1. Implementing Payroll for the United States
  2. Configure Tax Withholding Cards with HCM Experience Design Studio for the US

Configure Tax Withholding Cards with HCM Experience Design Studio for the US

Use HCM Experience Design Studio to configure what fields are visible on these calculation cards.

  • Tax Withholding

  • Tax Withholding for Pensions and Annuities

For further info, see HCM Experience Design Studio in the Help Center.

To do this, you must:

  1. Create a sandbox with HCM Experience Design Studio enabled.

  2. Use HCM Experience Design Studio to configure your tax card templates.

Create a Sandbox

Before you can begin configuring the tax card templates, you need to create a sandbox for HCM Experience Design Studio.

  1. From the Navigator, expand Configuration and click Sandboxes.

  2. Click Create Sandbox.

  3. Enter a name for your sandbox.

  4. Select these names as Active.

    • Flexfields

    • HCM Experience Design Studio

    • Page Composer

  5. Click Create and Enter.

    This creates your sandbox and makes it active.

Configure Your Tax Card Templates

Use HCM Experience Design Studio to set the rules that define the visibility of the tax card fields.

  1. In Tools, click HCM Experience Design Studio.

  2. Select the Global Calculation Card action.

    Don't select Calculation Cards.

  3. In Rules, click Add.

  4. In Basic Details, enter the following.

    Field label

    What you do

    Name

    Description

    Enter meaningful values.

    Legal Employer

    Select your legal employer.

    Select All to define this rule for all legal employers.

    Country

    Select United States.

    Note: You can use browser search to help you find it.

    Legislative Data Group

    Enter the legislative data group you would like to update.

    Calculation Card

    Select the template you're editing.

    • Tax Withholding

    • Tax Withholding for Pension and Annuity Payments

    Calculation Component

    Select the component you're editing.

    • Federal Taxes

    • State Taxes

    • County Taxes

    • City Taxes

    • Pennsylvania PSD

    Reference 1 - 4

    For taxes that require jurisdictions (state, county, city, and Pennsylvania PSD), use these fields to identify the jurisdiction type.

    For example, if you selected the City calculation component, you would set the following.

    • Reference 1: State

    • Reference 2: County

    • Reference 3: City

    Reference Value 1 - 4

    Select a jurisdiction for each reference you defined for your tax.

    Legal Employer

    Select your legal employer.

    Select All to define this rule for all legal employers.

    Role Name

    Select a role to reserve this rule to that role only.

    Leave blank to make your rule available to all roles.

    Mode

    Identify which interface this rule applies to.

    • Employee self service

    • Payroll administration

    Leave blank to apply to both.

  5. In Page Attributes, select the Region appropriate to the calculation component you selected.

    For example, if you selected the State Taxes calculation component, select State Tax Information.

    Page Attributes displays all fields available for that calculation component.

  6. Define what calculation component fields are visible to the user and which are required or optional.

  7. When finished, click Save and Close.

  8. Once you have completed your updates in the sandbox, you can publish them to your production environment.

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