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Access Notes:

  1. Each report category (e.g. Human Resources, Payroll & Financial, Academic Personnel, and Payroll Accounting and Reconciliation) requires a separate access request. Report categories have subcategories of Restricted and Non-restricted.
  2. The DOPE Reports are in the Payroll Accounting and Reconciliation category.
Report Title Category Details
AB-119 Campus Report

TBD

New
Human Resources Reports View Details
Academic History Report

This report shows a history of changes made to a job record. The report can be run by employee to see a history of job changes for that individual. It can also be run by a date range or action code to capture all employees impacted.   Example 1: Professor Jones. Run the report by her name or empl ID since conversion to UCPath on 5/1/2020. You will see any range adjustments, merit/promo, etc., to her Prof job as well as any jobs created for summer salary.   Example 2:  Run the report for the date range 2/1/2022 – 2/28/2022 and select IX as the union code. You will get a report of the Unit 18 salary changes (new scale) effective on 2/1/2022.  

New
Academic Personnel Reports View Details
Academic Position Management Audit

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

New
Academic Personnel Reports View Details
Additional Pay Report

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).

New
Payroll and Financial Reports (Restricted) View Details
AWE Smart HR Templates

Reports on all AWE Smart HR Template Transactions and their processing status. Employee information is included when available.

New
Human Resources Reports (Restricted) View Details
Benefit Costs Report

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

New
Payroll Accounting and Reconciliation View Details
Benefits Administration Eligibility Configuration Fields Report

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

New
Payroll and Financial Reports View Details
Code Lookup Report

Provide description and values for lookup tables.

New
Human Resources Reports View Details
Combo Code Report

Please be advised that this report will be decommissioned on March 31, 2024. Please use the Combo Code and Chartstring Validation Report instead. Please email UCPathReports@ucsd.edu with any questions. Thank you, UCPath Reporting Team 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.   Combo codes are generated by UCPath using a variety of different factors to derive their respective combo code including chartstring elements, over the cap, and work study indicators. When using a valid combo code from this report in UCPath, please be certain to verify that the chartstring generated is what you expected. Due to the complexity involved in deriving combo codes for capped and work study funds, it is highly recommended that you enter all elements of the chartstring instead of a combo code in UCPath. 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

New
Payroll and Financial Reports View Details
Combo Code and Chartstring Validation Report

Combo codes are generated by UCPath using a variety of different factors to derive their respective combo code including chartstring elements, over the cap, and work study indicators. When using a valid combo code from this report in UCPath, please be certain to verify that the chartstring generated is what you expected. Due to the complexity involved in deriving combo codes for capped and work study funds, it is highly recommended that you enter all elements of the chartstring instead of a combo code in UCPath. This report identifies if a Combo Code and the COA (Chart of Account) segments it represents is "Currently Valid" for PPM charges. Combo Codes may be valid for some time, but can become invalid later for various reasons.  For example, the project, task, or funding end dates may have passed. Also, financial system changes to fund mapping rules may occur occasionally as well. The report includes the following pages: OFC Valid Chartstring Combinations: Provides a listing of Valid combo codes and their associated UCPath COA segment values.  It also shows the corresponding OFC COA values along with other important OFC columns such as Project End Date, Task End Date, Task Chargeable Flag. OFC Invalid Chartstring Combinations: Provides a listing of Invalid combo codes and their associated UCPath COA segment values. OFC Project COA Lookup: Provides current valid OFC COA and POETAF values.  Note, the key UCPath Combo Code COA segments (FinUnit, Project, Task, Fund, Function, Funding Source) are matched against their OFC COA counterparts to determine validity. Combo Codes with Position Funding Entries: Provides additional context as to where and when the Combo Codes were actually used in UCPath Funding, if at all. Report Disclaimer: The Oracle Project COA Lookup Report is the official reporting source of record for determining valid chartstring combinations.  In case of discrepancies between these reports please consider the Oracle Project Lookup results to be correct.  In addition, please email ucpathreports@ucsd.edu to inform us of the issue.     Thank you, UCPath Reporting Team

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Payroll and Financial Reports View Details
Daily Pay Earnings Report

The Daily Pay Earnings Report is used to view paycheck summary information across multiple pay periods. This report is similar to the UCPath Review Paycheck Summary page.

New
Payroll and Financial Reports (Restricted) View Details
Deduction Report

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

New
Payroll and Financial Reports (Restricted) View Details
Default Project Payroll

This report provides detailed information about charges posted to departmental default projects, including person names and other payroll information.

New
Payroll Accounting and Reconciliation View Details
Department Hierarchy 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)

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Community Reports View Details
Dependents Report

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

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Human Resources Reports (Restricted) View Details
Direct Retro Status Report

Reports on Direct Retros and their Processing Status at a summary level. The report includes a drill-through link to show all linked funding line details. It also highlights Direct Retro funding lines which could be considered a High Risk for UCSD. It is strongly encouraged to select a narrow data range as the report is memory-intensive.

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Payroll Accounting and Reconciliation View Details
DOPE – Ancillary Report

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. If you do not already have access to this report, please submit an access request for the Payroll Accounting and Reconciliation report category.

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Payroll Accounting and Reconciliation View Details
DOPE - Sponsor Report

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. If you do not already have access to this report, please submit an access request for the Payroll Accounting and Reconciliation report category.

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Payroll Accounting and Reconciliation View Details
DOPE Report

New report version, updated for CCoA reordering.  If you do not already have access to this report, please submit an access request for the Payroll Accounting and Reconciliation report category. This report displays actual labor ledger payroll expenses applied for a given payroll cycle.Report includes: Combined Salary & Fringe: Lists all Salary and Fringe Labor Ledger data on a single tab.   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. Optional Report Pages:  ○ Salary Details: Lists only salary detail rows  ○ Fringe Details: Lists only fringe detail rows  ○ Stipend and Tuition Fees: Lists all related FinAH rows

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Payroll Accounting and Reconciliation View Details
e-Verify Compliance Report

This report provides e-Verify position/employee compliance information.  Provides a list of UCPath positions/employees that require e-Verification using Kuali Award information and Oracle Funding.

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Human Resources Reports (Restricted) View Details
Earn Code Detail Report

Earn Code lookup report.

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Payroll and Financial Reports View Details
Earnings by Earn Code Report

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.

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Payroll and Financial Reports (Restricted) View Details
Emergency Contact Report

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

New
Human Resources Reports (Restricted) View Details
Employee Action Report

Identify all actions for an employee.

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Human Resources Reports View Details
Employee Action Report with EDI

Identify all actions for an employee, including EDI data.

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Human Resources EDI Reports (Restricted) View Details
Employee Action with EDI and FinU Report

This report identifies the most current Employee Action, including EDI data, with additional basic employee demographic information. This report also provides a Financial Unit prompt. Note: This report category will require a separate access request for the HR-Restricted-EDI folder.

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Human Resources EDI Reports (Restricted) View Details
Employee Claiming Tax Exemption Report (Restricted)

View of employee tax exemptions and additional tax.

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Payroll and Financial Reports (Restricted) View Details
Employee Compensation History Report

This report provides historical, current, and future dated employee compensation related information.

New
Human Resources Reports (Restricted) View Details
Employee Compensation Report

This report provides current employee-related compensation information.

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Human Resources Reports (Restricted) View Details
Employee Diversity Report

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. Report has been updated (February 28, 2022) to allow running historical rosters by AsOf date.

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Human Resources EDI Reports (Restricted) View Details
Employee Lookup Report

Lookup information about a specific employee. (Restricted)

New
Human Resources Reports (Restricted) View Details
Employee Record of Earnings

View of employee's paycheck detail.

New
Payroll and Financial Reports (Restricted) View Details
Employee Rosters Report

Provide common employee related information by department.   Report has been updated (February 18, 2022) to allow running historical rosters by AsOf date.

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Human Resources Reports View Details
Employee Service Credit Status Report

This report was renamed from Service Credit Milestone Report. Short Description TBD.

