Sync Calculation Cards for the US
Your employees' payroll and HR data is interconnected and shared across tasks. Normally, when you make a change in one area, a sync process automatically makes the appropriate updates everywhere else.
These are the cases where you must manually sync the employee's Tax Withholding Card.
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You have updated a location's political subdivision (PSD) code on the location's Work Tax Jurisdictions section through the Locations task.
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You have disabled the automatic sync but want to update the employee's school district with the derived info from their Tax Jurisdictions card.
In these cases, run this process to update your employees' tax cards after making changes.
When you run this process manually, it updates only your latest changes. It doesn't update historical data.
Run this process whenever you make changes to a person's address data and you have disabled the automatic sync process.
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From My Client Groups, click Payroll.
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Click Submit a Flow.
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Enter your US legislative data group (LDG).
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Search for and select Sync Calculation Cards.
Process parameters
Mode
Select the action you want the process to take.
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Sync local jurisdictions
Copies the derived tax local jurisdiction info from the person's Tax Jurisdictions card to the appropriate regional components of their Tax Withholding card.
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Sync Pennsylvania work PSD codes
Updates the person's work Pennsylvania subdivision (PSD) code based on their location data. Use this mode whenever you make changes to the PSD code on location's work tax jurisdiction info.
Calculation Card
Select Employee Withholding Certificate.
Payroll Statutory Unit
To sync calculation cards for employees in a specific payroll statutory unit (PSU), select it here.
Leave blank to run for employees in all PSUs.
Tax Reporting Unit
To sync calculation cards for employees in a specific tax reporting unit (TRU), select it here.
Leave blank to run for employees in all TRUs.
Payroll
To sync calculation cards for employees attached to a specific payroll definition, select it here.
Leave blank to run against all definitions.
Person
To sync calculation cards for a specific person, select them here. If the person has multiple payroll relationships, this process syncs the cards attached to all of them.
Leave blank to run against all employees.
Payroll Relationship
To sync calculation cards for a specific payroll relationship, select it here.
Leave blank to run against all employees and all their payroll relationships.
Process Configuration Group
Select the process configuration group if you have defined one. Use a process configuration group to provide sets of processing parameters, primarily related to logging and performance. If you don't select a process configuration group, the process uses the parameters in the default group.