Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Example: YTD Pay Balances for Custom Reporting

Example: YTD Pay Balances for Custom Reporting

Several executives continue to pay into their retirement plan on a post-tax basis after reaching their pretax limit. You want to display the year-to-date balance on pay results for workers.
  • Create pretax and post-tax retirement deductions.
  • Add the retirement deductions to a pay accumulation called
    Retirement Pre and Post Tax
    .
  • Create a custom report for YTD Payroll Results.
  • Security:
    Set Up: Payroll (Calculations - Payroll Specific)
     domain in the Core Payroll functional area.
  1. Access the
    Maintain Pay Results - Class Report Field Mapping
     task.
  2. Select the
    Pay Component Balance Results
     tab.
  3. As you complete the task, consider:
    Option Description
    Pay Components to Include
    Select
    By Calculation Type > Pay Accumulation (ALL) > Retirement Pre and Post Tax
    .
    Balance Period
    Select
    YTD - Current Calendar Year (based on Payment Date)
    .
    Label
    Enter a descriptive label, such as
    YTD Pre/Post Tax Retirement
    .
  4. Open your custom report YTD Payroll Results and add this field with these settings:
    Option Description
    Business Object
    Select
    Payroll Result
    .
    Field
    Select
    Payroll > YTD Pre/Post Tax Retirement
    .
    Options
    Select
    Do Not Show if Empty
    .
You can see the YTD balance on your custom YTD payroll results report.
Concept: Custom Reports
Create Pay Accumulations