Person-Level Balance Adjustments for the US

You have these options for performing balance adjustments for an individual.

If the context requires updating, do it by setting a new effective date, element name, and other element-level values.

Adjustment method	Use it to	Where you can find it	Do you need to update the context?
Adjust individual balances	Adjust balances for elements that have been processed in a payroll run. Create balance results for elements that haven't been processed in a payroll run.	In My Client Groups, click Payroll. Click Adjust individual Balances. For further info, see Adjust Individual Balances for the US in the Help Center.	Yes
Adjust multiple tax balances	Perform a mass balance adjustment for federal or regional taxes, such as after a credit-reduction rate change.	In My Client Groups, click Payroll. Click Adjust multiple tax balances. For further info, see Adjust Multiple Tax Balances for the US in the Help Center.	Yes
Person Results task	Adjust balances for a specific person.	In My Client Groups, click Person Management. Search for and select the person. Click Employee More Information, and select Payroll. Click Adjust Individual Balances.	No, the payroll run's parameters and other derived values determine the context
Adjust Balances action	Adjust balances for a specific person.	In My Client Groups, click Person Management. Search for and select the person. Click Person Results. Click Balance Results. Select Adjust Balances from Actions.	No, payroll run's parameters and other derived values determine the context

For further info, see the following sections.

What Elements Do These Adjustment Use

These processes use one of these element types to perform the balance adjustments.

Important: Use the predefined adjustment elements to perform balance adjustments. Don't attempt to create adjustment elements of your own.

Primary classification	Secondary classification	Element name	Required Input value
Employee Tax Deductions	All	<Predefined Element>	Tax Calculated
Imputed Earnings	All	<Base Element> Results	Earnings Calculated
Involuntary Deductions	All	<Base Element> Results	DeductionsCalculated
Involuntary Deductions	All	<Base Element> Organization Fee Results	FeeCalculated
Involuntary Deductions	All	<Base Element> Person Fee Results	FeeCalculated
Involuntary Deductions	All	<Base Element> Processing Fee Results	FeeCalculated
Nonpayroll Payment	All	<Base Element> Results	Earnings Calculated
Pretax Deductions	Deferred Compensation 401k	<Base Element> Results	Deduction Calculated
Pretax Deductions	Deferred Compensation 401k Catch Up	<Base Element> Results	Catchup Deduction Calculated
Pretax Deductions	All other secondary classifications	<Base Element> Results	Pay Value
Standard Earnings	All	<Base Element> Results	Earnings Calculated
Supplemental Earnings	All	<Base Element> Results	Earnings Calculated
Voluntary Deductions	All	<Base Element> Results	Pay Value

Examples

Here are some examples of person-level balance adjustments.

To do this	Consider this
Perform a balance adjustment after a transfer	Perform a separate adjustment for each tax reporting unit (TRU) if: The employee has transferred to a new TRU within the calendar year. You want to perform a balance adjustment for each TRU. Use the process date of when the transfer took place. Note: The calculation breakdown component automatically defaults to the TRU.
Adjust regional tax balances	Adjusting some regional balances might require adjusting related balances. Here are some examples. When using the Adjust Individual Balances task to adjust the City Withheld balance, you must also adjust one of these balances. City Withheld Resident City Withheld Nonresident When using the Adjust Individual Balances task to adjust city tax balances using the tax element, use one of these elements. Work City Tax Residence City Tax With this method, no other action is needed. The process automatically feeds the appropriate resident and nonresident balances.
Adjust Pennsylvania Act 32 balances	You must adjust the employee's local level balances when: The employee's work or residence is in a Pennsylvania Act 32 jurisdiction. You didn't initialize the local level balances for city and school district balances. Local Income Tax: City and School balances are listed in the Balance Initialization technical brief. Note: City and school local income tax balances are listed in the Balance Initialization technical brief.For further info, see Oracle Cloud Human Capital Management for the United States: Balance Initialization (1912298.1) on My Oracle Support. If you're performing adjustments in place of the balance initialization process, you might need to perform multiple adjustments for every combination of resident and work PSD codes. For example, if the employee moved into a different jurisdiction, they might require adjustments to multiple local-level balances.

To do this

Consider this

Perform a balance adjustment after a transfer

Perform a separate adjustment for each tax reporting unit (TRU) if:

The employee has transferred to a new TRU within the calendar year.
You want to perform a balance adjustment for each TRU.

Use the process date of when the transfer took place.

Note: The calculation breakdown component automatically defaults to the TRU.

Adjust regional tax balances

Adjusting some regional balances might require adjusting related balances.

Here are some examples.

When using the Adjust Individual Balances task to adjust the City Withheld balance, you must also adjust one of these balances.
- City Withheld Resident
- City Withheld Nonresident
When using the Adjust Individual Balances task to adjust city tax balances using the tax element, use one of these elements.
- Work City Tax
- Residence City Tax
With this method, no other action is needed. The process automatically feeds the appropriate resident and nonresident balances.

Adjust Pennsylvania Act 32 balances

You must adjust the employee's local level balances when:

The employee's work or residence is in a Pennsylvania Act 32 jurisdiction.
You didn't initialize the local level balances for city and school district balances.

Local Income Tax: City and School balances are listed in the Balance Initialization technical brief.

Note: City and school local income tax balances are listed in the Balance Initialization technical brief.For further info, see Oracle Cloud Human Capital Management for the United States: Balance Initialization (1912298.1) on My Oracle Support.

If you're performing adjustments in place of the balance initialization process, you might need to perform multiple adjustments for every combination of resident and work PSD codes.

For example, if the employee moved into a different jurisdiction, they might require adjustments to multiple local-level balances.