• Majority of the roles for LCD will begin with CHR_LCD_
• The CHRS Library - Security Page 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.   

Even if your campus completed the Combo Code sync in HR 9.0 prior to the CHRS conversion, the process must be rerun manually in CHRS before proceeding with any other tasks. Doing so ensures that VALID_COMBO_TBL and ACCT_CD_TBL remain aligned and that no duplicates exist. Duplicate records will impact TimeAdmins’ ability to run successfully.

Job Aid: Run Combo Code Sync

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 review. 

For implementing campuses conversion should bring the setup forward. However, it is essential to verify that the configuration aligns with the standard to ensure proper LCD functionality. 

• Balance ID has a Fiscal Year setup.
• Academic, Master and POS Calendars must be established and created in CHRS for all 12 months.
• Pay Period Run ID must match the correct naming convention and created in CHRS for all 12 months.
• CSU Pay Tape Period setup for all 12 months with the correct accounting period and displaying the Pay Run ID for STU, POS, MST, ACD.

Job Aid - Create Balance IDs
Job Aid - Create Pay Run ID
Job Aid -  Create Pay Calendars
Job Aid: CSU Pay Tape Period

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

For implementing campuses conversion will bring the existing departments (along with the department tree) from HR 9.0 to CHRS. Any new departments (along with the department tree) will have to be setup. 

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.

For implementing campuses conversion will bring the existing ChartFields from HR 9.0 to CHRS. Any new ChartFields will have to be setup.

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 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, the conversion will carry over existing Earnings Code mappings. The Earnings Code identifies the Pay Type based on the SCO Pay Type value from the Paytape (CSU_PI_PAY_TYPE). Any unmapped transactions will appear on the Paycheck Creation Errors page. 

Menu > Set Up HCM > CSU Product Related Setup > CSU LCD Setup > CSU Earnings Code Mapping

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.

Job Aid: Request New LCD Deduction Code

The LCD Flowchart 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)