CHRS Knowledge Base

Integration Frequently Asked Questions (FAQ)

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The purpose of this document is to provide users with responses to frequently asked questions about different aspects of the Consolidation and Upgrade of Human Resources (CHRS) 9.2, application integration, impacts to integrating with Campus Solutions (CS) 9.2 and Common Finance System (CFS) 9.2. Before reviewing this document, it is highly recommended that CHRS Integration (9.0, IB, PDM) document in the CHRS Library be reviewed first.

Database Maintenance

CHRS
What happens when the CHRS Database is down for scheduled maintenance?

When CHRS database is down for upgrade, maintenance, application of MPs, Wave implementation (several days) or some other reason, specific steps are taken to ensure minimum impact to the CS and CFS environments.

  1. CMS in CHRS will review both Synchronous and Asynchronous Messages to confirm NO errors
  2. CMS will work directly with CO Tech Services for CHRS to have
    1. All job processes PAUSED for ALL Campuses
    2. The campus’s production CS environments temporarily connected to a false CHRS production environment through a DB link. (Note: The CFS environment will remain unconnected)
    3. To use “lock and unlock” scripts to prevent all employees/POIs from accessing CHRS during the maintenance.
  3. Campuses will need to communicate to campus employees/POIs about the upcoming maintenance for CHRS and encourage all employees/POIS to make any personal data updates in CHRS prior to the maintenance.
  4. In CS, campuses will need to:
    1. Pause Automated Processes (BUSN Email Previsioning, Schedule Jobs, etc.)
    2. Review both Synchronous and Asynchronous Messages to confirm NO errors
  5. In CFS, campuses will need to:
    1. Review Asynchronous Messages to confirm NO errors
During scheduled maintenance or unscheduled downtime, what functionality would fail in a CFS environment if CHRS is not available?

The following would be impacted:

  1. Adding / updating ChartFields: Fund, Account, Program, Project, or Class
  2. Journal generation of HR data from the HR_ACCTG_LINE table which published the journal ID back to CHRS
  3. Messages will error out and Campus IB Administrators will need to resubmit the messages when HCHRPRD IB is back up
What happens when the CHRS Database is down for an unscheduled downtime like an outage?

If the CHRS database is down, then a notification will be sent to the campuses and no Asynchronous or Synchronous messages will go in or out of CHRS.

Will campuses be notified prior to scheduled maintenance?

Yes

Will campuses have access to a non-production CHRS environment?
  •  Yes, the CHRS Non-PRD Clone Schedule is located here.
CS
What happens when the CS Database is down for scheduled maintenance?

When a CS campus is down for upgrade, maintenance, application of MPs or some other reason, specific steps are taken to ensure that only the campus going through the maintenance is impacted.

  1. Campus will need to provide “lock and unlock” scripts for both employees and POIs. The “lock and unlock” scripts will need to be for both CHRS and CS environments. The “lock and unlock” scripts will need to be provided to the Upgrade Team.
  2. Campus will be responsible for communicating to their employees/POIs and shared employees/POIs about the upgrade.
  3. Inform active shared employees or shared POIs with a connection and/or relationship to other CHRS campuses
  4. CMS will work directly with CO Tech Services for CHRS to have an update made to the “URL Maintenance Page” for the campus going through the CS upgrade to prevent the campus employee/POI and shared employee/POI from making personal transactions updates during the downtime.
  5. CMS will work directly with CO Tech Services for CHRS to the following three job processes during CS Solutions PeopleTools Upgrade window will be PAUSED for ALL Campuses
    • CSU Employee Refresh
    • CSU POI Status Update
    • CSU Workstudy Data Refresh
What happens when the CS Database is down for an unscheduled downtime like an outage?

If the CS database is down, then no Asynchronous or Synchronous messages will go in or out of CS.

CFS
What happens when the CFS Database is down for scheduled maintenance?

