Balance Group Usages

For predefined balance group usages, you can add matrix items to the group and associate them with existing balance groups for use in reports, archives, and views. While you can't modify existing usages that are predefined, you can modify matrix items that are user-defined.

You can include balance dimensions for multiple time periods in your balance group usage, such as the current payroll run, month-to-date, or year-to-date.

Use balance group usages to display balance values. You select the usage associated with the balance group. Additionally, you can sequence balances using balance group usages to display in a certain sequence, which may not necessarily be a standard sort sequence.

The Balance Group Usages applicable for Canada are:

Deductions
Element Results
End of Year Archive
Payroll Activity Report
Payroll Archive
Payroll Run Result Report
Statement of Earnings
Tax
Statutory Deductions Report

Here are some examples of typical balance group usages using the predefined report types, including the different kinds of balance dimensions that may be used.

Note: The report type is the owner of the balance group usage. A usage can have only one report type.

Report Type	Balance Categories
Global Archive	Archive of current and year-to-date city tax code balances for areas 1
Global Balance Views	Earnings default balances for the Balance Views page
Global Deduction	Balances for involuntary, pre-statutory, social insurance, and tax deductions
Global Element Results	Direct payments tax balances at the assignment, term and relationship levels
Global End of Year Archive	Payroll Relationship level balances
Global Payroll Activity Report	Earnings balances at the payroll relationship level for the current payroll period and year-to-date
Global Payroll Run Result Report	Balances for all earnings at the assignment, term and relationship levels
Global Statutory Deductions Report	All tax deduction balances for the current period and year-to-date
Global Gross to Net	Direct payment balances for a group tax unit for the current period and year-to-date
Statement of Earnings	Pretax deductions for the current payroll period and year-to-date