Frequently Asked Questions

FAQs for Employees & Managers

FAQs for employees address payroll, benefits, retirement, and other general questions UCPath.

UCPath Overview

What is UCPath?

UCPath is the University of California’s single payroll, benefits, human resources, and academic personnel solution for all UC campuses and medical centers. UCPath replaced UC’s 35-year-old payroll personnel system (PPS) and updated HCM, standardizing and streamlining payroll and HR processes system-wide. As of July 2020, UCPath serves all 230,000 employees of the University of California at all ten campuses, five medical centers, UC Office of the President, UC Agriculture and Natural Resources, UC Hastings College of the Law and the Associated Students of UCLA.

Read more about the systemwide UCPath Project.

What is UCPath Online?

UCPath Online is the online portal that UC employees use to access to their personal employment information, including paychecks and benefits enrollment.

UCPath Online also allows managers to view some information about their direct reports.

What does UCPath stand for?

UCPath = UC Payroll, Academic Personnel, Timekeeping & Human Resources

UCPath Online Portal

Did UCPath Online replace At Your Service Online (AYSO)?

Yes, in part. Employees will continue to access AYSO for their personal retirement information, to update beneficiaries, and to access previous years W-2 and other historical information. All personal and employment information from March 2019 and forward can be found in UCPath Online.

Do I have to use CalNet and/or DUO for each login?

UCPath Online uses CalNet authentication. You will need to use DUO the first time you log in, at which time you can set DUO to remember your device for 30 days. 

When will I be able to see my pay statement in UCPath Online?

Pay statements are available on UCPath Online 1-2 days before pay day.

What balances will be reflected in UCPath Online?

Sick, Vacation, Comp time, and Sabbatical are all reflected in UCPath Online. 

What do "Service Months" refer to in UCPath Online?

Service Months can be found when you click "View Leave Balances" from the dashboard. Service Months refer to your employment service credit (your current instance of employment at UC Berkeley). Your Service Months are used to determine your vacation accrual rate.

If you worked at a different UC location before UCPath was implemented, that service will not be reflected in UCPath (although all service at UC locations will count towards your retirement service credit - contact Retirement Administration Service Center (https://ucnet.universityofcalifornia.edu/contacts/rasc.html) at (800) 888-8267 for information on your retirement service credit). 

What information can Managers see about their employees in UCPath Online?

Managers can view employee contact address, phone number, email address, emergency contact information, and compensation. 

How long does updating information on UCPath Online take?

Information entered into UCPath Online is instantly recorded in the UCPath system. It takes approximately one to two days to communicate the update with other systems connected to UCPath. UC Berkeley systems that receive data from the UCPath system may take one or two days to reflect the change, and external systems may take longer.


For example, if you add a direct deposit account, it will be saved in UCPath instantly, but you will only begin receiving direct deposit once UCPath has been able to verify the account with your banking institution. 

When will a new employee have access to UCPath Online?

New employees can access UCPath as soon as they have set up their CalNet ID.

Do retirees have access to UCPath Online?

Retired staff and employees who leave UC Berkeley after UCPath was implemented (March 2019) will have access to their historical information (paychecks, W-2s, etc.) and will be given access that does not require CalNet authentication. Employees who retired prior to March 2019 can view historical information in At Your Service Online (AYSO).

What should I do if I clicked on the wrong campus from the UCPath Online campus list?

If you accidentally select a campus other than UC Berkeley from the UCPath Online campus list (see below), you may get stuck on the other campus' login page. To get back to the list of campuses, you will need to clear your browser cookies and reopen your browser. 

UCPath Online campus list

If you are still unable to login to UCPath, please submit a ServiceNow ticket.

Payroll

What should I do if I believe there is an error in my pay?

If you believe there is an error in your pay, use your Berkeley Regional Services channel to report the issue right away. The sooner you report an issue, the more quickly it can be resolved. 

If you are unsure which service region your unit belongs to, you can Find Your Region here. BAMPFA, Cal Performances, and International House (I-House) employees should contact their local HR team.

BEST, ProS, SHARE, BEARS, ChaMPS Regions

ERSO Region

What if I don’t receive my check in the mail?

Check that your home address in UCPath Online is correct, and contact the UCPath Center if paper paychecks are not received after 2 business days from the pay date. The UCPath Center may place a stop on the check and reissue where appropriate.

How do I access the payroll calendar?

You can view the Payroll Calendar for both biweekly and monthly pay cycles in UCPath Online under Quicklinks > Payroll Calendars & Schedules > Payroll Calendar.

How long are paychecks kept in UCPath Online?

Paychecks are available in UCPath Online for a rolling 18 months. 

Can my three direct deposits in UCPath go to different financial institutions?

Yes, you can elect up to three (3) Direct Deposit accounts at different financial institutions. Note that only one change may be made to direct deposit information per 24 hour period. 

Many student workers are from out of state. Which home address should they list in UCPath?

Student workers should ensure their local address is listed as their home address in UCPath Online, because the home address is where paychecks will be mailed if a student employee is not enrolled in direct deposit. Student employees are highly encouraged to sign up for direct deposit.

