisdiction. Connect your LRU to a legal authority, if needed. Verify a registration for the United States Federal Tax jurisdiction exists, or create one if needed. Use it to enter the employer federal Employer Identification Number (EIN). If the LRU interacts with other legal authorities, you must create additional registrations. Ensure that employee W-2 forms are populated with correct and complete info. Federal registrations need the Registration Number field and state registrations need the Legal Entity Registration Number field populated for each TRU. For further info, see Overview of Legal Reporting Unit Configuration for the US in the Help Center.
Define the contacts for your legal entities	Use the Legal Reporting Units task. Different contact types are used for different purposes. For example, HR report processes use the contact details for a person with HR representative role. Payroll report processes use the Payroll Tax representative or Payroll representative roles. The HR Reporting processes use contact details for reporting from the TRU associated with a legal employer. For further info, see Overview of Legal Reporting Unit Configuration for the US in the Help Center.
Identify reporting establishments	Identify an existing TRU as a reporting establishment using the Reporting Establishments task. You can also identify an LRU as a reporting establishment as you define it through the Legal Reporting Unit HCM Information task. For further info, see Options for Identifying Legal Reporting Units as Reporting Establishments in the Help Center.