Options for Identifying Legal Reporting Units as Reporting Establishments

A reporting establishment is an organization used for HR statutory reporting. You can identify a reporting establishment when you create a legal reporting unit (LRU) or identify an existing tax reporting unit (TRU) as one.

Note: Reporting establishments are required for nonpayroll implementations if you want the HR statutory report processes to choose employees for reporting. For payroll implementations, specifying a reporting establishment is optional, but they're recommended for retiree TRUs.

If you're	What you need to do
Identifying an existing TRU as a reporting establishment	From My Client Groups, click Workforce Structures. Click Manage Reporting Establishments. Click Create. Indicate you want to select an existing TRU to define as a reporting establishment. In Reporting Establishment Description, provide the required info. Click Next to provide additional details, and then review and submit it.
Identifying a new TRU as a reporting establishment	From My Client Groups, click Workforce Structures. Click Legal Reporting Unit HCM Information. Define the legal reporting unit (LRU) and mark it as a TRU. When you have finished defining the LRU, from Workforce Strucutres, click Legal Reporting Unit HCM Information. Select your TRU for editing. Select appropriate the Tax Reporting Unit and Reporting Establishment check boxes. Provide any other details necessary for the TRU, and submit your work.
Defining LRUs for a nonpayroll implementation	Identify each of your LRUs as a TRU. If you have multiple LRUs, each must also be a reporting establishment. If you have a single LRU, specifying the reporting establishment is optional. However, you must associate the TRU to a legal employer at the legal entity level. To associate the TRU to a legal employer, use the TRU for the New Hire Report field in the Legal Entity HCM Information task.