If I have multiple jobs with UC, how will my earnings display on my paycheck?

If you have multiple jobs with the same earnings code but different pay rates, the earnings code appears on the pay stub with one line per pay rate. For example, if you work three jobs that all pay REG earnings, but each job is a different pay rate, three lines will appear on the pay stub in the earnings section.However, if you work three jobs that all pay REG earnings at the same pay rate, only one line appears in the earnings section with all hours on that one line.

Are there benefits deductions holidays in UCPath?

Yes, the benefits deduction holidays are in the Payroll Calendar inside UCPath. You can navigate to it in UCPath Online: Quicklinks > Payroll Calendars & Schedules > Payroll Calendars.

Benefits

Does UCPath Center manage benefits enrollment?

UCPath Online is used for benefits enrollment, usually during the Open Enrollment period each fall, or due to a qualifying life event. 

Employees may also call the UCPath Center if they have questions about their benefits or the enrollment process.

Vacation, Sick, and Other Leaves

Is there a lag time in the displayed accruals in UCPath?

Yes. You will enter your time and any leave in CalTime, and it will not be reflected in UCPath until after your payroll is processed (biweekly or monthly). 

Where do I see my sabbatical credit?

You can find your earned sabbatical credit in UCPath Online under Leave Balances

You can also review the Review My Leave Balances (With Sabbatical Credit) guide for more information.

Retirement

How do retirees interact with UCPath?

Retirees are not impacted by UCPath. Retirees still access their information from At Your Service Online (AYSO).

Tax Information and Deductions

Where do I find my W-2?

For each year that you were enrolled to receive your W-2/W-2c electronically, you will be able to view the document in UCPath Online. Navigate to Employee Actions > Income and Taxes > View Online W-2/W-2C.

Please note that W-2s from 2019 and prior years can be found in At Your Service Online (AYSO) if you were enrolled to receive the form electronically.

How do I enroll to receive my W-2 electronically?

Visit UCPath and click on Employee Actions > Income and Taxes>Enroll to Receive Online W-2

  • Verify your current status. If your current status says CONSENT RECEIVED, then you do not have to do anything – you are already enrolled.

  • If your current status is blank, then you must follow the directions on the screen to sign up.

  • Check that your email address is up-to-date.

Once you’ve signed up, all notifications about your W-2/W-2c will be sent to your preferred email address on file in the UCPath system.

How long are W-2's kept online?

Whether in UCPath Online or in AYSO, W-2's are kept online for 3 years.

Where do I find my 1095?

Unlike the W-2 form, 1095 forms are for your information and records only. Read more about the IRS 1095 Forms.

UC Berkeley employees will receive printed copies via U.S. mail. Online access is not available through UCPath. You may receive an additional 1095-B form directly from your health care provider. 

Please note that 1095s from 2019 and prior years can be found in At Your Service Online (AYSO) if you were enrolled to receive your W-2 form electronically.

UCPath Center

What is the UCPath Center (UCPC)?

The UCPath Center (UCPC), is the processing center for the UC system, based in Riverside, CA. It is where payroll, benefits and human resources information is processed for all UC campuses and medical centers.

UCPC staff provide support and are available Monday – Friday from 8 AM to 5 PM (excluding UC holidays). UCPC can be reached by phone 855-982-7284 or by clicking "Ask the UCPath Center" button in the top right hand corner of UCPath.

What services and functions does the UCPath Center provide?

The UCPath Center provides services to support payroll and benefits processing, such as:

  • Executing/managing the payroll compute and employee payment functions
  • System wide payroll related benefits interactions (e.g., processing payments for healthcare vendors)
  • Tax processing
  • Garnishment processing
  • Employment/income verification

Can the UCPath Center offer assistance in a language other than English?

Yes, the UCPath Center has staff who can assist employees in Spanish and other languages. The UCPath Center also partners with the interpreter service Language Line Solutions, servicing 240+ languages and is available on-demand.

Former Employees

How can former employees access W-2 and other information?

Former employees (those whose employment ended between March 2019 - present) can access UCPath by following these instructions:
  1.  Go to ucpath.universityofcalifornia.edu
  2. When you get the window shown below, select the last option "University of California, Former Employees"
  3. Create an account using your personal credentials  
UCPath Login page for former employees
Another option is to call the UCPath Center at (855)-982-7284 and ask for assistance in logging into UCPath Online. 

Employees who ended their employment with UC prior to March 2019 can still access their information in At Your Service Online (AYSO).

Other Questions

Where can I find my new employee ID number?

All employees were issued new ID numbers with UCPath implementation in March 2019. You can find your employee ID in the top left corner of the UCPath dashboard when you log in to UCPath Online. 

You can also use the CalNet Account Manager to view ID numbers for other systems. Access the CalNet Account Manager by visiting mycalnet.berkeley.edu and logging in using the link in the top right corner. The CalNet Account Manager home screen will display a "My ID's" field, which will include your UCPath employee ID (main employee ID), your HCM ID (former employee ID), and your Campus Solutions ID (if applicable).

How does employment verification work in UCPath?