New
Human Resources Reports View Details
Extended Leave Monitoring AP Report (AP Restricted)

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

New
Academic Personnel Reports (Restricted) View Details
Extended Leave Monitoring Report (Payroll/Financial Restricted tab)

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

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Payroll and Financial Reports (Restricted) View Details
Extended Leave Monitoring Report (HR Restricted tab)

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

New
Human Resources Reports (Restricted) View Details
FLSA Mismatch

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

New
Human Resources Reports View Details
FMLA Eligibility and Leave Documentation

The FML Eligibility and Leave Documentation Report assists Leave transactors in preparation for leave entry.  Based on employee ID and Leave Start Date, this report determines FML eligibility based on UCPATH  FMLA hours and Original Employee Hire Date, as well as providing additional employee and supervisor contact information needed to complete FML Designation form.  Once downloaded in excel format, the  report provides additional areas for transactor comments and further edits regarding leave dates to assist transactors in preparation of Leave Entry in UCPath. The excel report can then be printed as PDF, set up print: Landscape, print all columns on one page.

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Human Resources Reports (Restricted) View Details
Foreign Employee U.S. Work Authorization

The report identifies UC San Diego foreign employees authorized to work in the U.S. to compare against the Glacier database.  It aids in finding existing “NRA” employees for whom no record has been created because a department didn’t submit a Glacier request and didn’t hire using the Onboarding Solution.  Note: UCSD uses the Glacier system for the purpose of taxing earnings and/or benefits received via UCPath to foreign employees.  

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Human Resources Reports (Restricted) View Details
Funding and Project End Date Report

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

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Payroll and Financial Reports View Details
Funding Entry Status Report

This report shows employee/funding fund entry data as found in the UCPath Funding Entry screen.  It includes the Employee's job data, Funding Effective Dates, Earn Codes, Combo Codes, Funding End Date, Pay Distribution %,  and the following chartstring elements: Entity, Fund, Financial Unit, Function, Program, Project, Location, Activity, Task, Funding Source, Alt Acct, OTC Indicator.

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Payroll Accounting and Reconciliation View Details
Funding Issues Report

The Funding Issues Report is a group of reports that identify specific issues or potential issues related to funding. If not addressed timely, payroll transactions will be recorded to your department default project.

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Payroll and Financial Reports View Details
Future Dated Actions Report

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.

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Human Resources Reports View Details
Future Dated Hires Report

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.

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Human Resources Reports View Details
Future Dated Hires Lite Report

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.

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Human Resources Reports View Details
Graduate Student Employment Report

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. 

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Human Resources Reports View Details
Hours on Pay Status Report

The purpose of this report is to monitor who has been working what hours (overtime, leave usage and total hours worked).

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Human Resources Reports View Details
Hours towards Career Status Report

This report finds newly eligible staff employees who have reached or are approaching 750/1000 hours within a rolling twelve months period. For employees approaching hours reports, it is assumed that employee should have worked for a minimum 670/920 hours (as per user selection).

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Human Resources Reports (Restricted) View Details
Job Change Report

This report shows changes made to a job record, including department, Employee Relations Code, Employee Class, Health & Disability Eligibility, Job Code, Job Compensation Frequency, Retirement Eligibility, and Reports To. The report can be run by employee and VC code to see job changes for employees. It must be run by Job Data As Of Dates to capture employee job changes.

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Human Resources Reports View Details
Jobs with Approaching End Dates Report (HR tab)

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

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Human Resources Reports View Details
Jobs with Approaching End Dates Report (Payroll tab)

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

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Payroll and Financial Reports View Details
Leave Action Report

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

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Human Resources Reports (Restricted) View Details
Leave Balance Summary Report

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

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Human Resources Reports View Details
Leave Liability Report

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

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Human Resources Reports (Restricted) View Details
Location Use End Date Report

This report monitors location use end dates.

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Academic Personnel Reports View Details
MCOP (Multiple Components of Pay) Report

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

New
Academic Personnel Reports View Details
Paper Pay Check

Identify the population of employees who receive paper checks.

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Payroll and Financial Reports View Details
Parking Deduction Report

Local Deduction report providing history of parking and transit deductions by employee individuals or local deduction totals by pay period end dates.

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Payroll and Financial Reports View Details
Patent and Oath Acknowledgements Report

This report is intended to audit and manage Oath and Patent signature date fields in UCPath for compliance purposes.  Provides a list of employees with blank and/or completed Oath and Patent signature date fields. Departments should monitor this report regularly and ensure those fields are updated in UCPath for anyone hired after 5/1/2020 (UCPath go-live).   New hires should be directed to UCPath self-service to complete the Patent form, if signed outside of the system, the department UCPath transactor will need to enter the date manually in Person Profile. The Oath must be signed/witnessed during the onboarding process and the UCPath transactor is responsible for entering the Oath Signature Date in the Hire template in UCPath or post-transaction on the Person Profile page.

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Human Resources Reports View Details
Pay Frequency Change Report

Identify the population of employees whose pay frequency has changed.

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Payroll and Financial Reports View Details
Personnel Expense Projection Report

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. If you do not already have access to this report, please submit an access request for the Payroll Accounting and Reconciliation report category.

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Payroll Accounting and Reconciliation View Details
Position Funding Report

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

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Payroll and Financial Reports View Details
Position Report

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

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Human Resources Reports View Details
Positions without Funding Report

This report provides information on the positions with no funding.

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Payroll and Financial Reports View Details
Post Doc Monitoring Report

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.

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Academic Personnel Reports View Details
Probation End Date Report

This report monitors upcoming probation end dates.

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Human Resources Reports View Details
Record of Pay Report

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.

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Payroll and Financial Reports (Restricted) View Details
Sabbatical Balances Report

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

New
Academic Personnel Reports View Details
Salary History (Restricted)

Provide a history of an employee’s salary.

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Payroll and Financial Reports (Restricted) View Details
Separated Employee Report

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

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Human Resources Reports (Restricted) View Details
Service Credit Milestone Year Report

This report shows Service Credit Milestones beginning at the 10-year milestone and beyond, increasing in 5-year increments up to the 60-year milestone.

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Human Resources Reports View Details
Service Credit Seniority Point Report

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). #protect-->

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Human Resources Reports View Details
Short Work Break Monitoring Report

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.

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Human Resources Reports View Details
STRS Report

Earnings and Deduction report specifically for Employees who are members of STRS retirement – report used for reporting purposes.

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Payroll and Financial Reports View Details
Student Employee Registration Report

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

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Human Resources Reports View Details
Student FICA

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

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Payroll and Financial Reports (Restricted) View Details
Summary Payroll Distribution Report

This report displays a summary of actual payroll expenses by account and by period and is intended serve as the basis of source data in the labor ledger (UCPath) used to reconcile payroll data in Oracle’s general ledger. The report can be filtered by account, period, project, and business unit. It’s highly recommended to refine your search parameters so as to limit the results. Entering too broad of a search will likely fail to bring back data.

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Payroll and Financial Reports (Restricted) View Details
Supervisor Issues Report

This report lists all Positions/Employees who are missing a Manager/Supervisor in their [Reports To] field.  It also identifies Inactive Supervisors and if they’ve been Fully Separated from the University.  Employees reporting to vacant positions can’t be auto-assigned to a Timekeeper Group, designated to anyone in UCLC or used by any other downstream systems which manage their processes with this data.

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Human Resources Reports View Details
Supervisor Report

List employees and their supervisors. (Reports To)

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Human Resources Reports View Details
TA Fee and Loan Deduction Report

Report used to validate specific deductions.

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Payroll and Financial Reports View Details
UC Learning Center - Required Assignment Training Status

This report provides UC Learning Center Employee Training Assignment information, including Assigned, Overdue/Expired, and Satisfied statuses. This report also provides information for training assignments due in 30, 60, and 90 days.  The report is optimized to focus on activities that are most frequently assigned to employees.

