Set Up Balance Periods for Reports with Payroll Results

Security: Set Up: Payroll (Reporting)
domain in the Core Payroll functional area.

You can display up to 3 balance periods on the

View Payroll Result

report.

Your selections also display as filter options for the

Payroll Register by Period

report.

Access the

Maintain Pay Results - Balance Period Mapping

task.

Specify the data requested in these fields:

Option	Description
Select Balance Period	Select up to 3 balance periods in separate rows, Select Balance Period 01 , 02 , 03 . The suffix (01, 02, 03) determines the order in which Workday displays them on the View Payroll Result report.
Balance Period	Select the balance periods that you want to display from the prompts for the Select Balance Period 0x field as filters for the Payroll Register by Period report.
Label	Enter a heading, such as YTD , that you want to display on the View Payroll Results and Payroll Register by Period reports for each balance period.

The

View Payroll Result

report displays the balance periods that you configured.

The

Payroll Register by Period

report displays the Select Balance Period 0x
filter option.

You can see the settings on the

View Pay Results - Balance Period Mapping

report.

Australia

The Global Modern Services payroll administrator wants to see the

Payroll Register by Period

report for all balance periods for Australia. She configures the

Maintain Pay Results - Balance Period Mapping

task with these settings.

Select Balance Period	Balance Period	Label
Balance Period 01	Current Period	PTD
Balance Period 02	QTD - Current Calendar Quarter (based on Payment Date)	QTD
Balance Period 03	YTD - Tax Year	YTD

When she runs the

Payroll Register by Period

report, she selects a pay group or pay run group for Australia only from the

Pay Run Groups and/or Pay Group Details

field.

Canada

The Global Modern Services payroll administrator wants to see the

Payroll Register by Period

report for all balance periods for Canada. She configures the

Maintain Pay Results - Balance Period Mapping

task with these settings.

Select Balance Period	Balance Period	Label
Balance Period 01	MTD - Current Calendar Month (based on Payment Date)	MTD
Balance Period 02	YTD - Current Calendar Year (based on Payment Date)	YTD

When she runs the

Payroll Register by Period

report, she selects a pay group or pay run group for Canada only from the

Pay Run Groups and/or Pay Group Details

field.

France

The Global Modern Services payroll administrator wants to see the

Payroll Register by Period

report for all balance periods for France. She configures the

Maintain Pay Results - Balance Period Mapping

task with these settings.

Select Balance Period	Balance Period	Label
Balance Period 01	MTD - Current Calendar Month (based on Period End Date)	MTD
Balance Period 02	YTD - Current Calendar Year (based on Period End Date)	YTD

When she runs the

Payroll Register by Period

report, she selects a pay group or pay run group for France only from the

Pay Run Groups and/or Pay Group Details

field.

United Kingdom

The Global Modern Services payroll administrator wants to see the

Payroll Register by Period

report for all balance periods for the UK. She configures the

Maintain Pay Results - Balance Period Mapping

task with these settings.

Select Balance Period	Balance Period	Label
Balance Period 01	Current Period	PTD
Balance Period 02	GBR Stat Calc: YTD Current Tax Year (using Country Tax Year and Hire Date)	YTD

When she runs the

Payroll Register by Period

report, she selects a pay group or pay run group for the UK only from the

Pay Run Groups and/or Pay Group Details

field.

United States

The Global Modern Services payroll administrator wants to see the

Payroll Register by Period

report for all U.S. balance periods. She configures the

Maintain Pay Results - Balance Period Mapping

task with these settings.

Select Balance Period	Balance Period	Label
Balance Period 01	MTD - Current Calendar Month (based on Payment Date)	MTD
Balance Period 02	QTD - Current Calendar Quarter (based on Payment Date)	QTD
Balance Period 03	YTD - Current Calendar Year (based on Payment Date)	YTD