Configure Information Balances in the Payroll Balance Report

This topic demonstrates how you can configure a predefined balance group usage item to include information balances in the Payroll Balance Report.

Use the Balance Group Usages task from Payroll in My Client Groups on the Home page to add matrix items to the predefined Global Information Balances for Payroll Balance Report balance group. You can add matrix items to the group and associate them with existing balance groups for use in reports.

To configure the balance group usage:

1. Search and select the Balance Group Usages task.

2. Select Global Payroll Run Result Report (Payroll Balance Report) in the Report Type field.

3. Select the Legislative Data Group.

4. Click Search. The search result displays all the applicable balance group usages for the Payroll Balance Report.

5. Select the Global Information Balances for Payroll Balance Report row and click Edit.

6. Select Matrix Items on the left panel of the Global Information Balances for Payroll Balance Report page.

7. Click Add to create a new matrix item.

8. In the Matrix Item section, select the Balance Dimension matrix type.

9. Select the name of the wanted Balance Dimension and enter a position value.

10. Click Save.

11. Click Submit.