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Human Resources Reports View Details
UC Learning Center - Required Training Status Report for Supervisors

This report provides UC Learning Center Employee Training Assignment information by Supervisor, including Assigned, Overdue/Expired, and Satisfied statuses. This report also provides information for training assignments due in 30, 60, and 90 days. Note: Default behavior is auto-run matching Supervisor to login info.

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Human Resources Reports View Details
UC Learning Center - Training Activity Completions Report

Use this report to view employee completions of different training activities from the UC Learning Center. The report provides completion dates and times, and can be used to look at all completions of specific activity, for an individual, supervisor, department, VC area, as well as other filter criteria. Please note: this report provides COMPLETION information only, so if an employee has never completed a particular course, no record will appear. To view the status on ASSIGNED training, please refer to the UC Learning Center - Required Assignment Training Status report.

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Human Resources Reports View Details
UCPath-Oracle Salary Reconciliation

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.

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Payroll Accounting and Reconciliation View Details
UCPath-PPM-GL salary reconciliation

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.

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Payroll Accounting and Reconciliation View Details
Vacant Positions Report

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

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Human Resources Reports View Details
Visa Monitoring Report

Monitor employee visa information. (Restricted)

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Human Resources Reports (Restricted) View Details
Wage Statement Report

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

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Payroll and Financial Reports (Restricted) View Details
Who's on Sabbatical Report

This report identifies who is currently on Sabbatical Leave.

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Academic Personnel Reports View Details
Work Study Award Balance Report (Restricted)

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

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Human Resources Reports (Restricted) View Details
Work Study Community Service Validation

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

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Human Resources Reports View Details
Report Title Category Details

Filter by Category

Filter by Keyword

AB-119 Campus Report

New

TBD

TBD

Required InputNone for this report

 

Fields:

  • Location Code
  • Bargaining Unit
  • Employee ID
  • Employee Last Name
  • Employee First Name
  • Job Code
  • Job Code Description
  • Department Name
  • Work Location Address 1
  • Work Location Address 2
  • Work Location City
  • Work Location State
  • Work Location Zip
  • Work Location Zip Plus 4
  • Work Location Building
  • Work Location Floor
  • Work Location Room
  • Work Location Cube

Academic History Report

New

This report shows a history of changes made to a job record. The report can be run by employee to see a history of job changes for that individual. It can also be run by a date range or action code to captur...

This report shows a history of changes made to a job record. The report can be run by employee to see a history of job changes for that individual. It can also be run by a date range or action code to capture all employees impacted.

 

Example 1:

Professor Jones. Run the report by her name or empl ID since conversion to UCPath on 5/1/2020. You will see any range adjustments, merit/promo, etc., to her Prof job as well as any jobs created for summer salary.

 

Example 2:  Run the report for the date range 2/1/2022 – 2/28/2022 and select IX as the union code. You will get a report of the Unit 18 salary changes (new scale) effective on 2/1/2022.  

Required Input:

  • History date range start and end

 

Fields:

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Job Action Effective Date
  • Job Action Code
  • Job Action
  • Job Action Reason Code
  • Job Action Reason
  • Job AsOf Indicator
  • Job Indicator
  • HR Status
  • Employee Status
  • Employee Class Code
  • Employee Class
  • Business Unit Code
  • Vice Chancellor Code
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • Union Code
  • Union
  • Job FTE
  • Salary Plan
  • Salary Grade Code
  • Salary Step Number
  • Job Compensation Frequency
  • Compensation Rate Code
  • Compensation Rate Description
  • Comp Rate per Rate Code
  • Pay Rate Annual
  • Pay Rate Monthly

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

AWE Smart HR Templates

New

Reports on all AWE Smart HR Template Transactions and their processing status. Employee information is included when available.

Reports on all AWE Smart HR Template Transactions and their processing status. Employee information is included when available.

Required Input

  • None for this report

Fields

  • Transaction Employee Name
  • Transaction ID
  • Transaction Smart HR Template
  • Transaction Approval Status
  • Requestor Name
  • Requestor ID
  • Requestor Department Code
  • Requested Date
  • Approver Name
  • Approver User ID Display
  • Approver Department Code
  • Approval Modified DateTime
  • Employee Name Current
  • Employee ID
  • HR Status
  • Employee Status
  • Business Unit Code
  • Vice Chancellor Code
  • Vice Chancellor
  • Employee Department Code
  • Employee Department
  • Position Number
  • Employee Class Code
  • Employee Class
  • Job Code
  • Job Code Description
  • Pay Group
  • Pay Frequency
  • Organizational Relationship
  • Last Worked Date
  • Start / Effective Date
  • Job Action Code
  • Job Action
  • Job Action Reason Code
  • Job Action Reason

 

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

Please be advised that this report will be decommissioned on March 31, 2024. Please use the Combo Code and Chartstring Validation Report instead. Please email UCPathReports@ucsd.edu&#16...

Please be advised that this report will be decommissioned on March 31, 2024. Please use the Combo Code and Chartstring Validation Report instead. Please email UCPathReports@ucsd.edu with any questions.

Thank you,

UCPath Reporting Team

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.

 

Combo codes are generated by UCPath using a variety of different factors to derive their respective combo code including chartstring elements, over the cap, and work study indicators. When using a valid combo code from this report in UCPath, please be certain to verify that the chartstring generated is what you expected. Due to the complexity involved in deriving combo codes for capped and work study funds, it is highly recommended that you enter all elements of the chartstring instead of a combo code in UCPath.

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

Combo Code and Chartstring Validation Report

New

Combo codes are generated by UCPath using a variety of different factors to derive their respective combo code including chartstring elements, over the cap, and work study indicators. When using a valid comb...

Combo codes are generated by UCPath using a variety of different factors to derive their respective combo code including chartstring elements, over the cap, and work study indicators. When using a valid combo code from this report in UCPath, please be certain to verify that the chartstring generated is what you expected. Due to the complexity involved in deriving combo codes for capped and work study funds, it is highly recommended that you enter all elements of the chartstring instead of a combo code in UCPath.

This report identifies if a Combo Code and the COA (Chart of Account) segments it represents is "Currently Valid" for PPM charges. Combo Codes may be valid for some time, but can become invalid later for various reasons.  For example, the project, task, or funding end dates may have passed. Also, financial system changes to fund mapping rules may occur occasionally as well.

The report includes the following pages:

  • OFC Valid Chartstring Combinations: Provides a listing of Valid combo codes and their associated UCPath COA segment values.  It also shows the corresponding OFC COA values along with other important OFC columns such as Project End Date, Task End Date, Task Chargeable Flag.
  • OFC Invalid Chartstring Combinations: Provides a listing of Invalid combo codes and their associated UCPath COA segment values.
  • OFC Project COA Lookup: Provides current valid OFC COA and POETAF values.  Note, the key UCPath Combo Code COA segments (FinUnit, Project, Task, Fund, Function, Funding Source) are matched against their OFC COA counterparts to determine validity.
  • Combo Codes with Position Funding Entries: Provides additional context as to where and when the Combo Codes were actually used in UCPath Funding, if at all.

Report Disclaimer: The Oracle Project COA Lookup Report is the official reporting source of record for determining valid chartstring combinations.  In case of discrepancies between these reports please consider the Oracle Project Lookup results to be correct.  In addition, please email ucpathreports@ucsd.edu to inform us of the issue.  

 

Thank you,

UCPath Reporting Team

Required Input: Please enter one of the following prompts: Combo Code, Project and/or Task, or FinUnit.

