1. Administering Payroll for Canada End-of-Year Processing
  2. Set the Scope

Set the Scope

Before you perform any operation on the legal entity, first set the scope for the tasks.

It can be a legal entity or a payroll statutory unit (PSU), if designated as such in payroll, or the legal reporting unit (or TRU in payroll). This sets the PSU and TRU to the appropriate entity for the task itself so you can perform any operations for them. For example, before you update the interface rules or add registrations, set the scope to the PSU or TRU you're working with.

Note:

If the scope is already set for the task, the Scope column displays the TRU or PSU name.

To set the scope for the PSU:

  1. Navigate to the following:

    • Work Area: Setup and Maintenance

    • Offering: Workforce Deployment

    • Task: Define Legal Entities for Human Capital Management

  2. Click Define Legal Entities for Human Capital Management task to expand the entry and display a list of related tasks.

  3. Click the Select Scope link for the Manage Legal Entities task or any other task for the legal entity.

  4. In the Select Scope window, select Manage Legal Entity.

  5. In the Legal Entity field, select Select and Add and click Apply and Go to Task.

  6. In the Select and Add: Manage Legal Entity page, search for and select the appropriate PSU.

  7. Click Save and Close twice.

The Scope column on the tasks list page displays the name of the PSU you selected as the scope for the tasks related to the legal entity.

To set the scope for the TRU:

  1. Navigate to the following:

    • Work Area: Setup and Maintenance

    • Offering: Workforce Deployment

    • Task: Define Legal Entities for Human Capital Management

  2. In the search area, enter Define Legal Entities and click Search.

  3. Click Define Legal Entities for Human Capital Management task to expand the entry and display a list of related tasks.

  4. Click the Select Scope link for the Manage Legal Reporting Units task or any other task for the legal reporting unit.

  5. In the Select Scope window, select Manage Legal Reporting Unit.

    The Legal Entity window displays the PSU you selected in the previous task, or the name of the PSU that the scope is currently set to.

  6. In the Legal Reporting Unit field, select Select and Add and click Apply and Go to Task.

  7. In the Select and Add: Manage Legal Reporting Unit page, search for and select the appropriate TRU.

  8. Click Save and Close twice.

The Scope column on the tasks list page displays the name of the TRU you have selected as the scope for the tasks related to the legal reporting unit.