Configure FLI Employee Tax Elements for Balance Adjustments
You can use either the Elements task or HCM Data Loader (HDL) to define the tax adjustment element for employee family leave insurance (FLI) tax.
For further info, see Use Element Entries for Tax Refund Balance Adjustments for the US in the Help Center.
Use the Elements Task
You define the element with the same values as your predefined Family Leave Insurance Employee Tax element, with the exception that you define this tax adjustment element at the assignment level.
Field name |
What you enter |
---|---|
Legislative Data Group |
Select your US LDG, such as My US LDG |
Primary Classification |
Employee Tax Deductions |
Secondary Classification |
Leave blank |
Name |
Enter a meaningful name, such as TA Family Leave Insurance Employee Tax |
Reporting Name |
Enter a meaningful name, such as TA Family Leave Insurance Employee Tax |
Description |
Enter a meaningful description, such as Element for adjusting Family Leave Insurance Employee Tax |
Effective Date |
1/1/1951 |
Input Currency |
US Dollar |
Should every person eligible for the element automatically receive it? |
No |
What is the earliest entry date for this element? |
First Standard Earnings Date |
What is the latest entry date for this element? |
Final Close |
At which employment level should this element be attached? |
Assignment level Note:
This results in elements processing in the payroll run. If you defined elements at the Relationship level and not the Assignment level, the adjustment amounts aren’t reflected in the payroll run. |
Does this element recur each payroll period, or does it require explicit entry? |
Nonrecurring |
Can a person have more than one entry of this element in a payroll period? |
Yes |
Configure these input values on the element.
Don't define the Statutory Reference Type or Statutory Reference Code input values, as they aren't applicable for tax adjustments.
Name |
Display sequence |
Special purpose |
Unit of mesure |
Displayed |
Allow user entry |
Required |
Create a database item |
Apply default at run time |
---|---|---|---|---|---|---|---|---|
FLI Gross |
100 |
Money |
Yes |
Yes |
No |
No |
No |
|
FLI Reduced Subject Withholdable |
280 |
Money |
Yes |
Yes |
No |
No |
No |
|
FLI Tax Calculated |
350 |
Primary output value |
Money |
Yes |
Yes |
No |
No |
No |
FLI Taxable Income |
250 |
Money |
Yes |
Yes |
No |
No |
No |
|
State |
1 |
Integer |
Yes |
Yes |
No |
No |
No |
Use the HCM Data Loader
To define the Family Leave Insurance Employee Tax adjustment element:
-
Define HDL upload files to upload the element and its input values.
-
Define a DAT file with the necessary element details.
For further info, see Example of Creating Earnings Element for Payroll in the Help Center.
-
Define a DAT file for these input values.
These are the same input values as described in the Use the Elements Task section above.
For further info, see Example of Updating Payroll Element Definitions in the Help Center.
-
-
Use HDL to upload the files.
Feed the Balances
After creating the input values for the element, link the element to the balances you intend to update.
Use the Balance Definitions task to add the input values as balance feeds to the tax balances. For info on what balances to feed, see Use Element Entries for Tax Refund Balance Adjustments for the US in the Help Center.
Feed these balances before you feed the balances to the parent tax elements.
You must use 1951-01-01 as the effective as-of date.