• Balance IDs are used for Open Enrollment. Before you can start the Open Enrollment process, you must have completed the Balance IDs table.
• CMS creates the CSUID Balance IDs.
• Campuses are responsible for creating their own Balance IDs.
• You must create the Balance IDs before the calendar year payroll calendars are created.

You must create balance IDs for all three calendar types:

• Academic Year (AY)
• Calendar Year (CY)
• Fiscal Year (FY)

Step 1: Open the Navbar button

Step 2: Navigate to Menu > Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > Balance ID Table.

Step 3: Enter your SetID (campus) and search for balance IDs.

You must create both Balance ID Table 1 and Balance ID Table 2 before you can save.

Step 1: Click the AY row.

Step 2: Click the button to scroll to the end.

Step 3: Click the Plus button at the end of the list to add a period.

Step 4: Add the Period Name and Abbreviation.

Step 5: Continue to add all 12 periods to complete the year.

Step 6: Click Balance ID Table 2.

Step 7: Click the button to go to the end of the list.

Step 8: Click the Plus button to add a new row.

Step 9: Enter the Period Name and Abbreviation.

Step 10: Add all four quarters for the year.

Step 11: Click Save.

Step 12: Click Return to Search.

Step 1: Click the CY row.

Step 2: Enter the year that you want to create and then click Create.

Step 3: Click Return to Search.

Step 1: Click the FY row.

Step 2: Click the button to scroll to the end.

Step 3: Click the Plus button at the end of the list to add a period.

Step 4: For each new row, add the Period Name and Abbreviation.

Step 5: Continue to add 11 more periods to complete the year.

Step 6: Click Balance ID Table 2.

Step 7: Click the button to go to the end of the list.

Step 8: Click the Plus button to add a new row.

Step 9: Enter the Period Name and Abbreviation.

Step 10: Add all four quarters for the year.

Step 11: Click Save.

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