In this example, you create balance initialization records to initialize social
insurance balances for India.
Load the Initialize Balance Batch Header
Use the InitializeBalanceBatchHeader.dat file to create the batch header.
METADATA|InitializeBalanceBatchHeader|BatchName|UploadDate|LegislativeDataGroupName
MERGE|InitializeBalanceBatchHeader|BALANCE_INIT_SOCIAL_INS|2023/08/01|ZHRX_IN_LDG
Load the Initialize Balance Batch Lines
In the following example, several balances are being initialized for the same
employee. The employee is identified by their payroll relationship number,
employment terms number and assignment number.
| Attribute |
Value |
| PayrollRelationshipNumber |
966169008890480 |
| TermNumber |
ET966169008890480 |
| AssignmentNumber |
E966169008890480 |
The employee’s payroll and tax reporting unit must also be specified on every
initialize balance line.
| Attribute |
Value |
| PayrollName |
IN MONTHLY PAYROLL 2021 |
| TaxUnitName |
|
Load these details to initialize the Employer LWF Contribution balance
to:
| Attribute |
Value |
| LineSequence |
1 |
| BalanceName |
Employer LWF Contribution |
| DimensionName |
Relationship Organization Tax Year to Date |
| Value |
40 |
| ContextOneName |
Organization ID |
| ContextOneValue |
300100564984701 |
Load these details to initialize the Employee LWF Contribution balance
to:
| Attribute |
Value |
| LineSequence |
2 |
| BalanceName |
Employee LWF Contribution |
| DimensionName |
Relationship Organization Tax Year to Date |
| Value |
20 |
| ContextOneName |
Organization ID| |
| ContextOneValue |
300100564984701 |
Load these details to initialize the Employer NPS Contribution balance
to:
| Attribute |
Value |
| LineSequence |
3 |
| BalanceName |
Employer NPS Contribution |
| DimensionName |
Relationship Organization Tax Year to Date |
| Value |
1800 |
| ContextOneName |
Organization ID |
| ContextOneValue |
300100590461999 |
Load these details to initialize the Employee NPS Tier 1 Contribution balance
to:
| Attribute |
Value |
| LineSequence |
4 |
| BalanceName |
Employee NPS Tier 1 Contribution |
| DimensionName |
Relationship Organization Tax Year to Date |
| Value |
2200 |
| ContextOneName |
Organization ID |
| ContextOneValue |
300100590461999 |
Load these details to initialize the Employee NPS Tier 2 Contribution balance
to:
| Attribute |
Value |
| LineSequence |
5 |
| BalanceName |
Employee NPS Tier 2 Contribution |
| DimensionName |
Relationship Organization Tax Year to Date |
| Value |
1600 |
| ContextOneName |
Organization ID |
| ContextOneValue |
300100590461999 |
Load these details to initialize the NPS Computation Salary balance
to:
| Attribute |
Value |
| LineSequence |
6 |
| BalanceName |
NPS Computation Salary |
| DimensionName |
Relationship Organization Tax Year to Date |
| Value |
30000 |
| ContextOneName |
Organization ID |
| ContextOneValue |
300100590461999 |
Load these details to initialize the ESI Eligible Salary balance to:
| Attribute |
Value |
| LineSequence |
7 |
| BalanceName |
ESI Eligible Salary |
| DimensionName |
Relationship Last April 1 Month |
| Value |
18000 |
| ContextOneName |
|
| ContextOneValue |
|
Load these details to initialize the Employee PF Contribution balance
to:
| Attribute |
Value |
| LineSequence |
8 |
| BalanceName |
Employee PF Contribution |
| DimensionName |
Relationship Organization Tax Year to Date |
| Value |
5000 |
| ContextOneName |
Organization ID |
| ContextOneValue |
300100552708841 |
Load these details to initialize the Employee Voluntary PF Contribution
balance to:
| Attribute |
Value |
| LineSequence |
9 |
| BalanceName |
Employee Voluntary PF Contribution |
| DimensionName |
Relationship Organization Tax Year to Date |
| Value |
6000 |
| ContextOneName |
Organization ID |
| ContextOneValue |
300100552708841 |
Load these details to initialize the Employee PF Contribution Arrears balance
to:
| Attribute |
Value |
| LineSequence |
10 |
| BalanceName |
Employee PF Contribution Arrears |
| DimensionName |
Relationship Organization Tax Year to Date |
| Value |
7000 |
| ContextOneName |
Organization ID |
| ContextOneValue |
300100552708841 |
Load these details to initialize the Employee Voluntary PF Contribution
Arrears balance to:
| Attribute |
Value |
| LineSequence |
11 |
| BalanceName |
Employee Voluntary PF Contribution Arrears |
| DimensionName |
Relationship Organization Tax Year to Date |
| Value |
8000 |
| ContextOneName |
Organization ID |
| ContextOneValue |
300100552708841 |
Load these details to initialize the Employer PF Contribution balance
to:
| Attribute |
Value |
| LineSequence |
12 |
| BalanceName |
Employer PF Contribution |
| DimensionName |
Relationship Organization Tax Year to Date |
| Value |
888000 |
| ContextOneName |
Organization ID |
| ContextOneValue |
300100552708841 |
Load these details to initialize the Professional Tax balance to:
