Balance Dimensions

Each payroll balance can have multiple dimensions, which define the specific value to retrieve.

Balance dimensions are predefined and typically combine these components:

• Time span, such as run, period to date, or fiscal year to date

• Employment relationship level, either assignment or payroll relationship

• Context, required for some balances only, such as tax reporting unit, element, or payroll

For example, if you select the Core Assignment Tax Unit Year to Date dimension for the Gross Earnings balance, you create the defined balance GROSS_EARNINGS_ASG_TU_YTD. This defined balance accumulates gross earnings for an assignment in a specific tax reporting unit from the beginning of the calendar year to date.

Note: A set of predefined dimensions are available created by combining balance types and the enabled dimensions. You can select only those balances that are specifically enabled for the country. For more information on predefined balance types, balance dimensions, and other related information, see the UK payroll balances workbook on My Oracle Support.

Balance Dimensions

Here are the types of predefined balance dimensions:

• HMRC Payroll ID

• Tax Unit (for PAYE Reference)

• Aggregation (for RTI)

• NI Category (for NI)

• Pension Basis (for NI)

• Reference Code (for Court Orders)

National Insurance calculations and their related earnings are further classified by different NI categories. This is required to accurately calculate NI deductions during the payroll process.