When a CFS is down for upgrade, maintenance, application of MPs or some other reason, all CHRS DB Links will fail and all Ayshcrnonous messages will go into a queued state until they can be resubmitted. 

The CHRS App Dev team will be responsible for resubmitting all Ayshcrnonous messages in CHRS when able. 

What happens when the CFS Database is down for an unscheduled downtime like an outage?

All CHRS DB Links will fail and all Ayshcrnonous messages will go into a queued state until they can be resubmitted. The CHRS App Dev team will be responsible for resubmitting all Ayshcrnonous messages in CHRS when able. 

Database Clones

Will CHRS production be cloned for campuses to use?

Yes, CHRS will have daily clones of production, Sunday through Thursday. Campuses can learn more about the clones by visiting the CHRS Non-Production page.

Will CHRS have productions clones connected to campus CS databases?

CMS will connect the Sunday CHRS Production Support databases (H*CHRSPA/H*CHRPSB) to an internal CS database only. All other CHRS production support databases will not be connected to a Campus CS database unless a ServiceNow ticket is submitted by the campus.

If I need to have one of my Campus CS Databased connected to a CHRS production support database, what should I do?
Each week the CHRS Production Support Databases are refreshed, does that mean if my campus still needs our Campus CS Databased connected to a CHRS production support database we must submit another ticket?

Yes! CHRS production support database will never be connected to a Campus CS database unless a ServiceNow ticket is submitted.

Will CHRS have productions clones connected to CFS database automatically?

No

If I need to have a CFS Databased connected to a CHRS production support database, what should I do?

Submit a ServiceNow ticket. 

Integration Standardized Values

What areas should I review in CS to confirm I have all the CHRS standardized values?
  1. Name Type
  2. Name Suffix
  3. Name Prefix
  4. Address
  5. Phone
  6. Email
  7. POI
Where can I find the standard POI Types for CHRS?

The CHRS Library has a full list of POI Type and how they will convert under the CHRS Data Dictionary Section.

Whose responsibility is it to ensure that my CS environment has all the standard values?

 It is the campus’s responsibility and should be done before their Pass A. 

Where can I find a list of the standardized values for Phone, Name Type, Address, Email, and Name Prefix or Suffix?

The CHRS Library has a full list of the standardized values. However, for ease of access, we have included the values below that are finalized as of 11/5/2021.

Bio/Demo Types CHRS-CS TYPE
PHONE BUSN
PHONE CELL
PHONE FAX
PHONE HOME
PHONE OTR
PHONE PGR1
PHONE BUS2
PHONE TDD
EMAIL HOME
EMAIL OTHR
ADDRESS HOME
ADDRESS MAIL
ADDRESS OFFC
NAME PRF
NAME PRI
NAME_SUFFIX PharmD
NAME_SUFFIX Esq
NAME_SUFFIX MD
NAME_SUFFIX PhD
NAME_SUFFIX I
NAME_SUFFIX II
NAME_SUFFIX III
NAME_SUFFIX IV
NAME_SUFFIX V
NAME_SUFFIX CPA
NAME_SUFFIX DC
NAME_SUFFIX DDS
NAME_SUFFIX DMD
NAME_SUFFIX DVM
NAME_SUFFIX EdD
NAME_SUFFIX JD
NAME_SUFFIX Jr
NAME_SUFFIX OD
NAME_SUFFIX OMD
NAME_SUFFIX PE
NAME_SUFFIX RN
NAME_SUFFIX TTEE
NAME_SUFFIX Sr
NAME_SUFFIX VI
NAME_SUFFIX VII
NAME_SUFFIX VIII
NAME_PREFIX ADM
NAME_PREFIX CADT
NAME_PREFIX CAPT
NAME_PREFIX COL
NAME_PREFIX CMDT
NAME_PREFIX CDR
NAME_PREFIX Dr
NAME_PREFIX Fr
NAME_PREFIX Jdg
NAME_PREFIX LT
NAME_PREFIX LCDR
NAME_PREFIX MAJ
NAME_PREFIX Miss
NAME_PREFIX Mr
NAME_PREFIX Mrs
NAME_PREFIX Ms
NAME_PREFIX PRES
NAME_PREFIX RABI
NAME_PREFIX REV
NAME_PREFIX Sr

Integration Functionality

Bio/Demo Sync
How will Bio/Demo values sync between CHRS and CS?

