CHRS Knowledge Base

Balance ID

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Balance ID is used to set up a calendar year for each campus. 
Field CharacteristicDescription
Valid Value Rule(s):
  • Balance IDs are used by both LCD and PIP.
  • It is important to remember that dates on the calendar year balance IDs should match the SCO pay calendar. Campuses should build out one year of balances at a time.

Examples of Balance IDs:

Balance IDLong DescrShort Descr
AYAcademic Year CalendarAY Cal
CYCalendar YearCal. Year
FYFiscal YearFiscal Yr
MYMonthly Pay End Date CalendarMonthCal
PYPIP CalendarPIP Cal

Note: When defining balances to be maintained, you can create a Calendar Year or a Non-Calendar Year. If you are creating a Calendar Year, select the Bal for Calendar Year check box, enter a year in the Year field, and click the Create button—all other fields become unavailable for entry. However, if you are creating a Non-Calendar Year, you must specify values in the Periods in a Year/Quarters in a Year, End Date Default, Use Date, Balance Type fields, and Balance ID Details.

Format:Char2
Navigation:Time and Labor > CSU Time and Labor > CSU Pip Process > Run Control
Field Name:BALANCE_ID
Setup Table Name:BALANCE_ID_TBL
Setup Table Navigation:Set Up HCM > Product Related > Payroll for North America > Payroll Processing Controls > Balance ID Table
Impacted Fields:None
Impacted Processes:None
System Audits:None
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