Enable the Employee Tax Withholding Card

The employee Tax Withholding card has both an original and enhanced user interface.

If your implementation occurred after Release 18C, this user interface is available automatically.

If you implemented before Release 18C, perform the following steps to enable it. Perform these steps first in a test environment before doing them in production.

1. Search for and start the Payroll Process Configuration task.

2. Select Default Group.

3. Search for the Create DIR Card using Global UI parameter, and enter:

   ORA_CIR_ENHANCED ENHANCED_RESOLVER ENHANCED

4. Click Done.

5. Apply overrides for local income tax withholding calculations.

   1. Run the Load Payroll Tax Information for US flow.

   2. Select both County and City tax district as the Geographic Category.

   For further info, see Load Payroll Tax Info for the US in the Help Center.

6. To migrate all employees, use the Sync Calculation Cards ESS process in Upgrade Employees to New Tax Card mode. Depending on the number of your employees, consider running this process during off-hours to limit system impact.

   To migrate individual employees, open their Tax Withholding card in the Calculation Cards task and select Enhanced View.

7. Run the Run Tax Card Migration Audit Report to verify the old and new tax card values.

Note:

Once you're using the new interface, use HSDL to perform any future mass updates.