Integration is a one directional sync between CHRS and CS. This means that Bio/Demo will go from CHRS to CS, but not from CS to CHRS. The only data that CS will send to CHRS is the Campus ID and BUSN email.

What Bio/Demo types WILL synch from CHRS to PDM/CS?

All CHRS standardized configured types will be synced to CS. PDM will be a depository for that data.

What should a campus consider in terms of the Bio/Demo Types?

Review all areas where values are used and determine retrofits. This would include provisioning tools, Search/Match (gender, birthdate) and other third parties that utilize unsynced bio/demo data for faculty/staff. Ensure all CHRS bio/demo types listed above exist on field or translate tables in CS and are active.

 What Bio/Demo type WON’T Sync from CHRS to CS under Integration Model 1?
  1. Gender
  2. Emergency Contacts
  3. Date of death
  4. Marital status
  5. Military status
  6. Disability
  7. Disability accommodation
  8. Ethnicity/Diversity
  9. Citizenship
  10. Passport
  11. Visa/permits
  12. ITIN
 Is there an easy diagram I could refer to for what will and will not sync?

Yes.

diagram of Bio Demo data that syncs between CHRS and CS
What should I understand about Preferred name regarding integration?

CHRS is the system of record for preferred name for faculty, staff, and student workers. Preferred name updates will sync from CHRS to CS. No updates from CS will go to CHRS.

How are Student Workers impacted by how preferred name integrates?

Student workers who update their preferred name in Campus Solutions will not update CHRS. Student workers will need to update their preferred name in CHRS also.

If an employee is existing at multiple campuses and their personal information is updated in CHRS, will it also be updated in all those campuses CS environment or just the primary campus?

The employee must be active for the information to feed from CHRS to CS. If the employee is active at multiple campuses and their personal data is updated for one of the values that integrates from CHRS to CS, then it will update all CS environments the employee is actively associated with and not just the primary campus.

Business Email
What should I understand about Business Email?
  • Baseline delivered integration broker messages between CS (updated via Add/Update a Person) and CHRS will update this value on the PSOPRDFN table but does not update the CHRS Email bio/demo value. Updating Business Email on CHRS via Self Service or Bio/Demo is disabled.
  • Business Email (BUSN email type only) will be sent from CS to CHRS over to the PSOPRDFN table as the EMAILID.
Where is the BUSN Email stored in CHRS?

In PSOPRDEFN table located in the User Profile.

In PSOPRDEFN table located in the User Profile.
What should a campus consider in terms of provisioning?

For provisioning, campuses should review usage of Business Email. Integration from CS to CHRS for the Business Email will only work if the Business Email in CS is updated on the “Add/Update a Person” component and not the Electronic Addresses component.

How does integration populate the business email in CHRS?

In CHRS, the PSOPRDEFN table houses the BUS email type for individual campus User IDs. This value is populated by Campus Solutions campus provisioning when the BUSN email type from PS_EMAIL_ADDRESSES is populated (or when manually updated on Campus Solutions’ Add/Update a Person)

In CHRS can a business email be updated in Employee Self Service or Modify a Person?

 No, Business Email Addressed cannot be created/updated in Modify Person.

What business email value should the CS tables have?

The following CS tables should the following value:

Campus Solution (CS) Table Name Business Email Value
PS_EMAIL_ADDRESSES BUSN
PSUSEREMAIL BUS
In CHRS if the business email is updated on PSOPRDEFN, does it update the email address on the CS side?

No, the Business email address does not go from CHRS to CS, it only goes from CS to CHRS.

