• Majority of the roles for LCD will begin with CHR_LCD_
• The Security Roles for CHRS provides a full list of Dynamic roles, Baseline CHRS Security roles and the CHRS Security Plan and Requirements for review. 

• Determine who on your campus needs to have one or more of the LCD Secuirty roles.
• Work with your security admin to have the identified users assigned the correct roles.   

For implementing campuses conversion will bring all Pay Calendars forward.  This is the campuses opportunity to ensure their configuration aligns with the needs of LCD in CHRS. 

The Balance ID value FY is used strictly for LCD processing to aligns with how adjustments and year-to-date totals are verified in the LCD process (so CFS and CHRS are synchronized).

Coordinate with the appropriate area at your campus to review and confirm that this task has been completed for the current and new fiscal year in CHRS.

Job Aid - Create Balance IDs

For implementing campuses conversion will bring all Pay Run ID forward.  This is the campuses opportunity to ensure their configuration aligns with the needs of LCD in CHRS. 

Each campus MUSH HAVE a Pay Run ID for ACD, POS, STU, and MST.

Coordinate with the appropriate area at your campus to review and confirm that this task has been completed for the current and new fiscal year. 

Job Aid - Create Pay Run ID

For implementing campuses conversion will bring all Pay Calendars forward.  This is the campuses opportunity to ensure their configuration aligns with the needs of LCD in CHRS. 

Pay Calendars are used in Payroll Input Process (PIP) and Labor Cost Distribution (LCD). Campuses typically have pay calendars for each of the four pay groups for each period.

Coordinate with the appropriate area at your campus to review and confirm that this task has been completed for the current and new fiscal year.

Job Aid -  Create Pay Calendars

For implementing campuses conversion will bring all Pay Tape Period forward.  This is the campuses opportunity to ensure their configuration aligns with the needs of LCD in CHRS. 

Calendar needs to be created for all 12 months (Academic, MST, POS, STU) using the standardized naming convention. 

Coordinate with the appropriate area at your campus to review and confirm that this task has been completed for the current and new fiscal year.

Job Aid: CSU Pay Tape Period

Departments and the department tree are manually maintained in both CHRS and CFS. While the tables do not need to match exactly, any Dept ID used as a ChartField for payroll distribution must exist in the Financials Chart of Accounts.

Department Navigation: Menu > Set Up HCM > Foundation Tables > Organization > Department
Tree Manager Navigation: Tree Manager >  Tree Manager

For implementing campuses conversion will bring all DBT rows forward.  This is the campuses opportunity to ensure their configuration aligns with the needs of LCD in CHRS. 

The Department Budget Table supports budgeting at various levels (department, position pool, job code, position, or appointment) with caps to control spending. However, actuals and encumbrances are always tracked at the lowest level, regardless of how budgeting is defined. Review the table configuration to identify any necessary updates or changes.

Job Aid: Department Budget Table USA

For implementing campuses, conversion will bring forward all ChartField values (active and inactive), providing an opportunity to ensure configuration aligns with LCD requirements in CHRS.

Review all ChartField values (Account, Project, Fund, Class Field, etc.) to confirm they are accurate and properly aligned (e.g., status, effective date). These values should be maintained in CFS, as CHRS receives updates via Integration Broker. Make any necessary updates in CFS and verify they are reflected in CHRS.

Job Aid: Review ChartField Values

For implementing campuses conversion will bring the existing Account Codes regardless if they are duplicated. 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. Implementing campuses need to review their Account Codes and utilize the Combo Code Delete process to remove duplicates from CHRS. 

For implementing campuses conversion will bring all Combo Codes forward. This is the campuses opportunity to create new, update existing, and delete the unused. 

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. 

Job Aid: LCD Combo Code Add

Job Aid: LCD Combo Code Update

Job Aid: LCD Combo Code Delete

Even if your campus recently ran the Combo Code Sync in CHRS, it is recommended to run it again manually to ensure VALID_COMBO_TBL and ACCT_CD_TBL are aligned and free of duplicates. Duplicate records can prevent Time Administration from running successfully. The Combo Code Sync can be run as often as needed to maintain data integrity.

Job Aid: Run Combo Code Sync

For implementing campuses, the conversion will carry over existing Earnings Code mappings. 

Coordinate with the appropriate campus area to confirm whether a new earnings code is needed. As the Earnings Code determines the Pay Type based on the SCO Pay Type from the pay tape (CSU_PI_PAY_TYPE). Unmapped transactions will appear on the Paycheck Creation Errors page.

Standard Values: Data Dictionary-Earnings Code

Job Aid: New Earnings Code LCD Checklist

Campus-specific deduction codes will not be converted into CHRS. Review your campus codes to identify any missing entries and request to have them added. Changes affect all campuses, deduction codes cannot be updated or added locally. To request updates or additions, submit a ServiceNow ticket.

Standard Values: Data Dictionary

Job Aid: Request New LCD Deduction Code

A Suspense Code (SUSPENSE_###) is a required placeholder on the Department Budget Table. It is not used by CSU LCD distribution but must be populated in PeopleSoft and must be unique per campus.

Submit a ServiceNow ticket to confirm the GL Account is unique and not in use in CHRS.

Position Paper: ​Stand​​ardize SUSPENSE Format 

Suspense Code List: Suspense Code

Both the LCD Flowchart and the LCD Monthly Process Checklist walks campuses through the steps they will preform for LCD in CHRS. 

Throughout the LCD process, you will be prompted to search or create a run control. The run control you create will need to be unique to you. Run controls cannot be viewed by multiple people. When creating your UNIQUE run control, begin with your campus number and follow it by your ID number or initials (example: 90100002545 or 90MD)