Guidelines for Loading Canadian Calculation Rules for Tax Reporting and Payroll Statutory Unit Cards
Create one Calculation Rules for Tax Reporting and Payroll Statutory Unit card for each PSU and/or TRU that you have defined.
Even if you are updating an existing calculation card and the calculation card itself is not being updated, still include the calculation card record to group other related data supplied in the file.
Calculation Card Attributes
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, DirCardDefinitionName, LegislativeDataGroupName And, PayrollStatutoryUnitName Or, TaxRepUnitName |
A unique identifier for the Calculation Rules for Tax Reporting and Payroll Statutory Unit calculation card. For new calculation card supply the source key attributes. You can also identify calculation cards with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the calculation card. |
| DirCardDefinitionName | N/A | The name of the card definition. Specify ‘Calculation Rules for Tax Reporting and Payroll Statutory Unit’. |
| CardSeqeunce | N/A | A number to uniquely identify this card when multiple calculation cards for the same card definition exist. Not required when source keys are used. |
| PayrollStatutoryUnitName | N/A | The name of the Payroll Statutory Unit if the card is for a PSU. Don’t supply for TRU level cards. |
| TaxRepUnitName | N/A | The name of the Tax Reporting Unit if the card is for a TRU. Don’t supply for PSU level cards. |
| EffectiveStartDate | N/A | The start date of the calculation card. |
These attributes are supplied against the CalculationCard file discriminator.
Supply the Calculation Card record along with the relevant card components as described in the following sections.
Common Card Component Attributes
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId |
CardSequence, ComponentSequence, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName And, PayrollStatutoryUnitName Or, TaxRepUnitName |
A unique identifier for the card component. For new card components, supply the source key attributes. You can also identify card components with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card component definition. |
| DirCardId(SourceSystemId) |
CardSequence, DirCardDefinitionName, LegislativeDataGroupName And, PayrollStatutoryUnitName Or, TaxRepUnitName |
The parent Calculation Rules for Tax Reporting and Payroll Statutory Unit calculation card should be identified by using the same key type used to identify the calculation card. When using source keys, supply this attribute with the value supplied for the calculation card’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent calculation card. |
| EffectiveStartDate | N/A | The start date of the card component. This must be equal to or after the EffectiveStartDate on the Calculation Rules for Tax Reporting and Payroll Statutory Unit calculation card. If updating an existing card component, the effective start date must be original start date of card the component. |
| EffectiveEndDate | N/A | The end date is optional for the card component. |
| DirCardCompDefName | N/A | The component definition name. Review the guidance for the card component being loaded for the value to supply. |
| ComponentSequence | N/A | The number to uniquely identify this card component when multiple card components with the same DirCardCompDefName exist. Not required when source keys are used. |
These attributes are supplied against the CardComponent file discriminator.
Common Component Detail Attributes
The component detail record type allows you to upload data into flexfield segments.
In addition to the attributes defined here, include the necessary flexfield segment attribute values for the flexfield contexts used by the card component. Refer to the guidance for the card component being loaded.
You can find the flexfield segment attribute name for this flexfield context using the View Business Objects task.
