Overview
This job aid shows campuses how to create Balance IDs.
Background
- 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.
- 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).
- The Balance ID value CY is used throughout the Benefits and in TL for the additional configurations. For Benefits, the Balance ID must be setup before you can start the Open Enrollment process.
Numerous modules within CHRS rely on this functionality and require proper setup. To avoid duplicate efforts, be sure to coordinate with the relevant team members at your campus before proceeding with the setup.
Search for Balance IDs
You must create balance IDs for all three calendar types:
- 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.
Create Balance IDs for Calendar Year
Step 1: Click the CY row.
Step 2: Enter the year that you want to create and then click Create.
The calendar year is created for both tabs.
Step 3: Click Return to Search.
Create Balance IDs for Fiscal Year
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.
End of article
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