Prerequisite Tasks for Payroll Setup for the US
The Define Payroll task list in your implementation project contains most of the set up tasks required for payroll processing. However, you must first complete the required common application configuration tasks.
You may have already done some of these tasks because other HCM applications require them. Revisit these tasks to address any payroll-specific requirements, such as creating tax reporting units (TRUs).
Perform the prerequisite tasks in these task lists within Define Common Applications Configuration for Human Capital Management.
What you need to do |
How you do it |
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Select the correct product for each of your legislations and ensure that the appropriate features work correctly in your implementation |
Use the Define Features by Country or Territory task. |
Install and load Vertex geography and tax info data files |
Run the following tasks.
For further info, see the following in the Help Center.
|
Verify predefined geographies, and define any additionally required local geographies |
Use the Geographies task. For further info, see the following in the Help Center.
|
Define your HCM enterprise structures |
This includes defining your legal jurisdictions, payroll statutory units (PSUs), TRUs, and so on. |
For further info, see the following sections.
Define Features by Country or Territory
Use the Manage Features by Country or Territory task to select the correct product type and ensure that the appropriate features work correctly in your implementation. These settings control the availability of payroll-related features, such as element templates, and address style and address validation rules used in processes and reports.
For further info, see Country Extensions for the US in the Help Center.
Define Enterprise Structures for HCM
Complete tasks in the task lists shown in this table.
What you need to run |
What it does |
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Define Legal Jurisdictions and Authorities for HCM |
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Define Legal Entities for HCM |
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Define Legal Reporting Units for HCM |
For further info, see Overview of Legal Reporting Unit Configuration for the US in the Help Center. |
Define Business Units for HCM |
Create business units that you can use to perform one or more business functions. |
Define Chart of Accounts for Enterprise Structures |
Create business units that you can use to perform one or more business functions. |
Define Accounting Configurations for HCM |
Create charts of accounts, ledgers, and accounting calendars. When you create a bank for a payment source, you must select a legal entity that's assigned to a ledger for the associated legislative data group. Payroll costing also requires these financial components. |
- Country Extension Options for the US
- Geography Validation for the US
- How Payroll Statutory Units, Legal Employers, and Tax Reporting Units Work Together for the US
- Legislative Data Groups for the US
- Load Payroll Tax Info for the US
- Manage Geography Info for the US
- Organization Hierarchy Models for the US
- Payroll Setup Tasks for Financials