Fields:

OFC Valid Chartstring Combinations tab:

  • Financial Unit Code
  • Project- Task
  • Combo Code
  • OFC Chartstring Status
  • UCPath Combo Code Status
  • Combo Code Description
  • UCPath Entity Code
  • Financial Unit Code
  • Financial Unit
  • UCPath Fund Code
  • UCPath Fund
  • Project Code
  • Project
  • Task Code
  • Task
  • Funding Source Code
  • Funding Source
  • UCPath Location Code
  • UCPath Function Code
  • UCPath Program Code
  • OTC Indicator Code
  • Award Number
  • OFC Project Status
  • OFC Project End Date
  • OFC Task End Date
  • OFC Fund Code
  • UCPath Fund Code
  • OFC Function Code
  • OFC Program Code
  • OFC Location Code
  • OFC Task Chargeable Flag
  • OFC Project Manager ID - Name
  • OFC Task Manager ID - Name

OFC Invalid Chartstring Combinations tab:

  • Financial Unit Code
  • Project- Task
  • Combo Code
  • OFC Chartstring Status
  • UCPath Combo Code Status
  • Combo Code Description
  • UCPath Entity Code
  • Financial Unit Code
  • Financial Unit
  • UCPath Fund Code
  • UCPath Fund
  • Project Code
  • Project
  • Task Code
  • Task
  • Funding Source Code
  • Funding Source
  • UCPath Location Code
  • UCPath Function Code
  • UCPath Program Code
  • OTC Indicator Code
  • Award Number

OFC Project COA Lookup tab:

  • FinU Code
  • Project - Task
  • Project Code And Name
  • Task Code And Name
  • Entity Code
  • FinUnit Code
  • FinUnit Name
  • OFC Fund Code
  • Fund
  • UCPath Fund Code
  • OFC Function Code
  • Program Code
  • Location Code
  • Award Number
  • Expenditure Funding Source Code
  • Expenditure Funding Source
  • Project Status
  • Project End Date
  • Task End Date
  • Task Chargeable Flag
  • Project Manager ID And Name
  • Task Manager ID And Name
  • Award Sponsor
  • Award Sponsor Code
  • Award Sponsor REMS Code
  • Award Type
  • Award REMS Sponsor Category
  • Award REMS Sponsor Agency
  • FlowThru Sponsor REMS Code
  • FlowThru Sponsor REMS Category
  • FlowThru Sponsor REMS Agency

Combo Codes with Position Funding Entries tab:

  • CCOA FinU Code
  • CCOA FinU
  • Project - Task / Funding Link
  • Combo Code
  • Combo Code Description
  • UCPath Combo Code Status
  • Fiscal Year
  • Funding Effective Date
  • Position Funding Effective Sequence Number
  • Funding End Date
  • Project Start Date
  • Project End Date
  • Task End Date
  • Position Number
  • Position
  • Employee Name Current
  • Employe ID / Funding Link
  • Department Code
  • Department
  • Earnings Type Code
  • CCOA Entity Code
  • CCOA Funding Source Code
  • CCOA Funding Source
  • CCOA Fund Code
  • CCOA Fund
  • CCOA Project Code
  • CCOA Project
  • CCOA TASK Code
  • CCOA TASK
  • CCOA Location Code
  • CCOA Function Code
  • CCOA Program Code
  • CCOA Account Code
  • OTC Indicator Code
  • CCOA Activity Code
  • Funding Distribution Percent

Daily Pay Earnings Report

New

The Daily Pay Earnings Report is used to view paycheck summary information across multiple pay periods. This report is similar to the UCPath Review Paycheck Summary page.

The Daily Pay Earnings Report is used to view paycheck summary information across multiple pay periods. This report is similar to the UCPath Review Paycheck Summary page.

Required Input:

  • Either Employee Name or Paycheck Number
  • Pay Calendar End Date From
  • Pay Calendar End Date To

Fields:

  • Employee Name
  • Employee ID
  • Employee Record
  • Business Unit Code
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • Position Number
  • Pay Group Code
  • Pay Period Start Date
  • Pay Period End Date
  • Pay Check Date
  • Pay Check Earnings Start Date
  • Pay Check Earnings End Date
  • Pay Check Off Cycle Flag
  • Pay Check Number
  • Pay Check Page Number
  • Pay Check Line Number
  • Pay Check Additional Earnings Number
  • Pay Check Separate Check Number
  • Hourly Rate
  • Pay Check Earnings Type Code
  • Pay Check Earnings Type
  • Pay Check Earnings Hours
  • Pay Check Earnings Hourly Rate
  • Pay Check Total Gross
  • Pay Check Earnings Source Code
  • Pay Check Earnings Source

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 Check 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

Default Project Payroll

New

This report provides detailed information about charges posted to departmental default projects, including person names and other payroll information.

This report provides detailed information about charges posted to departmental default projects, including person names and other payroll information.
  • Oracle + LL Pivot: Provides charges summarized by UCPath Labor Ledger project, account code, person name (rows), and expenditure dates (columns).
  • Oracle pivot: Summarizes charges from Oracle only by account code (rows) and expenditure dates (columns). Used for data validation against Oracle + LL Pivot tab.
  • Oracle + LL Summary: Provides charges summarized by UCPath Labor Ledger project, person name, expenditure dates (rows), and account codes (columns).
  • Oracle + LL Detail: Provides detailed information needed to complete Direct Retros, DrPat templates, or Oracle cost transfers

Provides answers to the following questions:

  • What are the names of people whose payroll has posted to the departmental default project in Oracle?
  • What were the projects on funding entries in UCPath that resulted in payroll posting to the departmental default project?
  • Do I need to do a Direct Retro or an Oracle cost transfer to move charges off of the departmental default project?

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

Direct Retro Status Report

New

Reports on Direct Retros and their Processing Status at a summary level. The report includes a drill-through link to show all linked funding line details. It also highlights Direct Retro funding lines which ...

Reports on Direct Retros and their Processing Status at a summary level. The report includes a drill-through link to show all linked funding line details. It also highlights Direct Retro funding lines which could be considered a High Risk for UCSD. It is strongly encouraged to select a narrow data range as the report is memory-intensive.

Required Input:

  • Include COA Fund, Financial Unit, and Project-Task?

Fields:

  • Direct Retro Number
  • CCOA Fund Code
  • CCOA FinU Code
  • CCOA Project-Task
  • Employee Name Current
  • Employee ID
  • Employee Record
  • Department Code
  • Department
  • Approval Step Number
  • UCPath High Risk Direct Retro
  • UCSD High Risk Fund
  • UCSD High Risk Fund Total
  • UCSD High Risk Award End
  • Pay Date
  • Creation Date
  • Approve Date
  • Processing Status
  • Request Status
  • Direct Retro Reason Code
  • Direct Retro Reason
  • Approval Step DateTime Modified
  • Originator Display Name
  • Originator User ID
  • Originator Department Code
  • Originator Department
  • Initiator Comment
  • How and Why?
  • Who Approved?
  • What are the Benefits?
  • Explain the Untimeliness
  • Approver Display Name
  • Approver User ID
  • Approver Department Code
  • Approver Department

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. If you do not already have access to this report, please submit an access request for the Payroll Accounting and Reconciliation report category.

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. If you do not already have access to this report, please submit an access request for the Payroll Accounting and Reconciliation report category.

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 Report

New

New report version, updated for CCoA reordering.  If you do not already have access to this report, please submit an access request for the Payroll Accounting and Reconcil...

New report version, updated for CCoA reordering.  If you do not already have access to this report, please submit an access request for the Payroll Accounting and Reconciliation report category.

This report displays actual labor ledger payroll expenses applied for a given payroll cycle.
Report includes:

  • Combined Salary & Fringe: Lists all Salary and Fringe Labor Ledger data on a single tab.  
  • 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.
  • Optional Report Pages:
      ○ Salary Details: Lists only salary detail rows
      ○ Fringe Details: Lists only fringe detail rows
      ○ Stipend and Tuition Fees: Lists all related FinAH rows

Required Input

  • Pay Calendar Dates
  • Accounting FY-Periods

 

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 Account Code
  • CCOA Account
  • CCOA Funct Code
  • CCOA Funct
  • CCOA Program Code
  • CCOA Program
  • CCOA Project Code
  • CCOA Project
  • CCOA Location Code
  • CCOA Location
  • CCOA Activity Code
  • CCOA Activity
  • CCOA TASK Code
  • CCOA TASK
  • CCOA Funding Source Code
  • CCOA Funding Source
  • OTC Indicator Code
  • Project Manager Name Full
  • Task Manager Name Full
  • Salary Cap Rate
  • LL Annual Rate
  • 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
  • Transaction Type - Account
  • Project - Task
  • Salary Grouped Total
  • Fringe Grouped Total
  • Salary and Fringe Grouped Total

 

e-Verify Compliance Report

New

This report provides e-Verify position/employee compliance information.  Provides a list of UCPath positions/employees that require e-Verification using Kuali Award information and Oracle Funding.

