The spreadsheet allows for multiple combo codes to be processed into ctcLink at one time, rather than to manually create them individually.

1. Retrieve the WA(XXX)_COA_SPREADSHEET_LOAD_TEMPLATE combo code spreadsheet template (this is a .csv file) by using the link in the above section. The template contains one example data row (Row 2) for your reference.
2. Save the template to a familiar folder on your local disk for future use.
3. Beginning at cell A2, enter the appropriate chart string data to define the first Combo Code and continue along the row replacing the example data with your new requirements until each chartfield data value is included to complete the necessary Combo Code.
4. Move one row down the A column (A3) and complete the procedure again for the remaining Combo Codes to be created.
5. Use the Save As command to rename the spreadsheet as a csv file. This will be the name you will use as the file attachment in the next procedure.
   As a file name example:  WA890_COA_SPREADSHEET_LOAD_090925.csv

After saving, the Complete the Upload Spreadsheet procedure is done. Continue to the Uploading a Combo Code Spreadsheet procedure.

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

1. The COA Load for Combo Code run control ID search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA020_COA_SPREADSHEET_LOAD (Institution, Process).
3. The COA Load for Combo Code page displays.
4. Select the Add Attachment icon and follow the upload process to attach your file. This is the csv file created and renamed in the first procedure.
5. Select Run.  
6. Please refer to the Process Scheduler Request steps for further instructions to complete this section.

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

1. The Load Combination Code Table run control ID page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA020_COA_LOAD (Institution, Process).
3. The Load Combination Code Table page displays.
4. Enter As Of Date = "01/01/1901".
5. Always leave the Inactivate Accounts Not Downloaded checkbox unchecked - VERY important!
6. Select Run.  
7. Please refer to the Process Scheduler Request steps to complete the process of uploading the combo code spreadsheet.

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

1. The Combination Code Report run control ID search page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA020_COMBO_CODE_REPORT (Institution, Process).
3. The Combination Code Report page displays. Select the Run button.  
4. Please refer to the Process Scheduler Request steps for further instructions.
5. Please refer to the Report Manager for further instructions.
6. The following screenshot is a sample of the report to use in reviewing the uploaded data.