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Academic Position Management Audit

New

This report shows position status to audit position data and to review employee records.

This report shows position status to audit position data and to review employee records.
Required Input
  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Employee Class Code
  • Employee Class
  • Position Number
  • Job Code
  • Job Code Description
  • Employee Status
  • Reports To Position Number
  • Salary Plan Code
  • Salary Plan
  • Salary Grade Code
  • Salary Grade
  • Job Standard Hours Frequency Code
  • Department Code
  • Department
  • Pay Frequency
  • Position Class
  • Standard Hours
  • FTE
  • Job FTE
  • FLSA Status
  • Union Code
  • Union

Additional Pay Report

New

Departments should use this report to monitor end dates for Recurring Additional Pay and decide if it should end as scheduled, be ended early (requires UCPC assistance), or be extended (following appropriate...

Departments should use this report to monitor end dates for Recurring Additional Pay and decide if it should end as scheduled, be ended early (requires UCPC assistance), or be extended (following appropriate approvals).

Required Input

  • Date Range Type
  • Additional Pay Date From
  • Additional Pay Date To

Fields 

  • Employee Name Current
  • Employee ID
  • Employee Record
  • HR Status
  • Employee Status
  • Additional Pay Start Date
  • Additional Pay End Date
  • Vice Chancellor Code
  • Department Code
  • Department
  • Position Number
  • Job Code
  • Job Code Description
  • Reports To Employee
  • Employee Class Code
  • Employee Class
  • Job FTE
  • Job Compensation Rate
  • Job Compensation Frequency Code
  • Additional Pay Earnings Type Code
  • Additional Pay Earnings Type
  • Additional Pay Goal Amount
  • Additional Pay Ok To Pay Flag
  • Additional Pay Other Pay

Benefit Costs Report

New

Report provides benefit costs associated with employees' earnings charged to the department.

Report provides benefit costs associated with employees' earnings charged to the department.

Required Input

  • Pay End Date From
  • Pay End Date To

Fields

  • Pay Period End Date
  • Actual Deduction Amount
  • CBR
  • Leave Assessment
  • GAEL (GA)
  • Total Fringe Amount
  • Pay Period End Date
  • Employee ID
  • Employee Name

Benefits Administration Eligibility Configuration Fields Report

New

Report provides Benefits Administration (Ben Admin) Eligibility Configuration Fields as they appear on the Job Data --> Benefits Program Participation page 1 for each position. It is *not* advised to run ...

Report provides Benefits Administration (Ben Admin) Eligibility Configuration Fields as they appear on the Job Data --> Benefits Program Participation page 1 for each position. It is *not* advised to run the report using the Employee Status: Paid Leave of Absence, Retired, Short Work Break, Terminated, and Unpaid Leave of Absence as a single filter as employees can be both ACTIVE in one Position and status Paid Leave of Absence, Retired, Short Work Break, Terminated, and Unpaid Leave of Absence in another position. See the available Job Aid for Valid Values

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Job Indicator
  • Employee Record
  • HR Status
  • Employee Status
  • Employee PPS ID Current
  • Employee Preferred Email Address
  • Employee Work Email Address Current
  • Employee Work Phone Number Current
  • Department Code
  • Department
  • Vice Chancellor Code
  • Vice Chancellor
  • FLSA Status
  • Position Number
  • Reports To Employee ID
  • Reports To Employee
  • Reports To Position Number
  • Reports To Work Email Address
  • Reports To Work Phone Number Current
  • Occupational Subgroup
  • Employee Original Start Date
  • Employee Start Date
  • Last Separation Date
  • Job Expected End Date
  • Job End Date
  • Pay Group Code
  • Pay Group
  • Pay Frequency Code
  • Pay Frequency
  • Job Code
  • Job Code Description
  • Employee Class Code
  • Employee Class
  • Position Class Code
  • Position Class
  • Position Employee Relations Code
  • Position Employee Relations
  • Union Code
  • Union
  • FTE
  • Position Pool ID
  • Position Pool
  • Eligibility Config. 1 Code
  • EC 1 - Health & Disability Benefits
  • Eligibility Config. 2 Code
  • EC 2 -Welfare Benefits
  • Eligibility Config. 3 Code
  • EC 3 - Medicare
  • Eligibility Config. 4 Code
  • EC 4 - DCP Summer Salary
  • Eligibility Config. 5 Code
  • EC 5 - Covered/Uncovered
  • Eligibility Config. 6 Code
  • EC 6 - Health & Welfare Grandfathered
  • Eligibility Config. 7 Code
  • EC 7 - Faculty
  • Eligibility Config. 8 Code
  • EC 8 - Rehired Retiree
  • Eligibility Config. 9 Code
  • EC 9 - Retirement Eligibility

Code Lookup Report

New

Provide description and values for lookup tables.

Provide description and values for lookup tables.

Required Input

  • Code name

Fields

  • Code Name
  • Code
  • Code Description
  • Status
  • Effective Date
  • is Current

Combo Code Report

New

This report displays the combo code funding at a level higher rather than one employee at a time. Prompts include ability to search by all of the Common Chart of Account segments, including FinUnit. Use t...

This report displays the combo code funding at a level higher rather than one employee at a time. Prompts include ability to search by all of the Common Chart of Account segments, including FinUnit.

Use this report to 1) Find a combo code for a particular combination 2) Find a combination for a particular combo code 3) Use it to find ALL of the combinations for any particular segment value

  • None for this report
  • Chartstring Code
  • Chartstring Status
  • Chartstring Start Date
  • Chartstring End Date
  • Chartstring OTC Indicator Code
  • Entity Code
  • Entity
  • Financial Unit Code
  • Financial Unit
  • Fund Code
  • Fund
  • Project Code - Task Code
  • Project Code
  • Project
  • Task Code
  • Task
  • Funding Source Code
  • Funding Source
  • Location Code
  • Location
  • Function Code
  • Function
  • Program Code
  • Program
  • Activity Code
  • Activity

Deduction Report

New

Provide central offices the employee and employer deductions for each employee. (Restricted)

Provide central offices the employee and employer deductions for each employee. (Restricted)

Required Input

  • Pay Calendar From
  • Pay Calendar To

Fields

  • Employee Name Current
  • Pay Period End Date
  • Pay Run Code
  • Deduction Category
  • Employee ID
  • Department Code
  • Department
  • Pay Check Deduction Class Code
  • Pay Check Deduction Class
  • Pay Check Deduction Plan Type Code
  • Pay Check Deduction Plan Type
  • Pay Check Deduction Code
  • Pay Check Deduction
  • Pay Check Deduction Current
  • Pay Check Deduction YTD

Department Hierarchy Report

New

This report lists all Campus and Medical Center departments in their organizational reporting structure in their respective hierarchies. (Note: No prompts required for this report)

This report lists all Campus and Medical Center departments in their organizational reporting structure in their respective hierarchies. (Note: No prompts required for this report)

Required Input

  • None for this report

Fields

  • Level in hierarchy reporting structure

Dependents Report

New

Identify an employee’s dependents and the selected benefit plans. (Restricted)

Identify an employee’s dependents and the selected benefit plans. (Restricted)

Required Input

  • None for this report

Fields

  • Employee Name & ID
  • Department Code & Name
  • Employee Preferred Phone Number Current
  • Home Address
  • Health Dependent Name
  • Health Dependent Birth Date
  • Health Dependent Age
  • Health Dependent Relationship To Employee Code
  • Health Dependent Relationship To Employee
  • Health Plan Code
  • Health Plan

Distribution of Payroll Expense (DOPE) Report

New

Confirm actual payroll expenses applied for a given payroll cycle. If you do not already have access to this report, submit a request for the Payroll Accounting and Reconciliation report group.

