Overview of Balance Initialization for the US

Setting initial balances values is an essential task when you migrate payroll data from another system.

What are the prerequisites

Before you can perform balance initialization, you must:

1. Complete your organization set up.

2. Create your employee definitions.

3. Attach payrolls to your employees.

4. Define all employee deduction cards and their associations.

What are the high-level Steps

The balance initialization process involves these steps.

1. Determine the balances you want to initialize.

   For further info, see Balance Category Eligibility for Initialization and Adjustment for the US in the Help Center.

2. Map your legacy balances to the equivalent Oracle Cloud HCM balances.

   For further info, see Map Legacy Balances for Initialization for the US in the Help Center.

3. Determine how to collect and configure your legacy balances prior to loading them into Oracle Cloud HCM.

   For further info, see Confiugure Legacy Balances for Initialization for the US in the Help Center.

4. Create balance initialization batches using HCM Data Loader (HDL).

   For further info, see Create Balance Initialization Batches for the US in the Help Center.

5. Run the Load Initial Balances process.

   For further info, see Set Initial Balance Values for the US in the Help Center.

6. Verify your balances.

   For further info, see Confirm the Results of Your Balance Initialization in the Help Center.

Note: These steps don't represent a comprehensive checklist of activities that may be required to upload your initialization balances.