Scenario: CS Tables Update CHRS Tables Updated
1 CS Business Email Address Inserted/Updated in Bio-Demo PS_EMAIL_ADDRESSES (BUSN) and PSUSEREMAIL (BUS) PSOPRDEFN and PSUSEREMAIL (BUS)
2 CS Email address Updated in PSOPRDEFN PSOPRDEFN and PS_EMAIL_ADDRESES (OTH) N/A
3 CHRS Email Address Updated in PSOPRDEFN N/A PSOPRDEFN and PSUSEREMAIL (BUS)
For the Business email address, what CS pages update PSOPRDEFN in CHRS?

For the Business email address, only the Add/Update a Person page in CS will update the PSOPRDEFN in CHRS.

CS Page Name Navigation Updates PSOPRDEFN in CHRS
Add/Update a Person Menu > Campus Community > Personal Information > Add/Update a Person Yes
Electronic Addresses Menu > Campus Community > Personal Information > Biographical > Addresses/Phones > Electronic Addresses No
What is the code that should be incorporated into my campuses provisioning process to send the Business email in CS to CHRS?

The code is in CSU_CHRS_INTEGRATION.Provisioning.ProvisionIntegrationOneID to send an updated Business email in CS to CHRS

POI
Will all faculty/staff/POI’s created in CHRS exist in Campus Solutions?

Yes, all faculty/staff/POIs created in CHRS will exist in PDM and Campus Solutions

In CHRS when an employee/POI are created will they automatically create a “CS Person” in CS?

Yes, when a CHRS employee and/or POI is created on the CS side, another student POI Type of 0009 “CS Person” will be auto created during the creation of the CS EMPLID.

What happens when CHRS uses a POI Type on the CS side that is inactive?

 The key is that the POI Type must at least exist on the CS side for the integration to be successful. If an inactive POI Type is used in CHRS, the integration process will still be successful, and a User Profile will be created in CHRS.

What happens if a POI Type is used in CHRS that does not exist on the CS side?

The user will appear on the CS side with a “Future Hire” POI Type and not the POI Type they were created with in CHRS. A User Profile will NOT get created in CHRS side.

If a faculty/staff/POI is created in CHRS for one campus, will it exist in the CS environment for all other campuses?

No, if a faculty/staff/POI is created in CHRS for one campus, then only that campus CS environment will receive the created faculty/staff/POI.

What happens when an Active Employee in Job is employed by one campus but is being hired by another campus with a POI type that the first campus does not have in their CS environment?

Nothing will happen. The new campus will have a User Profile created in CHRS, and both CS environments will be updated with the Bio Demo changes.

What are some scenarios that explain which CS environment is updated for an employee/POI that exists at multiple campuses?

 If an employee and/or POI exists at multiple campuses and a change is made to their BIO Demo, then certain campus CS environments are updated. Use the chart below to see the different scenarios. 

Campus 1 Campus 2 CS Environment Updates
Active POI Only No Association Campus 1
No Association Active POI Only Campus 2
Active Job Record No Association Campus 1
No Association Active Job Record Campus 2
Active Job Record Active POI Only Campus 1 and Campus 2
Active Job Record Active Job Record Campus 1 and Campus 2
Active POI Only Active POI Only Campus 1 and Campus 2
Active Job Record Inactive POI Only Campus 1
Inactive Job Record Active POI Only Campus 2
Active POI Only Inactive POI Only Campus 1
Inactive Job Record Active Job Record Campus 2
How is an Unknown POI Type created?

An Unknown POI Type is created when the process of creating the user as a POI or in Job Data was not fully completed. This can occur through CHRS Recruiting or by manual entry. For example, a user entering a new employee manually on the Add a Person page presses save and exits the page before completing the Organizational Relationship section.

What happens if an Unknown POI Type is created?

Once an Unknown POI Type is created, the IB process will fail, and a User Profile will not to be created on the CHRS side. To resolve this, the campus will have to either create the user directly in Job Data or add another POI Type to the user. Once that is done, the IB process will be successful and a User Profile on the CHRS side for the User Profile to be created. There are some cases where the campuses will not be able to resolve the Unknown POI and will need to open a ServiceNow ticket. 