Confirm actual payroll expenses applied for a given payroll cycle. If you do not already have access to this report, submit a request for the Payroll Accounting and Reconciliation report group.

Required Input

  • Pay Calendar End Date From
  • Pay Calendar End Date To

Fields

  • Employee Name
  • Employee ID
  • Pay End Date
  • Salary Earnings Period Start Date
  • Salary Earnings Period End Date
  • Salary Fiscal Year
  • Salary Accounting Period Number
  • Department ID
  • Department
  • Position Number
  • Position
  • Job FTE
  • Job Code
  • Job Description
  • Pay Group Code
  • Pay Group
  • Salary Earnings Type Code
  • Salary Earnings Type
  • Pay Basis
  • Job Compensation Frequency
  • Job Compensation Rate
  • Employee CBR Rate
  • Employee CBR Rate Group
  • Employee UCPath CBR Rate Group
  • Employee UCPath CBR Rate Code
  • IFIS Primary Index Code
  • Salary CCOA Entity Code
  • Salary CCOA Entity
  • Salary CCOA Fund Code
  • Salary CCOA Fund
  • Salary CCOA FinU Code
  • Salary CCOA FinU
  • Salary CCOA Funct Code
  • Salary CCOA Funct
  • Salary CCOA Program Code
  • Salary CCOA Program
  • Salary CCOA Activity Code
  • Salary CCOA Activity
  • Salary CCOA Location Code
  • Salary CCOA Location
  • Salary CCOA Project Code
  • Salary CCOA Project
  • Salary CCOA TASK Code
  • Salary CCOA Funding Source Code
  • Salary CCOA Funding Source
  • Salary CCOA Account Code
  • Salary CCOA Account
  • Salary Hours
  • Salary Derived Effort Percent
  • Total Pay Percent
  • Gross Salary
  • Pay Run Code
  • Salary Journal ID
  • Salary GL Journal Line Number
  • Salary Journal Template Code
  • Salary Cost Transfer Code
  • Original Transaction Reference Number

DOPE – Ancillary Report

New

The purpose of this version of the DOPE report is to isolate GAEL expenses and to provide a Vacation Accounting Report on additional tabs. GAEL expenses have been removed from the Fringe tab because GAEL doe...

The purpose of this version of the DOPE report is to isolate GAEL expenses and to provide a Vacation Accounting Report on additional tabs. GAEL expenses have been removed from the Fringe tab because GAEL doesn’t post to salary or fringe benefits. They are now presented on the Ancillary Costs tab. Vacation credits previously on the Fringe tab are now on the Salary tab to align with the account code classification. This report configuration allows the salary and fringe GL postings to match the corresponding DOPE report totals and support reporting requirements for sponsored project administration purposes.

Required Input

  • Pay Period End Date From
  • Pay Period End Date To

Fields

  • Employee Name
  • Employee ID
  • Transaction Type
  • Pay Period End Date
  • Earnings Period Start Date
  • Earnings Period End Date
  • Fiscal Year
  • Accounting Period Number
  • Department Code
  • Department
  • Position Number
  • Position
  • Job FTE
  • Job Code
  • Job Code Description
  • Pay Group Code
  • Pay Group
  • Earnings Code
  • Earnings Type
  • Pay Basis Code
  • Job Compensation Frequency
  • Job Compensation Rate
  • Employee CBR Rate
  • Employee CBR Rate Group
  • Employee UCPath CBR Rate Group
  • Employee UCPath CBR Rate Code
  • CCOA Entity Code
  • CCOA Entity
  • CCOA Fund Code
  • CCOA Fund
  • CCOA FinU Code
  • CCOA FinU
  • CCOA Funct Code
  • CCOA Funct
  • CCOA Program Code
  • CCOA Program
  • CCOA Activity Code
  • CCOA Activity
  • CCOA Location Code
  • CCOA Location
  • CCOA Project Code
  • CCOA Project
  • CCOA TASK Code
  • CCOA TASK
  • CCOA FND SRC Code
  • CCOA FND SRC
  • CCOA Account Code
  • CCOA Account
  • Salary Hours
  • Salary Derived Effort Percent
  • Salary Total Pay Component Percent
  • Monetary Amount
  • Pay Run Code
  • Journal ID
  • Journal Line
  • Journal Template Code
  • Salary Cost Transfer Code
  • Original Transaction Reference Number

DOPE - Sponsor Report

New

This DOPE report version focuses on sponsored research reporting to meet sponsors' financial report and invoice back-up documentation requirements. Similar to the DOPE – Ancillary Report, GAEL expe...

This DOPE report version focuses on sponsored research reporting to meet sponsors' financial report and invoice back-up documentation requirements. Similar to the DOPE – Ancillary Report, GAEL expenses have been removed from the Fringe tab and are now presented on the Ancillary Costs tab. Vacation credits previously on the Fringe tab are now on the Salary tab to align with the account code classification and to match the totals by category on the invoices submitted to sponsoring agencies. Only columns relevant to agency requirements with regards to invoice back-up documentation remain.

Required Input

  • Date Range Type
  • End Date From
  • End Date To

Fields

  • Transaction Type
  • Employee Name
  • Pay Period End Date
  • Earnings Period End Date
  • Pay Check Date
  • Position
  • CCOA Project
  • CCOA Account
  • Job Compensation Frequency
  • Job Compensation Rate
  • Earnings Type
  • Salary Hours
  • Salary Derived Effort Percent
  • Salary Total Pay Component Percent
  • Monetary Amount
  • Original Transaction Reference Number

 

DOPE with Combined Salary & Fringe, Condensed Column Set, and Employee Summary

New

As with the original Distribution of Payroll Expense (DOPE) Report, this updated version displays actual labor ledger payroll expenses applied for a given payroll cycle.  There are however, several...

As with the original Distribution of Payroll Expense (DOPE) Report, this updated version displays actual labor ledger payroll expenses applied for a given payroll cycle. 

There are however, several enhancements including:

  • Combined Salary & Fringe: Lists all Salary and Fringe Labor Ledger data on a single tab.  One extra column (Transaction Type) has been added to identify if the row is from the Salary or Fringe table.
  • Condensed Column Set: Shows only the essential columns required for Project Managers and Sponsors which keeps all columns on the screen together, no horizontal scrolling required.
  • Employee Summary: Totals Salary and Fringe monetary amounts for the Condensed Column Set.  Totals are grouped first by employee and then by pay and earnings periods.

Required Input

  • Date range from
  • Date range to

Fields

  • Employee Name
  • Employee ID
  • Employee Record
  • Pay Period End Date
  • Earnings Period Start Date
  • Earnings Period End Date
  • Pay Check Date
  • Transaction Type
  • Fiscal Year
  • Accounting Period Number
  • Department Code
  • Department
  • Position Number
  • Position
  • Job FTE
  • Job Code
  • Job Description
  • Pay Group Code
  • Pay Group
  • Earnings Code
  • Earnings Type
  • Pay Basis
  • Job Compensation Frequency
  • Employee CBR Rate Group
  • Employee UCPath CBR Rate Group
  • Employee UCPath CBR Rate Code
  • CCOA Entity Code
  • CCOA Entity
  • CCOA Fund Code
  • CCOA Fund
  • CCOA FinU Code
  • CCOA FinU
  • CCOA Funct Code
  • CCOA Funct
  • CCOA Program Code
  • CCOA Program
  • CCOA Activity Code
  • CCOA Activity
  • CCOA Location Code
  • CCOA Location
  • CCOA Project Code
  • CCOA Project
  • CCOA TASK Code
  • CCOA TASK
  • Project Manager Name
  • CCOA Funding Source Code
  • CCOA Funding Source
  • CCOA Account Code
  • CCOA Account
  • Salary Cap Rate
  • OTC Indicator Code
  • Job Compensation Rate
  • Employee CBR Rate
  • Salary Hours
  • Salary Derived Effort Percent
  • Salary Total Pay Component Percent
  • Monetary Amount
  • Pay Run Code
  • Salary Earnings Run Code
  • Journal ID
  • Journal Line
  • GL Journal Line Number
  • Journal Template Code
  • Cost Transfer Code
  • Original Transaction Reference Number

Earn Code Detail Report

New

Earn Code lookup report.

