Create a Balance for Salary Sacrifice

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

Fastpath: My Client Groups > Show More > Balance Definitions

Here's how you can do this.

  1. Create a balance to track the Opening Balance of Travel Pass. In Basic Information, provide the name, LDG, and the effective as-of date.
  2. In the Balance Details section, ensure that the Balance Category is set to Miscellaneous.
  3. Select the unit of measure Money.
  4. Add the Balance Dimension Relationship Tax Unit Run.
  5. In Balance Feeds by Element, ensure that the balance feed is added as shown:
    FieldValue
    Element Name IE Travel Pass
    Element Classification Standard Earnings
    Employment Level Payroll Assignment
    Input Value Pay Value
    Add or Subtract Add
    Effective Start Date Relevant date
  6. Save your changes.