In this example, you create balance initialization records to initialize earnings
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_EARNINGS|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 |
ZHRX_IN_TAX_TRU |
Load these details to initialize the Earnings balance to 6000:
| Attribute |
Value |
| LineSequence |
1 |
| BalanceName |
Earnings |
| DimensionName |
Relationship Tax Unit Tax Year to Date |
| Value |
6000 |
| ContextOneName |
|
| ContextOneValue |
|
| AreaOne |
|
Load these details to initialize the Income Tax This Pay balance to
4000:
| Attribute |
Value |
| LineSequence |
2 |
| BalanceName |
Income Tax This Pay |
| DimensionName |
Relationship Tax Unit Tax Year to Date |
| Value |
4000 |
| ContextOneName |
|
| ContextOneValue |
|
| AreaOne |
|
Load these details to initialize the Surcharge This Pay balance to
2000:
| Attribute |
Value |
| LineSequence |
3 |
| BalanceName |
Surcharge This Pay |
| DimensionName |
Relationship Tax Unit Tax Year to Date |
| Value |
2000 |
| ContextOneName |
|
| ContextOneValue |
|
| AreaOne |
|
Load these details to initialize the Health and Education Cess This Pay
balance:
| Attribute |
Value |
| LineSequence |
4 |
| BalanceName |
Health and Education Cess This Pay |
| DimensionName |
Relationship Tax Unit Tax Year to Date |
| Value |
800 |
| ContextOneName |
|
| ContextOneValue |
|
| AreaOne |
|
Load these details to initialize the Taxable Perquisites balance:
| Attribute |
Value |
| LineSequence |
5 |
| BalanceName |
Taxable Perquisites |
| DimensionName |
Relationship Tax Year to Date |
| Value |
6001 |
| ContextOneName |
|
| ContextOneValue |
|
| AreaOne |
|
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_EARNINGS|1|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021|ZHRX_IN_TAX_TRU|Earnings|Relationship Tax Unit Tax Year to Date|6000|||
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_EARNINGS|2|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021|ZHRX_IN_TAX_TRU|Income Tax This Pay|Relationship Tax Unit Tax Year to Date|4000|||
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_EARNINGS|3|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021|ZHRX_IN_TAX_TRU|Surcharge This Pay|Relationship Tax Unit Tax Year to Date|2000|||
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_EARNINGS|4|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021|ZHRX_IN_TAX_TRU|Health and Education Cess This Pay|Relationship Tax Unit Tax Year to Date|800|||
MERGE|InitializeBalanceBatchLine|ZHRX_IN_LDG|BALANCE_INIT_EARNINGS|5|966169008890480|ET966169008890480|E966169008890480|IN MONTHLY PAYROLL 2021||Taxable Perquisites|Relationship Tax Year to Date|6001|||