Earn Code lookup report.

Required Input

  • None

Fields

  • LL Salary Earnings Type Code
  • LL Salary Earnings Type
  • LL Salary Earnings Calculation Sequence Number
  • LL Salary Maintain Earnings Balances Flag
  • LL Salary Allowable Employee Type Code
  • LL Salary Allowable Employee Type
  • LL Salary Payment Type Code
  • LL Salary Payment Type
  • LL Salary Max Hourly Rate
  • LL Salary Earnings Type Override Rate
  • LL Salary Flat Amount
  • LL Salary Add To Gross Pay Flag
  • LL Salary Subject To FWT Flag
  • LL Salary Subject To FICA Flag
  • LL Salary Subject To FUT Flag
  • LL Salary Subject To Regular Rate Flag
  • LL Salary FWT Flag
  • LL Salary Hours Only Flag
  • LL Salary Eligible For Shift Differential Flag
  • LL Salary Taxable Gross Component ID
  • LL Salary Special Calculation Routine Flag
  • LL Salary Multiplication Factor
  • LL Salary Rate Adjustment Factor
  • LL Salary Hours Adjustment Factor
  • LL Salary Earnings Adjustment Factor
  • LL Salary Subtract From This Draw Flag
  • LL Salary Payback Deduction Code
  • LL Salary Tax Method Code
  • LL Salary Tax Method
  • LL Salary Max Yearly Earnings
  • LL Salary Based On Type Code
  • LL Salary Based On Type
  • LL Salary Special Accumulator Code
  • LL Salary Based On Amount Or Hours
  • LL Salary Based On Amount Or Hours Code
  • LL Salary Based On Employment Records Flag
  • LL Salary Eligible For Retro Pay Flag
  • LL Salary Used To Pay Retro Flag
  • LL Salary Effect On FLSA Code
  • LL Salary Effect On FLSA
  • LL Salary FLSA Category Code
  • LL Salary FLSA Category
  • LL Salary Regular Pay Included Flag
  • LL Salary Tips Category Code
  • LL Salary Tips Category
  • LL Salary Subject To Garnishments Flag
  • LL Salary 1042 Income Source Code
  • LL Salary 1042 Income Source
  • LL Salary Hours Distribution Flag

Earnings by Earn Code Report

New

Earnings by Earn Code report is useful for verifying data entered via I-618;  match amount per pay period amount, and verify Goal amount reached for imputed income such as Moving Expense and Taxable...

Earnings by Earn Code report is useful for verifying data entered via I-618;  match amount per pay period amount, and verify Goal amount reached for imputed income such as Moving Expense and Taxable Fringe Benefits.

Required Input

  • Date range type
  • End date from
  • End date to

Fields

  • Employee Name Current
  • Employee ID
  • Pay Check Employee Record
  • Pay Check Earnings Type Code
  • Pay Check Earnings Type
  • Pay Check Earnings Current
  • Pay Check Earnings Category Code
  • Pay Check Earnings Category
  • Pay Period End Date
  • Pay Check Earnings Start Date
  • Pay Check Earnings End Date
  • Pay Check Date
  • Pay Check Business Unit Code
  • Position Number
  • Employee Class Code
  • Employee Class
  • Department Code
  • Department
  • Vice Chancellor Code
  • Pay Check Pay Group Code
  • Pay Check Number
  • Pay Check Off Cycle Flag
  • Pay Check Total Gross
  • Pay Check Net Pay
  • Pay Check Add To Gross Pay Flag

Emergency Contact Report

New

Provide emergency contact information for employees by department or unit. (Restricted)

Provide emergency contact information for employees by department or unit. (Restricted)

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Employee PPS ID Current
  • Employee Phone Number Current
  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code
  • Department
  • Employee Status
  • Reports To Employee
  • Employee Home Email Address Current
  • Emergency Primary Contact Name Current
  • Emergency Primary Contact State Code Current
  • Emergency Primary Contact Postal Code Current
  • Emergency Primary Contact Phone Number Current
  • Emergency Primary Contact Relationship To Employee Code Current
  • Emergency Primary Contact Relationship To Employee Current

Employee Action Report

New

Identify all actions for an employee.

Identify all actions for an employee.

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Job Action Effective Date
  • Job Action Last Updated Date
  • Job Start Date
  • Job End Date
  • Job Action Code
  • Job Action
  • Job Action Reason Code
  • Job Action Reason
  • Job Code
  • Job Code Description
  • Job Compensation Frequency Code
  • Job Compensation Frequency
  • Job Compensation Rate
  • Employee PPS ID Current
  • Job Last Updated By User ID
  • Business Unit Code
  • Job Indicator Code
  • Job Indicator
  • Organizational Relationship
  • Job FTE
  • FTE
  • HR Status Code
  • HR Status
  • Employee Status Code
  • Employee Status
  • Employee Class Code
  • Employee Class
  • Department Code
  • Department
  • Vice Chancellor Code
  • Vice Chancellor

Employee Action Report with EDI

New

Identify all actions for an employee, including EDI data.

Identify all actions for an employee, including EDI data.

Required Input

  • None for this report

Fields

  • Employee Preferred Name Current
  • Employee ID
  • Employee Record
  • Job Action Effective Date
  • Job Action Last Updated Date
  • Job Start Date
  • Job End Date
  • Job Action Code
  • Job Action
  • Job Action Reason Code
  • Job Action Reason
  • Job Code
  • Job Code Description
  • Job Compensation Frequency Code
  • Job Compensation Frequency
  • Job Compensation Rate
  • Employee PPS ID Current
  • Job Last Updated By User ID
  • Business Unit Code
  • Job Indicator Code
  • Job Indicator
  • Organizational Relationship
  • Job FTE
  • FTE
  • HR Status Code
  • HR Status
  • Employee Status Code
  • Employee Status
  • Employee Class Code
  • Employee Class
  • Employee Gender Code Current
  • Employee EEO Race Current
  • Employee EEO Federal Race Code Current
  • Employee EEO Federal Race Current
  • Department Code
  • Department
  • Vice Chancellor Code
  • Vice Chancellor

Employee Claiming Tax Exemption Report (Restricted)

New

View of employee tax exemptions and additional tax.

View of employee tax exemptions and additional tax.

