Example of Loading State Rules for a Payroll Statutory Unit

Here's an example where you can use HCM Data Loader to load state rules for a payroll statutory unit.

These file lines provide an example of creating the State rule card components for the Calculation Rules for Tax Reporting and Payroll Statutory Unit card for a Payroll Statutory Unit. This example is for the state of Colorado.

The CalculationCard.dat file is used to bulk-load Calculation Rules for Tax Reporting and Payroll Statutory Unit cards with HCM Data Loader.

METADATA|CalculationCard|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardDefinitionName|PayrollStatutoryUnitName|EffectiveStartDate|CardSequence
MERGE|CalculationCard|VISION|USPSU_CALC_RULES|US LDG|Calculation Rules for Tax Reporting and Payroll Statutory Unit|US PSU|2018/01/01|1

METADATA|CardComponent|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardId(SourceSystemId)|PayrollStatutoryUnitName|EffectiveStartDate|Context1|DirCardCompDefName|ComponentSequence 
MERGE|CardComponent|VISION|USPSU_CALC_RULES_6_UNEMP|US LDG|USPSU_CALC_RULES|US PSU|2018/01/01|6|State Unemployment|1
MERGE|CardComponent|VISION|USPSU_CALC_RULES_6_SIT|US LDG|USPSU_CALC_RULES|US PSU|2018/01/01|6|State Income Tax|2
MERGE|CardComponent|VISION|USPSU_CALC_RULES_6_DSBLTY|US LDG|USPSU_CALC_RULES|US PSU|2018/01/01|6|State Disability|3

METADATA|ComponentDetail|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardCompId(SourceSystemId)|PayrollStatutoryUnitName|EffectiveStartDate|DirInformationCategory|FLEX:Deduction Developer DF|_STATE_SELF_ADJUST_METHOD(Deduction Developer DF=HRX_US_ORG_STATE_UNEMPLOYMENT)|_SUPPLEMENTAL_TAX_CALC_METHOD(Deduction Developer DF=HRX_US_ORG_STATE_INCOME_TAX)|_ORG_STATE_RESIDENT_WAGE_ACCUM(Deduction Developer DF=HRX_US_ORG_STATE_INCOME_TAX)|_COUNTY_WITHHOLDING_RULES(Deduction Developer DF=HRX_US_ORG_STATE_INCOME_TAX)|_CITY_WITHHOLDING_RULES(Deduction Developer DF=HRX_US_ORG_STATE_INCOME_TAX)|_STATE_SELF_ADJUST_METHOD(Deduction Developer DF=HRX_US_ORG_STATE_DISABILITY)
MERGE|ComponentDetail|VISION|USPSU_CALC_RULES_6_UNEMP_DET|US LDG|USPSU_CALC_RULES_6_UNEMP|US PSU|2018/01/01|HRX_US_ORG_STATE_UNEMPLOYMENT|HRX_US_ORG_STATE_UNEMPLOYMENT|SELF_ADJ|||||
MERGE|ComponentDetail|VISION|USPSU_CALC_RULES_6_SIT_DET|US LDG|USPSU_CALC_RULES_6_SIT|US PSU|2018/01/01|HRX_US_ORG_STATE_INCOME_TAX|HRX_US_ORG_STATE_INCOME_TAX||AGGREGATION|DEFAULT|ALL_COUNTIES|ALL_CITIES|
MERGE|ComponentDetail|VISION|USPSU_CALC_RULES_6_DSBLTY_DET|US LDG|USPSU_CALC_RULES_6_DSBLTY|US PSU|2018/01/01|HRX_US_ORG_STATE_DISABILITY|HRX_US_ORG_STATE_DISABILITY||||||SELF_ADJ

METADATA|CalculationValueDefinition|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|SourceId(SourceSystemId)|PayrollStatutoryUnitName|EffectiveStartDate|Context1|ValueDefinitionName 
MERGE|CalculationValueDefinition|VISION|USPSU_CALC_RULES_6_UNEMP_VD1|US LDG|USPSU_CALC_RULES_6_UNEMP|US PSU|2018/01/01|6|SUI Employer Rate

METADATA|EnterableCalculationValue|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|ValueDefnId(SourceSystemId)|PayrollStatutoryUnitName|EffectiveStartDate|Context1|ValueDefinitionName|Value1 
MERGE|EnterableCalculationValue|VISION|USPSU_CALC_RULES_6_UNEMP_VD1|US LDG|USPSU_CALC_RULES_6_UNEMP_VD1|US PSU|2018/01/01|6|SUI Employer Rate|5