GLOBAL UPTAKE: CONTEXT VALIDATION

We have enhanced the HCM Data Loader validation rules to include context checks when performing these kinds of uploads.

Balance adjustment
Balance initialization
Calculation card components

We have added these validations.

Upload Type	Validation
Balance adjustment	Payroll Tax reporting unit (TRU) Calculation component State, county, city, and school district Third-party payee (TPP) Year-end form
Balance initialization	Payroll TRU State, county, city, and school district TPP Year-end form
Tax Withholding card	TRU State, county, and Pennsylvania Political Subdivision (PSD)
Tax Withholding for Pension and Annuity Payments card	TRU State, county, and Pennsylvania PSD
Reporting Information card	TRU Payroll
Calculation Rules for Tax Reporting and Payroll Statutory Unit organization card	State, county, and city

This feature provides context validation of data and allows customers to address errors proactively instead of having to correct data at a later time, such as year-end.

For example, many United States balances require the State context during balance initialization. Without it, year-end reporting would be incorrect.

Steps to Enable

You don't need to do anything to enable this feature.

Key Resources

For further info, see the following in My Oracle Support.

Balance Adjustments (MOS ID 1600728.1)
Balance Initialization (MOS ID 1912298.1)

See the following in the Help Center.