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Navigate

Total Compensation -> Basic -> Element Description

Set Date Track Effective Date to 01-JAN-0001 – it has to be this date. If you are
unable to do this within the application because of your code level (HR_PF I) we can
set this date later in SQLPLUS.

Define your Element with Primary Classification = ‘Balance Initialization’

1) Must be `Adjustment Only'


2) Must be a non recurring type
3) Must be processable in a payroll run
4) Must be ‘Last Standard Process
Should default to these when ‘Balance Initialization’ is chosen

Now create Input Values

1) Must have a start date 01-JAN-0001


2) Each input value must feed only one balance
If you need to set initial values for a large number of balances you can define
Multiple input values for a single element with each input value feeding
different balance.
Now Define an Element Link

1) Must have a start date 01-JAN-0001


2) Criteria must be only Link To All Payrolls - 'Yes'
Now use your Element as an Initial Feed for the Balance you wish to upload

Navigate
Total Compensation -> Basic -> Balance

Query up the Balance you want to upload initial values for

Click on Initial Feed

Under Element Name select your Initialization Element from the list of Values

Select the Input value

Save
Now Navigate back to your Balance Initialization Element

Click on Balance Feeds and you will see that this Element will feed your balance. The
Initial Upload Process with create the necessary run result for this Element to populate
your balance with its Initial Balance value

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