Required Input

  • VC Area

Fields

  • Vice Chancellor
  • Organizational Relationship
  • Department Code
  • Employee Name Current
  • Employee ID
  • Employee PPS ID Current
  • Fed Tax Withholding Allowances
  • Fed Tax Withholding Additional Amount
  • Fed Tax Withholding Additional Percentage
  • State Tax Withholding Allowances
  • State Tax Additional Allowances
  • State Tax Withholding Additional Amount
  • State Tax Withholding Additional Percentage

Employee Compensation Report

New

Provide a variety of employee related information allowing filtering on different criteria. (Restricted)

Provide a variety of employee related information allowing filtering on different criteria. (Restricted)

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code
  • Department
  • Position Number
  • Employee Status
  • HR Status
  • Employee Start Date
  • Employee Original Start Date
  • Job Code
  • Job Code Description
  • Employee Class Code
  • Employee Class
  • Position Class Code
  • Position Class
  • FLSA Status
  • Union
  • Job FTE
  • Job Compensation Rate
  • Compensation Rate Code
  • Compensation Rate Description
  • Compensation Rate
  • Hourly Rate
  • Annual Rate
  • Pay Group Code
  • Pay Group
  • Salary Plan Code
  • Salary Plan
  • Salary Grade Code
  • Salary Grade
  • Salary Step Number

Employee Diversity Report

New

This report provides similar information to the Employee Rosters Report, with additional basic employee demographic information. Note: This report category will require a separate access request.

This report provides similar information to the Employee Rosters Report, with additional basic employee demographic information. Note: This report category will require a separate access request.

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Job Indicator
  • Employee Record
  • Employee PPS ID Current
  • Employee Preferred Email Address
  • Employee Work Email Address Current
  • Employee Work Phone Number Current
  • HR Status
  • Employee Status
  • Department Code
  • Department
  • Vice Chancellor Code
  • Vice Chancellor
  • Employee Birth Date
  • Employee Age
  • Employee Gender Code Current
  • Employee EEO Race Current
  • Employee EEO Federal Race Code Current
  • Employee EEO Federal Race Current
  • FLSA Status
  • Position Number
  • Reports To Employee ID
  • Reports To Employee
  • Reports To Position Number
  • Reports To Work Email Address
  • Reports To Work Phone Number Current
  • Occupational Subgroup
  • Employee Original Start Date
  • Employee Start Date
  • Last Separation Date
  • Job End Date
  • Pay Group Code
  • Pay Group
  • Pay Frequency Code
  • Pay Frequency
  • Job Code
  • Job Code Description
  • Employee Class Code
  • Employee Class
  • Position Class Code
  • Position Class
  • Position Employee Relations Code
  • Position Employee Relations
  • Union Code
  • Union
  • FTE
  • Position Pool ID
  • Position Pool

Employee Lookup Report

New

Lookup information about a specific employee. (Restricted)

Lookup information about a specific employee. (Restricted)

Required Input

  • Employee name - ID

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Employee Preferred Email Address
  • Business Unit Code
  • Job Start Date
  • Job End Date
  • Department Code
  • Department
  • Position Number
  • HR Status
  • Employee Status
  • Employee Visa Permit Type Code AsOf
  • Employee Class Code
  • Employee Class
  • Union
  • FLSA Status
  • Reports To Employee
  • Job Code
  • Job Code Description
  • Job Code Group Code
  • Job Code Group
  • Annual Rate
  • Hourly Rate
  • Salary Step Number
  • Vice Chancellor

Employee Record of Earnings Detail

New

View of employee's paycheck detail.

View of employee's paycheck detail.

Required Input

  • Pay Check Date
  • Employee Name - ID

Fields

  • Pay Check Date
  • Employee Name - ID
  • Department ID & Name
  • Pay Earnings End Date
  • Pay Check Net Pay
  • Deduction Payer
  • Pay Deduction Classification
  • Pay Deduction Plan Type Code
  • Pay Deduction
  • Pay Check Total Gross
  • Pay Deduction Current

 

Employee Rosters Report

New

Provide common employee related information by department.

Provide common employee related information by department.

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Job Indicator
  • Employee Record
  • HR Status
  • Employee Status
  • Employee PPS ID Current
  • Employee Preferred Email Address
  • Employee Work Email Address Current
  • Employee Work Phone Number Current
  • Department Code
  • Department
  • Vice Chancellor Code
  • Vice Chancellor
  • FLSA Status
  • Position Number
  • Reports To Employee ID
  • Reports To Employee
  • Reports To Position Number
  • Reports To Work Email Address
  • Reports To Work Phone Number Current
  • Occupational Subgroup
  • Employee Original Start Date
  • Employee Start Date
  • Last Separation Date
  • Job Expected End Date
  • Job End Date
  • Pay Group Code
  • Pay Group
  • Pay Frequency Code
  • Pay Frequency
  • Job Code
  • Job Code Description
  • Employee Class Code
  • Employee Class
  • Position Class Code
  • Position Class
  • Position Employee Relations Code
  • Position Employee Relations
  • Union Code
  • Union
  • FTE
  • Position Pool ID
  • Position Pool

Extended Leave Monitoring Report

New

This report will identify all employees that are on Extended Leave.

This report will identify all employees that are on Extended Leave.

Required Input

  • Extended Absence Start Date From
  • Extended Absence Actual End Date To
  • VC Area

Fields

  • Employee Name Current
  • Employee ID
  • Department Code
  • Department
  • Vice Chancellor
  • Job Code
  • Job Code Description
  • Employee Status
  • Job Action Code
  • Job Action
  • Job Action Reason Code
  • Job Action Reason
  • Extended Absence Last Worked Date
  • Extended Absence Transaction Number
  • Extended Absence Start Date
  • Extended Absence Expected End Date
  • Extended Absence Actual End Date

Extended Leave Monitoring Report (Restricted)

New

This report will identify all employees that are on Extended Leave.

This report will identify all employees that are on Extended Leave.

Required Input

  • Extended Absence Start Date From
  • Extended Absence Actual End Date To
  • VC Area

Fields

  • Employee Name Current
  • Employee ID
  • Department Code
  • Department
  • Vice Chancellor
  • Job Code
  • Job Code Description
  • Job Action Code
  • Job Action
  • Job Action Reason Code
  • Job Action Reason
  • Extended Absence Last Worked Date
  • Extended Absence Transaction Number
  • Extended Absence Start Date
  • Extended Absence Expected End Date
  • Extended Absence Actual End Date

FLSA Mismatch

New

Identify FLSA mismatches for employees with multiple jobs, including mismatches between Job Code and Job data.

Identify FLSA mismatches for employees with multiple jobs, including mismatches between Job Code and Job data.

Required Input

  • Not applicable

Fields

  • Employee Preferred Name Current
  • Employee ID
  • Employee Record
  • Position Number
  • HR Status
  • Employee Status
  • Department Code
  • Department
  • Job Code
  • Job Code Description 
  • Job Expected End Date
  • Job Indicator
  • Employee Class Code
  • Employee Class
  • Union Code
  • Union
  • FTE
  • Standard Hours
  • FLSA Status Code
  • FLSA Status

Funding and Project End Date Report

New

This report reviews funding and project end dates. Note: This report name was formerly titled "Funding End Date Report"

This report reviews funding and project end dates. Note: This report name was formerly titled "Funding End Date Report"

Required Input

  • End date range

Fields

  • Employee Preferred Name Current
  • Employee ID
  • Employee Record
  • Position Number
  • Position Funding Fiscal Year
  • Position Funding Earnings Type Code
  • HR Status
  • Employee Status
  • Job Expected End Date
  • Job FTE
  • Position Funding End Date
  • Days Remaining Until Funding End Date
  • Date Criteria
  • Position Funding CCOA Project Code
  • Position Funding CCOA Project
  • Position Funding CCOA TASK Code
  • Position Funding CCOA TASK
  • Position Funding Distribution Percent
  • Job Code
  • Job Code Description
  • Department Code
  • Department
  • Vice Chancellor Code
  • Vice Chancellor

Future Dated Actions Report

New

This report provides all future actions as of today and going forward. Examples of Actions include: Return from Work Break, Short Work Break, Hire, Pay Rate Change, Position Change, and Return from ...

