Create a Balance for Salary Sacrifice

You need to create a balance to track the total salary sacrifice amounts.

Navigation: My Client Groups > Show More > Balance Definitions

Here's how you can do this.

1. Create a balance to track the Opening Balance of Salary Sacrifice.
2. In Basic Information, provide the name, LDG, and the effective as-of date.
3. Enter the details as shown:

   Field	Value
   Balance Name	XX Travel Pass Salary Sacrifice
   Balance Category	Miscellaneous
   Unit of Measure	Money

4. Add the Balance Dimension Relationship Tax Unit Run.
5. Submit the details.
6. Search for your newly created balance by Name or Legislative Data Group.
7. Set the Effective As-of Date to your relevant date.
8. Edit the details as shown:

   Field	Value
   Primary Details Element Name	XX Travel Pass
   Primary Details Input Value	Pay Value

9. Submit the details.
10. In Balance Feeds by Element, ensure that the balance feed is added as shown:

    Field	Value
    Element Name	XX Travel Pass
    Element Classification	Standard Earnings
    Employment Level	Payroll Assignment
    Input Value	Pay Value
    Add or Subtract	Add
    Effective Start Date	Relevant date

11. Submit the details and navigate to the Balance Definitions Page.