📥 Upgrading Employees to the Enhanced U.S. Tax Withholding Card in Oracle Fusion HCM

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As Oracle continues to improve usability and functionality in Fusion Cloud HCM, one key upgrade is the Enhanced User Interface for the U.S. Employee Tax Withholding Card. This modernized view provides better navigation, easier data entry, and expanded functionality—especially for managing local tax jurisdictions.

If your organization implemented Fusion HCM before Release 18C, you’ll need to manually enable and migrateemployees to this enhanced experience.

Here’s how to do it safely and efficiently.

🆕 What’s New with the Enhanced Tax Withholding Card?

  • Streamlined user experience

  • Support for updated local income tax withholding logic

  • Better compatibility with automated jurisdiction detection

  • Prepares the system for future enhancements in U.S. payroll processing

⚙️ How to Enable the Enhanced Interface

First, test these steps in a non-production environment. Once validated, replicate the steps in your live system.

Step 1: Update Payroll Process Configuration

  1. Go to Setup and Maintenance.

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

  3. Select the Default Group.

  4. Search for the parameter:
    Create DIR Card using Global UI

  5. Enter the following values

    ORA_CIR_ENHANCED ENHANCED_RESOLVER ENHANCED

  6. Click Done.

  1. 🧾 Step 2: Load Local Tax Data

    To ensure proper city and county tax withholding under the enhanced UI:

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

    2. Under Geographic Category, select:

      • County

      • City

🔄 Step 3: Migrate Employees to the New Tax Card

You can perform the migration in two ways:

✅ For All Employees:

Run the Sync Calculation Cards process.
Set the mode to:
Upgrade Employees to New Tax Card

⚠️ If you have a large workforce, schedule this during off-hours to reduce system load.

👤 For Individual Employees:

Navigate to My Client Groups > Calculation Cards.
Open the employee's Tax Withholding card.
Select Enhanced View.

📊 Step 4: Audit the Migration

After upgrading employees:

Run the Run Tax Card Migration Audit Report.
This report compares old and new tax card data for validation and compliance tracking.

🎯 Key Benefits

🖥️ Modern, streamlined UI simplifies payroll operations.
🧾 Improved tax accuracy, especially with local jurisdictions.
🔄 Smooth migration tools for both bulk and individual upgrades.
🔐 Compliance-ready interface with support for new tax rules and automation.

📌 Final Thoughts

The Enhanced Tax Withholding Card UI is more than a visual upgrade—it lays the foundation for accurate, flexible, and future-proof payroll processing. For organizations that implemented Oracle Fusion HCM before Release 18C, upgrading is a smart move that ensures you're aligned with Oracle’s latest innovations in U.S. payroll.

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