This report provides all future actions as of today and going forward. Examples of Actions include: Return from Work Break, Short Work Break, Hire, Pay Rate Change, Position Change, and Return from Leave.

Required Input

None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • HR Status
  • Employee Status
  • Job AsOf Indicator
  • Job Action
  • Job Action Effective Date
  • Job Effective Sequence Number
  • Job Action Reason Code
  • Job Action Reason
  • Job Indicator
  • Position Number
  • Job Start Date
  • Job Code
  • Job Code Description
  • Employee Class
  • Standard Hours
  • FTE
  • FLSA Status
  • Department Code
  • Department
  • Vice Chancellor
  • Business Unit
  • Reports To Employee
  • Salary Plan
  • Salary Grade
  • Salary Step Number
  • Salary Grade Half Step Count
  • Pay Group Code
  • Pay Group
  • Job Compensation Frequency
  • Employee Type
  • Union Code
  • Union
  •  

Future Dated Hire Report

New

This report provides all future hires as of today and going forward. Departments can utilize this report to check on the status of their hires in job data as well as verify if an employee has a future job th...

This report provides all future hires as of today and going forward. Departments can utilize this report to check on the status of their hires in job data as well as verify if an employee has a future job that could cause FLSA or FTE conflict.

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • HR Status
  • Employee Status
  • Job Start Date
  • Job AsOf Indicator
  • Job Action
  • Job Action Effective Date
  • Job Effective Sequence Number
  • Job Action Reason Code
  • Job Action Reason
  • Job Indicator
  • Job Code
  • Job Code Description
  • Employee Class
  • Job Indicator
  • Standard Hours
  • FTE
  • FLSA Status
  • Position Number
  • Department Code
  • Department
  • Vice Chancellor
  • Business Unit
  • Reports To Employee
  • Reports To Position Number
  • Salary Plan
  • Salary Grade
  • Salary Step Number
  • Salary Grade Half Step Count
  • Pay Group Code
  • Pay Group
  • Job Compensation Frequency
  • Employee Type
  • Union Code

Future Dated Hires Lite Report

New

This report is similar to the original Future Dated Hire Report, with more-focused fields. This report allows for full department data access. The report’s description is essentially the same: This...

This report is similar to the original Future Dated Hire Report, with more-focused fields. This report allows for full department data access. The report’s description is essentially the same: This report provides all future hires as of today and going forward. Departments can utilize this report to check on the status of their hires in job data as well as verify if an employee has a future job that could cause FLSA or FTE conflict.

Required Input

  • None for this report

 

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • HR Status
  • Employee Status
  • Job AsOf Indicator
  • Job Action
  • Job Action Effective Date
  • Job Effective Sequence Number
  • Job Action Reason Code
  • Job Action Reason
  • Job Indicator
  • Position Number
  • Job Start Date
  • Job Expected End Date
  • Job Code
  • Job Code Description
  • Employee Class
  • Standard Hours
  • FTE
  • FLSA Status
  • Department Code
  • Department
  • Vice Chancellor
  • Business Unit
  • Reports To Employee
  • Pay Group Code
  • Pay Group
  • Employee Type
  • Union Code
  • Union

Graduate Student Employment Report

New

This report provides employment information about current graduate students employed on campus. It includes graduate primary major department so that advisors can run it for their own department. Results wil...

This report provides employment information about current graduate students employed on campus. It includes graduate primary major department so that advisors can run it for their own department. Results will include all students within the graduate primary major department selected, even if they are employed outside that department. Please note: the BusIntel team is working on a missing data issue that is excluding some graduate students from this report. 

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Identity Student PID Current
  • Graduate Primary Major Department Code Current
  • Graduate Primary Major Department Current
  • Graduate Primary Major Code Current
  • Graduate Primary Degree Group Current
  • Employee Student Registration Status Current
  • Last Enrolled Term Code
  • Position Number
  • Job Code
  • Job Code Description
  • Job Indicator
  • Employee Status
  • FTE
  • Position Funding AsOf Indicator
  • Position Funding CCOA Project Code
  • Position Funding Effective Date
  • Position Funding End Effective Date
  • Position Funding End Date
  • Position Funding Fiscal Year
  • Position Funding CCOA FinU
  • Department Code
  • Department
  • Pay Group Code
  • Pay Group
  • Job Start Date
  • UCPath Job Start Date
  • Job End Date
  • Job Expected End Date

Hours towards Career Status Report

New

Description coming soon

Description coming soon

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Job Indicator
  • Employee Record
  • HR Status
  • Employee Status
  • Department Code
  • Department
  • Vice Chancellor
  • Position Number
  • Job Code
  • Job Code Description
  • Employee Class Code
  • Employee Class
  • FLSA Status
  • FTE
  • Pay Group Code
  • Pay Group
  • Pay Frequency Code
  • Pay Frequency
  • Union Code
  • Union
  • Employee UC Original Start Date
  • Employee Original Job Start Date
  • Employee Job First Start Date
  • Employee Job Last Start Date
  • Job Expected End Date
  • Reports To Employee
  • Reports To Work Email Address
  • Reports To Work Phone Number Current
  • Eligibility Configuration 8
  • Eligibility Configuration 9
  • HCS - Hours towards Career Status
  • Float Hours Career

Jobs with Approaching End Dates Report

New

This report is a risk mitigation tool which will help prevent payroll over-payments.

This report is a risk mitigation tool which will help prevent payroll over-payments.

Required Input

  • VC Area

Fields

  • Employee Name Current
  • Employee ID
  • Business Unit Code
  • Employee Record
  • Position Number
  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • Employee Status
  • Employee Class Code
  • Employee Class
  • FTE
  • Job Expected End Date
  • Probation Status Code
  • Probation End Date
  • Location Use End Date
  • Location Use Type
  • Termination Override Flag
  • Reports To Position Number
  • Reports To Employee ID
  • Reports To Employee
  • Days Remaining Until End Date
  • Date Criteria
  • HR Status Code
  • Employee Status Code

Jobs with Approaching End Dates Report

New

This report is a risk mitigation tool which will help prevent payroll over-payments.

This report is a risk mitigation tool which will help prevent payroll over-payments.

Required Input

  • VC Area

Fields

  • Employee Name Current
  • Employee ID
  • Business Unit Code
  • Employee Record
  • Position Number
  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • Employee Class Code
  • Employee Class
  • FTE
  • Job Expected End Date
  • Probation Status Code
  • Probation End Date
  • Location Use End Date
  • Location Use Type
  • Termination Override Flag
  • Reports To Position Number
  • Reports To Employee ID
  • Reports To Employee
  • Days Remaining Until End Date
  • Date Criteria
  • HR Status Code
  • Employee Status Code

Leave Action Report

New

Identify all extended leave of absence actions for an employee. (Restricted)

Identify all extended leave of absence actions for an employee. (Restricted)

Required Input

  • Expected Return Date From
  • Expected Return Date To

Fields

  • Employee Name Current
  • Employee Record
  • Employee ID
  • Employee PPS ID Current
  • Position Number
  • Business Unit
  • Job Indicator
  • Organizational Relationship
  • Employee Status
  • HR Status
  • Employee Class Code
  • Employee Class
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • Extended Absence Action Code
  • Extended Absence Action
  • Extended Absence Start Date
  • Extended Absence Expected End Date
  • Extended Absence Actual End Date
  • Job Action Code
  • Job Action
  • Job Action Reason Code
  • Job Action Reason

Leave Balance Summary Report

New

Employee leave by pay period including balances for the department. Replaces LASR.

Employee leave by pay period including balances for the department. Replaces LASR.