| Attribute |
Value |
| LineSequence |
13 |
| BalanceName |
Professional Tax |
| DimensionName |
Core Relationship Area1 Tax Year to Date |
| Value |
300 |
| ContextOneName |
|
| ContextOneValue |
|
| AreaOne |
10027 |
Load these details to initialize the Professional Tax balance to:
| Attribute |
Value |
| LineSequence |
14 |
| BalanceName |
Professional Tax |
| DimensionName |
Core Relationship Area1 Half Year to Date |
| Value |
300 |
| ContextOneName |
|
| ContextOneValue |
10027 |
Load these details to initialize the PT Computational Salary for Puducherry
balance to:
| Attribute |
Value |
| LineSequence |
15 |
| BalanceName |
PT Computational Salary for Puducherry |
| DimensionName |
Relationship Tax Year to Date |
| Value |
120000 |
| ContextOneName |
|
| ContextOneValue |
|
Load these details to initialize the PT Computational Salary for Puducherry
balance to:
| Attribute |
Value |
| LineSequence |
16 |
| BalanceName |
PT Computational Salary for Puducherry |
| DimensionName |
Relationship Tax Half Year to Date |
| Value |
120000 |
| ContextOneName |
|
| ContextOneValue |
|
Use the InitializeBalanceBatchLine.dat file to load the balance initialization lines
defined above:
METADATA|InitializeBalanceBatchLine|LegislativeDataGroupName|BatchName|LineSequence|PayrollRelationshipNumber|TermNumber|AssignmentNumber|PayrollName|TaxUnitName|BalanceName|DimensionName|Value|ContextOneName|ContextOneValue|AreaOne
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|1|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||Employer LWF Contribution|Relationship Organization Tax Year to Date|40|Organization ID|300100564984701|
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|2|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||Employee LWF Contribution|Relationship Organization Tax Year to Date|20|Organization ID|300100564984701|
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|3|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||Employer NPS Contribution|Relationship Organization Tax Year to Date|1800|Organization ID|300100590461999|
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|4|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||Employee NPS Tier 1 Contribution|Relationship Organization Tax Year to Date|2200|Organization ID|300100590461999|
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|5|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||Employee NPS Tier 2 Contribution|Relationship Organization Tax Year to Date|1600|Organization ID|300100590461999|
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|6|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||NPS Computation Salary|Relationship Organization Tax Year to Date|30000|Organization ID|300100590461999|
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|7|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||ESI Eligible Salary|Relationship Last April 1 Month|18000|||
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|8|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||Employee PF Contribution|Relationship Organization Tax Year to Date|5000|Organization ID|300100552708841|
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|9|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||Employee Voluntary PF Contribution|Relationship Organization Tax Year to Date|6000|Organization ID|300100552708841|
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|10|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||Employee PF Contribution Arrears|Relationship Organization Tax Year to Date|7000|Organization ID|300100552708841|
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|11|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||Employee Voluntary PF Contribution Arrears|Relationship Organization Tax Year to Date|8000|Organization ID|300100552708841|
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|12|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||Employer PF Contribution|Relationship Organization Tax Year to Date|888000|Organization ID|300100552708841|
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|13|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||Professional Tax|Core Relationship Area1 Tax Year to Date|300|||10027
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|14|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||Professional Tax|Core Relationship Area1 Half Year to Date|300|||10027
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|15|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||PT Computational Salary for Puducherry|Relationship Tax Year to Date|120000|||
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_SOCIAL_INS|16|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||PT Computational Salary for Puducherry|Relationship Tax Half Year to Date|120000|||