Payroll Balance Report for the US

Run the Payroll Balance Report to view the detailed balance information for a person over a defined period.

You can compare this info against the archived data for validating and reconciling periodic payroll balances.

Run this process after successfully completing archival of your periodic payroll data. This usually occurs during your payroll flow. For further info, see Archive Periodic Payroll Results for the US in the Help Center.

To run this report:

From My Client Groups, click Payroll.
Click Submit a Flow.
Select your US legislative data group.
Search for and select Payroll Balance Report.

Before You Start

To run this report against a specific balance category, you must first configure the balance group usage. For further info, see Configure Information Balances in the Payroll Balance Report in the Help Center.

Report Parameters

Process Start Date

Select the first effective date of the payroll process you want to include in the report. Leave this field blank to include all effective dates up to the process end date.

Process End Date

Specify the last effective date of the payroll process you want to include in the report.

Balance Category

Use this field to run this report for a specific balance category, including information balances.

Consolidation Group

Use this field to run the report against a consolidation group. For example, you can use this field to run this report for a subset of payrolls.

For further info, see Consolidation Groups for the US in the Help Center.

Payroll Relationship Group

Use this field to verify deduction balances for persons belonging to a specific payroll relationship group.

Note: You must use the Object Groups task to define the payroll relationship group before you can select it here.

Person

Use this field to limit the balance results to a single person.

Display All Hours

Select Yes to include hours from supplemental earnings and other element classifications. Select No to include only hours from regular or standard earnings and absence earnings.

For further info, see Display All Hours in Payroll Reports in the Help Center.

Report Category

If you have defined a report category for delivery of output in multiple formats, select it here.

For further info, see Delivery Options for Extract-Based Payroll Reports for the US in the Help Center.

Report Results

The report provides details of payroll balance results for matching persons, filtered by the specified time frame and the selected parameters. The output file includes:

Payroll statutory unit
Tax reporting unit
Employee name
Employment number
Run type
Balance category
Balance name
Balance amount