1. Implementing Payroll for the United States
  2. Example of Loading Payroll Balance Group Usages

Example of Loading Payroll Balance Group Usages

Use HCM Data Loader to create balance group usages that represent an instance of a balance group, such as report, extract definition, and so on.

For every balance group, you must define at least one balance group usage. But you can define multiple usages for a balance group.

Vision Corp creates a balance group usage to use the Employee Taxes Balance Group balance group for their employee taxes report. Include your report sort type Employee Taxes Sort to this balance group usage.

Before You Start

Ensure that you have completed these tasks:

  • Created the balance attribute definition Employee Taxes Attribute Definition. For more information on how to create balance attribute definitions, refer to the topic: Loading Balance Attribute Definitions.

  • Created the balance group Employee Taxes Balance Group and included the balance attribute definitions to it. For more information on how to create and load a balance group using HCM Data Loader, refer to the topic: Loading Payroll Balance Groups.

  • Created the Report Sort Type Employee Taxes Sort and added the sort items to it. For more information on how to create report sort type, refer to the topic: Loading Report Sort.

As this figure shows, you create a balance usage for the balance group and define the balance group usage items.
This figure illustrates how to create a balance usage for your balance group and further define the balance group usage items.

Creating a Payroll Balance Group Usage

This example BalanceGroupUsage.dat file creates the Employee Period Taxes Balance group Usage in a matrix format. Each balance group usage item defines a column in the Employee Period Taxes balance results matrix.

METADATA|BalanceGroupUsage|LegislativeDataGroupName|BalanceGroupUsageCode|GroupUsageName|Description|FormatType|BalanceGroupCode|ReportSortCode
MERGE|BalanceGroupUsage|Vision Corporation US LDG|EMP_PERIOD_TAXES|Employee Period Taxes|Employee taxes matrix with static sort order|MATRIX|EMP_TAXES_BAL_GRP|EMP_TAXES_STATIC_SORT
METADATA|BalanceGroupUsageItem|LegislativeDataGroupName|BalanceGroupUsageCode|SourceType|Position|BalanceDimensionCode
MERGE|BalanceGroupUsageItem|Vision Corporation US LDG|EMP_PERIOD_TAXES|Balance Dimension|10|Core Relationship Tax Unit Period to Date
MERGE|BalanceGroupUsageItem|Vision Corporation US LDG|EMP_PERIOD_TAXES|Balance Dimension|20|Core Relationship Tax Unit Quarter Year to Date
MERGE|BalanceGroupUsageItem|Vision Corporation US LDG|EMP_PERIOD_TAXES|Balance Dimension|30|Core Relationship Tax Unit Year to Date

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