This report provides e-Verify position/employee compliance information.  Provides a list of UCPath positions/employees that require e-Verification using Kuali Award information and Oracle Funding.

Required input

  • None for this report

Fields

  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code
  • Department
  • Position Funding Award Number
  • Award EVerify Flag
  • Employee ID
  • Employee Name Current
  • HR Status
  • Employee Status
  • Employee Class
  • Job Code
  • Job Code Description
  • Identity Email Address Current
  • EVerify Flag Current
  • EVerify Date Current
  • EVerify Exemption Flag Current
  • EVerify Exemption Date Current
  • e-Verify Compliant

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 Code
  • LL Salary Based On Amount Or Hours
  • 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 Hours 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
  • Pay Period End Date
  • Pay Check 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

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
  • Union Code
  • Union
  • 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 Action with EDI and FinU Report

New

This report identifies the most current Employee Action, including EDI data, with additional basic employee demographic information. This report also provides a Financial Unit prompt. Note: This report categ...

This report identifies the most current Employee Action, including EDI data, with additional basic employee demographic information. This report also provides a Financial Unit prompt. Note: This report category will require a separate access request for the HR-Restricted-EDI folder.

Required Input: AsOf Date

 

Fields:

  • Employee Name Current
  • Employee ID
  • Position Funding Default CCOA FinU Code
  • Position Funding Default CCOA FinU
  • Employee State Current
  • Employee City Current
  • Job Action Effective Date
  • Job Action Last Updated Date
  • Job Action
  • Job Action Reason Code
  • Job Action Reason
  • Job Action End Effective Date
  • Job Indicator Code
  • Job Indicator
  • Employee Record
  • HR Status
  • Employee Status
  • Employee PPS ID Current
  • Identity Email Address Current
  • 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
  • Reports To Work Email Address
  • Occupational Subgroup
  • Employee UC Original Start Date
  • Employee Original Start Date
  • Employee Job First Start Date
  • Employee Job Last Start Date
  • Last Separation Date
  • Job Expected End Date
  • Job Start 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
  • Position Special Training Code
  • Union Code
  • Union
  • FTE
  • Position Pool ID
  • Position Pool
  • Business Unit Code

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 History Report

New

This report provides historical, current, and future dated employee compensation related information.

This report provides historical, current, and future dated employee compensation related information.

Required Input:

  • Date Range Begin
  • Date Range End
  • Report Options

 

Fields:

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Job Action Effective Date
  • Job Action Code
  • Job Action
  • Job Action Reason Code
  • Job Action Reason
  • Job AsOf Indicator
  • Job Indicator
  • HR Status
  • Employee Status
  • Job Code
  • Job Code Description
  • Job FTE
  • Salary Plan
  • Salary Grade Code
  • Salary Step Number
  • Job Compensation Frequency
  • Compensation Rate Code
  • Compensation Rate Description
  • Comp Rate per Rate Code
  • Pay Rate Annual
  • Pay Rate Monthly
  • Hourly Rate
  • Business Unit Code
  • Vice Chancellor Code
  • Department Code
  • Department
  • Employee Class Code
  • Employee Class
  • Position Number
  • Union Code
  • Union

Employee Compensation Report

New

This report provides current employee-related compensation information.

This report provides current employee-related compensation information.

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. Report has...

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.

Report has been updated (February 28, 2022) to allow running historical rosters by AsOf date.

Required Input

  • AsOf Date

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

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.   Report has been updated (February 18, 2022) to allow running historical rosters by AsOf date.

Provide common employee related information by department.

 

Report has been updated (February 18, 2022) to allow running historical rosters by AsOf date.

Required input: AsOf Date

Fields

  • Employee Name Current
  • Employee ID
  • Job Action Effective Date
  • Job Indicator
  • Employee Record
  • HR Status
  • Employee Status
  • Employee PPS ID Current
  • Identity Email Address 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
  • Report To Work Phone Number Current
  • Occupational Subgroup
  • Employee UC Original Start Date
  • Employee Original Job Start Date
  • Employee Job First Start Date
  • Employee Job Last Start Date
  • Last Separation Date
  • Job Expected End Date
  • Job Start 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
  • Position Special Training Code
  • Union Code
  • Union
  • FTE
  • Position Pool ID
  • Position Pool
  • Business Unit Code

Employee Service Credit Status Report

New

This report was renamed from Service Credit Milestone Report. Short Description TBD.

This report was renamed from Service Credit Milestone Report. Short Description TBD.

Required Input: None for this report

 

Fields:

  • Employee Name Current
  • Employee ID
  • Employee Work Email Address Current
  • HR Status Code
  • Department Code
  • Department
  • Vice Chancellor
  • Employee Status Code
  • Job Code
  • Job Code Description
  • Employee Class Code
  • Employee Class
  • Union Code
  • Union
  • Position Class Code
  • Position Class
  • Reports To Employee
  • Reports To Position
  • Reports To Employee ID
  • Employee UC Original Start Date
  • Employee Start Date
  • Service Month Effective Date
  • Service Month Balance
  • Service Credit Years
  • Previous SC Milestone Years
  • Previous Milestone Effective Date
  • Next Service Credit Milestone
  • *Months to Next Milestone Date
  • *Calculated - Next Milestone Date

Extended Leave Monitoring AP Report (AP 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:

  • Date From
  • Date To

Fields:

  • Employee Name Current
  • Employee ID
  • Extended Absence Transaction Number
  • Extended Absence Start Date
  • Extended Absence Expected End Date
  • Extended Absence Actual End Date
  • Extended Absence Last Worked Date
  • Pay Period Begin Date
  • Pay Period Expected End Date
  • Pay Period Return Date
  • Job Action Reason Code
  • Job Action Reason / Leave
  • Extended Absence Reason
  • Extended Absence UC Reason
  • Extended Absence Leave
  • Extended Absence Protected Leave
  • Extended Absence Action Code
  • Extended Absence Reason Code
  • Extended Absence FMLA Adjustable Hours
  • Extended Absence Workflow Status
  • Department Code
  • Department
  • Vice Chancellor
  • Job Code
  • Job Code Description
  • Job Action Code
  • Job Action

Extended Leave Monitoring Report (Payroll/Financial Restricted tab)

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
  • Extended Absence Transaction Number
  • Extended Absence Start Date
  • Extended Absence Expected End Date
  • Extended Absence Actual End Date
  • Job Action Reason Code
  • Job Action Reason / Leave
  • Extended Absence Reason
  • Extended Absence UC Reason
  • Extended Absence Action Code
  • Extended Absence Reason Code
  • Extended Absence Last Worked Date
  • Extended Absence FMLA Adjustable Hours
  • Extended Absence Workflow Status
  • Department Code
  • Department
  • Vice Chancellor
  • Job Code
  • Job Code Description
  • Job Action Code
  • Job Action

Extended Leave Monitoring Report (HR Restricted tab)

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

FMLA Eligibility and Leave Documentation

New

The FML Eligibility and Leave Documentation Report assists Leave transactors in preparation for leave entry.  Based on employee ID and Leave Start Date, this report determines FML eligibility based ...

The FML Eligibility and Leave Documentation Report assists Leave transactors in preparation for leave entry.  Based on employee ID and Leave Start Date, this report determines FML eligibility based on UCPATH  FMLA hours and Original Employee Hire Date, as well as providing additional employee and supervisor contact information needed to complete FML Designation form.  Once downloaded in excel format, the  report provides additional areas for transactor comments and further edits regarding leave dates to assist transactors in preparation of Leave Entry in UCPath. The excel report can then be printed as PDF, set up print: Landscape, print all columns on one page.

