📍 Sync Calculation Cards in Oracle Fusion HCM: Keeping U.S. Payroll Data Accurate and Aligned

In Oracle Fusion Cloud HCM, payroll and HR data are tightly interconnected—and most of the time, that’s a good thing. When you make changes to a person’s work location, tax status, or assignment, the system usually triggers an automatic sync to update the relevant tax cards and calculation data.

But what happens when you’ve disabled automatic syncing—or need more control over what gets updated?

That’s where the Sync Calculation Cards process comes in.

---

🧾 What is the Sync Calculation Cards Process?

The Sync Calculation Cards feature is a manual process that ensures your employees’ tax cards (specifically the Employee Withholding Certificate) are accurately updated after making changes to key data points—such as:

• 📍 Work location updates

• 🏢 Payroll statutory unit (PSU) changes

• 🧾 Tax reporting unit (TRU) realignments

• ⚙️ Payroll definition modifications

🔁 This process only updates the latest changes and does not backdate or adjust historical information.

---

🛠️ When Should You Run It?

You should run Sync Calculation Cards whenever:

• 🔧 You’ve disabled automatic sync.

• 🧍 You need to manually update tax cards for one or more employees after a data change.

• 🧾 You’ve made changes to Employee Withholding Certificates, addresses, or payroll units and want to ensure the system reflects them correctly.

---

🚀 How to Run Sync Calculation Cards

1. Navigate to:
   My Client Groups > Payroll > Submit a Flow

2. Select Your Legislative Data Group (LDG):
   Choose your U.S. LDG to access U.S.-specific parameters.

3. Search for and Select:
   Sync Calculation Cards

   

---

✅ Key Parameters You Can Configure:

• Calculation Card:
  Choose Employee Withholding Certificate

• Mode:
  Select Default Primary Address and State of Disability and Unemployment
  (To update SUI, SDI, and work location on tax cards)

• Payroll Statutory Unit (PSU):
  To update employees within a specific PSU only.

• Tax Reporting Unit (TRU):
  Narrow the sync to a specific TRU, if needed.

• Payroll:
  Target a particular payroll definition or leave blank for all.

• Person:
  Sync tax cards for a specific employee. Automatically includes all their payroll relationships.

• Payroll Relationship:
  For syncing specific payroll relationships.

• Process Configuration Group:
  Choose a config group if defined (for custom performance or logging settings).

---

💡 Best Practices

• ✔️ Run this after bulk location or assignment changes, especially if syncing is disabled.

• 📅 Schedule periodic manual syncs if your business disables automatic syncing as a policy.

• 🛡️ Use the Process Configuration Group to optimize logging and control resource use.

---

📌 Final Thoughts

Oracle’s Sync Calculation Cards process ensures tax card accuracy and payroll compliance, especially when automation is turned off or custom processes require manual intervention. While subtle, this feature plays a crucial role in preventing tax calculation errors and maintaining data integrity across your HCM system.

For organizations managing complex payrolls across multiple states and jurisdictions, manual sync flexibility is essential—and this process delivers exactly that.