UCPath uses a third party vendor, The Work Number (Equifax) to provide employment verification. Employees log into UCPath, and navigate through Income and Taxes to Verification of Employment request. If you are applying for a loan, an apartment or job, your employment verifier (e.g. bank, leasing agent, or employer) accesses your employment information through The Work Number website. Instructions are detailed in the Verification of Employment page. The UCPath Center is currently preparing a self-generating letter on UCPath Online similar to what’s available in AYSO today.

How can employees access UCPath if they do not use a computer at work?

Employees can access UCPath from any computer, tablet or smartphone, using CalNet authentication and Duo verification. There are also Kiosk Workstations available around campus for employees who do not have their own computer. 

FAQs for Transactional Users

FAQs for Transactional Users provide answers to questions about processing transactions in UCPath.

How do I search for an employee?

Two main menu options:

  1. Use the Person Organizational Summary page (Main Menu > Workforce Administration > Personal Information > Person Organizational Summary)
  2. Use the Search for People page (Main Menu > Workforce Administration > Personal Information > Search for People)

Use the lookup icon to search for an employe by name or employee ID. Please view the inquiry matrix.

Absence Management

When are hours accrued populated in CalTime?

After each payroll cycle accruals will be updated in CalTime.

Can employees track their own detail leave hours?

Depending on the leave type, employees are able to enter their leave hours in CalTime using the correct leave codes. Some leave types cannot be tracked by the employee, like EFMLA. These leave types are managed by the Benefits and Leaves Team. The employee should coordinate with the leave coordinator.

Does UCPath display FML eligibility during the leave request entry?

Eligibility is displayed with in UCPath, but all hours and eligibility also need to be calculated and confirmed by the Benefits & Leaves or Workers Comp team.

Does the return to work date/end date auto return an employee to their current job, or does it require action?

The return to work date does not automatically return a person to work. The location must initiate a return to work action in UCPath.

If an employee changes from Intermittent leave to Block leave (e.g., full day or more usage), how should this be processed in UCPath?

A second leave request must be submitted and the usage must be coordinated with the UCPath Center (and possibly manager/department in order to capture any). Essentially, the first leave of absence row submitted, and then a subsequent row for the block leave should be submitted.

Is intermittent FML leave recorded in UCPath or CalTime only?

The leave is recorded in UCPath, but the time or actual days taken is recorded in CalTime. So, you can see an employee is on an intermittent leave of absence in the UCPath system through the Administer Leave of Absence page, but you would have to review Caltime to see the actual days an employee has recorded related to their intermittent leave.

Why are an employee CalTime and UCPath leave balances different?

Absence Management balances update in arrears. For monthly employees, time taken in one month are transitioned to UCPath the following month and appear on their paycheck the month following. For example, for a leave taken in April, those hours will flow from CalTime to UCPath in early May, then appear on the employee's paycheck in June. If you search for accrual balances after the hours have moved into UCPath, they will update April hours because that's when the leave was actually taken.

CalTime will generally have more accurate leave balances hours because of the interface time. For biweekly employees, accrual balances update on the quadricycle as outlined in the Payroll Processing Schedule.

Does an actual return to work date need to be entered into when submitting the Absence Management request?

When the leave is entered, unless it is a Sabbatical, the actual return to work date should NOT be entered. Once the employee returns from leave, then the original transaction should be edited, adding in the Actual Return to Work date.

If an employee changes leave type, how should this be processed in UCPath?

The first leave must be ended. A second leave request must be entered. For more information visit training materials or UPKs for the Absence Management request.

Will we be able to see when an employee is on leave in the Person Org Summary page?

Yes, their payroll status will show as "Inactive, Extended Leaves" once the leave has been added to their job data. 

Can approvers edit initiator notes or add notes?

Approvers can not edit initiator notes, but they can add notes to transactions they are approving for the Extended Leaves of Absence module.

Additional Pay

Are there any notifications that get sent out to the operator that a retroactive payment will not be paid out or do we have to manually look to see if there are active paychecks?

No, there are no alerts/notifications sent out to tell people that a retroactive payment is or is not triggered. The only notification is if someone at UCPC Payroll thinks an error has occurred and will reach out to the identified individuals to confirm.

Are there reports to see payroll transactions that are happening for a single employee? For instance, if I have an employee who has two jobs, but I only have security access for one of the jobs, can I see payments that are happening for the other depts.?

If you have access to the Review Paycheck page for an employee, you can see all of the details that they were paid, including details from other jobs that are not part of your regular visibility. However, beyond usage of the PREPSHUP tables, you will only be able to view recurring additional pay and one-time payments for the departments that you have visibility into.

For Additional Pay compensation, is that monthly, total, time period, or annual?

It depends on the employee class. If they are monthly then additional compensation will be distributed in one pay period. If they are biweekly then it will be distributed biweekly. 

On the personal summary screen, can you see all appointments in other departments?

You can see all active appointments in all departments and all UCs in the Person Org Summary page.

Does vacation/sick leave need to be entered daily for salaried exempt employees?

All sick and vacation must be entered in whole day increments. All leave should be entered in CalTime.

Why would you overwrite the chartfields for overpayments?

