Calculation Cards

Calculation cards capture values required for payroll calculations. If you specify a tax reporting unit during a transfer, the following occurs:

• If the transfer-in and transfer-out legal entities share the same payroll statutory unit, the application updates the employee's tax reporting unit association record with the tax reporting unit on the transfer date, and creates a new association detail record for the new assignment with the transfer date as the effective start date.

• If the transfer-in and transfer-out legal entities belong to different payroll statutory units, the application creates a new payroll relationship for the employee for the transfer-in payroll statutory unit, a new Deduction Information card, a new Aggregation Information component, a new tax reporting unit association, and association details. In addition, the application copies all the components, components details, and values from the original Deduction Information card.

Rules for Copy

These rules determine how the application copies the calculation cards and components.

1. The application copies the card or component from the source payroll relationship, if the target payroll relationship doesn't have the card or component.

2. The application creates an association for the target TRU only if it exists for the source TRU. For cards and components associated to the source TRU, the application verifies whether the target card and component is associated to the target TRU. The application creates a new association, if an existing association isn't present.

3. For cards and components having an association detail record on the source assignment, the application creates an association detail for the target assignment.

4. If you choose not to copy the calculation cards by deselecting the check box, none of the above rules apply. You can manually add the information if required.

5. For China, the application includes additional logic to leave the Tax Reporting Unit Hire Date and Tax Reporting Unit Termination Date attributes blank. If the attributes on the original card were populated, the application first copies them over, and then resets these attributes and leaves them blank after the transfer is completed.

Calculation Card Copy Scenarios

These scenarios describe whether the application creates or reuses calculation cards and components.

1. When the payroll relationship and TRU are unchanged

   For transfers within a PSU, the application creates a new assignment in the same payroll relationship.

   • The application reuses the existing card and component and adds a new association detail to the target assignment if required.

2. When the target TRU is different from the source, but payroll relationship remains unchanged

   For transfers within a PSU, the application creates a new assignment in the same payroll relationship.

   • The application reuses the card and component associated to the source TRU for the target TRU.

   • Because China supports only one TRU at a time, the application updates the TRU association to the new TRU as of the global transfer date.

   • The application creates a new association detail to the target assignment, if required.

3. When the target payroll relationship and TRU are different from the source

   • The application creates a new card and component, and copies the source information to the new card and component. The application also adds an association to the target TRU and an association detail for the new assignment.

Note: The application reuses an existing card or component if the worker has an existing card or component on the target payroll relationship. This could be through a different assignment, which isn't part of the global transfer. In such cases, the rules defined under scenario 2 apply.