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Academic Position Management Audit

New

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

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

Fields

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

Additional Pay Report

New

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

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

Required Input

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

Fields 

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

Benefit Costs Report

New

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

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

Required Input

  • Pay End Date From
  • Pay End Date To

Fields

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

Benefits Administration Eligibility Configuration Fields Report

New

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

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

Required Input

  • None for this report

Fields

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

Code Lookup Report

New

Provide description and values for lookup tables.

Provide description and values for lookup tables.

Required Input

  • Code name

Fields

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

Combo Code Report

New

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

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

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

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

Combo Code and Chartstring Validation Report

New

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...

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

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

Distribution of Payroll Expense (DOPE) Report

New

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

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

Note: The best-practice DOPE version is the DOPE with Combined Salary & Fringe, Condensed Column Set, and Employee Summary report.

Required Input

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

Fields

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

DOPE – Ancillary Report

New

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

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

Required Input

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

Fields

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

DOPE - Sponsor Report

New

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

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

Required Input

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

Fields

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

 

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

New

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

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

There are however, several enhancements including:

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

Required Input

  • Date range from
  • Date range to

Fields

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

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 Claiming Tax Exemption Report (Restricted)

New

View of employee tax exemptions and additional tax.

View of employee tax exemptions and additional tax.

Required Input

  • VC Area

Fields

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

Employee Compensation Report

New

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

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

Required Input

  • None for this report

Fields

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

Employee Diversity Report

New

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

New

View of employee's paycheck detail.

View of employee's paycheck detail.

Required Input

  • Pay Check Date
  • Employee Name - ID

Fields

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

 

Employee Rosters Report

New

Provide common employee related information by department.   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

Extended Leave Monitoring AP Report

New

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

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

Required Input:

  • 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 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 Hire Report

New

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

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

Required Input

  • None for this report

Fields

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

Future Dated Hires Lite Report

New

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

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

Required Input

  • None for this report

 

Fields

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

Graduate Student Employment Report

New

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

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

Required Input

  • None for this report

Fields

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

Hours 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

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

Pay Frequency Change Report

New

Identify the population of employees whose pay frequency has changed.

Identify the population of employees whose pay frequency has changed.

Required Input

  • Department

Fields

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

 

Personnel Expense Projection Report

New

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

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

Required Input

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

Fields

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

Position Funding Report

New

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

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

Required Input

  • None for this report

Fields

  • Employee Name Current
  • Employee ID
  • Employee Record
  • Department Code
  • Department
  • Job Code
  • Job Code Description
  • 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

New

Provide a history of an employee’s salary.

Provide a history of an employee’s salary.

Required Input

  • None for this report

Fields

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

Separated Employee Report

New

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

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

Required Input

  • Type of Report

Fields

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

Service Credit Milestone Report

New

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

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

Required Input

  • Service Credit Milestone

Fields

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

Service Credit Seniority Point Report

New

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

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

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

Required Input

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

Fields

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

Short Work Break Monitoring Report

New

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

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

Required Input

  • None for this report

Fields

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

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

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

UCPath-Oracle Salary Reconciliation

New

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

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

Required Input

  • None for this report

Fields

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

UCPath-PPM-GL salary reconciliation

New

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

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

Required Input

  • None for this report

Fields

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

Vacant Positions Report

New

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

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

Required Input

  • None for this report

Fields

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

Visa Monitoring Report

New

Monitor employee visa information. (Restricted)

Monitor employee visa information. (Restricted)