You would overwrite the chartfields when the chartfields are no longer active during the recovery process. If the overpayment is being recovered from the next available payment, it will go against the current pay cycle and the chartfields will not be able to be changed.

Can you submit an overpayment as negative amounts for percentages?

No, percentages must be submitted as positive amounts. 

Why can't you change the earn code to ACR for summer salaries?

We can request it as a change request but it will need to get approved by all Locations and it will definitely not be done by Go Live.

What can be done if an employee is paid on the incorrect chartstring?

If an employee is paid using an incorrect chartstring, the payment can be transferred to the appropriate chartstring using a Direct Retro request.

Are there notifications to indicate that a payment is being processed in UCPath?

For example, are there permissions for seeing that payment information?

There are no specific notifications regarding payments being processed in UCPath. To check if a payment has been processed, review the specific employee's paycheck/payroll data.

Will Post Authorization Notification (PAN) still exist in UCPath?

No. PAN notifications are sent out from Personnel and Payroll System (PPS) to notify select individuals that transactions have been processed. PPS will no longer be used, thus PAN notifications will not exist either.

How do you submit a retroactive merit increase for an employee?

Merit increases should be submitted using PayPath only, not using the additional pay forms. If a retroactive merit increase is submitted, the system will compare the new salary to their current salary and automatically calculate and pay out the amount of retroactive pay that should be generated.

There are two exceptions to this process:

  1. The system will calculate and pay out amounts for only the earn codes that are eligible for retroactive payments. If the employee has an earn code on their record that is not eligible for retroactive actions AND the amount paid out for that earn code is dependent on the employee’s compensation amount (e.g., a specific percentage of their salary), then the retroactive amount owed to the employee for that specific earn code will not pay out. That amount needs to be manually calculated and paid to the employee by using the one-time additional payment form.

  2. If the latest effective-dated row for that employee is for an action that conflicts with the retroactive merit increase (e.g., if the employee transferred to a new job or got a promotion), then you must contact UCPath for assistance in processing that transaction.

Can approvers be defined at the department level? When would you use an ad hoc approver?

Yes. Routing to the approver groups will be based on which form it is, the department submitting the request, and the affected employee’s employee class. By default, all forms will only need one approver level, meaning that only one person needs to approve the request in order for it to process.

Can UCPath apply a view or filter the forms based on an employee ID?

No. Additional Pay forms will show the same fields, regardless of employee type. However, some select fields may be filtered out based on the amounts input.

How do you enter a By Agreement (BYA/BYN) employee that should receive the same flat dollar amount every pay period?

If the By Agreement employee receives the exact same amount every pay period, then you can submit a Recurring Additional Pay request for that employee, entering the “Pay Period Amount” as the flat dollar amount that the employee should be receiving.

If the by agreement employee does not receive the same amount every pay period, then the request must be submitted via the One-Time Pay Additional form. 

Is the Additional Pay amount request for a gross amount or a net amount? Could I choose between the two?

The amount submitted using the Additional Pay forms is the total/gross amount, not including any taxes and deductions that will be subtracted when payroll is processed.

The forms have a Gross-Up checkbox to indicate that the submitted amount should be the net amount that should be paid to the employee; if this checkbox is selected, the employee will receive the submitted amount exactly as their net amount and the department/chartstring will be charged for the additional amounts that would have gotten taken out in taxes/deductions (i.e., the true gross amount needed for the employee to get paid that amount as net).

Does the Additional Pay form allow documents to be attached?

The Recurring Additional Pay form allows for document attachment. However, the One-Time Pay form does not have this functionality. If a document needs to be attached to the request, the one-time payment can be submitted using the Recurring Additional Pay form, with the effective and end dates adjusted to reflect one single pay period.

Can the initiator assign specific approvers?

No, initiators cannot assign a specific approver. Once an initiator submits the request, it will be auto-routed to the appropriate Approver Group based on the Department, the selected form, and the employee class (also known as “appointment type” in current state).

Only one person in that approver group needs to approve for the workflow to move forward. However, the approver can select a specific ad hoc approver from a drop-down menu of approvers who have the appropriate permissions.

If a Work-Study student is owed additional pay, is this the correct form to use?

Additional Pay is for payments that are in addition to the employee’s base salary (e.g., stipends, bonuses). If the work-study student is owed additional hours that have not been paid to them, then this would not be the appropriate form to use and the hours should be submitted via the Off-Cycle/Final Pay form instead.

If the work-study student is owed additional pay for an action that is separate from their regular hours/salary (e.g., if the student has been given a STAR award), then this would be the appropriate form to use.

Is there a way for the initiator to see what has been submitted?

When you open an additional pay form, current payroll requests for that employee that have been submitted will be shown to the right of the new submission.

Will earn codes/title codes change and if so, how?

While most earn codes will stay the same, there will be some changes to existing earn codes. We will provide a “mapping” document to map from current-HCM-to-new-UCPath Earn Codes during training as well as a definition of every UCPath earn code and how they should be used. Title codes will be staying the same.

Do some transactions allow cloning/copying? Is there a list of transactions that allow copying?

