Implementing Payroll for the United States

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1 About This Guide
- Overview
2 Let's Get Started
- Implement Global Human Resources Cloud Payroll
- Setup Tasks for Implementing Payroll for the United States
- HCM Data Roles
  - Role Provisioning and Deprovisioning
  - Create HCM Data Roles for Global Payroll Implementation Users
  - FAQ for Payroll Data Roles
    - How do I provision HCM data roles to users?
- Security Profiles
- Date Effectivity
  - Overview
  - How You Delete Physical Records from Date-Effective Objects
- Setup Tasks
  - Generate the Setup Task List for HCM
- Responsive User Experience Setup
3 Understand Payroll Concepts
- Enterprise Structures
- Legislative Data Groups
  - Legislative Data Groups for the US
  - How do I set net pay thresholds for the US?
- Legal Entities
  - Legal Entities for the US
  - FAQ for Legal Entities
    - What's a legal employer?
    - Payroll Statutory Units
- Legal Reporting Units
  - Legal Reporting Units for the US
  - Plan Legal Reporting Units
  - How Payroll Statutory Units, Legal Employers, and Tax Reporting Units Work Together for the US
  - FAQ for Legal Reporting Units
    - What's a tax reporting unit?
- Examples of Enterprise Structures
  - Examples of HCM Organization Models for Payroll
- Jurisdictions and Legal Authorities
  - Jurisdictions for the US
  - Legal Authorities for the US
- Payroll Employment Model
  - Overview of Payroll Employment Model
  - Payroll Employment Hierarchy Profile Options
  - FAQ for Payroll Employment Model
    - How do I diagnose payroll employment model setup issues?
    - How do I diagnose payroll validation and setup issues
- Payroll Relationships
  - Payroll Relationships for the US
  - Payroll Relationship Rules for the US
  - FAQ for Payroll Relationships
    - When do I change the payroll relationship rules for an international legislation?
- Balances
- Earnings and Deductions
- Object Groups
  - Overview of Object Groups
4 Load Payroll Data Using Transformation Formula
- Data Loader
- Payroll Transformation Formula for HCM Data Loader
- Payroll Transformation Formula for HCM Spreadsheet Data Loader
  - Overview
  - Sample Payroll Transformation Formula for HCM Spreadsheet Data Loader
5 Understand Geographies and Address Styles
6 Understand Prerequisite Payroll Setup Tasks
7 Set Up Enterprises and Workforce Structures
8 Set Up Payroll Fundamentals
- Payroll Business Definitions
  - Payroll Business Definitions
- Profile Options
  - Overview of Profile Options
  - Create and Edit Profile Options
- Pay Frequency
- Consolidation Groups
  - Consolidation Groups
  - Examples of Using Consolidation Groups
- Payroll Definitions
  - Payroll Definitions
  - Manage Payroll Definitions
  - Salary Bases
  - Create Payroll Definitions
  - Time Card Required Option
  - FAQ for Payroll Definitions
    - Why doesn't my payroll definition appear in search results?
- Time Definitions
  - Use Time Definitions for Severance Pay
- Run Types
  - Run Types: Explained
- User-Defined Tables
- Diagnostic Reports
  - Diagnostic Tests for the US
  - Diagnose Setup Issues for the US
9 Set Up Fast Formulas
- Using Formulas
- Formula Errors
  - Formula Compilation Errors
  - Formula Execution Errors
10 Set Up Balances
- Balance Definitions
- Balance Groups and Usages
- Balance Exceptions
  - Balance Exceptions
  - Examples of Balance Exceptions
- Balance Exception Report
11 Set Up Pay Calculation Components
- Payroll Calculation Information
  - Payroll Calculation Info for the US
  - Examples of Payroll Calculation Info for the US
- Calculation Cards
- Federal and Regional Tax Configuration
  - Federal and Regional Taxes
  - Calculation Rules for Federal Taxes
  - Calculation Rules for Regional Taxes
  - How do I override tax calculation rules for the US?
  - How the Payroll Process Determines the Employee Work State
  - Federal Taxes
    - Federal Income Tax Look-Back Rule
    - Federal Unemployment Tax Act Calculations
  - Hours Worked for State Unemployment Insurance
    - How to Calculate Hours Worked from Balances for the US
    - How to Calculate Hours Worked from Run Results for the US
    - How to Track Weeks Worked for State Unemployment Reporting
  - State Courtesy Taxes
    - What are courtesy withholding taxes?