Required Input

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

Fields

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

Wage Statement Report

New

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

This report provides Workers Compensation Carrier with pay history for claim processing.
  • Pay Period End Date Range
  • Employee Name - ID
  • 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
Report Title Category Details
Academic Position Management Audit New Academic Personnel Reports View Details
Additional Pay Report New Payroll and Financial Reports (Restricted) View Details
Benefit Costs Report New Payroll Accounting and Reconciliation View Details
Benefits Administration Eligibility Configuration Fields Report New Payroll and Financial Reports View Details
Code Lookup Report New Human Resources Reports View Details
Combo Code Report New Payroll and Financial Reports View Details
Combo Code and Chartstring Validation Report New Payroll and Financial Reports View Details
Deduction Report New Payroll and Financial Reports (Restricted) View Details
Default Project Payroll New Payroll Accounting and Reconciliation View Details
Department Hierarchy Report New Community Reports View Details
Dependents Report New Human Resources Reports (Restricted) View Details
Distribution of Payroll Expense (DOPE) Report New Payroll Accounting and Reconciliation View Details
DOPE – Ancillary Report New Payroll Accounting and Reconciliation View Details
DOPE - Sponsor Report New Payroll Accounting and Reconciliation View Details
DOPE with Combined Salary & Fringe, Condensed Column Set, and Employee Summary New Payroll Accounting and Reconciliation View Details
e-Verify Compliance Report New Human Resources Reports (Restricted) View Details
Earn Code Detail Report New Payroll and Financial Reports View Details
Earnings by Earn Code Report New Payroll and Financial Reports (Restricted) View Details
Emergency Contact Report New Human Resources Reports (Restricted) View Details
Employee Action Report New Human Resources Reports View Details
Employee Action Report with EDI New Human Resources EDI Reports (Restricted) View Details
Employee Claiming Tax Exemption Report (Restricted) New Payroll and Financial Reports (Restricted) View Details
Employee Compensation Report New Human Resources Reports (Restricted) View Details
Employee Diversity Report New Human Resources EDI Reports (Restricted) View Details
Employee Lookup Report New Human Resources Reports (Restricted) View Details
Employee Record of Earnings Detail New Payroll and Financial Reports (Restricted) View Details
Employee Rosters Report New Human Resources Reports View Details
Extended Leave Monitoring AP Report New Academic Personnel Reports (Restricted) View Details
Extended Leave Monitoring Report (Payroll/Financial Restricted tab) New Payroll and Financial Reports (Restricted) View Details
Extended Leave Monitoring Report (HR Restricted tab) New Human Resources Reports (Restricted) View Details
FLSA Mismatch New Human Resources Reports View Details
FMLA Eligibility and Leave Documentation New Human Resources Reports (Restricted) View Details
Foreign Employee U.S. Work Authorization New Human Resources Reports (Restricted) View Details
Funding and Project End Date Report New Payroll and Financial Reports View Details
Funding Issues Report New Payroll and Financial Reports View Details
Future Dated Actions Report New Human Resources Reports View Details
Future Dated Hire Report New Human Resources Reports View Details
Future Dated Hires Lite Report New Human Resources Reports View Details
Graduate Student Employment Report New Human Resources Reports View Details
Hours on Pay Status Report New Human Resources Reports View Details
Hours towards Career Status Report New Human Resources Reports (Restricted) View Details
Jobs with Approaching End Dates Report (HR tab) New Human Resources Reports View Details
Jobs with Approaching End Dates Report (Payroll tab) New Payroll and Financial Reports View Details
Leave Action Report New Human Resources Reports (Restricted) View Details
Leave Balance Summary Report New Human Resources Reports View Details
Leave Liability Report New Human Resources Reports (Restricted) View Details
Location Use End Date Report New Academic Personnel Reports View Details
MCOP (Multiple Components of Pay) Report New Academic Personnel Reports View Details
Paper Pay Check New Payroll and Financial Reports View Details
Pay Frequency Change Report New Payroll and Financial Reports View Details
Personnel Expense Projection Report New Payroll Accounting and Reconciliation View Details
Position Funding Report New Payroll and Financial Reports View Details
Position Report New Human Resources Reports View Details
Positions without Funding Report New Payroll and Financial Reports View Details
Post Doc Monitoring Report New Academic Personnel Reports View Details
Probation End Date Report New Human Resources Reports View Details
Record of Pay Report New Payroll and Financial Reports (Restricted) View Details
Sabbatical Balances Report New Academic Personnel Reports View Details
Salary History New Payroll and Financial Reports View Details
Separated Employee Report New Human Resources Reports (Restricted) View Details
Service Credit Milestone Report New Human Resources Reports View Details
Service Credit Seniority Point Report New Human Resources Reports View Details
Short Work Break Monitoring Report New Human Resources Reports View Details
STRS Report New Payroll and Financial Reports (Restricted) View Details
Student Employee Registration Report New Human Resources Reports View Details
Student FICA New Payroll and Financial Reports (Restricted) View Details
Supervisor Issues Report New Human Resources Reports View Details
Supervisor Report New Human Resources Reports View Details
UCPath-Oracle Salary Reconciliation New Payroll Accounting and Reconciliation View Details
UCPath-PPM-GL salary reconciliation New Payroll Accounting and Reconciliation View Details
Vacant Positions Report New Human Resources Reports View Details
Visa Monitoring Report New Human Resources Reports (Restricted) View Details
Wage Statement Report New Payroll and Financial Reports (Restricted) View Details
Who's on Sabbatical Report New Academic Personnel Reports View Details
Work Study Award Balance Report (Restricted) New Human Resources Reports (Restricted) View Details
Work Study Community Service Validation New Human Resources Reports View Details
Report Title Category Details