| HCM Data Loader Attribute | Alternative User Key Attributes | Functional Description |
|---|---|---|
| SourceSystemId | CardSequence, ComponentSequence, DirInformationCategory, LegislativeDataGroupName, DirCardDefinitionName, DirCardCompDefName And, PayrollStatutoryUnitName Or,TaxRepUnitName |
A unique identifier for the component detail record. For new component detail records, supply the source key attributes. You can also identify card components with the user key attributes. |
| SourceSystemOwner | N/A | The name of the source system owner used to generate the source system ID. |
| LegislativeDataGroupName | N/A | The name of the legislative data group for the card component definition. |
| DirCardCompId(SourceSystemId) | CardSequence, ComponentSequence, DirCardDefinitionName, LegislativeDataGroupName, DirCardCompDefName And, PayrollStatutoryUnitName Or,TaxRepUnitName |
The parent card component should be referenced using the same key type used to identify the parent record. When using source keys, supply this attribute with the value supplied for the card component’s SourceSystemId attribute. Otherwise, supply the user key attributes with the same values as the parent card component. |
| EffectiveStartDate | N/A | The start date of the component detail, or update to the component detail if you are providing date-effective history. This must be after or equal to the EffectiveStartDate provided for the parentcard component. |
| EffectiveEndDate | N/A | The optional end date of the component detail, or if you are providing date-effective history the last day of the date-effective changes. |
| DirCardCompDefName | N/A | The name of the card component this detail is for. This is used to identify the flexfield context and should be supplied even when a source key is used to identify the parent card component. Supply the same value as supplied to this attribute on the parent card component. |
| DirInformationCategory | N/A | The code for the flexfield context. Refer to the guidance for the card component for valid values. |
| FLEX:Deduction DeveloperDF | N/A | Supply the same value as for the DirInformationCategory attribute. |
Example of Loading Calculation Rules for Tax Reporting and Payroll Statutory Unit for Canada
This example calculation card creates the calculation rules for the ‘CA PSU’ payroll statutory unit:
METADATA|CalculationCard|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardDefinitionName|CardSequence|EffectiveStartDate|PayrollStatutoryUnitName
MERGE|CalculationCard|VISION|LDGMAINCARD1|CA LDG|Calculation Rules for Tax Reporting and Payroll Statutory Unit|1|2002/01/01|CA PSU
METADATA|CardComponent|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardCompDefName|DirCardId(SourceSystemId)|EffectiveStartDate|ComponentSequence|Context1
MERGE|CardComponent|VISION|LDGMAINCARDCOMP1|CA LDG|Federal Tax|LDGMAINCARD1|2002/01/01|1|
MERGE|CardComponent|VISION|LDGMAINCARDCOMP2|CA LDG|Canada Pension Plan|LDGMAINCARD1|2002/01/01|1|
MERGE|CardComponent|VISION|LDGMAINCARDCOMP3|CA LDG|Employment Insurance|LDGMAINCARD1|2002/01/01|1|
MERGE|CardComponent|VISION|LDGMAINCARDCOMP4|CA LDG|Provincial Tax|LDGMAINCARD1|2002/01/01|19|19
