Embedded Files
Important Note: This content will be available in CORE Payroll once the system is live. These transactions are not activated for end users at this time.
Home > Labor Allocation > Job Aids > Create a Labor Distribution Profile
Use this Create Labor Distribution Profiles job aid to create and modify Labor Distribution Profiles (LDPR), which are replacing the previously used accounting templates and accounting profiles in CPPS. LDPRs can be applied at the position level for default accounting and/or on a timesheet level for activity or project-based accounting.
Prerequisites:
Before you begin, make sure:
You have the chart of account elements for the specific position or activity.
Important Note:
LDPRs can be set at timesheet, event, position, or department level. State entities need to decide how they would like that to operate.
Navigate to the Transaction, Access the LDPM Activity Folder, and Search for the Employee
On the Home Page, click the LDPM QuickLink.
—OR—
Use Global Search to navigate to the LDPM page: Click the expand/collapse (🞂) icon in the search bar, select Page Code, enter LDPM, and select LDPM from the list.
The LDPM Activity Folder page opens.
2. Click Create to open the Create a Transaction page.
3. Complete the required fields on the Create a Transaction page.
Code (required): Automatically populates to LDPM.
Transaction Dep (required): Enter your home department
Transaction Unit: (Not required)
Transaction ID: Not required even though it is marked as required.
Note: It will automatically populate after step “e” is completed.
Select the Auto Numbering check box and click Continue.
4. The Labor Distribution Profile Management Page opens and the Labor Distribution Profile tab is automatically selected.
5. Enter the required fields under the Labor Distribution Profile Tab.
From (required): Enter the from Date in MM/DD/YYYY format or use the calendar picker to select the date.
To (optional): To date is not required to create the LDPR. If there is a specific end date, the user can enter that information in MM/DD/YYYY format or use the calendar picker to select the date.
Note: An end date should be specified if the funding source has an expiration, for example, the end of the federal fiscal year. Otherwise enter 12/31/9999 for an open ended funding source.
Home Department (required): Enter the four character home department code or use the filter to make a selection.
Note: LDPR Home Department has to match Position Home Department.
Labor Distribution Profile (required): Enter the Labor Distribution Profile title in a 5 digit alphanumeric code format.
Note: The LDPR is up to 5 characters, however it can also be less.
Short Description (required): Enter the short description of the profile name in 15 characters or less.
Note: This cannot contain the special characters: &_*%?:;=()/[]\|#@<>
Long Description (optional): Enter the long description of the profile name in 50 characters or less.
Note: This information is being shared with the UKG interface. Even though it is not required to process the transaction, it is recommended that the field is completed by the end user.
6. Select the Labor Distribution Profile Detail tab.
7. Click the Insert (+) icon to add a new line.
8. Complete the fields in the new row:
Line Number: This field is automatically populated.
Fund (required): Enter the 4 digit code or click the picklist to search and select the appropriate code.
Department (required): Enter the 4 digit home department code or click the picklist to search and select the appropriate code.
Distribution Percent (required): Enter the appropriate percentage of the fund in a decimal format. For example, 50% is entered as .50.
Note: If there are funds being dispersed across multiple funds, they need to total 100% or 1.00.
Appr Unit (Appropriation unit): (optional)
Note: While this field is not marked as required with an asterisk *, it is a critical element to ensure funding sources are allocated correctly and prevent the need for additional journal entries.
Unit: (optional)
Attachments: Use the paperclip attachment icon to add relevant attachments.
Note: The user can expand the columns in the grid by clicking the gear icon. The user should also click the caret to expand the full chart of account elements and enter data as needed.
Save, Validate, Submit, & Close the Transaction
9. Click the Save button at the top of the page. This action saves the data entry and ensures you don't lose your work when validating or submitting the transaction.
10. Click the Validate button at the top of the page. This action validates data entry and checks for errors.
Confirm that the transaction validated successfully.
If errors are returned, correct the issues in the applicable sections and click Validate again.
11. Once validation is successful, click the Submit button at the top of the page. This action finalizes the transaction and routes the transaction for review and approval.
Confirm that the transaction was submitted successfully.
12. Click the Close button at the top of the page. This action returns to the activity folder.
Modify the Labor Distribution Profile
On the Home Page, click the LDPR QuickLink.
—OR—
Use Global Search to navigate to the LDPR page: Click the expand/collapse (🞂) icon in the search bar, select Page Code, enter LDPR, and select LDPR from the list.
The LDPM Activity Folder page opens.
2. Click a card in the Recent Searches section to re-run a search you ran previously or enter information into the filter fields to search for your LDPR.
3. Click view on the line item selected in your grid.
The Labor Distribution Profile page opens with the Labor Distribution Profile tab automatically selected.
4. Click the tab-level three-dot menu, and select Modify Labor Distribution Profile.
5. Update any of the fields in either the Labor Distribution Profile tab or the Labor Distribution Profile Detail tab.
Save, Validate, Submit, & Close the Transaction
6. Follow steps 9-12 above to save, validate, submit, and close the transaction.
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