Example to Set Up Voluntary Deduction Balance to Object Group

This example describes how to configure the list of source and target voluntary deduction balances by Process Information Group. You can add balances to the delivered Default Global Transfer Group or define an object group according to your requirements.

Here's how you can add the Car Loan Repayment balance to the object group:

1. On the Home page, click the Object Groups quick action under the My Client Groups tab.

2. Select a Legislative Data Group.

3. Search for and select the Default Global Transfer Group as the object group name.

4. Click Edit on the Object Groups page, and click Next.

5. In the Object Group Store section, select Global Transfer Balance Adjustment in the Context Segment field. Click Search.

6. To add a new entry, click the Create button.

7. Select the Source Defined Balance as Car Loan Repayment Accrued Relationship No Calculation Breakdown Inception to Date to read the value on the source employment record.

8. Select the Target Balance as Car Loan Repayment Accrued that's adjusted on the target employment record.

9. Optionally, select the Prerequisite Target Element as Car Loan Repayment if you want to copy the balance only when the employee has a prerequisite element entry.