Can a POI be backdated?

A POI can be backdated if the required date is the same as the Effective Date of the Name and does not have associations with other campuses. However, the integration will send the bio/demo details to CS will the current effective date. 

Can a POI be backdated if it exists at multiple campuses?

No. POIs who exist in multiple campuses cannot be backdated when POIs are created in the CHRS database. They will be locked by SETID and will be synched with the campus to which it has been assigned – by the SETID / Department. Each campus will see their own POIs assigned by campus departments.

If I backdate a POI in CHRS, will the date match in CS?

No, CS will always have a current effective date regardless of what has been entered in CHRS.

Can a POI be future dated?

No. The CHRS System does not allow for future dated entry.

User Profile
What should I understand about the User Profile Roles?

The User Profile Role will no longer be synchronized between CHRS and CS. When a person is created in CHRS, their User Profile will not be automatically created in CS.

What should the campus consider regarding User Profile Roles?

Roles assigned in User Profiles will not sync between CHRS and Campus Solutions. Campuses that rely on roles syncing will need to review impacts/alternatives to business processes.

What should my campus consider regarding User Profiles in CHRS?

The persons will have one ID in CHRS and different IDs in CS environments. In CHRS, the CS ID is found on the User Profile Page with a prefix of the campus code found on COSAR Table 01. Persons existing in multiple CS campuses will have multiple User Profiles in CHRS.

User Profile page in CHRS
In CHRS, will all Employees and all POIs have User Profiles created?

During the implementation conversion everyone receives a User Profile, except for those that are deceased. After conversion everyone receives a User Profile, if one needs to be deleted then a ServiceNow ticket is required.

In CHRS, are the User Profiles created automatically for all Employees and all POIs have User Profiles created?

Yes.

In CHRS how is the User Profile created?

 In CHRS, when an employee is created, a CHRS ID is generated, and sends the information to Campus Solutions, where a Campus Solution ID is generated. The generated Campus Solutions ID is then, sent from CS to CHRS with the CS ID prepended with the two digit campus code which is stored in PSOPRDEFN in CHRS as the OPRID.

In CHRS, can a User Profile be deleted?

 In CHRS, once a User Profile is created through integration, it cannot be recreated. This means, that a User Profile must remain connected to the employee even if they are no longer connected to that campus. If the User Profile is deleted, it would have to be manually recreated. 

The only time a User Profile can be deleted, is if it is related to a duplicate. 

When an employee/POI is created in CHRS, does a User Profile get created in Campus Solutions?

No! A User Profile is NOT automatically created in Campus Solutions. If campuses want an employee/POI to have a User Profile in CS they either need to manually create or have a process established that creates user profiles in CS.

Is there a crosswalk table that can be used to find CHRS IDs on the CS side?

Yes, it is CSU_CHRS_XREF.

Can campuses access the crosswalk table directly in CS?

Yes, the CHRS Cross Reference Table can be located using the following navigation: 

CSU SA Baseline > CSU Campus Community > CSU Cross Reference to search a person online in CS

CHRS Cross Reference Table located in Campus Solutions
How does not being able to see CS Empl IDs on the CHRS side impact the campus?

Campuses will have to rely on the CHRS Cross Reference Table on their CS side.

Can campuses query the table CSU_CHRS_XREF crosswalk table to find CHRS ID in CS?

Yes, but they should not the CHRS OPRID is <campus code> + CS ID

Integration Messages

Do the integration messages between CFS and CHRS remain asynchronous?

