Examples of Creating Calculation Cards Manually

If your Product Usage is set to Payroll or Payroll Interface, then the new hire process automatically creates a calculation card. However, sometimes you must create a personal calculation card manually.

The following three scenarios show when you must manually create a personal calculation card for an employee.

In all examples, use the Calculation Cards task in the Payroll area to create the card.

Additional Assignment for a Different TRU

If an employee with an existing assignment and associated calculation card gets an additional assignment that reports to a different tax reporting unit (TRU,) you must:

• Associate the new TRU to the existing tax card

• Associate the new assignment to the card

Note: The employee receives two different payslips, one for each assignment.

Upgrade from HR to Payroll

When you upgrade your product usage from HR only to Payroll, you must create a calculation card for each existing employee who doesn't already have one.

Transfer of Employees to a New TRU

If you're transferring all or some employees to a new TRU, follow these general steps:

1. Create the TRU. Also create the tax and other additional registrations for the new TRU.

2. On the existing calculation cards, set the end date for all association details including the TRU association.

3. For each transferring employee, create a calculation card. Define an association to the new TRU and association details for the Federal and Regional components.