Yes, some transactions allow cloning, but that is only in the event that the request has been rejected. No cloning functionality exists for the Additional Pay forms.

How will UCPath recognize a duplicate request, or will UCPath process both updates?

When you open an additional pay form, current payroll requests for that employee that have been submitted will be shown to the right of the new submission, thus allowing the Initiator to check if a specific request has already been submitted. It is up to the Initiators to check current requests and previous paychecks to ensure that they are not submitting a duplicate request; the UCPath Center is not responsible for this action and will process both updates.

What is the difference between processing Additional Pay through the Personnel and Payroll System (PPS) system vs. processing through a department award (DSAS)? Are there guidelines for which to use? How does CSS determine which method to use?

Contact your HR Business Partner for information about DSAS and what guidelines/criteria are used to determine if they process pay out of PPS or DSAS. If specific payments are paid out of DSAS currently, they will most likely continue to be paid out of DSAS after we go live with UCPath. 

How are retroactive payments handled (within Additional Pay requests)?

There are fields in each Additional Pay form meant to identify the appropriate pay periods that the additional pay should apply to, thus allowing for retroactive submission. Note: You can only submit retroactive payments for earn codes that are eligible for retroactivity.

What about out-of-scope work for Additional Pay requests?

Additional Pay is defined as pay that is in addition to the employee’s regular base pay. Thus, “out-of-scope” requests for Additional Pay consist of inputting regular hourly and/or salary pay in current or previous pay periods. It also would not be appropriate for “rush”/off-cycle requests as well as final pay.

Can departments bypass the UCPath System for Additional Pay Requests?

No. UCPath is the only system of record and payment for HR/Payroll actions that UC Berkeley will be using.

Can Additional Pay requests be rushed?

No. Additional Pay requests will be paid out using the employee’s regular on-cycle payroll. In order to “rush” a payment, you will have to fill out the Off-Cycle/Final Pay form in order for the additional pay to be processed during UCOP’s next available payroll run.

Benefits

Where can the benefits deduction information from UCPath be found? Are premiums for insurance paid in arrears or advance?

Only disability insurance is in arrears. See UCnet Employee Health and Welfare Benefits.

On page 24 of the Group Insurance Regulations it states:

  1. Premiums for Medical Plans, Dental Plan, Vision Plan, Legal Insurance, Life Insurance, AD&D Insurance, and Supplemental Health Plans are paid in advance. Premiums for Disability insurance are paid in arrears. Premiums are paid for a full month, even if coverage stops before the end of the period. Eligible Employee contributions are made through payroll deduction or direct pay.

Benefits Summary can be found at: Benefits > Review Employee Benefits > Benefits Summary

Review the benefits deduction schedule to see when these deductions occur.

Does UCPath automatically ensure that employees who are retiring are granted one ‘extra’ month of insurance benefits to bridge them till their retirement benefits kick in?

As long as it is entered with the appropriate termination code – Retirement, the system will automatically grant one ‘extra’ month of insurance benefits.

Direct Retro

I am trying to process a Direct Retro using a chartstring I believe to be valid, however, I receive an error message when I try to submit. What should I do?

I am trying to process a Direct Retro using a chartstring I believe to be valid, however, I receive an error message when I try to submit: 'Combination Code Validation Failed with Reason: Failure: Invalid Combination.... Please correct the respective chart field value/s and retry. If error persists contact system administrator' What should I do?

Please use the chart of accounts validation lookup to verify your chartstring. 

For C&G managed funds, you will need to enter PC Business Unit, PC Project, PC Activity, and correct Chartfield 1 and Chartfield 2 fields (if they are mapped out).

If retroactive pay is issued after a Direct Retro or Funding Change is processed, will the system know?

Position funding for retroactive pay is based on the funding at the time the pay should have been received. If a Direct Retro has previously been completed, the current distribution will not be based on the updated Direct Retro distributions.

The best practice is that any time a Direct Retro is completed, the user should navigate back to the Position-Level funding on Funding Entry Page and make any necessary updates to the funding distribution data. Keeping the Funding Entry Page in sync with processed cost transfers is an optional, location-only business process.

On Direct Retros, if the federal fund is greater than 120 days and we're not changing the fund, rather only the CF1 field, for example, will it be considered high risk?

Definition of high risk Direct Retro:
Violates the 120 Day Rule: Increases the expense on a Federal or Federal Flow-through fund where the transaction is on a payroll transaction for which the original Pay End is prior to [SysDate – 120]

OR

Violates the 90 Day Rule: Increases the expense on a Federal or Federal Flow-through fund where the Fund/Grant End Date is prior to [SysDate – 90].

Can I change multiple pay periods (paychecks) at the same time?

You can select multiple paychecks at the same time for a single transaction, but you still have to make the adjustment for each one.

Will the system prompt me to fill out the questionnaire for high risk Direct Retro items?

Yes. If the parameters for high risk are met, then you will not be able to save the transaction without completing the questionnaire. All high risk Direct Retros have another level of approval (Controller's Office Contracts & Grants).

Can Direct Retros move benefits as well?

