Initialize Salary, FIT, Medicare, and SIT Balances

In this example, you want to initialize an employee’s federal and state-level balances with specific contexts.

Note: This example initializes only the employee balances, but you can repeat these steps for employer balances, such as Medicare Employer Tax.

When initializing year-to-date and quarter-to-date balances, you must also initialize any related balances. For example, when initializing FIT Withheld, you must also include related balances, such as FIT Gross, FIT Reduced Subject Withholdable, and so on.

Assumptions

This example assumes you have defined the following.

Your employees, such as through the Hire Person task

These base elements and eligibility links for the balance you are initializing, through the Elements task

Base element	Comments
Regular Salary	At the assignment level
Federal Income Tax	At the payroll relationship level
Medicare Employee Tax	At the payroll relationship level
Residence State Income Tax	At the payroll relationship level Work at Home = Yes

Create a batch using HDL

Run the Import and Load Process to load the PAY_BAL_BATCH_HEADERS and PAY_BAL_BATCH_LINES interface tables. For further info, see Integrating with Oracle Human Resources Cloud in the Help Center.

Run the Load Initial Balances process

Once you have created the data files and imported the batches, run the load process.

From My Client Groups, click Payroll.
Under Flow Submission and Results, click Submit a Flow.
Select your US legislative data group (LDG).
Search for and select Load Initial Balances.
Enter a payroll flow name.
Select the Transfer or Validate mode operation from the list of values.

The Transfer mode performs both validation and transfer in the same process, while Validate only validates the lines.
Enter or search for the batch name you created using HDL.
Click Submit.

Results

After the Load Initial Balances process runs successfully in Transfer mode, you can view the results in Process Results Summary or Person Results.