Person-Level Balance Adjustments for the US
You have these options for performing balance adjustments for an individual.
If the context requires updating, do it by setting a new effective date, element name, and other element-level values.
Adjustment method |
Use it to |
Where you can find it |
Do you need to update the context? |
---|---|---|---|
Adjust individual balances |
|
For further info, see Adjust Individual Balances for the US in the Help Center. |
Yes |
Adjust multiple tax balances |
|
For further info, see Adjust Multiple Tax Balances for the US in the Help Center. |
Yes |
Person Results task |
|
|
No, the payroll run's parameters and other derived values determine the context |
Adjust Balances action |
|
|
No, payroll run's parameters and other derived values determine the context |
For further info, see the following sections.
What Elements Do These Adjustment Use
These processes use one of these element types to perform the balance adjustments.
Use the predefined adjustment elements to perform balance adjustments. Don't attempt to create adjustment elements of your own.
Primary classification |
Secondary classification |
Element name |
Required Input value |
---|---|---|---|
Employee Tax Deductions |
All |
<Predefined Element> |
Tax Calculated |
Imputed Earnings |
All |
<Base Element> Results |
Earnings Calculated |
Involuntary Deductions |
All |
<Base Element> Results |
DeductionsCalculated |
Involuntary Deductions |
All |
<Base Element> Organization Fee Results |
FeeCalculated |
Involuntary Deductions |
All |
<Base Element> Person Fee Results |
FeeCalculated |
Involuntary Deductions |
All |
<Base Element> Processing Fee Results |
FeeCalculated |
Nonpayroll Payment |
All |
<Base Element> Results |
Earnings Calculated |
Pretax Deductions |
Deferred Compensation 401k |
<Base Element> Results |
Deduction Calculated |
Pretax Deductions |
Deferred Compensation 401k Catch Up |
<Base Element> Results |
Catchup Deduction Calculated |
Pretax Deductions |
All other secondary classifications |
<Base Element> Results |
Pay Value |
Standard Earnings |
All |
<Base Element> Results |
Earnings Calculated |
Supplemental Earnings |
All |
<Base Element> Results |
Earnings Calculated |
Voluntary Deductions |
All |
<Base Element> Results |
Pay Value |
Examples
Here are some examples of person-level balance adjustments.
To do this |
Consider this |
---|---|
Perform a balance adjustment after a transfer |
Perform a separate adjustment for each tax reporting unit (TRU) if:
Use the process date of when the transfer took place. Note:
The calculation breakdown component automatically defaults to the TRU. |
Adjust regional tax balances |
Adjusting some regional balances might require adjusting related balances. Here are some examples.
|
Adjust Pennsylvania Act 32 balances |
You must adjust the employee's local level balances when:
Note:
City and school local income tax balances are listed in the Balance Initialization technical brief. For further info, see Oracle Cloud Human Capital Management for the United States: Balance Initialization (1912298.1) on My Oracle Support. If you're performing adjustments in place of the balance initialization process, you might need to perform multiple adjustments for every combination of resident and work PSD codes. For example, if the employee moved into a different jurisdiction, they might require adjustments to multiple local-level balances. |
- Balance Adjustment Prerequisites for the US
- Overview of Balance Adjustments for the US
- Adjust an Employee's Pennsylvania Act 32 City and School District Taxes
- Adjust an Employee's State Disability Insurance Tax Withholding
- Adjust an Employee's State Taxes After a Jurisdiction Correction
- Adjust an Employee's Union Dues Voluntary Deduction
- Balance Feeds for the US
- Element Eligibility for the US