HR/Payroll

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

• None for this report

Fields

Required Input

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

Fields 

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

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

Required Input

• None for this report

Fields

Required Input

• Code name

Fields

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

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

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

• None for this report

• Chartstring Code
• Chartstring Status
• Chartstring Start Date
• Chartstring End Date
• Chartstring OTC Indicator Code
• Entity Code
• Entity
• Financial Unit Code
• Financial Unit
• Fund Code
• Fund
• Project Code - Task Code
• Project Code
• Project
• Task Code
• Task
• Funding Source Code
• Funding Source
• Location Code
• Location
• Function Code
• Function
• Program Code
• Program
• Activity Code
• Activity

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

Required Input

• Pay Calendar From
• Pay Calendar To

Fields

• 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?

Required Input

• None for this report

Fields

• Level in hierarchy reporting structure

Required Input

• None for this report

Fields

Required Input:

• Direct Retro Creation, Approval, or Processing Date

Fields:

• Direct Retro Number
• 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

Required Input

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

Fields

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

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

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

Required Input

• None

Fields

Required Input

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

Fields

Required Input

• None for this report

Fields

Required Input

• None for this report

Fields

Required Input

• None for this report

Fields

Required Input

• VC Area

Fields

Required Input

• None for this report

Fields

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

Required Input

• Employee name - ID

Fields

Required Input

• Pay Check Date
• Employee Name - ID

Fields

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

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

Required Input

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

Fields

Required Input

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

Fields

Required Input

• Not applicable

Fields

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

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

Required Input

• End date range

Fields

• 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)

2. 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)

3. 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)

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

3. 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)

4. 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

5. 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

6. 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)

2. 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)

3. 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

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
•  

Required Input

• None for this report

Fields

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

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

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

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

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

Required Input

• VC Area

Fields

Required Input

• VC Area

Fields

Required Input

• Expected Return Date From
• Expected Return Date To

Fields

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

Required Input

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

Fields

Required Input

• VC Area

Fields

Required Input

• VC Area
• Compensation Rate Code

Fields

Required Input

• None for this report

Fields

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

Required Input

• Department

Fields

Required Input

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

Fields

Required Input

• None for this report

Fields

Required Input

• None for this report

Fields

Required Input

• VC Code - Name
• Department Code - Name

Fields

Required Input

• None for this report

Fields

Required Input

• VC Area

Fields

Required Input

• Pay End Date From
• Pay End Date To

Fields

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

Required Input

• None for this report

Fields

Required Input

• Type of Report

Fields

Required Input

• Service Credit Milestone

Fields

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

Required Input

• None for this report

Fields

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

Required Input

• None for this report

 Fields

Required Input

• Report type

Fields

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

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

Required Input

• Report Format

Fields

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

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

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)

Required Input

• None for this report

Fields

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

Required Input

• None for this report

Fields

Required Input

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

Fields

• 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

Required Input

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

Fields

Required Input

• None for this report

Fields

Required Input

• None for this report

Fields