Oracle Cloud Human Capital Management for the US - Implementation and Use Guide (HR and Payroll) - Release 12

Sep 19, 2026

Oracle Cloud Human Capital Management for the US Implementation and Use Guide (HR and Payroll) Release 12 provides end-to-end guidance for configuring and operating US localization in Oracle Cloud HCM. It covers organizational and payroll foundations, effective dates, calculation cards, tax rules, geographies, legal entities and reporting units, and employee/workforce structures. The guide also explains payroll processing, taxation workflows, document delivery and security setups, and state-specific topics such as SUI, FUTA, and Pennsylvania local earned income tax.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages100

Reading Time35 min

AccessFree to download

Overview

Reference Information

United States

Global Human Resources

Global Payroll Interface

Global Payroll

General

Effective Dates

Calculation Cards

Organization Structures

Enterprises

Implementation Projects

Product Extension Parameter

Oracle Cloud Human Capital Management for the US Implementation and Use Guide (HR and Payroll) Release 12 O RAC L E W H IT E PA P E R | D EC E M B E R 2 0 1 7 Table of Contents Table of Contents 0 Overview 1 Reference Information 1 United States 1 Global Human Resources 1 Global Payroll Interface 1 Global Payroll 2 General 2 Effective Dates 2 Calculation Cards 3 Organization Structures 4 Enterprises 4 Implementation Projects 4 Product Extension Parameter 5 Product Extension Management 5 Address Validation 5 Address Style and Settings 6 Geographies 6 Loading Geographies 6 Verifying Geographies 6 Configuring State Display Properties 7 Running the Load Geography Information and Load Payroll Tax Information Processes 7 Load Payroll Tax Information 7 Defining Address Style Format Mapping for United States 8 Viewing Geocodes for a Geography 8 Manually Adding a Geography 9 Changing the Address Field Display Sequence 10 Enterprise Structures 11 Legal Addresses 11 Legislative Data Groups 11 Jurisdictions 11 Viewing Jurisdictions 12 Creating Jurisdictions for Local Taxes 12 Legal Entities 13 Legal Employers and Payroll Statutory Units 13 Legal Reporting Units and Tax Reporting Units 13 Organization Structure Models Supported by the US Localization 14 Creating Legal Entities 15 Identifying the LDG 15 Additional Reporting Information for Legal Employers and PSUs 15 Legal Entity Calculation Cards 17 Creating the Calculation Card 17 Creating Federal Tax Rules 17 Creating Regional Tax Rules 18 Legal Reporting Units 18 Contact Details 18 Registrations 20 HCM Information 21 Reporting Establishments 22 Calculation Cards 23 State Unemployment Insurance Rate 23 Withholding PA Resident Tax for Non-PA Work Locations 24 Business Units 25 US Territory Configuration 25 Legal Addresses 25 Legal Reporting Units 25 Tax Reporting Units 25 Employee Withholding Certificate for Guam 25 Deduction Elements for Puerto Rico 26 Puerto Rico Young Entrepreneurs Act 26 Workforce Structures 26 Managing Workforce Structures 26 Locations 26 Departments 28 Grades 28 Jobs 29 Banking Setup 29 Configuring Employee Options for Bank Details 30 Defining Banks 30 Defining Bank Branches 30 Defining Bank Accounts 30 Defining Organization Payment Methods 31 Configuring Prenotes 32 Payroll Configuration 32 Consolidation Groups 32 Payroll Definitions 33 Elements and Element Templates 34 Indirect Elements 36 Results Elements 36 Retroactive Elements 36 Element Eligibility 37 Base, Results, and Retroactive Elements 38 Multiple Eligibility Records for an Element 39 Eligibility Definition Worked Example 39 Predefined Employee and Employer Tax Elements 39 Secondary Element Classifications 41 Domestic Partner Secondary Classifications 41 Salary Basis 41 Gross-up Earnings 42 Overtime Earnings 43 Involuntary Deductions 43 Deferred Compensation 43 Supported Deferred Compensation Plans 43 Contribution Limits 43 Balance and Feed 43 Wage Basis Rules 44 Viewing Wage Basis Rules 44 Creating Wage Basis Rules 44 Editing Wage Basis Rules 46 Document Delivery Preferences 46 Person-Level Overrides 46 Document Delivery Preference Configuration 47 Process Configuration Group 47 Process Configuration Group for Forms W-2 and 1095-C 47 Employee Management 47 Configuring Disabilities 48 Hiring a Worker 48 Verifying Employee New Hire Status in Work Relationship Details 49 Maintaining Person and Employment Information 50 Maintaining Person Information 50 Maintaining Employment Information 50 Adding a Second Assignment 50 Employee Security: Roles, Duties and Privileges 51 Creating Custom Security Roles and Duties 51 Employee Roles Within Portrait Access 51 Smart Navigation 51 Employee Management of Document Print Preferences in My Portrait 51 Payroll Processing 51 Taxati

FAQs

What scope does the US HCM implementation guide cover?

It focuses on US localization for HR and payroll, including organizational structures, calculation cards, tax rules, geographies, workforce structures, and payroll processing workflows.

Which configuration areas are emphasized for US payroll and taxation?

The guide covers global and US-specific payroll setup, taxation within cloud payroll, tax card creation, wage and withholding rules, and overrides and troubleshooting for local taxes.

How does the guide structure implementation topics for operational use?

It organizes content into overview and reference information, then proceeds through implementation elements like geographies and legal entities, followed by payroll configuration and processing, and concludes with processing considerations and employee-related workflows.

Sep 19, 2026

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