  - State Limit Taxes
    - What Are Limit Taxes
  - State Reciprocity Agreements
    - What Are State Reciprocity Agreements
  - State Unemployment Insurance
    - State Unemployment Insurance Tax
    - Limit Credits for State Unemployment Insurance
    - Wage Limits for State Unemployment Insurance
  - School District Taxes
    - School District Income Taxes
  - California Taxes
    - Voluntary Plan Disability Insurance
    - California Wage Plan Code
  - Colorado Taxes
    - Colorado Family and Medical Leave Insurance
    - Colorado Annual Withholding Allowance
  - Connecticut Taxes
    - Connecticut Paid Family and Medical Leave
  - Delaware Taxes
    - Delaware Paid Family and Medical Leave Insurance
  - Hawaii Taxes and Deductions
    - Hawaii Certified Disabled Person Exemptions
    - Hawaii Nonresident Military Spouse Exemptions
  - Indiana Taxes
    - Indiana County Income Taxes
  - Kentucky Taxes
    - Kentucky County Income Taxes
  - Maine Taxes
    - Maine Paid Family and Medical Leave Insurance
  - Maryland Taxes
    - Maryland State and County Tax Withholding
  - Massachusetts Taxes
    - Massachusetts Employer Medical Assistance Contribution
    - Massachusetts Paid Family and Medical Leave
  - Minnesota Taxes and Exemptions
    - Federal Loan Interest Assessment for Minnesota State Unemployment Insurance
    - Minnesota Tax Exemptions for Active and Retired Military
    - Minnesota Tax Exemptions for Military Spouses
    - Minnesota Tax Exemptions for Native Americans
  - Missouri Tax Exemptions
    - Missouri State Tax Reduced Withholding
  - Nebraska Taxes
    - Nebraska Special Income Tax Withholding
  - New Jersey Taxes
    - New Jersey Disability Insurance
    - New Jersey Family Leave Insurance
  - New York Taxes
    - New York City Taxes
    - New York Family Leave Insurance
  - Ohio Taxes
    - When does an employee need to provide an Ohio school district for tax calculation?
  - Oregon Taxes
    - Eugene Oregon Community Safety Tax
    - Oregon Multnomah County Tax
    - Oregon Paid Leave
    - Oregon Portland Metro Tax
    - Oregon Transit Tax
  - Pennsylvania Taxes
    - How do I configure Pennsylvania local taxes?
    - How do I configure Pennsylvania local Earned Income Tax?
    - Pennsylvania Local Services Tax
    - Pennsylvania Tax Exemptions
    - How the Payroll Process Determines Pennsylvania Political Subdivision Codes
  - Puerto Rico Taxes and Tax Exemptions
    - Puerto Rico State Unemployment Special Assessment Tax
    - Puerto Rico Young Entrepreneurs Act
  - Vermont Taxes
    - Vermont Child Care Contribution
  - Washington Taxes
    - Washington Long-Term Care
    - Washington Paid Family Leave
  - Washington DC Taxes
    - Washington DC Paid Family Leave
  - FAQs for Federal and State Taxes
    - How do I set employee tax exemption for state reciprocity?
    - How can I exempt a military spouse from state income tax?
    - How can I identify statutory employees?
    - How can I mark an individual employee as exempt from federal, state, or local taxes?
- Calculation Value Definitions
- Wage Basis Rules
- Tax Calculation Methods
- Rate Definitions
- Examples of Rate Definitions
- Values Defined by Criteria
  - Overview of Values Defined by Criteria
  - Examples of Manage Values Defined by Criteria
- Examples of Values Defined By Criteria
- Payroll Event Groups
  - Overview of Payroll Event Groups
- Element Proration
- Periodicity
  - Periodicity Conversion
- Retroactive Pay
  - How Retroactive Pay Is Calculated
  - Add a Retroactive Event Notification Manually
- FAQs for Pay Calculation Components
12 Set Up Elements
13 Set Up Costing
- Payroll Costing of Elements for the US
- Distributed Costing
14 Set Up Payment Methods
- Organization Payment Methods
- Personal Payment Methods
- Third-Party Payment Methods
- Reprocess Rejected EFT Payments
  - Overview
  - Object Group HCM Data Loader Files for Bank Reprocessing
- Direct Deposits
  - Direct Deposit for the US
- Payslips and Checks
- International Payment Processing
- FAQ for Payment Methods
  - What's the International Transfer payment type?
  - How can I display employee work location and department on their payslip or check?
15 Set Up Payroll Flow Patterns
- Flow Patterns
- Checklist and Flow Tasks
- Flow Security Profiles
  - Flow Security and Flow Owners
  - Examples of Flow Pattern Security Profiles
- Add a BI Publisher Report to a Flow
- Create a Flow within a Flow
- Account Number Masking in Payroll Reports
  - Account Number Masking in Payroll Reports
  - How Account Number Masking in Payroll Reports Work
- Multiple Instances of a Flow
  - Multiple Instances of a Flow
  - Generate Archive End-of-Year Payroll Results Process for Multiple PSUs
- FAQs for Payroll Flow Patterns
16 Set Up Payroll Process Configuration
- Payroll Process Configuration Groups
- Parameters
- FAQ for Payroll Process Configuration
  - How can I improve performance and troubleshoot flows?
- Restrict Payroll Processing
- Expedited Processing
17 Set Up Auditing and Data Validation
- Auditing Business Objects
- Data Validation
  - Validation Report for Payroll for the US