Embedded Files
The new Insight Reporting Tool soft-launches Dec 14!
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 > Review, Submit and Approve LDPMs Submitted via UPDOCS
Use this Review, Submit and Approve Labor Distribution Profile Management (LDPM) Transactions Submitted via UPDOCS job aid to review, validate, submit, and approve Labor Distribution Profile Management transactions that have been submitted via an UPDOCS template. Note that the LDPM Approver must not be the person who submitted the transactions. Each State entity can determine which users will have permissions to submit and approve LDPMs.
Prerequisites:
Before you begin, make sure:
A State Entity’s Labor Distribution Profile Management (LDPM) transactions have been submitted to CORE Payroll via an UPDOCS template.
The Payroll General User Approver is different from the individual who submitted the LDPMs for approval.
Steps to Approve Labor Distribution Profile Management Transactions Submitted via UPDOCS
Access the LDPM Activity Folder & Search for Transactions to Approve
On the Home Page, click the Labor Distribution Profile Management (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 Labor Distribution Profile Management from the list.
The LDPM Activity Folder opens to an HRM Transaction query.
2. Enter filters to locate the LDPM transactions to be reviewed, submitted, and approved. Examples: Transaction Department, Submitter ID.
Note: Use a wildcard (*) to make your search more flexible.
3. Click Search.
Matching LDPM transactions are populated in the Grid results table.
4. Scroll down to the Grid results table. Click the Transaction ID hyperlink to open the first transaction in the list.
5. Note: The LDPMs submitted via UPDOCS will appear in Draft Phase.
The LDPM transaction is opened for the selected transaction.
Review, Edit, Validate, and Submit for Approval
6. Review the LDPM transaction for accuracy.
Note: There are two tabs to review: Labor Distribution Profile and Labor Distribution Profile Detail.
7. Once the transaction has been verified and is correct, click Validate.
8. If the transaction requires correction, click Edit and make any required updates.
9. Click Submit to route the transaction to workflow for approval.
10. Click Close to return to the Grid Results table.
The Labor Distribution Profile Management (LDPM) page opens.
11. Repeat steps 6-10 until all draft LDPM transactions have been reviewed, edited, validated, and submitted to workflow for approval.
12. Click the House icon to return to the Home Page.
13. Sign out of CORE Payroll.
Note: You may wish to inform an Approver for your State entity that your LDPM transactions are ready for approval.
Approve LDPMs through Workflow
14. Sign in to CORE Payroll as an HRM Payroll General User with approval permissions.
Note: The approver must not be the individual who submitted the LDPM transactions.
15. On the Home Page, use Global Search to navigate to the Worklist Management page: Click the expand/collapse (>) icon in the search bar, select Page Code, enter WRKLSTC, and select Worklist C Worklist (HRM) from the list.
The Worklist Management page for HRM is displayed.
16. In the Worklist Filter field, select HR LDPM Approval Cabinet Final-X (where X equals the Home Department for which you are approving LDPM transactions).
17. Click Apply.
18. In the Grid Results table, select the transactions to be approved via the checkbox to the left of the transactions.
19. Click the Take Task icon to move the selected transactions to your personal worklist.
The selected transactions are moved to your personal worklist. An informational message confirms that the Take Action has been completed.
20. Navigate back to the Worklist Filter field, select your personal worklist (your name).
21. Click Apply.
Transactions awaiting review and approval are shown in the Grid Results table at the bottom of the screen.
22. Click the hyperlinked Transaction ID to review each LDPM transaction.
The Labor Distribution Profile Management (LDPM) page appears for the selected transaction.
23. Review the LDPM transaction for accuracy.
a. If the transaction is accurate, click Approve.
Note: This action will update the transaction to Final Phase, Submitted status.
b. If the transaction requires correction, click Reject.
Note: This action will route the transaction back to the submitter in Draft Phase, Rejected status.
23. Click Close to return to the Management Worklist.
24. Repeat steps 22 – 24 for any additional LDPM transactions that require approval.
25. Once all LDPM transactions have been dispositioned, click the House icon to return to the Home Page.
Page updated
Report abuse