Yes

What are the Asynchronous Service Operations messages available for Integration Broker between CFS and CHRS?
MSGNAME APMSGVER RECNAME  CHRS > CFS CFS > CHRS
CHRS_ACCOUNT_CHARTFIELD_SYNC  VERSION_1  GL_ACCOUNT_TBL    X 
CHRS_BUS_UNIT_GL_SYNC  VERSION_1  BUS_UNIT_TBL_GL    X 
CHRS_CLASS_CF_SYNC  VERSION_1  CLASS_CF_TBL    X 
CHRS_DETAIL_CALENDAR_SYNC  VERSION_1  CAL_DEFN_TBL    X 
CHRS_DETAIL_CALENDAR_SYNC  VERSION_1  CAL_DETP_TBL    X 
CHRS_FUND_CF_SYNC  VERSION_1  FUND_TBL    X 
CHRS_JOURNAL_GEN_APPL_ID_SYNC  VERSION_1  JRNLGEN_APPL_ID    X 
CHRS_LABOR_COST_DISTRIBUTION  VERSION_1  CSU_LABOR_DIST  X   
CHRS_LEDGER_DEFN_SYNC  VERSION_1  LED_DEFN_TBL    X 
CHRS_PAYROLL_ACCTG_TRANSACTION  VERSION_1  CHRS_ACCTG_LINE  X  X 
CHRS_PROGRAM_CF_SYNC  VERSION_1  PROGRAM_TBL    X 
CHRS_PROJECT_SYNC  VERSION_1  PROJECT    X 
CSU_PROVISION_INT V1 PSOPRDEFN    
At what step in the LCD process in CHRS sends data to CFS?

CSU Exporting Accounting Lines

What data does CFS send back to CHRS?
  • HR_ACCTG_LINE-JOURNAL_LINE
  • HR_ACCTG_LINE-JOURNAL_DATE
  • HR_ACCTG_LINE-JOURNAL_ID
  • HR_ACCTG_LINE-ACCOUNTING_PERIOD
  • HR_ACCTG_LINE-FISCAL_YEAR
Is there a high level flowchart that shows integration between CHRS and CFS?

Yes

high level flowchart that shows integration between CHRS and CFS
Will integration between CHRS and CS still use asynchronous messages?

No. The messages that go between CHRS and CS will be primarily synchronous.

What messages will CS send to CHRS?

CS will only send CSU_PROVISION_INT and CSU_SEC_USERID, which will include the ID for the User Profile and Business email.

What are the Synchronous Service Operations messages available for Integration Broker between CS and CHRS?
MSGNAME APMSGVER RECNAME  CHRS > CS CS > CHRS
CSU_CHRS_CS_INTEGRATION v1  ADDRESSES  X   
CSU_CHRS_CS_INTEGRATION v1  EMAIL_ADDRESSES  X   
CSU_CHRS_CS_INTEGRATION v1  NAMES  X   
CSU_CHRS_CS_INTEGRATION v1  PERSON  X   
CSU_CHRS_CS_INTEGRATION v1  PERSONAL_PHONE  X   
CSU_CHRS_CS_INTEGRATION v1  PERS_DATA_EFFDT  X   
CSU_CHRS_CS_INTEGRATION v1  PERS_NID  X   
CSU_CHRS_CS_INTEGRATION v1  PER_POI_TYPE  X   
CSU_SEC_USERID  v1  CSU_SEC_CHRS    X 
CSU_PROVISION_INT V1  PSOPRDEFN  

Security

Will a delivered role be provided by CMS to campuses to access the CHRS Crosswalk Table (CSU_CHRS_XREF) in CS? (Navigation: Menu > CSU SA Baseline > CSU Campus Community > CHRS Cross Reference)

No, Campuses will need to develop their own role or add the CSU_CHRS_XREF page to an existing role.

Image of CHRS Cross Reference in CS
For the CHRS Crosswalk Table in CS what is the Menu Name and Component? (Navigation: Menu > CSU SA Baseline > CSU Campus Community > CHRS Cross Reference)

Menu: CSU_CHRS_INTEGRATION

Component: CSU_CHRS_XREF

To view the Asynchronous and Synchronous messages in CS, what role do I need?

