Overview of India Payroll Relationship Calculation Cards

Statutory deduction cards store all the values required for HCM payroll processing for an employee. It also includes information required for the reports.

A default card is automatically generated when an employee record is created by the New Hire flow and the license is set to Payroll, or Payroll Interface. The employee will have up to 6 tax reporting units based on the Tax Reporting Unit (TRU) type.

Considerations and Prerequisites

The product license needs to be set to Payroll or Payroll Interface, for the statutory deduction cards to be created automatically when a new employee is entered using the New Hire task. You need to add the association details and create the required components. There might be cases where this information must be loaded in bulk:

During Data Migration:

Employee information must be uploaded into Oracle Fusion Payroll, to ensure that contributions are calculated correctly. If HCM Data Loader is used to migrate employee records, a default statutory deduction card is automatically created. Usually, the default won’t reflect the employee’s actual tax calculation information, and therefore the card must be updated.

Many information fields must be provided for purposes such as:

Ongoing bulk updates:

Bulk loading of new hire data: If you've to do a mass upload of New Hire information, a default Statutory Deduction card is automatically generated (if the new hire records are created through HCM Data Loader).

It's recommended to have a good understanding of the Statutory Deductions card and the information it contains before trying mass upload as it has a direct impact on statutory deductions and reporting.

Statutory Deduction Card Record Types

The Statutory Deduction card is uploaded with HCM Data Loader using the Global Payroll Calculation Card business object. This generic object hierarchy provides record types to support the various country-specific requirements.

The IN Statutory Deductions uses the following record types:

Component	Functional Description	File Discriminator
Calculation Card	Defines the calculation card type and the employee assignment that it captures information for.	CalculationCard
Card Component	Used to group and segregate data required by the calculation card. The following sections describe the card components applicable to this calculation card and the child records that are required for each card component.	CardComponent
Component Detail	Provide a component detail record for each flexfield context required by each card component.	ComponentDetail
Card Association	Associates the calculation card with the Tax Reporting Unit the employee reports to.	CardAssociation
Card Association Detail	Associates card components with the employee’s assignments.	CardAssociationDetails

Mapping Calculation card components to the responsive user interface

The TRU information is updated using the card association record. The different TRUs to be associated with the card for India, include Provident Fund(PF) TRU, Professional Tax (PT) TRU, Income Tax (IT) TRU, Employee State Insurance (ESI) TRU, Labour Welfare Fund(LWF) TRU and National Pension Scheme(NPS) TRU.

The Statutory Deductions summary information is updated using the <|Statutory Deductions> card components, with the Assignment information being defined on the card association detail records.

Employee details are updated using the <Investment Declaration > card component detail record.