Required Input: Employee Name - ID

Fields:

  • Employee ID
  • Employee Name
  • Hire Date
  • Service Months
  • Hours towards FML Eligibility
  • FML Eligibility
  • Expected Job End Date
  • Address
  • Employee Email
  • Employee Supervisor Name
  • Supervisor Email

 

Foreign Employee U.S. Work Authorization

New

The report identifies UC San Diego foreign employees authorized to work in the U.S. to compare against the Glacier database.  It aids in finding existing “NRA” employees for whom...

The report identifies UC San Diego foreign employees authorized to work in the U.S. to compare against the Glacier database.  It aids in finding existing “NRA” employees for whom no record has been created because a department didn’t submit a Glacier request and didn’t hire using the Onboarding Solution. 

Note: UCSD uses the Glacier system for the purpose of taxing earnings and/or benefits received via UCPath to foreign employees.

 

Required Input:  None for this report.

Fields:

  • Pay Frequency Code
  • Employee Last Name Current
  • Employee First Name Current
  • Employee Middle Name Current
  • Employee ID
  • Identity Email Address Current
  • Employee Name Current
  • Identity Student PID Current
  • HR Status
  • Employee Status
  • Employee UC Original Start Date
  • Employee Original Start Date
  • Employee Restart Date
  • Visa Permit Type Code Current
  • Visa Permit Type Current
  • Employee Citizenship Country Current
  • Employee Citizenship Status Current
  • Work Authorization End Date Current
  • Visa Permit Expiration Date Current
  • Work Authorization External System Current
  • Job Code
  • Job Code Description
  • FTE
  • Department Code
  • Department
  • Visa Permit Entry Date Current
  • Organizational Relationship
  • Employee Class
  • Position Number
  • Vice Chancellor
  • Visa Permit Status Current
  • Job Expected End Date
  • Employee PPS ID Current
  • Employee Address Line 1 Current
  • Employee Address Line 2 Current
  • Employee City Current
  • Employee State Current
  • Employee Postal Code Current
  • Employee Work Phone Number Current
  • Employee Phone Number Current
  • Employee Country Current

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
  • End Dates Category
  • Position Funding End Date
  • Days Remaining Until Funding End Date
  • Project End Date
  • Days Remaining Until Project End Date
  • 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

Funding Entry Status Report

New

This report shows employee/funding fund entry data as found in the UCPath Funding Entry screen.  It includes the Employee's job data, Funding Effective Dates, Earn Codes, Combo Codes, Funding End Da...

This report shows employee/funding fund entry data as found in the UCPath Funding Entry screen.  It includes the Employee's job data, Funding Effective Dates, Earn Codes, Combo Codes, Funding End Date, Pay Distribution %,  and the following chartstring elements: Entity, Fund, Financial Unit, Function, Program, Project, Location, Activity, Task, Funding Source, Alt Acct, OTC Indicator.

Required Input:

  • Funding Entry Submitted Date Range
  • Funding Entry Approve Date Range
  • Funding Entry Effective Date Range

 

Fields:

  • Funding Request Number
  • Funding Fiscal Year
  • Funding Submitted Date
  • Approval Status AWE
  • Funding Position Number
  • Funding Department Code
  • Funding Effective Date
  • Funding Effective Seq #
  • Employee Name
  • Employee ID
  • HR Status AsOf…
  • Job Code
  • Job Code Description
  • Sequence Number
  • Funding Earnings Type
  • Funding Combination Code
  • Funding Entity Code
  • Funding Fund Code
  • Funding Financial Unit
  • Funding Function Code
  • Funding Program Code
  • Funding Project Code
  • Funding Location Code
  • Funding Activity Code
  • Funding TASK Code
  • Funding Source Code
  • Funding OTC Indicator
  • Funding End Date
  • Funding Distribution Percent
  • Originator Display Name
  • Originator User ID
  • Originator Department Code
  • Initiator Comment
  • Funding Approved Date
  • Record Status
  • Approver Display Name
  • Approver User ID
  • Approver Department Code
  • Approver Department
  • Approval Comments

Funding Issues Report

New

The Funding Issues Report is a group of reports that identify specific issues or potential issues related to funding. If not addressed timely, payroll transactions will be recorded to your department default...

The Funding Issues Report is a group of reports that identify specific issues or potential issues related to funding. If not addressed timely, payroll transactions will be recorded to your department default project.
Positions Without Funding Tab
  • Position Number
  • 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 Employee
  • Reports To Work Email Address
  • Reports To Position Number
  • Reports To Position
  • Position Class Code
  • Position Class

 

Funding and Project End Dates Tab

  • Vice Chancellor Code
  • Department Code
  • Department
  • Employee Name Current
  • Employee ID
  • Employee Record
  • Position Number
  • Pay Group
  • Pay Frequency
  • Position Funding Fiscal Year
  • Position Funding Earnings Type Code
  • Job Expected End Date
  • Job FTE
  • End Dates Category
  • Position Funding End Date
  • Days Remaining Until Funding End Date
  • Project End Date
  • Days Remaining Until Project End Date
  • Project Code
  • Project
  • TASK Code
  • TASK
  • Financial Unit Code
  • Financial Unit
  • Fund Code
  • Position Funding Distribution Percent
  • Job Code
  • Job Code Description
  • Reports To Employee
  • Reports To Work Email Address
  • Reports To Position Number
  • Reports To Position

 

No Task or Funding Source Tab

  • Employee 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
  • Project Code
  • Project
  • TASK Code
  • TASK
  • Financial Unit Code
  • Financial Unit
  • Fund Code
  • Funding Source Code
  • Position Funding Distribution Percent
  • Job Code
  • Job Code Description
  • Reports To Employee
  • Reports To Work Email Address
  • Reports To Position Number
  • Reports To Position
  • Department Code
  • Department
  • Vice Chancellor Code
  • Vice Chancellor

Report Instructions

What do you need to do?

Review each report tab and make any necessary corrections per the tab instructions below:

Tab 1: Positions without Funding Report

  1. Filter the report by your Department area(s) using the "Department" column (if your department doesn''t appear, you may ignore this report)

 

  1. Add funding for these positions in UCPath (for help, see "Resources" below)

   *Health Sciences - submit funding changes to SWAT/HHR/ARC with the new Project Number, Expenditure Organization, Expenditure Type, Task Number, Award Number & Funding Source (POETAF)

  

  1. Process a Direct Retro (for help, see "Resources" below) or submit a DrPat request (VCAA/VCHS) for any transactions related to these positions that recorded to your FinUnit default chartstring in UCPath in prior periods

 

Tab 2: Funding & Project End Date Report

  1. Filter the report by your Department area(s) using the "Department" column (if your department doesn''t appear, you may ignore this report)

  

  1. Filter the "End Dates Category" column by the "End Date Past" category (if your department doesn''t appear, go to step 4)

  

  1. Confirm if the end date relates to Position Funding or the Project

        a. For expired Position Funding requiring position termination, request that your department HR initiator terminate the position in UCPath(employee will continue to get paid until this is complete!)

