1. Implementing Payroll for the United States
  2. Example of Loading Payroll Balance Attribute Definitions

Example of Loading Payroll Balance Attribute Definitions

Use HCM Data Loader to define balance attribute definitions and add balance definitions to it.

A balance attribute definition is a set of balance definitions that you can include in your balance group. It identifies the criteria for including the balance definitions. Use a balance attribute to associate a balance definition to a balance attribute definition.

In this example, the Vision Corp Company wants to report a particular statutory deduction balance for employees. To do this, first you create a balance attribute definition Employee Taxes Attribute Definition and add these balance definitions to it.

Balance Type

Balance Dimension

FIT Withheld

Relationship Tax Unit Period to Date

Medicare Employee Withheld

Relationship Tax Unit Period to Date

Social Security Employee Withheld

Relationship Tax Unit Period to Date

FIT Withheld

Relationship Tax Unit Quarter to Date

Medicare Employee Withheld

Relationship Tax Unit Quarter to Date

Social Security Employee Withheld

Relationship Tax Unit Quarter to Date

FIT Withheld

Relationship Tax Unit Year to Date

Medicare Employee Withheld

Relationship Tax Unit Year to Date

Social Security Employee Withheld

Relationship Tax Unit Year to Date

As this figure shows, you create a balance attribute definition and then add balance definitions to it.

The first step is to create a balance attribute definition, which includes creating a balance attribute definition and then adding balance definitions to the balance attribute definition.

The next step is to create a balance group and add this balance attribute definition to the balance group. Later you create a report sort type to sort the balance values and then create a balance group usage for your balance group.

Creating a Balance Attribute Definition

In the BalanceAttributeDefinition.dat file you define a balance attribute definition and add balance definitions to it.

METADATA|BalanceAttributeDefinition|LegislativeDataGroupName|AttributeCode|UserAttributeName|Alterable|Description
MERGE|BalanceAttributeDefinition|Vision Corporation US LDG|EMP_TAXES_ATTR_DEFN|Employee Taxes Attribute Definition|Y|Attribute definition for Employee Taxes reporting
METADATA|BalanceAttribute|LegislativeDataGroupName|AttributeCode|BalanceCode|BalanceDimensionCode
MERGE|BalanceAttribute|Vision Corporation US LDG|EMP_TAXES_ATTR_DEFN|US_FIT_WITHHELD|Core Relationship Tax Unit Period to Date
MERGE|BalanceAttribute|Vision Corporation US LDG|EMP_TAXES_ATTR_DEFN|US_FIT_WITHHELD|Core Relationship Tax Unit Quarter Year to Date
MERGE|BalanceAttribute|Vision Corporation US LDG|EMP_TAXES_ATTR_DEFN|US_FIT_WITHHELD|Core Relationship Tax Unit Year to Date 
MERGE|BalanceAttribute|Vision Corporation US LDG|EMP_TAXES_ATTR_DEFN|US_MEDICARE_EMPLOYEE_WITHHELD|Core Relationship Tax Unit Period to Date
MERGE|BalanceAttribute|Vision Corporation US LDG|EMP_TAXES_ATTR_DEFN|US_MEDICARE_EMPLOYEE_WITHHELD|Core Relationship Tax Unit Quarter Year to Date 
MERGE|BalanceAttribute|Vision Corporation US LDG|EMP_TAXES_ATTR_DEFN|US_MEDICARE_EMPLOYEE_WITHHELD|Core Relationship Tax Unit Year to Date 
MERGE|BalanceAttribute|Vision Corporation US LDG|EMP_TAXES_ATTR_DEFN|US_SOCIAL_SECURITY_EMPLOYEE_WITHHELD|Core Relationship Tax Unit Period to Date
MERGE|BalanceAttribute|Vision Corporation US LDG|EMP_TAXES_ATTR_DEFN|US_SOCIAL_SECURITY_EMPLOYEE_WITHHELD|Core Relationship Tax Unit Quarter Year to Date 
MERGE|BalanceAttribute|Vision Corporation US LDG|EMP_TAXES_ATTR_DEFN|US_SOCIAL_SECURITY_EMPLOYEE_WITHHELD|Core Relationship Tax Unit Year to Date

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