Example of Loading Reporting Information Cards for US Employees

This example creates the employee federal data to the Reporting Information calculation card, for employee E1762782 on 01-January-2022.

Source keys are used to identify all record types.

The CalculationCard.dat file is used to bulk-load Reporting Information cards with HCM Data Loader.

Descriptive Flexfield Code: Deduction Developer DF

Segment Code: US_ELIGIBLE_FOR_PRETAX_CATCHUP

Prompt: Eligible for pre-tax age catch-up

Value Set: HRC_YES_NO

Default Value = Y if left blank

METADATA|CalculationCard|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|EffectiveStartDate|DirCardDefinitionName|AssignmentNumber|CardSequence
MERGE|CalculationCard|VISION|RI_1762782E|USA LDG|2022/01/01|Reporting Information|E1762782|1
 
METADATA|CardComponent|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|EffectiveStartDate|DirCardId(SourceSystemId)|DirCardCompDefName
MERGE|CardComponent|VISION|RI_1762782E_RI|USA LDG|2022/01/01|RI_1762782E|Reporting Information
 
METADATA|ComponentDetail|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|EffectiveStartDate|DirCardCompId(SourceSystemId)|DirCardCompDefName|DirInformationCategory|FLEX:Deduction Developer DF|_LEGAL_REPRESENTATIVE(Deduction Developer DF=HRX_US_REP_REL)|_CORPORATE_OFFICER(Deduction Developer DF=HRX_US_REP_REL)|_ELIGIBLE_FOR_RETIREMENT_PLAN(Deduction Developer DF=HRX_US_REP_REL)|_PROBATIONARY_CODE(Deduction Developer DF=HRX_US_REP_REL)|_REP_LOC_FOR_WORK_AT_HOME_Display(Deduction Developer DF=HRX_US_REP_REL)|_FAMILY_MAJORITY_INTEREST(Deduction Developer DF=HRX_US_REP_REL)|_US_ELIGIBLE_FOR_PRETAX_CATCHUP(Deduction Developer DF=HRX_US_REP_REL) 
MERGE|ComponentDetail|VISION|RI_1762782E_USREPREL|USA LDG|2022/01/01|RI_1762782E_RI|Reporting Information|HRX_US_REP_REL|HRX_US_REP_REL|Y|Y|Y|1|Redwood Shores    San Mateo       US|Y|Y

The card component record identifies the parent calculation card using the DirCardId(SourceSystemId) attribute which takes the same value as the SourceSystemId attribute on the parent CalculationCard record.

The component detail record identifies the parent card component using the DirCardCompID(SourceSystemId) attribute.

Refer to the Template: BI Publisher Report - United States: Reporting Location for Work-at-Home Employees topic in Cloud Customer Connect for a report that extracts the reporting location and Fusion surrogate ID for work-at-home employees. This is needed when supplying the ‘Reporting Location for Work-at-Home Employees’ flexfield segment on the Reporting Information card component.