LCD Change Form

Business Process Guide

Date Created

May 22, 2023

Process Name

LCD Change Form

Version Number

A

Procedure Number

0009

Process Owner

University Budget and Resource Planning

Date of Last Update

May 22, 2023

Introduction

Purpose

Submit information to adjust an employee’s current and future payroll coding.

Scope

Scope of this document pertains to Sonoma State University's version of Data Warehouse and HRS.

Document Management

University Budget and Resource Planning retains all copies of Business Process Guides and handles distribution.

Roles and Responsibilities

University Budget and Resource Planning retains responsibility for the accuracy of the information within Questica Budgeting software.

Process

STEP

SCREENSHOT

1. Download an LCD Change Form from the Budget website.

Download an LCD Change Form from the Budget website.

2. Open LCD Change form.

Open LCD Change form.

3. Fill out the following fields:

Date = Current date

Contact = Your name 

Phone = Your phone #

HR Department Number = HR department number that employee or position resides. May be different that the payroll coding.

HR Department Name = Name of department provided in previous field

Fill out the following fields: 1. Date = Current date 2. Contact = Your name 3. Phone =. Your phone # 4. HR Department Number = HR department number that employee or position resides. May be different that the payroll coding. 5. HR Department Name = Name of deprtment provided in previous field

4. (Most Common) Fill out the following fields to change a single employee’s coding:

Employee Name

Employee ID

Record Number

PeopleSoft Position Number

Effective date = Date for change to take effect

(Optional) End Date = Date this coding should end.

(Most Common) Fill out the following fields to change a single employee’s coding: 1. Employee Name 2. Employee ID 3. Record Number 4. PeopleSoft Position Number 5. Effective date = Date for change to take effect 6. (Optional) End Date = Date this coding should end.

5. (Less Common) Fill out the following fields to change the coding for all employees in a position:

PeopleSoft Position Number

Effective date = Date for change to take effect

(Optional) End Date = Date this coding should end.

6. Fill out the following fields to update the current coding for the employee(s):

Required

Fund

Finance Dept ID

Percentage

Optional

Program

Class

Project/Grant

Fill out the following fields to update the current coding for the employee(s): 1. Required 1. Fund 2. Finance Dept ID 3. Percentage 2. Optional 1. Program 2. Class 3. Project/Grant

7. Have completed form signed by the Appropriate Administrator and dean or director. Signing via Adobe Acrobat or Adobe sign are preferred.

Have completed form signed by the Appropriate Administrator and dean or director. Signing via Adobe Acrobat or Adobe sign are preferred.

8. Send email to budget@sonoma.edu with a subject “LCD Change form for ‘employee name’ and attach the signed LCD Change form.

Send email to budget@sonoma.edu with a subject “LCD Change form for ‘employee name’ and attach the signed LCD Change form.

9. Once adjustment has been posted you will receive an email confirmation. This may include a screenshot of the change or Funding by EE.

 
Change History
Version A
Date of Revision May 22, 2023
Description of Change Implemented Initial Process Guide
Completed by University Budget and Resource Planning