      *Health Sciences - submit a ticket to ARC/HHR (employee will continue to get paid until this is complete!)

        b. For expired Position Funding where the end date needs extension, update the position funding in UCPath (for help, see "Resources" below)

      *Health Sciences - submit a ticket to ARC/HHR with an updated end date

        c. For expired Projects, update funding in UCPath (for help, see "Resources" below)

      *Health Sciences - submit funding changes to SWAT/HHR/ARC with new Project Number, Expenditure Organization, Expenditure Type, Task Number, Award Number & Funding Source (POETAF)

        d. For expired Projects pending an official modification from sponsor to extend award, submit extension to Sponsored Projects Finance (for assistance, click here); if not approved, update funding in UCPath (for help, see "Resources" below)

        e. For expired Projects getting replaced with a new one (i.e. an NIH Federal Flow Thru), update funding in UCPath (for help, see "Resources" below)

      *Health Sciences - submit funding changes to SWAT/HHR/ARC with new Project Number, Expenditure Organization, Expenditure Type, Task Number, Award Number & Funding Source (POETAF)

 

   **TIP: for multi-year Federal Flow Through (FFT) awards, projects are created in advance, so suggest setting up future funding with new projects once they''re available (for more info, click here)

 

  1. Filter the "End Dates Category" column by all other categories (focusing on near term expirations first) and ensure that funding and or project updates have been made beyond the expiration date to prevent future defaults

  

  1. Process a Direct Retro (for help, see "Resources" below) or submit a DrPat request (VCAA/VCHS) for any expired entries that recorded to your FinUnit default chartstring in UCPath in prior periods

  

  1. Process an Oracle PPM Cost Transfer (for help, see "Resources" below) for entries that are correctly recorded in UCPath, but went to your default project in Oracle PPM

 

Tab 3: No Task or Funding Source

  1. Filter the report by your Department area(s) using the "Department" column (if your department doesn''t appear, you may ignore this report)

 

  1. Update funding where task and or funding source is missing (for help, see "Resources" below)

   *Health Sciences - submit funding changes to SWAT/HHR/ARC (depending on priority and complexity) with new Project Number, Expenditure Organization, Expenditure Type, Task Number, Award Number & Funding Source (POETAF)

 

  1. Process a Direct Retro (for help, see "Resources" below) or submit a DrPat request (VCAA/VCHS) for invalid entries that were recorded to your FinUnit default chartstring in UCPath in prior periods

 

Resources:

For assistance with non salary cap or MCOP Funding Updates, refer to the "How to Update Position Funding" Job Aid (UCPath > Transactors > Job Aids > Funding)

 

For assistance with salary cap or MCOP Funding Updates, refer to the "How to Update Position Funding with the Salary Cap/MCOP Worksheet" Job Aid (UCPath > Transactors > Job Aids > Funding)

 

For assistance with non salary cap or MCOP Direct Retros, refer to the "How to Submit a Direct Retro" Job Aid (UCPath > Transactors > Job Aids > Funding)

 

For assistance with Cost Transfers in Oracle PPM click here

To determine a chartstring for a project, use the "Project Information Lookup Report" in BAH (https://bah.ucsd.edu) under the BI & Financial Reporting tab

 

This Funding Issues Report is available to run on demand in the Business Analytics Hub (https://bah.ucsd.edu) under the HR/Payroll tab

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 Hires 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 on Pay Status Report

New

The purpose of this report is to monitor who has been working what hours (overtime, leave usage and total hours worked).

The purpose of this report is to monitor who has been working what hours (overtime, leave usage and total hours worked).

Required Input

  • Pay Check Date Range
  • Employee Name - ID

Fields

  • Employee Name Current
  • Employee ID
  • Earnings Type
  • Pay End Date
  • Pay Check Date
  • Earnings Start Date
  • Earnings End Date
  • Pay Check Hours
  • YTD Hours

Hours towards Career Status Report

New

This report finds newly eligible staff employees who have reached or are approaching 750/1000 hours within a rolling twelve months period. For employees approaching hours reports, it is assumed that employee...

This report finds newly eligible staff employees who have reached or are approaching 750/1000 hours within a rolling twelve months period. For employees approaching hours reports, it is assumed that employee should have worked for a minimum 670/920 hours (as per user selection).

Required Input

  • Report type

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

Job Change Report

New

This report shows changes made to a job record, including department, Employee Relations Code, Employee Class, Health & Disability Eligibility, Job Code, Job Compensation Frequency, Retirement Eligibilit...

This report shows changes made to a job record, including department, Employee Relations Code, Employee Class, Health & Disability Eligibility, Job Code, Job Compensation Frequency, Retirement Eligibility, and Reports To. The report can be run by employee and VC code to see job changes for employees. It must be run by Job Data As Of Dates to capture employee job changes.

Required Input

  • Job Data As Of Dates
  • Job Change Type

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Row Type
  • As Of Date
  • Job Action Effective Date
  • Business Unit Code
  • Vice Chancellor Code
  • Department Code
  • Department
  • Position Number
  • Job Code
  • Job Code Description
  • Employee Class Code
  • Employee Class
  • Reports To Employee ID
  • Reports To Employee
  • Job Compensation Frequency
  • Position Employee Relations
  • HR Status
  • Employee Status
  • Job Indicator
  • Job Start Date
  • Job FTE
  • Organizational Relationship
  • Union Code
  • Union
  • Identity Email Address Current
  • ERIT End Date
  • ERIT Derived Regular Factor
  • ERIT Derived Unpaid Monthly

Jobs with Approaching End Dates Report (HR tab)

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 (Payroll tab)

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
  • Job Automatically End Flag
  • Termination Override Flag
  • Reports To Employee
  • Reports To Employee ID
  • Reports To Employee Record
  • Reports To Position Number
  • Reports To Employee Status Code
  • 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.

Note: This report replaces the former LASR report

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

Parking Deduction Report

New

Local Deduction report providing history of parking and transit deductions by employee individuals or local deduction totals by pay period end dates.

Local Deduction report providing history of parking and transit deductions by employee individuals or local deduction totals by pay period end dates.

Required Input

  • Pay Period End Date From
  • Pay Period End Date To
  • Deduction Code

Fields

  • Employee Name Current
  • Pay Period End Date
  • Pay Check Date
  • Pay Run Code
  • Deduction Category
  • Employee ID
  • Vice Chancellor Code
  • 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
  • Employee Status
  • General Deduction Code
  • General Deduction
  • General Deduction Start Date
  • General Deduction End Date
  • General Deduction Last Updated Date
  • General Deduction Amount
  • General Deduction Goal Amount
  • General Deduction Goal Balance

Patent and Oath Acknowledgements Report

New

This report is intended to audit and manage Oath and Patent signature date fields in UCPath for compliance purposes.  Provides a list of employees with blank and/or completed Oath and Patent signatu...

This report is intended to audit and manage Oath and Patent signature date fields in UCPath for compliance purposes.  Provides a list of employees with blank and/or completed Oath and Patent signature date fields. Departments should monitor this report regularly and ensure those fields are updated in UCPath for anyone hired after 5/1/2020 (UCPath go-live).

 

New hires should be directed to UCPath self-service to complete the Patent form, if signed outside of the system, the department UCPath transactor will need to enter the date manually in Person Profile. The Oath must be signed/witnessed during the onboarding process and the UCPath transactor is responsible for entering the Oath Signature Date in the Hire template in UCPath or post-transaction on the Person Profile page.

Required Input:

  • Employees Missing Signatures prompt

Fields:

  • Employee Name
  • Employee ID
  • Job Indicator
  • Employee Record
  • HR Status
  • Employee Status
  • Patent Acknowledgement Signature Date
  • Entered through Self Service
  • Patent Amendment Date
  • Oath Signature Date
  • Identity Email Address
  • Identity Phone Number
  • Department Code
  • Department
  • Vice Chancellor Code
  • Vice Chancellor
  • FLSA Status
  • Position Number
  • Reports To Employee
  • Reports To Employee ID
  • Reports To Employee Status
  • Reports To Position Number
  • Reports To Work Email Address
  • Reports To Identity Phone Number
  • Occupational Subgroup
  • Employee UC Original Start Date
  • Employee Original Job Start Date
  • Employee Job First Start Date
  • Employee Job Last Start Date
  • Last Separation Date
  • Job Expected End Date
  • Job Start 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
  • Union Code
  • Union
  • Representation
  • Job FTE
  • Business Unit Code

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. If you do not already have access to this report, please submit an access request for the Payroll Accounting and Reconciliation report category.

