Balance Types and Balance Dimensions

A Balance is composed of a balance type and a balance dimension. Each payroll balance can have multiple dimensions. Balance dimensions are predefined and typically combine these components:

• A period of time, such as run, period to date, month to date, and so on

• A level such as a payroll relationship or payroll assignment

• A context such as tax reporting unit (TRU), element, statutory reporting type, or payroll

  You require contexts only for some balances.

For example, a balance titled Assignment Tax Unit Year to Date indicates its value is for a given employee's assignment within a particular TRU, for the year to date time period.

Canada has these two types of predefined balances:

• Tax Balances

• Element Balances

Select a province to view the balances for a province. If an employee has balances for multiple provinces, the balances for all provinces combined are displayed if no context is selected for the province.

Tax Balances

Tax balances display the Current, Month to Date, Quarter to Date, and Year to Date values at the payroll relationship, payroll statutory unit (PSU), TRU, and assignment levels. Use the View Person Process Results page to view balances for an employee, by the following:

• Federal or provincial balances

• Employee or employer balances. The default values displayed are employee values.

Element Balances

Element balances display Current, Month to Date, Quarter to Date, and Year to Date values at the payroll relationship, PSU, TRU, or assignment levels. You can view the balances on the View Person Process Results page by the following:

Select the classification of the elements for which you want to view the balances. If you don't select a classification, balances for all the elements classifications are displayed.