Examples of Balance Group Usages for India

Add matrix items to predefined balance group usages and associate them with existing balance groups for use in reports, archives, and views. While you can't modify existing usages that are predefined, you can modify matrix items that are user-defined.

You can include balance dimensions for multiple time periods in your balance group usage, such as the current payroll run, month-to-date, or year-to-date.

Balance group usages are used to display balance values. You select the usage associated with the balance group. Additionally, you can sequence balances using balance group usages to display in a certain sequence, which may not necessarily be a standard sort sequence.

Here's a list of the predefined report types and the different kinds of balance dimensions they use.

Note:

The report type is the owner of the balance group usage. A usage can have only one report type

Report Type

Used in Which Reports

Balances Included

Global Archive

Payroll Register Report, Payslip, Payslip Reprinting Report, Payroll Register for the Latest Process

Archive of current and year-to-date balances

Global Balance Views

Earnings default balances for the Balance Results page

Global Deduction

Deduction Report

Balances for involuntary, prestatutory, social insurance, and tax deductions

Global End of Year Archive

Archive End-of-Year Payroll Results

Payroll Relationship level balances required for End-of-Year Statutory reporting

Global Payroll Activity Report

Payroll Activity Report, Employee Active Payroll Balance Report, Payroll Activity Report for the Latest Process

Balances at the payroll relationship level for the current payroll period and year-to-date

Global Payroll Run Result Report

Payroll Balance Report

Current balances at the assignment and relationship levels

Global Statutory Deductions Report

Statutory Deductions Register

All city, county, state, federal, and school tax deduction balances for both the employee and employer in the current period and year-to-date

Global Gross-to-Net

Gross-to-Net Report

Summary balances for a group tax unit for the current period and year-to-date in the order of gross-to-net calculation.

Statement of Earnings

Statement of Earnings

Summary and detailed balances for a specific employee and payroll run.