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
  • Employee Class Code
  • Employee Class
  • Job FTE
  • 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 TASK
  • Position Funding CCOA Funding Source Code
  • Position Funding CCOA Funding Source
  • 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 Funding Derived Effort Percent
  • Position Fund Cap Rate

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
  • Employee Class
  • Employee Class Code
  • Department Code - Name
  • Vice Chancellor Code
  • Union Code
  • Union
  • 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 (Restricted)

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 Year Report

New

This report shows Service Credit Milestones beginning at the 10-year milestone and beyond, increasing in 5-year increments up to the 60-year milestone.

This report shows Service Credit Milestones beginning at the 10-year milestone and beyond, increasing in 5-year increments up to the 60-year milestone.

Required Input:

  • Service Credit Milestone Year

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

STRS Report

New

Earnings and Deduction report specifically for Employees who are members of STRS retirement – report used for reporting purposes.

Earnings and Deduction report specifically for Employees who are members of STRS retirement – report used for reporting purposes.

Required Input:

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

Fields:

Salary Details

  • LL Employee Name
  • LL Employee ID
  • Department Code
  • Department
  • LL Pay Period End Date
  • LL Salary Pay Check Date
  • LL Pay Run Code
  • Earnings Period Start Date
  • Earnings Period End Date
  • Fiscal Year
  • Accounting Period Number
  • LL Salary Earnings Type
  • Gross Earnings

Deduction Details:

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

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

Summary Payroll Distribution Report

New

This report displays a summary of actual payroll expenses by account and by period and is intended serve as the basis of source data in the labor ledger (UCPath) used to reconcile payroll data in Oracle&...

This report displays a summary of actual payroll expenses by account and by period and is intended serve as the basis of source data in the labor ledger (UCPath) used to reconcile payroll data in Oracle’s general ledger. The report can be filtered by account, period, project, and business unit.

It’s highly recommended to refine your search parameters so as to limit the results. Entering too broad of a search will likely fail to bring back data.

Required Input

  • Fiscal Years

Fields

  • LL Fiscal Year
  • LL Accounting Period Number
  • LL Business Unit Code
  • LL Transaction Type
  • LL CCOA Account Code
  • LL CCOA Account
  • Amount

Supervisor Issues Report

New

This report lists all Positions/Employees who are missing a Manager/Supervisor in their [Reports To] field.  It also identifies Inactive Supervisors and if they’ve been Fully Separated fro...

This report lists all Positions/Employees who are missing a Manager/Supervisor in their [Reports To] field.  It also identifies Inactive Supervisors and if they’ve been Fully Separated from the University.  Employees reporting to vacant positions can’t be auto-assigned to a Timekeeper Group, designated to anyone in UCLC or used by any other downstream systems which manage their processes with this data.

Missing Supervisor tab:

  • Supervisor Employee Name
  • Supervisor Employee ID
  • Supervisor Employee Record
  • Supervisor Position Number
  • Supervisor Employee Status Code
  • Supervisor Department Code
  • Supervisor Work Email Address
  • Supervisor Employee Relations Code
  • Supervisor Employee Relations
  • Supervisor Job Code
  • Supervisor Title
  • Employee Name Current
  • Employee ID
  • Job Indicator
  • Employee Record
  • Position Number
  • HR Status
  • Employee Status
  • Department Code
  • Department
  • Vice Chancellor Code
  • Organizational Relationship
  • Identity Email Address Current
  • Job Start Date
  • 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
  • Business Unit Code

 

Inactive Supervisor tab:

  • Supervisor Name
  • Supervisor Employee ID
  • Supervisor Employee Record
  • Supervisor Position Number
  • Supervisor Employee Status Code
  • Supervisor Fully Separated?
  • Supervisor Department Code
  • Supervisor Work Email Address
  • Supervisor Employee Relations Code
  • Supervisor Employee Relations
  • Supervisor Job Code
  • Supervisor Title
  • Employee Name Current
  • Employee ID
  • Job Indicator
  • Employee Record
  • Position Number
  • HR Status
  • Employee Status
  • Department Code
  • Department
  • Vice Chancellor Code
  • Organizational Relationship
  • Identity Email Address Current
  • Job Start Date
  • 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
  • Business Unit Code

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

TA Fee and Loan Deduction Report

New

Report used to validate specific deductions.

Report used to validate specific deductions.

Required Input

  • Pay Period End Date From
  • Pay Period End Date To
  • Deduction Code

Fields

  • Employee Name Current
  • Pay Period End Date
  • Pay Check Date
  • Pay Run Code
  • Deduction Category
  • Employee ID
  • Vice Chancellor Code
  • 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
  • Employee Status
  • General Deduction Code
  • General Deduction
  • General Deduction Start Date
  • General Deduction End Date
  • General Deduction Last Updated Date
  • General Deduction Amount
  • General Deduction Goal Amount
  • General Deduction Goal Balance

UC Learning Center - Required Assignment Training Status

New

This report provides UC Learning Center Employee Training Assignment information, including Assigned, Overdue/Expired, and Satisfied statuses. This report also provides information for training assignments d...

This report provides UC Learning Center Employee Training Assignment information, including Assigned, Overdue/Expired, and Satisfied statuses. This report also provides information for training assignments due in 30, 60, and 90 days.  The report is optimized to focus on activities that are most frequently assigned to employees.

Required Input:

  • UC Systemwide Compliance Training (assigned to most employees)
  • Role-Specific Required Training (assigned to some employees)
  • Report Options

Fields:

  • Supervisor
  • Supervisor ID
  • Supervisor Work Email Address
  • Supervisor Phone Number
  • Employee Name Current
  • Employee ID
  • Identity Email Address Current
  • HR Status
  • Employee Status
  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • Union Code
  • Union
  • Training Activity
  • Training Assignment Status
  • Training Assignment Due Date
  • Training Assignment Completion Date
  • Training Attempt Start Date
  • Days Until Assignment Due

UC Learning Center - Required Training Status Report for Supervisors

New

This report provides UC Learning Center Employee Training Assignment information by Supervisor, including Assigned, Overdue/Expired, and Satisfied statuses. This report also provides information for training...

This report provides UC Learning Center Employee Training Assignment information by Supervisor, including Assigned, Overdue/Expired, and Satisfied statuses. This report also provides information for training assignments due in 30, 60, and 90 days. Note: Default behavior is auto-run matching Supervisor to login info.

Required Input:

  • None for this report

Fields:

  • Supervisor
  • Supervisor ID
  • Supervisor Work Email Address
  • Supervisor Phone Number
  • Employee Name Current
  • Employee ID
  • Identity Email Address Current
  • HR Status
  • Employee Status
  • Vice Chancellor Code
  • Vice Chancellor
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • Union Code
  • Union
  • Training Activity
  • Training Assignment Status
  • Training Assignment Due Date
  • Training Assignment Completion Date
  • Training Attempt Start Date
  • Days Until Assignment Due

UC Learning Center - Training Activity Completions Report

New

Use this report to view employee completions of different training activities from the UC Learning Center. The report provides completion dates and times, and can be used to look at all completions of specif...

Use this report to view employee completions of different training activities from the UC Learning Center. The report provides completion dates and times, and can be used to look at all completions of specific activity, for an individual, supervisor, department, VC area, as well as other filter criteria. Please note: this report provides COMPLETION information only, so if an employee has never completed a particular course, no record will appear. To view the status on ASSIGNED training, please refer to the UC Learning Center - Required Assignment Training Status report.

Required Input:

  • Training Attempt Completion Date Range

Fields:

  • Employee Name Current
  • Employee ID
  • Employee Status
  • Identity Email Address Current
  • Training Activity Code
  • Training Activity
  • Training Activity Type
  • Training Attempt Attendance Status
  • Training Attempt Completion Date
  • Training Attempt Pass Fail Status
  • Training Attempt Score
  • Training Activity Is Certification Flag
  • Training Attempt Expiration Date
  • Job Code
  • Job Code Description
  • Employee Class
  • Union Code
  • Union
  • Position Employee Relations
  • Supervisor
  • Supervisor Work Email Address
  • Department Code
  • Department
  • Vice Chancellor

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 Chancellor 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
  • Pay Period End Date
  • 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