Required Input

  • View Balances by

Fields

  • Employee Name & ID
  • Department Code & Name
  • Leave Balance Effective Date
  • Leave Balance Absence Type
  • Position Number
  • Job Code
  • Job Code Description
  • Employee Status
  • Employee Class Code
  • Employee Class
  • Leave Current Balance
  • Leave Previous Balance
  • Leave Balance Hours Taken
  • Leave Balance Hours Accrued
  • Leave Balance Hours Adjusted
  • Leave Balance Accrual Max Limit
  • Leave Balance Approaching Max Flag

Leave Liability Report

New

The Leave Liability Report will run at the end of the fiscal year calculating the accrued compensated balances liability. (Restricted)

The Leave Liability Report will run at the end of the fiscal year calculating the accrued compensated balances liability. (Restricted)

Required Input

  • Leave Accrual Begin Date
  • Leave Accrual End Date
  • Vice Chancellor Code - Description

Fields

  • Department
  • Employee Name
  • Employee ID
  • Employee Record
  • Vice Chancellor Code
  • Vice Chancellor
  • Employee Status
  • Absence Type
  • Fin Unit Code
  • Fin Unit
  • Fund Code
  • Function Code
  • Job FTE
  • Leave Current Balance
  • Hourly Rate
  • Estimated Liability

 

Location Use End Date Report

New

This report monitors location use end dates.

This report monitors location use end dates.

Required Input

  • VC Area

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Position Number
  • HR Status Code
  • Employee Status Code
  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • FTE
  • Location Use End Date
  • Location Use Type
  • Reports To Position Number
  • Reports To Employee ID
  • Reports To Employee
  • Days Remaining Until End Date
  • Date Criteria

MCOP (Multiple Components of Pay) Report

New

Provides compensation rate details for academics who have off-scale and/or negotiated salary components.

Provides compensation rate details for academics who have off-scale and/or negotiated salary components.

Required Input

  • VC Area
  • Compensation Rate Code

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Job Indicator
  • HR Status
  • Employee Status
  • Employee Class Code
  • Employee Class
  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • Salary Plan
  • Salary Grade Code
  • Salary Step Number
  • Job Compensation Frequency
  • Compensation Rate
  • Annual Rate
  • Pay Group
  • Job FTE
  • Compensation Rate Code
  • Compensation Rate Description

Paper Pay Check

New

Identify the population of employees who receive paper checks.

Identify the population of employees who receive paper checks.

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code - Name
  • Pay Period End Date
  • Pay Check Off Cycle Flag
  • Pay Check Form Code
  • Pay Run Code
  • Employee Preferred Email Address

Pay Frequency Change Report

New

Identify the population of employees whose pay frequency has changed.

Identify the population of employees whose pay frequency has changed.

Required Input

  • Department

Fields

  • Employee ID
  • Employee Name Current
  • Employee PPS ID Current
  • Employee Record
  • Employee Status
  • Employee Class Code
  • Employee Class
  • Position Number
  • Job Code
  • Job Code Description
  • Department Code
  • Department
  • Pay Group Code
  • Pay Group
  • Job Action Code
  • Job Action
  • Job Action Reason Code
  • Job Action Reason
  • Job Action Last Updated Date

 

Personnel Expense Projection Report

New

The purpose of this report is to forecast staffing expenses (salary, benefits, and assessments) that may change over time on a particular Project or Financial Unit. It provides projections based on the Posit...

The purpose of this report is to forecast staffing expenses (salary, benefits, and assessments) that may change over time on a particular Project or Financial Unit. It provides projections based on the Position Funding data available in UCPath to help track funds. Please see the "About this Report" button at the bottom of the report’s prompt page for additional information on this report's scope, requirements, and field calculations.

Required Input

  • Search by Financial Unit Code
  • Search by Project Code
  • Projection Begin Date
  • Projection End Date
  • Optional Charges (Estimated)

Fields

  • Position Funding CCOA FinU Code
  • Position Funding CCOA FinU
  • Position Funding CCOA Project Code
  • Position Funding CCOA Project
  • Position Funding CCOA TASK Code
  • Position Funding Fiscal Year
  • Employee Name Current
  • Employee ID
  • Employee Record
  • Position
  • Position Number
  • Pay Period End Date
  • UCPath Position Funding End Date
  • Employee ID
  • Employee Record
  • Position
  • Position Number
  • Pay Period End Date
  • UCPath Position Funding End Date
  • Earn Code
  • Monthly Rate
  • Job FTE
  • Monthly Comp by Earn Code
  • Position Funding Distribution Percent
  • Position Funding Derived Effort Percent (Grant Effort)
  • Position Funding Derived Percent of Pay
  • Projected Salary Expense
  • LL Employee CBR Rate
  • Projected CBR Expense
  • Position Funding OTC Indicator Code
  • Total Payroll (DC)

Position Funding Report

New

This report provides a list of Position/Employee funding sources including CCOA chartstring elements, Position, Employee, and Job information for budget planning.

This report provides a list of Position/Employee funding sources including CCOA chartstring elements, Position, Employee, and Job information for budget planning.

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • HR Status
  • Employee Status
  • Position Number
  • Position Status
  • Position Funding Fiscal Year
  • Position Funding Effective Date
  • Position Funding Effective Sequence Number
  • Position Funding Earnings Type Code
  • Position Funding Combination Code
  • Position Funding OTC Indicator Code
  • Position Funding CCOA Entity Code
  • Position Funding CCOA Entity
  • Position Funding CCOA FinU Code
  • Position Funding CCOA FinU
  • Position Funding CCOA Fund Code
  • Position Funding CCOA Fund
  • Position Funding CCOA Project Code
  • Position Funding CCOA Project
  • Position Funding CCOA TASK Code
  • Position Funding CCOA FND SRC Code
  • Position Funding CCOA FND SRC
  • Position Funding CCOA Location Code
  • Position Funding CCOA Location
  • Position Funding CCOA Funct
  • Position Funding CCOA Program Code
  • Position Funding CCOA Program
  • Position Funding CCOA Account Code
  • Position Funding CCOA Activity
  • Position Funding End Date
  • Position Funding Distribution Percent
  • Job Start Date
  • Job Expected End Date
  • Position Fund Award Type
  • Job Action Last Updated Date
  • Reports To Employee
  • LL Employee CBR Rate
  • Pay Frequency
  • Annual Rate
  • Position Funding Budget Amount

Position Report

New

Identify vacant positions, see positions which have had turnover, and who is filling what positions.

Identify vacant positions, see positions which have had turnover, and who is filling what positions.

Required Input

  • None for this report

Fields

  • Position Number
  • Position
  • Position Max Head Count
  • Job Code
  • Job Code Description
  • FTE
  • Department Code
  • Department
  • Vice Chancellor Code
  • Vice Chancellor
  • Employee Preferred Name Current
  • Employee ID
  • Employee Record
  • HR Status
  • Employee Status
  • Employee Class
  • Job Start Date
  • Job Expected End Date
  • Last Separation Date
  • Reports To Position Number
  • Reports To Employee
  • Position Last Updated DateTime
  • Position Last Updated By User ID

Positions without Funding Report

New

This report provides information on the positions with no funding.

This report provides information on the positions with no funding.

Required Input

  • VC Code - Name
  • Department Code - Name

Fields

  • Position Number
  • Position Status
  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code
  • Department
  • Employee Name Current
  • Employee ID
  • Employee Record
  • HR Status
  • Employee Status
  • Job Code
  • Job Code Description
  • FTE
  • Employee Class Code
  • Employee Class
  • Reports To Position Number
  • Reports To Employee
  • Reports To Work Email Address
  • Reports To Position Number
  • Reports To Position
  • Position Class Code
  • Position Class
  • Position Last Updated By User ID

Post Doc Monitoring Report

New

Departments should use this report to monitor the Post Doc Anniversary Date which is tied to the employee’s movement to the next level of the UC Salary Scale.

