Understanding Employee Balance Records

This topic discusses:

  • A general description of employee balance records.

  • A list of record details.

Note:

Only the records and fields that need clarification or elaboration are described in detail.

Note:

If you begin using the system for the first time at the beginning of a quarter, you need only concern yourself with year-to-date (YTD) balances in most cases. However, for year-end processing, you should also convert check detail for employees in New York City, American Samoa, Guam, Puerto Rico, and Virgin Islands.