Create Balance Groups and Usages

This example demonstrates how to create a balance group and balance group usage for a user-defined report of voluntary deductions.

Before You Begin

If you're creating a user-defined report, create a lookup code for the report in the PAY_BALANCE_REPORT_TYPE lookup.

In the Setup and Maintenance work area, go to the Manage Common Lookups task.
Search for and select the PAY_BALANCE_REPORT_TYPE lookup type.
Add the lookup code, meaning, and description for the user-defined report in the Lookup Codes section.

To create a balance group:

On the Home page, click the Balance Groups quick action under the My Client Groups tab.
Click Create to open the Create Balance Group dialog box.
Select a legislative data group and enter a name for the balance group.
Click Continue.

The Balance Group Details page displays.
Select Employee as the balance group level.
Click Save.
Select the Balance Definitions folder under the Balance Group Overview list.
Click Select and Add.

In the Select and Add: Balance Definitions dialog box, enter these values.

Field	Value
Dimension Name	Relationship Run
Category	Voluntary Deductions

Click Search.
In the Results section, select the balance definitions that you want to add and then click OK.

Tip:
You can select multiple balance definitions in the Select and Add window. Hold down the Shift key to select a group of consecutive balance definitions. To select individual balance definitions hold down the Control key and select the balance definitions that you want to add to the balance group. Click Apply and keep the dialog window open to add the query to search the selected balance definitions . Click OK to add the selected balance definitions and close the dialog window.
Click Submit.
Click Done.

To create a balance group usage:

On the Home page, click the Balance Groups quick action under the My Client Groups tab.
Click Create .

In the Create Balance Group Usage dialog box, complete the fields as shown in this table.

Field	Value
Legislative data group	Enter the same LDG as the balance group for which you're creating the usage.
Name	Employee voluntary deduction run balances
Balance Group	The group you created in the previous task
Format Type	Table

Click Continue.

You're returned to the Balance Group Usage Details page.
Select the report type (this was the report type that you added as a lookup code to the PAY_BALANCE_REPORT_TYPE lookup).
Click Save.
Select the Sorting folder under Balance Group Usage Overview list.
From the Actions drop down list on the right, select Create.

Enter these details.