UK Payroll Balance Dimensions

                         UK Payroll Balance Dimensions




The following dimensions are predefined. You can create additional dimensions at the assignment level, if you require them.

Standard Dimensions

You are likely to use these dimensions to sum values for single assignments for your own balances.

_ASG_RUN	during one payroll run
_ASG_CALENDAR_QTD	since start of calendar year, reset every three months
_ASG_CALENDAR_YTD	since start of calendar year, reset every year
_ASG_QTD	since start of tax year, reset every three months
_ASG_YTD	since the start of payroll processing year
_ASG_PROC_PTD	for payroll processing period
_ASG_ITD	since the start of assignment

Statutory Dimensions - Single Assignments

These statutory dimensions are normally used for summing balance feeds for single assignments to predefined balances.

_ASG_TRANSFER_PTD

since the start of the statutory period; used in NI and PAYE formulas

Note: The statutory period is the same as the processing period but includes results from previous payrolls if the assignment has transferred.

_ASG_TD_YTD	since the start of calendar year or since a transfer from a different tax scheme; used in PAYE formula and EOY reporting
_ASG_STAT_YTD	since the start of tax year; used in NI Class 1a calculation and reporting
_ASG_TD_ITD	since start of assignment or since transfer from a different tax scheme; used in PAYE formula
_ASG_PROC_YTD	since the latest of start date of the processing year or start date of the employee on that payroll

Statutory Dimensions - Multiple Assignments

These statutory dimensions are usually associated with predefined balances for summing balance feeds for an employee's multiple assignments when those assignments are in the same tax scheme, that is, report under the same tax reference.

_PER_TD_YTD
_PER_TD_DIR_YTD	since the latest of the start of a directorship or the start of the processing year; used in NI formulas for directors
_PER_NI_PTD

Payments Dimension

This is a special dimension which aggregates results from payroll runs that have been picked up in a particular pre-payments run.

_PAYMENTS

for a set of payroll runs

Court Order Dimensions

The element dimensions associated with court orders aggregate results for a particular element entry for single assignments. These dimensions are not available for selection from the Balances form.

_ELEMENT_ITD	since the inception of that element entry
_ELEMENT_PTD	since the start of the processing period

PTO Accrual Dimensions

You can select these dimesions in the Accrual Plan window to determine the date for resetting the payroll balance that stores gross accruals.
Dimensions for business groups that use Date Paid as the PTO Balance Type:

_ASG_PTO_YTD	since the start of the calendar year
_ASG_PTO_SM_YTD	since 1 June
_ASG_PTO_HD_YTD	since the anniversary of the assignment's hire date

Dimensions for business groups that use Date Earned as the PTO Balance Type:

_ASG_PTO_DE_YTD	since the start of the calendar year
_ASG_PTO_DE_SM_YTD	since 1 June
_ASG_PTO_DE_HD_YTD	since the anniversary of the assignment's hire date