The following checklist provides a range of tasks that need to be completed by the campus at some point within the year.
Configuration
There is NO NEED to complete the Rollover unless there is an actual change to the Combo Code ChartField values
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There is NO NEED to create new Combo Codes with a different Effective Date value if ALL the other values are exactly the same.
Job Aid: Coming Soon
The setup of departments (along with the department tree) is a manual task done in both CHRS and CFS. The tables do not need to be identical; however Dept ID values used as Chart Fields for payroll expenditure distribution must exist in the Financials Chart of Accounts.
The various ChartField values (Account, Project, Fund, Class Field, etc.) should be setup and maintained directly in CFS, as CHRS receives the updates via integration broker. Review the values and make the appropriate changes directly in CFS, then confirm they are in CHRS.
- Working with the appropriate person on your campus, confirm that the Academic Calendar has been established and created in CHRS for all 12 months of the year.
- Working with the appropriate person on your campus, confirm the Pay Period Run ID has been established.
- Complete CSU Pay Tape Period setup for all 12 months.
- Navigation: Main Menu > Setup HCM > CSU Product Related Setup > CSU LCD Setup > CSU Pay Tape Period
Reports
The Chartfield Mapping Report lists both active and inactive department, position and appointment levels that are mapped to funding chartfields. The departments use this report to verify that the assigned levels are mapped correctly to funding chartfields, and make correction(s) as needed.
The Employee Data and Funding Report lists both active and inactive employees who are mapped to their position and funding chartfields. The departments use this report to verfiy that employees are mapped correctly to their position and funding chartfields, and make correction(s) as needed.
The Position Report lists both active and inactive positions that are linked to employees, and mapped to funding chartfields. The departments use this report to verify position data and its funding chartfields, and make correction(s) as needed
ServiceNow Tickets
Updating or adding a new deduction code, impacts all campuses in CHRS and not just the campus needing to make the change. To ensure that the deduction code being added or updated, does not impact the campuses in CHRS negatively campuses do not have the ability to update or add deduction codes. When a campus needs to update or add deduction code, a ServiceNow ticket is required.
The ServiceNow ticket must be submitted to CMS-CHRS with the following information:
- Deduction Code
- Plan Type
- Effective Date
- Description
- Short Description
- Deduction Priority
- Maximum Arrears Payback
- No Maximum (Yes/No)
- Flat Maximum for Payback (Yes- amount/No)
- Factor x Regular Deduction (Yes/No)
- Subset ID (Yes- Provide/No)
- Deduction Classification
- After-Tax (Yes/No)
- Before-Tax (Yes/No)
- Nontaxable Benefit (Yes/No)
- Nontaxable Btax Benefit (Yes/No)
- Taxable Benefit (Yes/No)
- QC Taxable Benefit (Yes/No)
- Canadian Sales Tax
- None – Yes
- Effect on FICA Gross (Select one)
- Adds To
- No Effect
- Subtracts From
- Taxable Gross Comp ID (Yes- Provide/No)
- Other Taxable Gross Components (indicate one if applicable)
- Withhold FWT
- Add to FICA Credit
- Adjust 1042 Gross
- Special Accumulator(s)
- Accumulator (Yes- Provide/No)
- *Effect on Special Balance (Yes- Provide/No)
- Partial Deduction Allowed
- Partial Deduction Allowed (Yes/No)
- Deduction Arrears Allowed (Yes/No)
- Deductions Taken From Sep Chk (Yes/No)
- Stop Deduction at Termination (Yes/No)
- Maximum Yearly Deduction (Yes- Provide/No)
- Liability Accounts - Non Commitment Accounting (Yes- Provide/No)
- Pay Frequency (indicate one if applicable)
- A - Annual
- B - Biweekly
- D - Daily
- M - Monthly
- Q - Quarterly
- S - Semimonthly
- W – Weekly
- Deduction Frequency(indicate one if applicable)
- First Pay Period
- Second Pay Period
- Third Pay Period
- Fourth Pay Period
- Fifth Pay Period
End of Article
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