Direct Retros move all associated benefits/fringe with the salary. If a location desires to move fringe only they will need to utilize Benefit Cost Transfer functionality in Path.

How are Direct Retros processed?

Commitment Accounting (CA) process will run to post fully approved Direct Retros several times per week.

What if a Direct Retro has been submitted for an employee’s previous paycheck?

Only one Direct Retro transaction can be submitted for the same paycheck. No additional changes can be made until the Commitment Accounting (CA) process runs to process that Direct Retro.

Where can I find the Suspense Items and how will I know if I need to change them?

There are reports that will be available to see if there are any suspense items. No system notification will be sent regarding items in suspense.

Transaction errors go to suspense chartstring as follows:

Salary account associated with the employee, fund 69995, a Division level Dept ID code, the CF1 value noted below:

  • CF1 = 900000: When a position is created but the position funding is not set up 
  • CF1 = 900001: When the payroll processing date is past the Funding End Date for the Earnings Distribution (generally applies to Contracts and Grants funds)
  • CF1 = 900002: When the provided chartstring was valid at the time of initial entry input, but becomes invalid before payroll processing

If a Direct Retro transaction is denied by an approver, can I make a copy of the request?

The Direct Retro form has a Copy Transaction button that will allow the transaction to be copied, edited, and resubmitted for approval.

Is the Direct Retro questionnaire only for federal funds or for the other funds too?

The questionnaire is only required for high-risk Direct Retros. The current 120 day/90 days rules for Federal funds/Federal flow-thru funds apply. The questionnaire is not required for other funds.

How do I create a Direct Retro when capped funds are involved?

If you have entered a capped fund and the employee's Total UC Salary value exceeds the salary cap rate, the system prompts you to use the Direct Retro Salary Cap/MCOP Funding Worksheet.

How does the system detect a capped fund?

Attributes of the Fund are sourced from Chart of Accounts data coming from Berkeley Financial System (BFS).

Will Direct Retro activity show up in the General Ledger?

Yes. Once Direct Retros are initiated, approved, and processed, they will be available in Berkeley's General Ledger (BFS).

When can corrective action be taken on a Direct Retro?

Once the Commitment Accounting (CA) batch has run, processing the transaction, additional updates can be made for the pay period.

Can I make a change to the distribution for part of an employee's salary?

Yes. You can move all or part of your existing funding to one or more funding accounts.

How can I correct or update Position Funding?

You can use a Direct Retro to reallocate the distributed money, and add an effective dated row to your Position Funding to reflect the changes. 

Can I change the Earnings Code using a Direct Retro?

No. Direct Retro allows for the redistribution of funding or split funding between multiple funding sources. However, the Earnings Code cannot be changed.

If an employee is funded by multiple chartstrings managed by more than one department, who initiates the Direct Retro transaction?

The department that owns the position (rather than the department that owns the funding).

For example, if an employee works primarily for department A and their position is funded by department A and partially by department C, department A would initiate the Direct Retro and enter the chartstrings for both departments A and C. If approval is required from department C, department A can attach approval documentation to the Direct Retro transaction. 

Can I view the status of Direct Retro transactions in my department, regardless of whether I am the initiator or not?

The initiator cannot see the list of transactions initiated in the Worklist, however, you can review the status of your Direct Retro transaction by navigating to PeopleSoft Menu > UC Workcenter > Review Retro Distribution. Departments can view transactions by search parameters such as EMPLID, Initiator, etc.

As a transactional user, can I be both the initiator and the approver?

No. In UCPath, you cannot be both the initiator and approver for any transaction.

Can I change the order of chartstring field names in the template?

Yes, you can change the order during your active session by using the Personalize link. However, we encourage users to familiarize themselves with the default order defined by UCPath. 

How do I create a Direct Retro for an employee who has multiple components of pay (MCOP)?

MCOP refers to employees who have more than one earn code.  You should use the Direct Retro Salary Cap/MCOP Funding Worksheet to complete your Direct Retro transaction for employees with MCOP.

What are the tabs Retro Distribute Deductions and Retro Distribute Taxes used for?

These are delivered components in PeopleSoft and currently not being used in UCPath.

Which pay periods can I perform Direct Retro on in UCPath?

All pay periods processed by UCPath beginning March 2019 will be available for Direct Retro activity. UCPath payroll data is not purged. 

Will Project Costing (PC) Chartfields populate or do I have to look-up the chartfields?

The system will not auto-populate Project Costing (PC) Chartfields.

HR Templates

Is it acceptable to process a concurrent hire on the same effective date another Empl Record is being terminated?

Yes, it is an acceptable use of the UC_CONC_HIRE(_AC) HR template. This scenario has been observed when an employee is transitioning from one appointment on a single Empl Record to another appointment on a separate Empl Record, requiring a concurrent hire HR Template. An example of this would be a GSI appointment on Empl Record 0 with an Expected Job End Date of December 31st with a termination row effective January 1st, where a GSR appointment with another department is starting on January 1st. It is permissible to enter a UC_CONC_HIRE_AC template to process an Academic Concurrent Hire effective January 1st on a separate Empl Record (e.g., Empl Record 1).

