HR/Payroll
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Access Note: Each report folder category (e.g. Human Resources, Payroll & Financial, Academic Personnel, and Payroll Accounting & Reconciliation) requires a separate access request.
Report Title | Category | Details |
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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 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 New |
Payroll and Financial Reports | View Details |
Combo Code and Chartstring Validation Report 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 New |
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) New |
Community Reports | View Details |
Dependents Report Identify an employee’s dependents and the selected benefit plans. (Restricted) New |
Human Resources Reports (Restricted) | View Details |
Direct Retro Summary 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. New |
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. New |
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. New |
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 New |
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. New |
Human Resources Reports (Restricted) | View Details |
Earn Code Detail Report Earn Code lookup report. New |
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. New |
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. New |
Human Resources Reports | View Details |
Employee Action Report with EDI Identify all actions for an employee, including EDI data. New |
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. New |
Human Resources EDI Reports (Restricted) | View Details |
Employee Claiming Tax Exemption Report (Restricted) View of employee tax exemptions and additional tax. New |
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. New |
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. New |
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. 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. New |
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. New |
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.   New |
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" New |
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. New |
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. New |
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. New |
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. New |
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. New |
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.  New |
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). New |
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). New |
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. New |
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. New |
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. New |
Payroll and Financial Reports | View Details |
Leave Action Report Identify all extended leave of absence actions for an employee. (Restricted) New |
Human Resources Reports (Restricted) | View Details |
Leave Balance Summary Report Employee leave by pay period including balances for the department. Replaces LASR. New |
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) New |
Human Resources Reports (Restricted) | View Details |
Location Use End Date Report This report monitors location use end dates. New |
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. New |
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. New |
Payroll and Financial Reports | View Details |
Pay Frequency Change Report Identify the population of employees whose pay frequency has changed. New |
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. New |
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. New |
Payroll and Financial Reports | View Details |
Position Report Identify vacant positions, see positions which have had turnover, and who is filling what positions. New |
Human Resources Reports | View Details |
Positions without Funding Report This report provides information on the positions with no funding. New |
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. New |
Academic Personnel Reports | View Details |
Probation End Date Report This report monitors upcoming probation end dates. New |
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. New |
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. New |
Payroll and Financial Reports (Restricted) | View Details |
Separated Employee Report View separated employees, including fully separated employees and inactive jobs. (Restricted) New |
Human Resources Reports (Restricted) | View Details |
Service Credit Milestone Report This report shows Service Credit Milestones beginning at the 10-year milestone and beyond, increasing in 5-year increments. New |
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--> New |
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. New |
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. New |
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. New |
Human Resources Reports | View Details |
Student FICA Identify the population of student employees whose FICA exemption changed. (Restricted) New |
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. New |
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. New |
Human Resources Reports | View Details |
Supervisor Report List employees and their supervisors. (Reports To) New |
Human Resources Reports | View Details |
TA Fee and Loan Deduction Report Report used to validate specific deductions. New |
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. New |
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. New |
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. New |
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. New |
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. New |
Human Resources Reports | View Details |
Visa Monitoring Report Monitor employee visa information. (Restricted) New |
Human Resources Reports (Restricted) | View Details |
Wage Statement Report This report provides Workers Compensation Carrier with pay history for claim processing. New |
Payroll and Financial Reports (Restricted) | View Details |
Who's on Sabbatical Report This report identifies who is currently on Sabbatical Leave. New |
Academic Personnel Reports | View Details |
Work Study Award Balance Report (Restricted) This report displays work study available balance to the hiring department. New |
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. New |
Human Resources Reports | View Details |
Report Title | Category | Details |
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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 captur...
Academic Position Management Audit
This report shows position status to audit position data and to review employee records.
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...
AWE Smart HR Templates
Reports on all AWE Smart HR Template Transactions and their processing status. Employee information is included when available.
Benefit Costs Report
Report provides benefit costs associated with employees' earnings charged to the department.
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 ...
Code Lookup Report
Provide description and values for lookup tables.
Combo Code Report
This report displays the combo code funding at a level higher rather than one employee at a time. Prompts include ability to search by all of the Common Chart of Account segments, including FinUnit. Use t...