Users will need a total of 2 roles:

  1. CMS_PT_CSUCSHR
  2. CMS_PT_ENABLE_CI
To view the Asynchronous and Synchronous messages in CHRS, what role do I need?

Campus DO NOT have a role in CHRS to view Asynchronous and Synchronous messages. Due to the Level 1 data imbedded in the Asynchronous and Synchronous messages in CHRS, only those in CMS will have access.

When is CMS_PT_CSUCSHR and CMS_PT_ENABLE_CI available to add to a campus user in CS?

The roles are delivered in CS008 and can be granted to a campus once CS008 is applied to the campuses CS production during the CHRS MTP.

Can a Change Control be submitted to have a role created for campuses to view Asynchronous and Synchronous messages in CHRS?

Campus are always welcome to submit Change Controls. However, due to the Level 1 data imbedded in the Asynchronous and Synchronous messages in CHRS, a Change Control will not be approved.

Retrofits and Modifications

What should campuses pay special attention to when analyzing their campus customizations to ensure no loss of functionality or data?
CSU_PIP_HISTORY

The CS Baseline Work Study modification utilizes CSU_PIP_HISTORY to determine how Much money students have available for financial aid disbursement. The CHRS table JOB will be converted as of November 1, 2019. Currently, at least 10 campuses use this modification.

In CHRS, this table will contain converted data as of July 1, 2019.

EMPL_RCD
CHRS

In CHRS, faculty/staff that had more than one job in multiple campuses also would have duplicate EMPL_RCDs when consolidated into one database. Therefore, all EMPL_RCDs in this situation have been renumbered during conversion only. New data added into CHRS will not be maintained through this table.

  • CSU_JOBEMPL_MAP (mapping/crosswalk table in CHRS)
    1. EMPLID (CHRS EMPLID)
    2. EMPL_RCD (CHRS EMPL_RCD)
    3. EMPLID_OLD (Campus EMPLID)
    4. EMPL_RCD_PREV (Campus EMPL_RCD)
    5. COMPANY (Campus/Company)
CS

APDB and Workstudy both use EMPL_RCD. At the time of conversion to CHRS, a script will be run in the corresponding CS campus to update three tables to match the EMPL_RCD from the CHRS crosswalk table.

  1. CLASS_INSTR
  2. INSTR_TERM_DTL
  3. STDNT_WS_AWARD

Campuses should review all areas where EMPL_RCD is used and determine retrofits. The three tables above are not inclusive of CS Tables that contain EMPL_RCD, only ones that are used in baseline. Most of the other tables are related to payroll, which is not used at the CSU.

COMPANY

In CHRS, 7 campuses (CI, EB, FRE, LA, LB and SF + CO) had their Company changed (CIS, EBY, FRE, LAS, SFO, CHO). Many went from a 2 digit codes to a 3 digit code.

For CS, baseline has developed views that utilize the COMPANY conversion. Campuses should review all areas where COMPANY used and determine retrofits.

PAY_CHECK

CSU_PAY_CHCK_VW has been created to blank out the SSN field, making it so that the SSN is no longer available on this record (view). Campuses will need to review all areas where PAY_CHECK is used and determine retrofits. As CS will link to the new view and only have access to that view through DB links. 

In CS, PeopleSoft Campus Community ID Delete (HR_PER502) process uses the PAY_CHECK record.

What areas should campuses be focused on testing for non-Oracle delivered processes?
  1. Academic Advising - CAAR Advising Report
  2. Financial Aid - Work Study
  3. CSU ID Search
  4. Campus Community – ALMA (Library modification)
  5. Systemwide Reporting – APDB
What areas should campuses be focused on testing heavily?

