Embedded Files
System Maintenance: CORE, PB, and iA will be offline the weekend of Sept 26 for feature updates.
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 LDPRs via UPDOCS
Use this Create Labor Distribution Profiles (LDPRs) via UPDOCS job aid to create Labor Distribution Profile Management (LDPM) transactions in CORE Payroll using an UPDOCS template. In CORE Payroll, LDPRs are replacing accounting templates as the method of allocating payroll expenses. Note that once the LDPRs are loaded, they must be reviewed, validated, submitted, and approved. Instructions for doing so can be found in the job aid "Approve LDPRs Submitted via UPDOCS". Each State entity determines which of their users will serve as submitters and approvers for Labor Distribution Profiles.
Prerequisites:
Before you begin, make sure:
You have downloaded the latest Labor Distribution Profile Management (LDPM) UPDOCs template from the CORE Operations website.
You have the chart of account elements for the specific position or activity for which the Labor Distribution Profiles (LDPRs) are being created.
The Home Department and Home Unit on the created LDPMs must match the position record(s) to which they will be assigned.
Steps to Create and Upload Labor Distribution Profiles Using the LDPM UPDOCS Template
Populate Data in LDPM UPDOCS Template
Since UPDOCs templates can change with application updates, you should always start by downloading the latest copy of the Labor Distribution Profile Management (LDPM) UPDOCS template from the CORE Operations website. Doing so can help prevent issues when uploading transactions.
Download the latest copy of the LDPM UPDOCS template from the CORE Operations website and open it on your desktop.
2. Populate the LDPM UPDOC template with data for your labor distribution profiles. While the template is extensive, you do not need to fill in every field.
Note: You can hide columns to make your spreadsheet easier to work with, but you must not change the order of columns or delete any columns.
Populate data in the following columns:
Column A: Spreadsheet Doc ID. Enter a number for each LDPR you are creating. All rows associated with the first LDPR will be numbered 1; rows associated with the second LDPR will be numbered 2; etc.
Column B: Autonumbering. The value in this column should always be set to True.
Column C: Code. The value in this column should always be set to LDPM.
Column D: Department. Enter the 4-digit Department code for which the LDPR is being created.
Column F: Unit. Optional. Enter a unit if you want to associate the LDPR with a specific business unit.
Column G: Labor Distribution Profile Detail Line Number. Enter the
Column H: From. Enter the effective date for the LDPR in MM/DD/YYYY format.
Column I: To. Enter an end date for the LDPR in MM/DD/YYYY format.
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.Column J: Home Department. Enter the 4-digit Home Department for the LDPR.
Note: LDPR Home Department must match Position Home Department.Column K: Labor Distribution Profile Code. Enter an alphanumeric code for the LDPR. This field can support up to 5 characters. It cannot contain the following special characters: &_*%?:;=()/[]\|#@<>
Column L: Short Description. Enter a short description for the LDPR; this field supports up to 15 alphanumeric characters. It cannot contain the following special characters: &_*%?:;=()/[]\|#@<>
Column M: Long Description. Enter a long description for the LDPR; this field supports up to 60 alphanumeric characters.
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 be populated.Column O: Distribution Percent. For each line in an LDPR, enter the percentage that should be distributed to that line in decimal format. For example, enter 20% as .20.
Note: The total of all distribution lines in an LDPR must sum to 1.
Column P: Fund. Enter the Fund associated with the LDPR.
Column Q: Appropriation Unit. Enter the Appropriation Unit associated with the LDPR.
All remaining columns are optional and can be completed as required by the entity to ensure that payroll expenses are correctly distributed.
Upload Completed LDPM UPDOCS Template
Once data is entered in the LDPM UPDOCS template, the next step is to upload it to CORE Payroll.
3. Use Global Search to navigate to the UPDOCS page: Click the expand/collapse (>) icon in the search bar, select Page Code, enter UPDOCS, and select UPDOCS Upload Transaction Spreadsheet (HRM) from the list.
The Upload Transaction Spreadsheet page is displayed.
4. Click the page-level 3-dot menu, Related Actions, Upload Spreadsheet.
The Upload Spreadsheet page opens.
5. Browse to or drag and drop the LDPM UPDOCS file you want to upload.
6. Enter Transaction Code: LDPM.
Note: Leave all checkboxes blank so that the LDPM transactions are loaded in Draft phase and go through validation, submission, and approval processes.
7. Click Upload.
An informational message confirms that your UPDOCs file is being processed.
8. Click Cancel.
View UPDOCs Log File and Related Transactions in CORE Payroll
The status of your upload is shown in a log file. To view the log file, follow the steps below.
9. Use Global Search to navigate to the UPDOCS page: Click the expand/collapse (>) icon in the search bar, select Page Code, enter UPDOCS, and select UPDOCS Upload Transaction Spreadsheet (HRM) from the list.
The Upload Transaction Spreadsheet page is displayed.
10. Enter data in the filters to locate the log file you wish to view. For example, enter your User ID.
11. Click Apply.
12. Click the row-level 3-dot menu next to the file for which you wish to view the log. Under Related Actions, select View Logs.
The Spreadsheet Upload Log page is displayed for the selected upload.
13. Scroll down to the Grid table to view the associated LDPM transactions.
14. Click a hyperlinked ID to view details associated with that LDPM transaction.
The Labor Distribution Profile Management (LDPM) transaction page opens.
15. Review details of the selected Labor Distribution Profile Management (LDPM) transaction.
16. Click Close.
17. Repeat steps 14 – 16 to review additional LDPM transactions.
18. Click the House icon to return to the Home Page for the HRM Labor Allocation General User.
Page updated
Report abuse