LCD Change Form

Process

STEP

SCREENSHOT

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

2. 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 where that employee or position resides. May be different than the payroll coding.

HR Department Name = Name of department 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.

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

7. Have the completed form signed by the Appropriate Administrator and dean or director. Signing via Adobe Acrobat is preferred. Please do not send the form through AdobeSign. Doing so will lock the for before it can be finalized by the Budget team. 

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