UCPath Center understands this to be an acceptable use of a Concurrent Hire template and will approve transactions that fall under this scenario.

Initiator & Approval Workflow

Does Payroll also enter Retirement templates?

The Payroll team would complete this termination template as they do the others. The template type signals additional work downstream for UCPC/RASC.

For Merits + TDIs what will the process be? Are we still doing mass salary updates and how will we catch the fall out?

Similar process to current state but it's managed by UCPC. UCB Compensation and APO will work with UCPath Center.

When would the approver deny the request instead of pushback?

If one approval level is defined, then approve or deny are the only two options. If more than one level of approvals is defined, then pushback is an additional option.

Off-Cycle / Final Pay

Can rush checks or Off-Cycle Pay be direct deposited?

In UCPath, Off-Cycle checks will default to the regular method of payment the employee has chosen. If the employee has already signed up for direct deposit, the payment will be directly deposited. 

Can Merit increases be paid on the next available pay cycle or could they be paid Off-Cycle?

Merit Increases are a data change a department would make in the PayPath template, using Merit Increase as an action reason. UCPath will automatically generate the pay differential and include that retro pay on the next On-Cycle issue. No other form needs to be generated (for example, Additional Pay). However, there are positions with Earn Codes that are not eligible for Merit Increases.*

*If an employee has additional compensation based on a % of salary, and the earn code for that action is not eligible for retroactive pay, then the initiator would have to submit an additional pay request for the difference owed on the ineligible earn code.

Will overtime (OT) be entered differently once UCPath goes live?

Overtime would be recorded in CalTime which will feed payroll at UCPC for payment processing. If an employee’s status (non-exempt) allows OT, the OT will be paid.

Can retro-active hours or flat dollar amounts for a By Agreement (BYA/BYN) employee be processed on an Off-Cycle pay form?

Yes, retro-active hours can be processed for BYA/BYN employees in an Off-Cycle Pay form. 

Can Bonuses, Star awards, and SPOT Awards be paid using the Off-Cycle form?

Bonuses should be submitted as a One-Time Pay using the One-Time Pay form and will be paid on their regular pay cycle. Since bonuses are generally paid on cycle, please refer to your department/regions policies for more information about Off-Cycle Pay. 

Can the earn code CIA (“Coach Incentive Award,” a bonus) still be used in UCPath?

As we transition to UCPath, some earn codes will be changed to meet UCOP guidelines. 

CIA will change to “CNB” Coach Non-Base pay. 

On the Off-Cycle form, the earn code options available will be defined by the employees’ pay group.  As we go live, a job aid will be available that describes and lists earn codes. 

Is there any difference if you put it in on a regular pay day or on an “off-cycle”?

All pay should be paid on a regular cycle whenever possible. Off-Cycle pay is often used in sensitive situations.  Refer to your department/regions policies for more information. 

Will there be visibility to see other Off-Cycle Pay requests pending for an employee?

On the left side of the Off-Cycle form, all current Off-Cycle pay requests, approved, denied, or pending will be available for view. 

What is the deadline for submitting an Off-Cycle Pay to pay an employee?

UCPath Center will provide payroll calendars, which will list the deadlines for Off-Cycle Pay. Requests must be submitted and approved by the listed deadlines in order to be processed. As we go live, UCPath Center calendars will be published. 

How will Multi-Location Appointment (MLA) employees be entered into the Off Cycle/Final Pay form?

The Home Campus will pay the employee for all work at all locations. The “home/primary” campus for the employee must be determined. If Berkeley is not the Home Campus and an MLA employee is owed pay, then you must contact the Home Campus on behalf of the employee to schedule the payment.

If Berkeley is the Home Campus, Off Cycle/Final Pay is processed per regular steps. 

How are Damage Payments handled?

Damage Payments are submitted when a person performs work before they are on-boarded, or officially become an employee.

The process depends on whether or not an employee has been paid for services prior to signing the Oath. 

When an employee has been paid for services prior to signing the Oath:

  • Submit an Inquiry with the subject "Damage Payment"
  1. Provide pay period(s) that need to be reversed
  2. Provide damage payment amount that should be paid (this should be in hourly increments)
  • The UCPath Center will reverse the affected pay period(s) and generate the damage payment (DMG) via the off-cycle process. Any accrued vacation will be paid out to the employee.

When an employee has NOT been paid for services prior to signing the Oath:

  • Submit a Payroll Request (E-087) for an off-cycle check.
  1. Provide comments that indicate that this is a Damage Payment (DMG)
  2. Provide Damage Payment amount to include hours by pay period, vacation, and any legally required benefits
  • The UCPath Center will process the Damage Payment.

If an employee leaves on the last day of their pay period, would a Final Pay request need to be entered?

For example, Graduate Student Instructor (GSI)/ Graduate Student Researcher (GSR) appointments normally end at the end of a month. As they are not eligible for accruals, a final pay request would not need to be submitted for Final Pay.

If the employee is leaving at the end of their natural pay period, then a Final Pay request needs to be submitted only if the employee has vacation/accruals that need to be paid out. 

When do I need to submit a Final Pay Request?