Campus needs to heavily test:

  1. CS Campus Customizations
  2. CS Third Parties
  3. Provisioning
Should campuses review ALL CS Custom modifications?

YES, campuses should review ALL CS Custom modifications and gather a list of all tables used. Then campuses should review whether the table is “owned” by HR. If not already on the DB Link list of tables:

  1. If another table needs to be used that is in the DB link view then notify your CHRS Implementation Manager why a table is needed in CS
  2. Note: Use this SQL as a guide to determine the application owner of the table:
    1. Find all tables and views with an Owner ID of HR
    2. Note that this only works for Peoplesoft-delivered objects
    3. CSU objects do not have consistent owner IDs

SELECT *

FROM PSRECDEFN A

WHERE A.OBJECTOWNERID LIKE 'H%' -- Owner is HR

AND A. RECTYPE IN ('0', '1') -- Tables and views

ORDER BY RECNAME.

What should campuses look for when considering integration with their modifications?
  1. Does the modification create a new person?
    1. If yes, then add the person with minimal data, using the custom Component interface CSU_SR_CREATE_BIO_DEMO.
  2. Whether this is a new person or an existing one, update that person's data using a different CI, HCR_PERSONAL_DATA_SRV.
  3. Example code can be found in:
    1. App Engine CSU_CM_POST, Section BIO-APP, Step01, which calls app package CSU_SR_COMMON_PKG, which invokes the CIs.
 Can a Campus Customizations have a Bio/Demo Data insert that goes directly into CHRS?

No

What should a campus consider regarding: Campus Customizations that insert Bio/Demo Data directly into CHRS will not sync to CS?

Data will not be synchronized without a CI or API

Is there a location campus should refer to regarding customizations?

Refer to a sample component interface in the Application Engine program below:

  1. CSU_ESP_PST
  2. Section POST
  3. Step01 (PeopleCode)
How will campus customizations integrate data?

Campuses will need to retrofit their customizations which update personal data by adding a synchronization step OR by performing the update in both CS and CHRS applications. The synchronization step is done via component interface or API. All baseline delivered modifications have already been updated. Some examples of campus customizations are:

  1. Updating preferred name
  2. Synchronizing home address for reporting
  3. Auto-creating POIs in HR
  4. Updating Business Phone
  5. AAWS Web Services
  6. Duplicate ID Deletion
  7. Email address update
  8. Load Runner to update addresses

Queries

What should campuses ensure when recreating queries in CHRS?
  1. Ensure queries are written with the “3-letter Campus Code_2-letter Module Code_Name with_between words”. Business Unit must be part of the criteria in queries. For more information refer to CHRS Query Policy Guide located in the CHRS Library.
  2. Campuses should retrofit any query that still utilizes SJT tables, which have not been a part of CS since the HR/CS split.
How do campuses identify their custom queries to recreate in CHRS?

The following SQL identifies custom queries created in your system from the PSQRYDEFN PeopleTools table. It includes the query type (and the operator ID who owns the query if it is private).

select

QRYNAME as "Query Name",

DESCR as "Query Description",

CREATEOPRID as "Created By",

CREATEDTTM as "Created On",

LASTUPDDTTM as "Last Updated On",

LASTUPDOPRID as "Last Updated By", case when OPRID != ' ' then 'Private - ' || OPRID else 'Public' end as "Query Type",

VERSION as "Revisions",

QRYAPPROVED as "Query Approved?",

APPROVEOPRID as "Approved By",

APPROVEDTTM as "Approved On"

from PSQRYDEFN

where LASTUPDOPRID != 'PPLSOFT'

order by QRYNAME;

How do you change a private query to a public query?

To change a private query to a public query, the campus must submit a ServiceNow ticket. So to answer the question above should simply be submit a change control and attach their private query for CMS to use as a basis

In CHRS do campuses have access to create public queries?

No.

If my campus finds a public query in CHRS and would like modifications, what are our options?

The campus can either recreate the public query as a campus private query or submit a Change Control requesting a modification.

While reviewing my campus queries in preparation for CHRS, if my campus has a query they would like created in CHRS as public, what are our options?

Campuses can either submit a Change Control requesting the query be created by CMS in CHRS as public or submit a Change Control to have it created in CHRS Reporting (Quicksight).

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