Departments should use this report to monitor the Post Doc Anniversary Date which is tied to the employee’s movement to the next level of the UC Salary Scale.

Required Input

  • None for this report

Fields

  • Business Unit Code
  • Vice Chancellor Code
  • Department Code
  • Department
  • Employee Name Current
  • Employee ID
  • Employee Record
  • Employee Status
  • HR Status
  • Position Number
  • Job Code
  • Job Code Description
  • Employee Original Start Date
  • Job Start Date
  • Job Expected End Date
  • Post Doc Anniversary Date
  • Days Remaining Until Anniversary
  • Employee Class Code
  • Employee Class
  • FTE
  • Compensation Rate Code
  • Compensation Rate
  • Job Compensation Rate
  • Annual Rate
  • Salary Plan Code
  • Salary Plan
  • Salary Grade Code
  • Salary Grade

Probation End Date Report

New

This report monitors upcoming probation end dates.

This report monitors upcoming probation end dates.

Required Input

  • VC Area

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Position Number
  • HR Status Code
  • Employee Status Code
  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • FTE
  • Probation Status
  • Probation End Date
  • Reports To Position Number
  • Reports To Employee ID
  • Reports To Employee
  • Days Remaining Until End Date
  • Date Criteria

Record of Pay Report

New

This report provides a one line summary of gross earnings, net earnings, total taxes, and retirement deduction. This report is useful in identifying FICA Retirement errors.

This report provides a one line summary of gross earnings, net earnings, total taxes, and retirement deduction. This report is useful in identifying FICA Retirement errors.

Required Input

  • Pay End Date From
  • Pay End Date To

Fields

  • Employee Name Current
  • Employee ID
  • Department Code - Name
  • Vice Chancellor Code
  • Pay Period End Date
  • Pay Check Date
  • Pay Check Number
  • Pay Check Total Gross
  • Pay Check Net Pay
  • Pay Check Tax FICA Med Hospital EE
  • Pay Check Tax OASDI Disability EE
  • Pay Check Tax Withholding Federal
  • Pay Check Tax Withholding State
  • Pay Check Total Taxes
  • Pay Check Deduction Class Code
  • Deduction Class / Tax
  • Deduction Payer
  • Pay Check Deduction Plan Type Code
  • Deduction Plan Type
  • Pay Check Deduction Code
  • Deduction
  • Deduction Current

Sabbatical Balances Report

New

The purpose of this report is to identify Sabbatical Balances for faculty.

The purpose of this report is to identify Sabbatical Balances for faculty.

Required Input

  • Leave Balance As Of Date

Fields

  • Employee Name Current
  • Employee ID
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • Leave Balance Absence Type
  • Leave Balance Effective Date
  • Leave Balance AsOf Indicator
  • Leave Current Balance

Salary History

New

Provide a history of an employee’s salary.

Provide a history of an employee’s salary.

Required Input

  • None for this report

Fields

  • Employee Record
  • Employee Start Date
  • Job Action Code
  • Job Action
  • Job Action Reason Code
  • Job Action Reason
  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code
  • Department
  • Employee Status
  • Job Code
  • Job Code Description
  • Job Action Effective Date
  • Compensation Rate
  • Annual Rate
  • Monthly Rate
  • Hourly Rate
  • Compensation Change Amount Monthly
  • Compensation Change Percent

Separated Employee Report

New

View separated employees, including fully separated employees and inactive jobs. (Restricted)

View separated employees, including fully separated employees and inactive jobs. (Restricted)

Required Input

  • Type of Report

Fields

  • Max Separation Date
  • Employee Name Current
  • Employee ID
  • Employee Record
  • HR Status
  • Employee Status
  • Vice Chancellor Code
  • Vice Chancellor
  • Department
  • Position Number
  • Position Status
  • Reports To Employee
  • Reports To Position Number
  • Business Unit Code
  • Job Code
  • Job Code Description
  • Job Action Code
  • Job Action
  • Job Action Reason Code
  • Job Action Reason
  • Termination Date
  • Last Worked Date

Service Credit Milestone Report

New

This report shows Service Credit Milestones beginning at the 10-year milestone and beyond, increasing in 5-year increments.

This report shows Service Credit Milestones beginning at the 10-year milestone and beyond, increasing in 5-year increments.

Required Input

  • Service Credit Milestone

Fields

  • Employee Name Current
  • Employee ID
  • HR Status Code
  • Employee Status Code
  • Employee Work Email Address Current
  • Employee Class Code
  • Employee Class
  • Position Class Code
  • Position Class
  • Department Code
  • Department
  • Vice Chancellor Code
  • Vice Chancellor
  • Leave Balance Absence Type
  • Leave Balance Effective Date
  • Service Credit Years
  • Leave Current Balance
  • Leave Previous Balance
  • Leave Balance Hours Accrued
  • Leave Balance Hours Adjusted
  • Reports To Position
  • Reports To Employee

Service Credit Seniority Point Report

New

This report can be used to calculate Service Credit for Service Pin or Vacation Accrual purposes.  This is NOT to be used to calculate Retirement Service Credit or Seniority Points for Layoff purpos...

This report can be used to calculate Service Credit for Service Pin or Vacation Accrual purposes.  This is NOT to be used to calculate Retirement Service Credit or Seniority Points for Layoff purposes, since this needs to be approved by Employee Relations. Qualifying service credit is calculation of work effort at 50% or more each month. Priority point is the percentage of work effort each month.  For calculations from PPS (Pre UC Path) see:https://act.ucsd.edu/qlink/viewer?jlinkevent=QueryServer&queryType=easyquery&queryModel=ServiceCredit

 Note: when there is a ‘*’  noted in the service credit column for a particular month, calculations are not carried out by the report for that month (ex, May 2020 for bi-weekly employees).

Required Input

  • Pay Period End Date From
  • Pay Period End Date To

Fields

  • Employee Name Current
  • Employee ID
  • Department Code
  • Department
  • Vice Chancellor
  • Employee Email Address
  • Job Code
  • Job Code Description
  • Earnings Run Year
  • Earnings Run Month
  • Pay Period Type
  • Standard Hours
  • Hours Worked
  • Service Credit
  • Seniority Points

Short Work Break Monitoring Report

New

Departments should use this report to monitor Short Work Break end dates and decide whether to extend SWB, return the employee to active status, or terminate the job.

Departments should use this report to monitor Short Work Break end dates and decide whether to extend SWB, return the employee to active status, or terminate the job.

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Position Number
  • Employee Status
  • Job Action Effective Date
  • Job Expected End Date
  • Job Action Code
  • Job Action Reason Code
  • Job Action Reason
  • Business Unit Code
  • Job Code
  • Job Code Description
  • Employee Class Code
  • Employee Class
  • FTE
  • Reports To Position Number
  • Reports To Employee
  • Department Code
  • Department
  • Vice Chancellor Code

Student Employee Registration Report

New

This report is used to verify that students that work on campus are officially registered as students in the current term.

This report is used to verify that students that work on campus are officially registered as students in the current term.

