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Contents

1 About This Guide

Overview

2 Let's Get Started

Implement Global Human Resources Cloud Payroll
Setup Tasks for Implementing Payroll for the United States
HCM Data Roles
- Role Provisioning and Deprovisioning
- Create HCM Data Roles for Global Payroll Implementation Users
- FAQ for Payroll Data Roles
  - How do I provision HCM data roles to users?
Security Profiles
Date Effectivity
- Overview
- How You Delete Physical Records from Date-Effective Objects
Setup Tasks
- Generate the Setup Task List for HCM
Responsive User Experience Setup

3 Understand Payroll Concepts

Enterprise Structures
Legislative Data Groups
- Legislative Data Groups for the US
- Net Pay Thresholds for the US
Legal Entities
- Legal Entities for the US
- FAQ for Legal Entities
  - What's a legal employer?
  - Payroll Statutory Units
Legal Reporting Units
- Legal Reporting Units for the US
- Plan Legal Reporting Units
- How Payroll Statutory Units, Legal Employers, and Tax Reporting Units Work Together for the US
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- FAQ for Legal Reporting Units
  - What's a tax reporting unit?
Examples of Enterprise Structures
- Examples of HCM Organization Models for Payroll
Jurisdictions and Legal Authorities
- Jurisdictions for the US
- Legal Authorities for the US
Payroll Employment Model
- Overview of Payroll Employment Model
- Payroll Employment Hierarchy Profile Options
- FAQ for Payroll Employment Model
  - How do I diagnose payroll employment model setup issues?
  - How do I diagnose payroll validation and setup issues
Payroll Relationships
- Payroll Relationships for the US
- Payroll Relationship Rules for the US
- FAQ for Payroll Relationships
  - When do I change the payroll relationship rules for an international legislation?
Balances
Earnings and Deductions
Object Groups
- Overview of Object Groups

4 Load Payroll Data Using Transformation Formula

Data Loader
Payroll Transformation Formula for HCM Data Loader
Payroll Transformation Formula for HCM Spreadsheet Data Loader
- Overview
- Sample Payroll Transformation Formula for HCM Spreadsheet Data Loader

5 Understand Geographies and Address Styles

Implement Payroll
Currencies
- Currency Precision
Geographies
Vertex
- Vertex Data for the US
- State Tax Withholding Rules
Addresses
- Configure Addresses for the US
- Address Style and Address Validation Settings for the US

6 Understand Prerequisite Payroll Setup Tasks

7 Set Up Enterprises and Workforce Structures

8 Set Up Payroll Fundamentals

Payroll Business Definitions
- Payroll Business Definitions
Profile Options
- Overview of Profile Options
- Create and Edit Profile Options
Pay Frequency
Consolidation Groups
- Consolidation Groups
- Examples of Using Consolidation Groups
Payroll Definitions
- Payroll Definitions
- Manage Payroll Definitions
- Salary Bases
- Create Payroll Definitions
- Time Card Required Option
- FAQ for Payroll Definitions
  - Why doesn't my payroll definition appear in search results?
Time Definitions
- Use Time Definitions for Severance Pay
Run Types
- Run Types: Explained
User-Defined Tables
Diagnostic Reports
- Diagnostic Tests for the US
- Diagnose Setup Issues for the US

9 Set Up Fast Formulas

Using Formulas
Formula Errors
- Formula Compilation Errors
- Formula Execution Errors

10 Set Up Balances

Balance Definitions
Balance Groups and Usages
Balance Exceptions
- Balance Exceptions
- Examples of Balance Exceptions
Balance Exception Report

