The following checklist provides a range of tasks that need to be completed by the campus for the new Fiscal Year.
Audit
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 to make sure they are consistent between CFS and CHRS. Make the appropriate changes directly in CFS, then confirm they are in CHRS.
For CHRS, the Account Codes are important for both LCD and TimeAdmin. TimeAdmin is a delivered functionality that uses the ACCT_CD when processing, whereas LCD uses the FDM_HASH. Duplicate account codes impact TimeAdmin ability to process successfully. Confirm that the Account Codes for your campus are not duplicated and utilize the Combo Code Delete process to remove any found duplicates in CHRS.
Run to Sync
Even if your campus recently ran the Combo Code sync in CHRS, rerun it manually to ensure VALID_COMBO_TBL and ACCT_CD_TBL are aligned and free of duplicates. Duplicate records will prevent TimeAdmins from running successfully.
Job Aid: Run Combo Code Sync
Configure
Numerous modules within CHRS use the same configuration (i.e. Balance ID, Pay Run ID, Pay Calendar, Pay Tape Period). To avoid duplicate efforts, be sure to coordinate with the relevant team members at your campus before proceeding with the setup.
Job Aid - Create Balance IDs
Job Aid - Create Pay Run ID
Job Aid - Create Pay Calendars
Job Aid: CSU Pay Tape Period
Job Aid: Copy Prior FY Budget
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.
There is NO NEED to complete the Rollover unless there is an actual change to the Combo Code ChartField values
There is NO NEED to create new Combo Codes with a different Effective Date value if ALL the other values are exactly the same.
The Earnings Code is used for identification of the Pay Type based on the SCO Pay Type value from the Paytape (CSU_PI_PAY_TYPE). Unmapped transactions write to the Paycheck Creation Errors page
Menu > Set Up HCM > CSU Product Related Setup > CSU LCD Setup > CSU Earnings Code Mapping
Campuses may need to coordinate with the appropriate team member to resolve missing code mappings.
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.
Job Aid: Request New LCD Deduction Code
End of Article
You are done. Great job!
0 Comments
Add your comment