Balance Group Usages for the US
Balance group usages represent an instance of how a particular balance group is used.
A balance group must have at least one usage. The usage can be a report, process, or page that uses the balance values from the group. The group can also many balance group usages.
Balance group usages store detailed info about how the balance data is formatted and sequenced. Payroll reports use balance groups to determine the balances to include in specific sections of the report.
Use the Balance Group Usages task to manage your balance group usages.
Matrix and Table Formats
A balance group usage can use a matrix or table format to display the balance dimensions. You choose the option when you create the balance group usage.
For a matrix format, you select balance dimensions as columns in the matrix and decide their position in the matrix using Position. The first position must be 1, and any additional positions must be sequential. It displays only the balance dimensions that you select as columns for the matrix. If you don't specify the balance dimensions as matrix items, they don't display, regardless of what dimensions the defined balances in the balance group contain.
Sorting
Sorting determines the order in which balance types and dimensions display for the balance group usage. If you select Table, it returns all balances in the balance group one line at a time in the table format. If you select Matrix, you can add balance dimensions and decide their positions in the matrix.
This table shows the options you can use to define your sorting order.
Field |
Values |
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Sort Method |
Select one of these options.
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You can also create a static order by selecting the balance name and sequence in Sort Items. For example, you can sort the summary balances for the gross-to-net report type in the processing order rather than the alphabetic order. Here's an example of a static order of the Gross to Net summary balances for the Statement of Earnings. The balances shown here are sorted in the order of Gross to Net Calculation.
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Gross Pay
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Pretax Deductions
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Employee Tax Deductions
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Involuntary Deductions
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Voluntary Deductions
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Nonpayroll Payments
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Net Payment
Examples
Report type |
What balance dimensions they use |
For further info check here in the Help Center |
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Global Archive |
Archive of current and year-to-date tax code balances for areas 1, 2, and 3 |
Archive Periodic Payroll Results for the US |
Global Balance Views |
Earnings default balances for the Balance Views page |
Payroll Balance Report for the US |
Global Deduction |
Balances for involuntary, pre-statutory, social insurance, and tax deductions |
Deduction Report |
Global Element Results |
Nonpayroll payment tax balances at the assignment and relationship levels |
Element Results Register for the US |
Global End-of-Year Archive |
Payroll Relationship level balances |
Archive End-of-Year Payroll Results for the US |
Periodic Payroll Activity Report |
Earnings balances at the payroll relationship level for the current payroll period and year-to-date |
Periodic Payroll Activity Report for the US |
Global Payroll Run Result Report |
Balances for all earnings at the assignment and relationship levels |
View and Verify Payroll Run Results |
Global Statutory Deductions Report |
All city, county, state, and school tax deduction balances for the current period and year-to-date |
Periodic Statutory Deduction Register for the US |
Global Gross-to-Net |
Direct payment balances for a group tax unit for the current period and year-to-date |
Gross-to-Net Report for the US |
Statement of Earnings |
City, county, and state pretax deductions for the current payroll period and year-to-date |
How to View the Statement of Earnings for the US |