View Balance Results

Use the responsive Balance Results page to view balance results of payroll processes, such as payroll calculation, QuickPay, payroll reversal, balance adjustment, and balance initialization.

The responsive Balance Results page includes these features to enable you view the balance results.

• Use the Search option to search the results by balance name, balance group, dimension name, or amount. You can use these operators to search for a specifi balance amount.
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    If you have entered a search criteria that isn't appropriate, a warning message displays asking you to enter valid search criteria for balance name, balance group or amount.

• Use the Sort option to sort the results by balance name.
• Use the Process Switcher to navigate away from the process you are currently viewing and view the balance results for another process that you have run for the employee. The same set of balances are searched in the new process as was done in the previous process. You don’t have to specify the search criteria all over again.
• Expand a balance row to view the calculation breakdown and tax reporting unit for the balance.
• Expand Process Details at the top of the page to view the Payroll Flow Name, Date Earned, Period Start date, Period End Date Payroll and other related details. This region is collapsed by default.
• Use the Actions button to navigate to the Adjust Balances page.
• Filter by dimension level or dimension period if you are searching by a balance name.
• Use the Export feature to export payroll balance results for an employee into a file, such as a Microsoft Excel Workbook File. The Export feature supports the following:
  • The Microsoft Excel report includes a separate column for each attribute and label supported by the list view on the responsive Balance Results page. The order of the columns on the report is the same as the order of the attributes within each row on the Balance Results page.
  • The report shows the same filtered values as that shown on the Balance Results page. For example, if you have filtered the information on the Balance Results page based on Balance Name or Balance Group Name, the exported worksheet includes the same information as shown on the filtered Balance Results page.
  • Any attributes that are hidden on the page aren’t included in the report. The sort order of the rows on the page is the same as the sort order of the rows on the report.
  • The balance result only supports export of collapsed view. This is because the expanded view is dynamic and displays information based on the selection.