Overview

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 China are:

  • Chinese Payroll Activity Report Other Deduction Balances

  • Chinese Payroll Activity Report Tax Deduction Balances

  • Chinese Payroll Archive Balances

  • Chinese Payroll Archive Other Balances

  • Chinese State-Owned Enterprise Payroll Data Interface Report

  • Chinese Direct Payments for Global Statement of Earnings

  • Chinese Earnings for Global Statement of Earnings

  • Chinese Employer Charges for Global Statement of Earnings

  • Chinese Summary Gross to Net for Global Statement of Earnings

  • Chinese Summary Information for Global Statement of Earnings

  • Chinese Taxable Benefits for Global Statement of Earnings

  • Chinese Tax Deductions for Global Statement of Earnings

  • Chinese Statutory Deduction Register Tax Deduction Balances

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, 2, and 3

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