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.
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Tax Withholding
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Tax Withholding for Pensions and Annuities
For further info, see HCM Experience Design Studio in the Help Center.
To do this, you must:
- Create a sandbox with HCM Experience Design Studio enabled.
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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.
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From the Navigator, expand Configuration and click Sandboxes.
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Click Create Sandbox.
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Enter a name for your sandbox.
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Select these names as Active.
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Flexfields
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HCM Experience Design Studio
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Page Composer
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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.
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In Tools, click HCM Experience Design Studio.
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Select the Global Calculation Card action.
Don't select Calculation Cards.
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In Rules, click Add.
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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.
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Tax Withholding
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Tax Withholding for Pension and Annuity Payments
Calculation Component
Select the component you're editing.
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Federal Taxes
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State Taxes
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County Taxes
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City Taxes
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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.
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Reference 1: State
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Reference 2: County
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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
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Payroll administration
Leave blank to apply to both.
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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.
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Define what calculation component fields are visible to the user and which are required or optional.
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When finished, click Save and Close.
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Once you have completed your updates in the sandbox, you can publish them to your production environment.