Organization Hierarchy Models for the US
Before you begin creating organizational units, it's helpful to understand the organization hierarchy models supported by the US.
Defining and configuring organizations for the US consists of multiple steps, which you must complete in the correct order. All of the following tasks are located in your implementation project.
You can amend these steps to suit your specific organization requirements.
There are many Oracle Cloud Human Capital Management for the United States documents to assist you. For further info, see the United States Information Center (2063588.2) on My Oracle Support.
What you want to do |
How you do it |
---|---|
Before you begin |
Make sure you have:
|
Define your legal entities |
Use the Legal Entities task. For further info, see Define Legal Entities for the US in the Help Center. |
Configure your legal entities |
Use the Legal Entity HCM Information task.
For further info, see Define Legal Entities for the US in the Help Center. |
Create organization calculation cards for your legal entities |
Use the Legal Entity Calculation Cards task to:
For further info, see Configure Organization Calculation Cards for the US in the Help Center. |
Define your legal reporting units (LRUs) |
Use the Define Legal Reporting Units for Human Capital Management task. For further info, see Overview of Legal Reporting Unit Configuration for the US in the Help Center. |
Configure your LRUs |
Use the Legal Reporting Unit HCM Information task to:
For further info, see Overview of Legal Reporting Unit Configuration for the US in the Help Center. |
Create organization calculation cards for your LRUs |
Use the Legal Reporting Unit Calculation Cards task to:
For instructions on defining courtesy tax withholding rules, see Oracle Fusion HRMS (US): Courtesy Tax Implementation (2138998.1) on My Oracle Support. For further info, see Configure Organization Calculation Cards for the US in the Help Center. |
Configure your LRU registrations |
Use the Legal Reporting Unit Registrations task to:
For further info, see Overview of Legal Reporting Unit Configuration for the US in the Help Center. |
Define the contacts for your legal entities |
Use the Legal Reporting Units task. Different contact types are used for different purposes. For example, HR report processes use the contact details for a person with HR representative role. Payroll report processes use the Payroll Tax representative or Payroll representative roles. The HR Reporting processes use contact details for reporting from the TRU associated with a legal employer. For further info, see Overview of Legal Reporting Unit Configuration for the US in the Help Center. |
Identify reporting establishments |
Identify an existing TRU as a reporting establishment using the Reporting Establishments task. You can also identify an LRU as a reporting establishment as you define it through the Legal Reporting Unit HCM Information task. For further info, see Options for Identifying Legal Reporting Units as Reporting Establishments in the Help Center. |
- Configure Organization Calculation Cards for the US
- Define Legal Entities for the US
- Jurisdictions for the US
- Options for Identifying Legal Reporting Units as Reporting Establishments
- Overview of Legal Reporting Unit Configuration for the US
- Create Legal Entities, Registrations, and Reporting Units
- United States Information Center