Uploading a Combo Code Spreadsheet

Purpose:  Use this document as a reference for how to upload a combo code spreadsheet.

Audience:  Budget and Payroll Specialist

Uploading a Combo Code Spreadsheet

NOTE:  Access to the Combo Code upload must be added by your IT Security Team.  The Combo Code Upload is a specific designated role.  

The upload requires that the person uploading the combo code spreadsheet have a current compatible template spreadsheet.  This spreadsheet allows for additions of combo codes as well as Inactivation.  It does not delete combo codes once created.

Navigation:  HCM > Main Menu > Payroll for North America > CTC Custom > CTC Processes > COA Load for Combo Code

  1. To upload Combo Code spreadsheet, click the Add a New Value tab.
COA Load for Combo Code page
COA Load File section
  1. Click on the garbage can icon to delete the COA Load File if it is not current/correct file to load. If the file is correct, go to step 6.
  2. Click on the Attached File link.
  3. Click on the file icon to access the file attachment.
  4. From the file attachment use the browse and upload options to attach the new file to upload.
  5. IF the file selection is the current file to load, click Save.
  6. Click Run.
  7. Review in Process Manager to see if it processed to completion.  After Success shows, continue with next session.

Load Uploaded File into Load Combo Code Table

Navigation:  HCM > Set Up HCM > Common Definitions > Chartfield Configuration > Load Combination Code Table

  1. Create a new run control or use pervious built one and access by clicking Search.
Load Combination Code Table and Account Code Load Parameters sections
  1. Enter the As Of Date as 01/01/1901.
  2. Always leave the "Inactive Accounts Not Downloaded" unchecked - VERY important!
  3. Click Save.
  4. Click Run.
  5. Click on Process Monitor link to review process monitor for successful completion of process run.
Load Combination Code Table and Account Code Load Parameter sections

To Review Upload in HCM Run a Combo Code Report

Navigation:  HCM > Set Up HCM > Common Definitions > Chartfield Configuration > Combination Code Report

NOTE:  While the following step is not part of the process to upload combo codes, it is recommended for use to review that your combo codes successfully activated or inactivated.

  1. Select a new Run Control ID or search for access to a previously created Run Control ID.
Find an existing value tab
  1. Click Run.
  2. Check Process Monitor for run status (Success and Posted).
  3. Return to the Combination Code Report by clicking the Go back to Combination Code Report link located at the bottom of the page.
  4. Click on Report Manager.
Combination Code Report tab
  1. Click on Administration tab.
  2. Click on the report title, located within the Description field.  
Administration tab
  1. Example of Report below.
  1. To locate the new coding activated or inactivated based on the upload, click Ctrl+Find.


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