Overview of Organization Calculation Cards for Canada

Organization calculation cards store values about federal and regional tax rules required for Oracle HCM processes.

Data entered on the calculation card can be either at the PSU or TRU calculation card level. When entered at the PSU level, the setup applies to all TRUs attached to the PSU. When entered at the TRU level, this information overrides the settings at the PSU level.

Considerations and Prerequisites

You must previously have the organizational structures for your business as required for HR and Payroll country-specific processes, defined. For further information, please refer to the Implementing Payroll for Canada on My Oracle Support at the location below:

Canada Information Center

https://support.oracle.com/rs?type=doc&id=2102586.2

Canada tab > Product Documentation > Payroll Guides > Implementing Payroll for Canada

Extract the Surrogate ID of the Tax Reporting Unit

The component sequence for the organization calculation card component is the surrogate ID of the tax reporting unit. It is an application-generated value to uniquely identify the tax reporting unit. You can use the Tax Reporting Unit BI Publisher report to extract your tax reporting units and their surrogate ID values. For details on how to import and run this report, refer to the Cloud Customer Connect topic: BI Publisher Report: Tax Reporting Units by Legislation.

Note: The value can be different on different environments. For example, the value on the production pod can be different from the one on the test pod.

Calculation Card Record Types

The Calculation Rules for Tax Reporting and Payroll Statutory Unit calculation card is uploaded with HCM Data Loader using the Global Payroll Calculation Card business object. This generic object hierarchy provides record types to support the various country-specific requirements.

The Calculation Rules for Tax Reporting and Payroll Statutory Unit card uses the following record types:

Component	Functional Description	File Discriminator
Calculation Card	Defines the calculation card type and the payroll statutory unit that it captures information for.	CalculationCard
Card Component	Used to group and segregate data required by the calculation card. The following sections describe the card components applicable to this calculation card and the child records that are required for each card component.	CardComponent
Component Detail	Supply a component detail record for each flexfield context required by each card component.	ComponentDetail
Calculation Value Definition	Allows the creation of value definitions so that overriding values can be specified on the card component. Details of the specific value definitions are provided in the following sections.	CalculationValueDefinition
Enterable Calculation Value	For each calculation value definition, an overriding value can be specified using the Enterable Calculation Value record type.	EnterableCalculationValue

Calculation Rules for Tax Reporting and Payroll Statutory Unit Hierarchy

The Provincial Tax card component is repeated for each province, except Quebec, which uses the Quebec Parental Insurance Plan and Quebec Pension Plan card components instead.

The details of how to load data for each of these card components are found in the other related topics.

Refer to the topic: Guidelines for Loading Canadian Calculation Rules for Tax Reporting and Payroll Statutory Unit Cards for an example of creating a Calculation Rules for Tax Reporting and Payroll Statutory Unit card for a PSU.