The following checklist outlines the required configuration and validation activities campuses should complete when establishing a new Department in CHRS. Departments must be fully configured to ensure accurate processing and prevent downstream errors. Completing these activities will help ensure the new Department is properly established and ready for use across CHRS.

• Coordinate and Confirm Configuration in CFS

  1. Work with the appropriate campus personnel to confirm the following before creating the new DeptID:
     • Rule 4 Configuration – Determine the appropriate Rule 4 assignment.
     • CSU_BUY Tree Placement – Identify the correct node where the new department should be added.
  2. Once the configuration has been confirmed, coordinate with the appropriate campus personnel to create the new DeptID in CFS.
  3. Confirm with the appropriate campus personnel whether the DOA field should be set to N.
     • The default is blank, which indicates Yes.
     • If DOA applies, communicate the DOF process to the Department Manager and copy the appropriate campus finance personnel.
  4. Coordinate with the appropriate campus personnel  to apply the approved Rule 4 configuration.
  5. Work with the appropriate campus personnel add the new DeptID to Tree Manager
• Coordinate and Complete CHRS Configuration

  1. Create the new DeptID in CHRS.
  2. Create new Position Numbers, if applicable. 
• Coordinate and Update Payroll

  1. Coordinate with the appropriate campus personnel to update the Payroll Header File with the new Unit/DeptID.
  2. Work with the appropriate campus personnel to update the CSU Unit Table in CHRS.
     • Navigation: Set Up HRMS > CSU Product Related Setup > CSU Position Mgmt Setup > CSU Unit Table
  3. Coordinate with the Campus HR or Payroll Office to generate the STD. 407 Form, obtain the required signatures, and email the completed form to [email protected].
• Coordinate and Complete LCD Configuration

  1. Work with the appropriate campus personnel to generate the required Combo Codes for the new DeptID. (Combo Code Add)
  2. Coordinate with the appropriate campus personnel to establish the appropriate department defaults on the Department Budget Table (DBT).

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