11 Set Up Pay Calculation Components

Payroll Calculation Information
- Payroll Calculation Info for the US
- Examples of Payroll Calculation Info for the US
Calculation Cards
Federal and Regional Tax Configuration
- Federal and Regional Taxes
- How the Payroll Process Determines the Employee Work State
- Federal Taxes
  - Federal Unemployment Tax Act Calculations
- Hours Worked for State Unemployment Insurance
  - Calculate Hours Worked from Balances for the US
  - Calculate Hours Worked from Run Results for the US
  - Weeks Worked for State Unemployment Reporting
- State Courtesy Taxes
  - Courtesy Withholding Taxes
- State Limit Taxes
  - Limit Taxes
- State Reciprocity Agreements
  - State Reciprocity Agreements
- State Unemployment Insurance
  - State Unemployment Insurance Tax
  - Limit Credits for State Unemployment Insurance
  - Wage Limits for State Unemployment Insurance
- School District Taxes
  - School District Income Taxes
- California Taxes
  - California Voluntary Plan Disability Insurance
  - California Wage Plan Code
- Colorado Taxes
  - Colorado Family and Medical Leave Insurance
  - Colorado Annual Withholding Allowance
- Connecticut Taxes
  - Connecticut Paid Family and Medical Leave
- Hawaii Taxes and Deductions
  - Hawaii Certified Disabled Person Exemptions
  - Hawaii Nonresident Military Spouse Exemptions
- Indiana Taxes
  - Indiana County Income Taxes
- Kentucky Taxes
  - Campbell County Income Taxes
- Massachusetts Taxes
  - Massachusetts Employer Medical Assistance Contribution
  - Massachusetts Paid Family and Medical Leave
- Minnesota Taxes and Exemptions
  - Federal Loan Interest Assessment for Minnesota State Unemployment Insurance
  - Minnesota Tax Exemptions for Active and Retired Military
  - Minnesota Tax Exemptions for Military Spouses
  - Minnesota Tax Exemptions for Native Americans
- Missouri Tax Exemptions
  - Missouri State Tax Reduced Withholding
- New Jersey Taxes
  - New Jersey Disability Insurance
  - New Jersey Family Leave Insurance
- New York Taxes
  - New York City Taxes
  - New York Family Leave Insurance
- Ohio Taxes
  - Enter an Ohio School District for Tax Calculation
- Oregon Taxes
  - Eugene Oregon Community Safety Tax
  - Oregon Multnomah County Tax
  - Oregon Paid Leave
  - Oregon Portland Metro Tax
  - Oregon Transit Tax
- Pennsylvania Taxes
  - Pennsylvania Local Taxes
  - Configure Pennsylvania Local Taxes
  - Pennsylvania Local Earned Income Tax
  - Pennsylvania Local Services Tax
  - Pennsylvania Tax Exemptions
  - How the Payroll Process Determines Pennsylvania Political Subdivision Codes
- Puerto Rico Taxes and Tax Exemptions
  - Puerto Rico State Unemployment Special Assessment Tax
  - Puerto Rico Young Entrepreneurs Act
- Vermont Taxes
  - Vermont Child Care Contribution
- Washington Taxes
  - Washington Long-Term Care
  - Washington Paid Family Leave
- Washington DC Taxes
  - Washington DC Paid Family Leave
- FAQs for Federal and State Taxes
  - How do I set employee tax exemption for state reciprocity?
  - How can I exempt a military spouse from state income tax?
  - How can I identify statutory employees on their W-2?
  - How can I mark an individual employee as exempt from federal, state, or local taxes?
  - How do I report Maryland State Retirement Fund contributions on the W-2?
  - How do I select a private New Jersey Disability Insurance plan type?
  - How do I select a private New Jersey Family Leave Insurance plan type?
Calculation Value Definitions
Wage Basis Rules
Tax Calculation Methods
Rate Definitions
Examples of Rate Definitions
Values Defined by Criteria
- Overview of Values Defined by Criteria
- Examples of Manage Values Defined by Criteria
Examples of Values Defined By Criteria
Payroll Event Groups
- Overview of Payroll Event Groups
Element Proration
Periodicity
- Periodicity Conversion
Retroactive Pay
- How Retroactive Pay Is Calculated
- Add a Retroactive Event Notification Manually
FAQs for Pay Calculation Components

12 Set Up Elements

13 Set Up Costing

14 Set Up Payment Methods

Organization Payment Methods
Personal Payment Methods
Third-Party Payment Methods
Reprocess Rejected EFT Payments
- Overview
- Object Group HCM Data Loader Files for Bank Reprocessing
Direct Deposits
- Direct Deposit for the US
Payslips and Checks
International Payment Processing
FAQ for Payment Methods
- What's the International Transfer payment type?
- How can I display employee work location and department on their payslip or check?

15 Set Up Payroll Flow Patterns

Flow Patterns
Checklist and Flow Tasks
Flow Security Profiles
- Flow Security and Flow Owners
- Examples of Flow Pattern Security Profiles
Add a BI Publisher Report to a Flow
Create a Flow within a Flow
Account Number Masking in Payroll Reports
- Account Number Masking in Payroll Reports
- How Account Number Masking in Payroll Reports Work
Multiple Instances of a Flow
- Multiple Instances of a Flow
- Generate Archive End-of-Year Payroll Results Process for Multiple PSUs
FAQs for Payroll Flow Patterns

16 Set Up Payroll Process Configuration

Payroll Process Configuration Groups
Parameters
FAQ for Payroll Process Configuration
- How can I improve performance and troubleshoot flows?
Restrict Payroll Processing
Expedited Processing

17 Set Up Auditing and Data Validation

Auditing Business Objects
Data Validation
- Validation Report for Payroll for the US