Create a Balance for Travel Pass

When you create an element, the element template creates the element and associated objects, such as input values, formulas, and balances.

Navigation: My Client Groups > Show More > Balance Definitions

Here's how you can create a balance for travel pass.

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. Add the Balance Dimension Assignment Reference Code Inception to Date.
4. Enter the details as shown:

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

5. Search for your newly created balance by Name or Legislative Data Group.
6. Set the Effective As-of Date to your Relevant Date.
7. Modify the details as shown:

   Field	Value
   Primary Details Element Name	XX Travel Pass
   Primary Details Input Value	Opening Balance

8. Submit the details.
9. 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	Opening Balance
   Add or Subtract	Add
   Effective Start Date	Relevant date

10. Submit and navigate to the Balance Definitions page.
    Note: Please replace 'XX' with the business prefix or build configuration applicable to you.