Balance Adjustment Prerequisites for the US

Before performing a balance adjustment, you must have completed these tasks.

Sample Table

What you need to do	How you do it
Complete the setup of your organization	For further info, see Define Enterprise Structures for the US in the Help Center.
Create definitions for your employees, and attach payrolls to them	This occurs when you perform the Hire an Employee task for the person. Use the Employment task to assign a payroll to a person definition that doesn't already have one. For further info, see Personal Payroll Info for the US in the Help Center.
Establish eligibility links	To perform adjustments on an element, you must have created their eligibility links. For further info, see Element Eligibility in the Help Center.
Establish balance feeds	To perform adjustments on an element, you must have created an eligibility link. If you're performing a balance adjustment on an employee tax element, you must create balance feeds for these balances. Net Pay Gross Pay Any balances associated with the employee tax-deduction element For example, if you're adjusting an employee tax deduction, you configure balance feeds for: Net pay Gross pay Balances associated with the Employer Liability element However, if you were performing a balance adjustment for a 401 (k) deferred compensation element, no action is needed. The Elements task automatically sets up the necessary balance feeds for elements of that type. For further info, see Balance Feeds for the US in the Help Center.