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Tax Year to Date / Statement of Earnings

edited Dec 10, 2020 3:53PM in Reporting and Analytics for HCM 4 comments

Summary

How can I report on Tax YtD values from SoE

Content

We have a requirement to build a report in PeopleCloud which is currently an SQR in PeopleSoft. The existing report provides details using Year to Date payroll elements, which aren't being used in Cloud.

I can see that the Statement of Earnings shows Tax YtD balances but haven't been able to return those values in an analysis. The closest I have come is using the Payroll Balances Real Time subject area. Tax YtD is returned as a Period Type from the Balance Dimension folder but as soon as I bring in the balance value the only Period Type returned is Pay Run.

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