Set Up Automatic Association of Tax Reporting Unit for Employees

You can set up event enabled lookups that trigger the automatic association of the appropriate Tax Reporting Unit (TRU) for an employee.

Auto TRU Association derives and associates the appropriate TRU for an employee without manual intervention. The event-enabled lookups determine when automation runs, and component-specific value sets determine which TRU is returned.

Before you start

• Enable AUTO_TRU_ON_HIRE_GT when auto association is required for New Hire and GT events.
• Enable AUTO_TRU_ON_LOC_CHANGE when auto association is required for Location Change events.
• Create a value set for each TRU component to be automated.
• Add the component lookup code and set its meaning to the corresponding value-set name.

Navigation: Navigator > My Enterprise > Setup and Maintenance > Tasks > Search > Manage Lookups

Here's what to do

1. Configure the following lookup codes in the lookup type ORA_HRX_IN_PAY_OVERRIDE

   Lookup Code	Lookup Meaning
   AUTO_TRU_ON_HIRE_GT	ENABLED_AUTO_TRU_HIRE: Enables auto TRU association for new hire and global transfer events.
   AUTO_TRU_ON_LOC_CHANGE	ENABLED_AUTO_TRU_LOC: Enables auto TRU association for location change events.

2. Create a lookup entry for every TRU component that needs to be automated. The lookup meaning must be the exact name of the value set you've created. Each value set query must return the TRU mapped to the relevant component.

   Lookup Code	Lookup Meaning
   PROFESSIONAL_TAX_TRU_VS	Professional Tax TRU value set name
   INCOME_TAX_TRU_VS	Income Tax TRU value set name
   PROVIDENT_FUND_TRU_VS	Provident Fund TRU value set name
   ESI_TRU_VS	ESI TRU value set name
   LWF_TRU_VS	LWF TRU value set name
   NPS_TRU_VS	NPS TRU value set name

3. You need to design the TRU value-set query using any combination of the available runtime inputs that include:
   • LEGISLATIVE_DATA_GROUP_ID
   • PERSON_ID
   • PSU_ID
   • ASSIGNMENT_ID
   • LOCATION_ID
   • PAYROLL_RELATIONSHIP_ID

   The query needs to return the TRU applicable to the employee and effective-date context.
   Here's an example that derives the Income Tax TRU using the organization, PSU, establishment, legal entity, and the effective-date information.

   Definition Attribute	Configured Value
   Value Column Name	xbp.NAME
   ID Column Name	orgStab.ORGANIZATION_ID
   Order By Clause	xbp.EFFECTIVE_FROM DESC

   FROM Clause
   XLE_ETB_PROFILES xbp,
   XLE_ENTITY_PROFILES xnp,
   HR_ALL_ORGANIZATION_UNITS_F_VL orgStab,
   HR_ALL_ORGANIZATION_UNITS_F_VL orgPsu,
   hr_organization_information_f orgInfo,
   HR_ORG_DETAILS_BY_CLASS_V orgDtls
   

   WHERE Clause
   xbp.ESTABLISHMENT_ID = orgStab.ESTABLISHMENT_ID
   AND nvl(fnd_date.canonical_to_date(:{PARAMETER.EFFECTIVE_DATE}),sysdate)
       BETWEEN orgStab.EFFECTIVE_START_DATE AND orgStab.EFFECTIVE_END_DATE
   AND xnp.LEGAL_ENTITY_ID = xbp.LEGAL_ENTITY_ID
   AND orgPsu.LEGAL_ENTITY_ID = NVL(xnp.PARENT_PSU_ID, xnp.LEGAL_ENTITY_ID)
   AND nvl(fnd_date.canonical_to_date(:{PARAMETER.EFFECTIVE_DATE}),sysdate)
       BETWEEN orgPsu.EFFECTIVE_START_DATE AND orgPsu.EFFECTIVE_END_DATE
   AND orgInfo.ORGANIZATION_ID = orgStab.ORGANIZATION_ID
   AND orgInfo.ORG_INFORMATION1 = 'HRX_IN_IT'
   AND nvl(fnd_date.canonical_to_date(:{PARAMETER.EFFECTIVE_DATE}),sysdate)
       BETWEEN orgInfo.EFFECTIVE_START_DATE AND orgInfo.EFFECTIVE_END_DATE
   AND orgInfo.ORG_INFORMATION_CONTEXT = 'PER_TRU_TYPE'
   AND nvl(fnd_date.canonical_to_date(:{PARAMETER.EFFECTIVE_DATE}),sysdate)
       BETWEEN orgDtls.EFFECTIVE_START_DATE AND orgDtls.EFFECTIVE_END_DATE
   AND orgDtls.CLASSIFICATION_CODE = 'HCM_PSU'
   AND orgDtls.ORG_INFORMATION_CONTEXT = 'PER_PSU_PAYROLL_INFO'
   AND orgPsu.ORGANIZATION_ID = orgDtls.ORGANIZATION_ID
   AND orgPsu.ORGANIZATION_ID = :{PARAMETER.PSU_ID}
   

   Tip:

   • Confirm that the value set returns a valid TRU for the required PSU and effective-date combinations.
   • Validate automated association using representative employee events in a test environment.

Results:

For an enabled event, the value set returns the most recently effective TRU matching the employee's PSU and the supplied effective date. The process then creates the applicable TRU association automatically.