Set the SECURE 603 evaluation level

The SECURE 603 evaluation level defines how your organization's employer identification numbers (EINs) map to your Oracle Fusion hierarchy.

• Payroll statutory unit (PSU)

• Tax reporting unit (TRU)

• Tax group

To set the evaluation level:

1. Start the Legal Entity Calculation Cards task.

2. Open the PSU organization calculation card for editing.

   Overrides on the Legal Reporting Unit Calculation Card aren't supported for SECURE 603 processing. If values at a lower-level exist, the process ignores them.

3. Select the Benefits component.

4. Select the SECURE 603 High Earner Evaluation Level value that best matches your EIN configuration.

   The default is the PSU.