9.2 Uploading a Combo Code Spreadsheet

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

Audience:  Budget and Payroll Specialist

Uploading a Combo Code Spreadsheet

Navigation:  NavBar > Navigator > Payroll for North America > CTC Custom > CTC Processes > COA Load for Combo Code

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.

  1. The COA Load for Combo Code run control ID search page displays.
  2. Select the Add a New Value tab.
  3. Enter Run Control ID.
  4. Select Add.
C O A Load for Combo Code Add a New Value tab
  1. The COA Load for Combo Code page displays.
  2. Select the Add Attachment icon to attach your file.
  3. Select Run.  Please refer to the Process Scheduling QRG for further instructions.
C O A Load for Combo Code page
  1. Section complete.

Load Uploaded File into Load Combo Code Table

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

  1. The Load Combination Code Table run control ID page displays.
  2. Select the Add a New Value tab.
  3. Enter Run Control ID.
  4. Select Add.
Load Combination Code Table Add a New Value tab
  1. The Load Combination Code Table page displays.
  2. Enter As Of Date = "01/01/1901".
  3. Always leave the Inactivate Accounts Not Downloaded checkbox unchecked - VERY important!
  4. Select Run.  Please refer to the Process Scheduling QRG for further instructions.
Load Combination Code Table page
  1. Section complete.

To Review Upload in HCM Run a Combo Code Report

Navigation:  NavBar > Navigator > 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. The Combination Code Report run control ID search page displays.
  2. Select the Add a New Value tab.
  3. Enter Run Control ID.
  4. Select Add.
Combination Code Report Add a New Value tab
  1. The Combination Code Report page displays.
  2. Select Run.  Please refer to the Process Scheduling QRG for further instructions.
Combination Code Report page
  1. Navigate to the Report Manager:

Navigation:  NavBar > Navigator > Reporting Tools > Report Manager

  1. The List tab displays.
  2. Select the Administration tab.
  3. Select your report's Description.
Administration tab
  1. Here's a sample of the report:
  1. Process complete.

0 Comments

Add your comment

E-Mail me when someone replies to this comment