Manage Geography Information

This topic describes how you can use the Manage Geographies task in the implementation project checklist and perform the following to manage geography information for Canada:

  • Define Address Style Format Mapping

  • View Geocode Information

  • Add a Geography manually

  • Add Missing Postal Codes

How to Define Address Style Format Mapping

Payroll implementations must update the Geography Mapping fields for the following formats:

  • Canadian Postal Address Format

  • Canadian Tax Address Format

To set your geography validation:

  1. Select Go to Task for the Manage Geographies task in the implementation project checklist.

  2. On the Manage Geographies page, enter CA in the Country Code field and click Search to view the predefined Canadian geography setup.

  3. Select Manage Geography Validation from the Actions menu.

  4. Select Canadian Postal Address Format in the Address Style Format field.

  5. In the Geography Mapping and Validation section, select or deselect the Enable List of Values check box as appropriate for each geography type.

    Note: Tax and geography validations aren't used by Oracle HCM applications, so don't use the Tax Validation and Geography Validation check boxes. You can also ignore the fields in the Geography Validation Control section.
  6. Verify the information and make any necessary changes, then click Save and Close.

You can repeat the process for the Canadian Tax Address Format.

How to View Geocode Information

A geocode is a nine-digit numeric code used to identify specific legal jurisdictions accurately. All Canadian provinces and territories and all Canadian cities with a population of over 250 must have a valid geocode.

To view the geocode for a particular geography:

  1. Select Go to Task for the Manage Geographies task in the implementation project checklist.

  2. On the Manage Geographies page, enter CA in the Country Code field and click Search to view the predefined Canadian geography setup.

  3. Select Manage Geography Hierarchy from the Actions menu.

  4. Expand a province folder to view the details of the province.

  5. Double-click the appropriate geography name to see the tax geography code.

How to Manually Add a Geography

You may have to manually update your geography information, in rare cases where your geography data is inaccurate or outdated.

Here's how you can add the city of Calgary in the province of Alberta (AB). Similarly you can add any other geography data, for example, postal codes.

To manually update a geography:

  1. Select Go to Task for the Manage Geographies task in the implementation project checklist.

  2. On the Manage Geographies page, enter CA in the Country Code field and click Search to view the predefined Canadian geography setup.

  3. Select Manage Geography Hierarchy from the Actions menu.

  4. Expand the AB province folder to view the list of cities. You notice that Calgary isn't in the list.

  5. Select the AB city row in the hierarchy, and click Create.

  6. In the Primary and Alternative Names section of the Create City page, click Create.

  7. Enter these details.

    Field

    Value

    Name

    Calgary

    Data Provider

    User entered

    Language

    American English

  8. Click Save.

  9. In the Primary and Alternative Codes section of the Create City page, click Create.

  10. Enter these details.

    Field

    Value

    Code

    Enter the geocode for the city.

    Note: The geocode you provide must be unique within the province.

    Data Provider

    User entered

    Language

    American English

    Code Type

    Select Tax geography code

  11. Click Save and Close.

How to Add Missing Postal Codes

Add postal codes for employees who chose to use post office box addresses instead of a civic address.

To add a postal code:

  1. Select Go to Task for the Manage Geographies task in the implementation project checklist.

  2. On the Manage Geographies page, enter CA in the Country Code field and click Search to view the predefined Canadian geography setup.

  3. Click the Hierarchy Defined tab.

  4. Select a province and a city to add the postal code to and click Create.

  5. Enter the postal code under the Primary and Alternate Names section.

  6. Click Save or Save and Close.

The postal code is now available for selection.