How Personal Calculation Card Entries Fit Together

Personal payroll calculation cards capture information specific to a particular payroll relationship. Payroll runs use this information to calculate earnings and deductions.

Actions such as hiring a person or loading data may create some cards automatically. Otherwise, you can create the card manually. You can also add components to cards and enter calculation values, which may override default values. Additionally, you can associate the card with a tax reporting unit (TRU).

To view and manage calculation cards, use the Calculation Cards task from the Payroll section.

Understanding personal calculation cards include:

• Types of calculation cards

• Calculation card creation

• Calculation components and component groups

• Enterable calculation values

• TRU associations

Card Types

The type of calculation cards you can create and the type of information captured on a card are given below.

• Absences

• Deduction Information

• Benefits and pensions

• Voluntary deductions

• Reporting Information

• Time cards

• Organization

Additional cards may be available to capture information for reporting purposes.

The following table lists the types of cards and a brief description of each one.

Card Name	What it Does
Absences	Identifies absence data and categories, such as: Vacation Maternity Sickness Other Also used to track accrual balances, qualifications, or no entitlement.
Deduction Information	Identifies: Taxes Social securities Benefits Associations
Benefits and Pensions	Identifies: Contribution amounts Limits Payees Additional contributions
Reporting Information	Captures Record of Employment information for an employee.
Time Cards	Depending on how they're configured, time cards capture: Hours and dates worked Categories of time, such as regular time, overtime, absence, vacation, and holiday
Organization	Organization configuration cards at the following levels: Legal Entity Calculation Card at the payroll statutory unit (PSU) level Legal Reporting Unit Calculation Card at the TRU level

Card Creation

Some actions create or update a card automatically, as given below:

• When you record and approve an absence in the Manage Absence Record task for an employee, the task automatically creates an Absences card, unless one already exists.

• A Deduction Information card is created automatically during:

  • New hire

  • New payroll relationship assignment

  • Mass data upload through the HCM Data Loader

Calculation Components and Component Groups

A calculation component can have one or more references that define its context, such as the territory and hukou type for tax and social security management at payroll statutory unit and tax reporting unit calculation card.

Click a row in the Calculation Components table to see component details. Use the Component Details section to enter additional values used to calculate the component.

Enterable Calculation Values

When you select a calculation component, you may see the Enterable Calculation Values on the Calculation Card tab. Here you can enter specific rates or other values for the person, which may override default values held on a calculation value definition. For example, if an employee qualifies for a fixed monthly tax reduction amount, you enter the amount as an enterable value on the employee's personal calculation card.

Tax Reporting Unit Associations

Click the Associations node in the Calculation Card Overview pane to associate a tax reporting unit with the card. Associations determine:

• Which territory's rates and rules to be used in the calculation of the components

• How the earnings and statutory deductions are aggregated for statutory calculation and reporting

Rules about what you can enter here vary by country:

• For China, all components on a calculation card are associated with the same tax reporting unit