Required Input

  • None for this report

 Fields

  • Student Registration Status
  • Employee Last Name Current
  • Employee First Name Current
  • Identity Student PID Current
  • Employee ID
  • Employee Record
  • Business Unit
  • Vice Chancellor
  • Department
  • Department Code
  • HR Status
  • Payroll Status
  • Employee Class
  • Work Study Award Academic Year
  • Work Study Award Effective Date
  • Work Study Award Start Date
  • Work Study Award End Date
  • Work Study Award Position Pool Id
  • Employee Start Date
  • Last Separation Date
  • Job Start Date
  • Job End Date
  • Job Expected End Date
  • Pay Frequency
  • FLSA Status
  • Pay Group Code
  • Job Indicator
  • Position Number
  • FTE
  • Job Code
  • Job Code Description
  • Position Pool
  • Reports To Employee
  • Reports To Employee ID
  • Reports To Work Email Address

Student FICA

New

Identify the population of student employees whose FICA exemption changed. (Restricted)

Identify the population of student employees whose FICA exemption changed. (Restricted)

Required Input

  • Report type

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Employee PPS ID Current
  • Position Number
  • Position Pool ID
  • Position Pool
  • HR Status
  • Employee Status
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • Employee Class Code
  • Employee Class
  • Union Code
  • Union
  • Job Expected End Date
  • Job Action Effective Date
  • Job FTE
  • Standard Hours
  • Salary Grade Code
  • FLSA Status
  • FICA Status Employee Code
  • FICA Status Employee

Supervisor Report

New

List employees and their supervisors. (Reports To)

List employees and their supervisors. (Reports To)

Required Input

  • Report Format

Fields

  • Reports To Employee
  • Reports To Employee ID
  • Reports To Position Number
  • Employee Name Current
  • Employee ID
  • Employee PPS ID Current
  • Position Number
  • HR Status
  • Employee Status
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • Job Start Date
  • Position Class Code
  • Position Class
  • Employee Class Code
  • Employee Class
  • Union Code
  • Union

UCPath-Oracle Salary Reconciliation

New

The purpose of this report is to compare salary amounts on given chartstrings in the labor ledger (UCPath; DOPES) to salary amounts posted to those chartstrings in the Oracle general ledger and quickly ident...

The purpose of this report is to compare salary amounts on given chartstrings in the labor ledger (UCPath; DOPES) to salary amounts posted to those chartstrings in the Oracle general ledger and quickly identify differences. The report will be most useful for departmental financial managers, as best results are obtained when searching by financial unit. If you do not already have access to this report, submit a request for the Payroll Accounting and Reconciliation report group.

Required Input

  • None for this report

Fields

  • Project Name
  • Entity
  • Financial Unit
  • Fund
  • Project
  • Account Code
  • Accounting Period
  • UCPath Salary Amount
  • Oracle Salary Amount
  • Variance (UCPath - Oracle)

UCPath-PPM-GL salary reconciliation

New

This report is similar to the UCPath-Oracle salary reconciliation report, but incorporates project and task information from PPM. Oracle amounts for projects come from PPM, while amounts for chartstrings wit...

This report is similar to the UCPath-Oracle salary reconciliation report, but incorporates project and task information from PPM. Oracle amounts for projects come from PPM, while amounts for chartstrings without projects come from the GL. The drillthrough has been enhanced to include data from UCPath, Oracle PPM, and Oracle GL, with original transaction reference numbers in all three segments. A second drillthrough report enables the user to identify transactions in the labor ledger and Oracle ledgers based on the original transaction reference number.

Required Input

  • None for this report

Fields

  • Project Name
  • Project
  • Task
  • Financial Unit
  • Account
  • Accounting Period
  • UCPath Amount
  • Oracle Amount
  • Variance (UCPath-Oracle)

Vacant Positions Report

New

Identify vacant positions, see positions which are vacant, as a result of turnover or have not yet been filled.

Identify vacant positions, see positions which are vacant, as a result of turnover or have not yet been filled.

Required Input

  • None for this report

Fields

  • Position Number
  • Position
  • Position Max Head Count
  • Job Code
  • Job Code Description
  • FTE
  • Department Code
  • Department
  • Vice Chancellor Code
  • Vice Chancellor
  • Vacant Reason
  • Reports To Position Number
  • Position Last Updated DateTime
  • Position Last Updated By User ID

Visa Monitoring Report

New

Monitor employee visa information. (Restricted)

Monitor employee visa information. (Restricted)

Required Input

  • Visa Expiration Date (From and To)
  • Vice Chancellow Code - Description

Fields

  • Employee Name Current
  • Employee ID
  • Employee PPS ID Current
  • Position Number
  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code
  • Department
  • Employee Status
  • Employee Class Code
  • Employee Class
  • Job Code
  • Job Code Description
  • Union Code
  • Union
  • FTE
  • Work Authorization End Date Current
  • Work Authorization External System Current
  • Employee Visa Permit Country Code Current
  • Employee Visa Permit Type Code Current
  • Employee Visa Permit Status Current
  • Employee Visa Permit Issue Date Current
  • Employee Visa Permit Entry Date Current
  • Employee Visa Permit Expiration Date Current
  • Last Separation Date
  • Job Expected End Date
  • Employee Home Email Address Current

Wage Statement Report

New

This report provides Workers Compensation Carrier with pay history for claim processing.

This report provides Workers Compensation Carrier with pay history for claim processing.
  • Pay Period End Date Range
  • Employee Name - ID
  • Earnings Period Start Date
  • Earnings Period End Date
  • Gross Earnings
  • Compensation Rate
  • Earnings Type Code
  • Earnings Type
  • Journal Code

Who's on Sabbatical Report

New

This report identifies who is currently on Sabbatical Leave.

This report identifies who is currently on Sabbatical Leave.

Required Input

  • Pay Period Begin Date
  • Pay Period End Date
  • VC Area

Fields

  • Employee Name Current
  • Employee ID
  • Department Code
  • Department
  • Vice Chancellor
  • Job Code
  • Job Code Description
  • Job Action Code
  • Job Action
  • Job Action Reason Code
  • Job Action Reason
  • Extended Absence Pay Period Start Date
  • Extended Absence Pay Period Expected End Date
  • Extended Absence Last Worked Date
  • Extended Absence Start Date
  • Extended Absence Expected End Date
  • Extended Absence Actual End Date

Work Study Award Balance Report (Restricted)

New

This report displays work study available balance to the hiring department.

This report displays work study available balance to the hiring department.

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Employee PPS ID Current
  • Employee Record
  • Position Number
  • Job Code
  • Job Code Description
  • HR Status
  • Employee Status
  • Department Code
  • Department
  • Vice Chancellor Code
  • Vice Chancellor
  • Work Study Award Academic Year
  • Work Study Award Session Code
  • Position Pool ID
  • Work Study Award Effective Date
  • Work Study Award Start Date
  • Work Study Award End Date
  • Work Study Award Amount
  • Work Study Award Balance
  • Work Study Split CCOA Entity Code
  • Work Study Split CCOA Account Code
  • Work Study Split CCOA FinU Code
  • Work Study Split CCOA Fund Code
  • Work Study Split CCOA Fund

Work Study Community Service Validation

New

This report displays students hired in work study community service positions, and displays students with work study community service offers.

This report displays students hired in work study community service positions, and displays students with work study community service offers.

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Employee PPS ID Current
  • Employee Record
  • Position Number
  • Job Code
  • Job Code Description
  • HR Status
  • Employee Status
  • Department Code
  • Department
  • Vice Chancellor Code
  • Vice Chancellor
  • Work Study Award Academic Year
  • Work Study Award Session Code
  • Position Pool ID
  • Work Study Award Effective Date
  • Work Study Award Start Date
  • Work Study Award End Date
  • Work Study Award Amount
  • Work Study Award Balance
  • Work Study Split CCOA Entity Code
  • Work Study Split CCOA Account Code
  • Work Study Split CCOA FinU Code
  • Work Study Split CCOA Fund Code
  • Work Study Split CCOA Fund