MERGE|CardComponent|VISION|LDGMAINCARDCOMP5|CA LDG|Quebec Pension Plan|LDGMAINCARD1|2002/01/01|19|19
MERGE|CardComponent|VISION|LDGMAINCARDCOMP6|CA LDG|Quebec Parental Insurance Plan|LDGMAINCARD1|2002/01/01|19|19
METADATA|ComponentDetail|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardCompDefName|DirCardCompId(SourceSystemId)|EffectiveStartDate|ComponentSequence|DirInformationCategory|FLEX:Deduction Developer DF|_FEDERAL_NON_PERIODIC_TAX_METHO(Deduction Developer DF=HRX_CA_ORG_FEDERAL_INCOME_TAX)|_FEDERAL_REGULAR_TAX_METHOD(Deduction Developer DF=HRX_CA_ORG_FEDERAL_INCOME_TAX)|_CPP_SELF_ADJUST_METHOD(Deduction Developer DF=HRX_CA_ORG_FEDERAL_PENSION_PLAN)|_EI_SELF_ADJUST_METHOD(Deduction Developer DF=HRX_CA_ORG_FEDERAL_EMPLOYMENT_INSURANCE)|_PROVINCE_NON_PERIOD_TAX_METHOD(Deduction Developer DF=HRX_CA_ORG_PROVINCE_INCOME_TAX)|_PROVINCE_REGULAR_TAX_METHOD(Deduction Developer DF=HRX_CA_ORG_PROVINCE_INCOME_TAX)|_PPP_SELF_ADJUST_METHOD(Deduction Developer DF=HRX_CA_ORG_PROVINCE_PENSION_PLAN)|_PPIP_SELF_ADJUST_METHOD(Deduction Developer DF=HRX_CA_ORG_PROVINCE_PARENTAL_INSURANCE_PLAN)
MERGE|ComponentDetail|VISION|AVCAVSCOMPDET2|CA LDG|Federal Tax|LDGMAINCARDCOMP1|2002/01/01|1|HRX_CA_ORG_FEDERAL_INCOME_TAX|HRX_CA_ORG_FEDERAL_INCOME_TAX|FEDERAL_YTD_BONUS|FEDERAL_OPTION1||||||
MERGE|ComponentDetail|VISION|AVCAVSCOMPDET3|CA LDG|Canada Pension Plan|LDGMAINCARDCOMP2|2002/01/01|1|HRX_CA_ORG_FEDERAL_PENSION_PLAN|HRX_CA_ORG_FEDERAL_PENSION_PLAN|||SELF_ADJ_AT_MAX|||||
MERGE|ComponentDetail|VISION|AVCAVSCOMPDET5|CA LDG|Employment Insurance|LDGMAINCARDCOMP3|2002/01/01|1|HRX_CA_ORG_FEDERAL_EMPLOYMENT_INSURANCE|HRX_CA_ORG_FEDERAL_EMPLOYMENT_INSURANCE||||SELF_ADJ_AT_MAX||||
MERGE|ComponentDetail|VISION|AVCAVSCOMPDET1|CA LDG|Provincial Tax|LDGMAINCARDCOMP4|2002/01/01|19|HRX_CA_ORG_PROVINCE_INCOME_TAX|HRX_CA_ORG_PROVINCE_INCOME_TAX|||||PROVINCE_BONUS_METHOD1|PROVINCE_REGULAR_PAYMENTS||
MERGE|ComponentDetail|VISION|AVCAVSCOMPDET4|CA LDG|Quebec Pension Plan|LDGMAINCARDCOMP5|2002/01/01|19|HRX_CA_ORG_PROVINCE_PENSION_PLAN|HRX_CA_ORG_PROVINCE_PENSION_PLAN|||||||SELF_ADJ_AT_MAX|
MERGE|ComponentDetail|VISION|AVCAVSCOMPDET6|CA LDG|Quebec Parental Insurance Plan|LDGMAINCARDCOMP6|2002/01/01|19|HRX_CA_ORG_PROVINCE_PARENTAL_INSURANCE_PLAN|HRX_CA_ORG_PROVINCE_PARENTAL_INSURANCE_PLAN||||||||SELF_ADJ_AT_MAX
METADATA|CalculationValueDefinition|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardDefinitionName|SourceId(SourceSystemId)|EffectiveStartDate|PayrollStatutoryUnitName|TaxReportingUnitName|ComponentSequence|CardSequence|DirCardCompDefName|ValueDefinitionName
MERGE|CalculationValueDefinition|VISION|AVCAVSVD1|CA LDG|Calculation Rules for Tax Reporting and Payroll Statutory Unit|LDGMAINCARDCOMP3|2002/01/01|CA PSU||1|1|Employment Insurance|Employer EI Rate
METADATA|EnterableCalculationValue|SourceSystemOwner|SourceSystemId|LegislativeDataGroupName|DirCardDefinitionName|ValueDefnId(SourceSystemId)|EffectiveStartDate|PayrollStatutoryUnitName|TaxReportingUnitName|ComponentSequence|CardSequence|DirCardCompDefName|ValueDefinitionName|Value1
MERGE|EnterableCalculationValue|VISION|AVCAVSRI1|CA LDG|Calculation Rules for Tax Reporting and Payroll Statutory Unit|AVCAVSVD1|2002/01/01|CA PSU||1|1|Employment Insurance|Employer EI Rate|10