Balance Contexts

Use contexts to restrict the run results included in a balance value and are specified as part of the dimension. The secondary classifications associated with the primary classifications of earnings and deductions are associated with one of the following year-end reporting types:

• T4_RL1

• T4A_RL1

• T4A_RL2

The reporting type associated with an element's secondary classification determines how that element is used in the payroll calculation and how it's reported at the end of the year. These reporting types are captured on the secondary classification. The statutory reporting types are defined by default for the secondary classifications that are predefined in the payroll application. However, when you create a secondary classification, you must manually create the association to the reporting type.

For the purposes of balance initialization, statutory reporting type is one of the components of the dimension. You can use the Context columns in the Data Loader spreadsheet to define this attribute as follows:

• Context One = Year End Forms

• Context One Value = [Lookup Code]

The Lookup Codes are defined as T4_RL1, T4A_RL1, or T4A_RL2.