Combo Code and Chartstring Validation Report
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 late...
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.
Deduction Report
Provide central offices the employee and employer deductions for each employee. (Restricted)
Default Project Payroll
This report provides detailed information about charges posted to departmental default projects, including person names and other payroll information.
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)
Dependents Report
Identify an employee’s dependents and the selected benefit plans. (Restricted)
Direct Retro Summary 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 ...
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 doe...
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 expe...
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 Reconcil...
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.
Earn Code Detail Report
Earn Code lookup report.
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...
Emergency Contact Report
Provide emergency contact information for employees by department or unit. (Restricted)
Employee Action Report
Identify all actions for an employee.
Employee Action Report with EDI
Identify all actions for an employee, including EDI data.
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 categ...
Employee Claiming Tax Exemption Report (Restricted)
View of employee tax exemptions and additional tax.
Employee Compensation History Report
This report provides historical, current, and future dated employee compensation related information.
Employee Compensation Report
This report provides current employee-related compensation information.
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...
Employee Lookup Report
Lookup information about a specific employee. (Restricted)
Employee Record of Earnings
View of employee's paycheck detail.
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.
Extended Leave Monitoring AP Report (AP Restricted)
This report will identify all employees that are on Extended Leave.
Extended Leave Monitoring Report (Payroll/Financial Restricted tab)
This report will identify all employees that are on Extended Leave.
Extended Leave Monitoring Report (HR Restricted tab)
This report will identify all employees that are on Extended Leave.
FLSA Mismatch
Identify FLSA mismatches for employees with multiple jobs, including mismatches between Job Code and Job data.
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 ...
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...
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"
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 Da...
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...
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 ...
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 th...
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...
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 wil...
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).
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...
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 Eligibilit...
Jobs with Approaching End Dates Report (HR tab)
This report is a risk mitigation tool which will help prevent payroll over-payments.
Jobs with Approaching End Dates Report (Payroll tab)
This report is a risk mitigation tool which will help prevent payroll over-payments.
Leave Action Report
Identify all extended leave of absence actions for an employee. (Restricted)
Leave Balance Summary Report
Employee leave by pay period including balances for the department. Replaces LASR.
Leave Liability Report
The Leave Liability Report will run at the end of the fiscal year calculating the accrued compensated balances liability. (Restricted)
Location Use End Date Report
This report monitors location use end dates.
MCOP (Multiple Components of Pay) Report
Provides compensation rate details for academics who have off-scale and/or negotiated salary components.
Paper Pay Check
Identify the population of employees who receive paper checks.
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.
Pay Frequency Change Report
Identify the population of employees whose pay frequency has changed.
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 Posit...
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.
Position Report
Identify vacant positions, see positions which have had turnover, and who is filling what positions.
Positions without Funding Report
This report provides information on the positions with no funding.
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.
Probation End Date Report
This report monitors upcoming probation end dates.
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.
Sabbatical Balances Report
The purpose of this report is to identify Sabbatical Balances for faculty.
Salary History (Restricted)
Provide a history of an employee’s salary.
Separated Employee Report
View separated employees, including fully separated employees and inactive jobs. (Restricted)
Service Credit Milestone Report
This report shows Service Credit Milestones beginning at the 10-year milestone and beyond, increasing in 5-year increments.
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 purpos...
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.
STRS Report
Earnings and Deduction report specifically for Employees who are members of STRS retirement – report used for reporting purposes.
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.
Student FICA
Identify the population of student employees whose FICA exemption changed. (Restricted)
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&...
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 fro...
Supervisor Report
List employees and their supervisors. (Reports To)
TA Fee and Loan Deduction Report
Report used to validate specific deductions.
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 d...
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...
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 ident...
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 wit...
Vacant Positions Report
Identify vacant positions, see positions which are vacant, as a result of turnover or have not yet been filled.
Visa Monitoring Report
Monitor employee visa information. (Restricted)
Wage Statement Report
This report provides Workers Compensation Carrier with pay history for claim processing.
Who's on Sabbatical Report
This report identifies who is currently on Sabbatical Leave.
Work Study Award Balance Report (Restricted)
This report displays work study available balance to the hiring department.
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.