A Final pay request must be submitted if the employee has accruals and is owed those accrual hours. In addition, a Final Pay request must be submitted if the termination occurs in the middle of a pay period.

If there are no hours worked and no accruals exist in the current pay period in which the employee terminates, no Final Pay needs to be submitted- the pay will be naturally generated (and no further pay will be issued). 

Is there an option to assign a new chartstring to some or all hours worked?

Yes, a chartstring/s can be added (or adjusted as desired) in UCPath for all employees.

Rows listing hours and a corresponding chartstring can be added one at a time. 

The default chartstring is automatically applied in all rows; by checking the override box, blank chartstring fields will appear and the desired chartstring can now be entered.

In the Off-Cycle form in UCPath, what chartstring will be charged?

The Off-Cycle pay request will default to charge the employee’s pre-defined positions’ funding/chartstring(s). 

Do separate instances of Off Cycle Pay need to be submitted separately or can they be combined?

For example, a bi-weekly employee needs hours designated per work week; one row could be added for hours worked in week 1, and another row can be added for week 2.

If the employee and Job Record are the same, multiple Off-Cycle Requests for pay can be combined into one request. By clicking the + sign, multiple earn codes can be added, with specific beginning and end dates in new rows (as many as are needed).  There is no limit to the number of rows that can be added to an instance of an Off-Cycle request.

If an employee has multiple jobs, how many Off-Cycle pay requests can be submitted?

An Off-Cycle request form must be submitted separately for each job record as needed. 

When requesting an Off Cycle Check/payment, can a percentage or dollar amount be entered?

Amounts can be submitted in hours, flat dollar amounts, or percentages, depending on what is appropriate for the employee type and earn code. For example, to submit regular pay (earn code REG) for monthly exempt employees, you can enter a salary % value.

However, the same REG pay for biweekly employees would be entered using hours.

Could the “Off-Cycle” form be used to request a Rush check? If so, how?

Since there is no Rush Check form, submit the request using the Off-Cycle Pay Form. After that transaction is submitted for approval, submit a separate request to UC Path Center to indicate there’s an Off-Cycle request submitted that is a rush, and needs to be processed.

What is an “Off-Cycle” check?

An Off-Cycle check is any payment that is not paid on the employee’s regular “on-cycle” pay cycle (either monthly or biweekly). This payment can be necessary when employees miss a significant amount of pay (e.g., missed time card, incorrect hours). Though the processing frequency is still being finalized, off-cycle pay will most likely be processed 2-3 times a week, and the employee will be paid with their regular payment method (direct deposit vs. paper check). This process will be different from a “Rush Check."

Person of Interest (POI)

Can you leave gender as Unknown?

Yes, the system will allow you to leave gender as unknown for the POI template.

Can you enter an international address?

No, you have to enter a US address (for the POI template). 

Can you enter international phone numbers?

Yes. If you do, make sure to add a comment that states you have entered an international phone number.

Person / Job Data and PayPath

How should Active Service Modified Duties (ASMD) be entered into UCPath?

ASMD if for Academic Personnel Use Only. It is used for tracking modified service when an academic appointee has substantial responsibility for a newborn child or adoptee.

This is entered into UCPath as a a PayPath transaction (NOT as an Absence Management transaction). When submitting the PayPath transaction, the action code for ASMD entry is "DTA", and the Reason Code is "ASM".

Is management approval required to cancel a retro trigger for FTE increases?

Management Approval is no longer required to cancel retro triggers for FTE increases. Therefore, all off-cycles received for FTE increases will be scheduled for processing as any other off-cycle request that is submitted correctly. The Off-Cycle Team will no longer be reaching out to Management for approval to cancel the retro trigger. The Off-Cycle Team will no longer be reaching out to the Retro Team to request cancellation of triggers for FTE increases. The Retro Team will cancel such triggers as they identify them per their processes.

Can an employee with multiple jobs may be paid as salaried on one job and hourly on another job as long as the paygroup is the same FLSA and say pay frequency?

For example, if we would like to pay an exempt reader and tutor as biweekly hourly (1BH) and their second position is a graduate student instructor. Could we pay the GSI position as biweekly salaried (1BE)?

As long as FLSA status has been aligned for both jobs then yes the set up in your example of 1BH and 1BE would be acceptable.

Please be advised that similar to the XMH paygroup, the XBE paygroup requires an override to be applied and therefore this request should be documented in the template comments when submitting the transaction. This paygroup also requires a very specific compensation setup in which the pay component frequency needs to be annual, while the compensation frequency needs to be set as "B" (biweekly). So long as this compensation setup is established and the BE paygroup override is requested in your template comments we can align this job to any other biweekly/hourly job.

What is the max amount that can we set up as a one time payment?

There are no max number of rows, effective dates, or amounts from a system standpoint. 

For employees who retire but who need to have an active record, will the retire template terminate all records? If yes, should we mark them as POI? Is this when the office of retirees steps in?

Yes, UCPC would terminate all the records. If this person is to become an Emeritus, a template would need to be submitted to add that. (Just as today we enter the Emeritus appointment).

If Retirement office needs to process anything, they will do so. That's why coding it as a Retirement is important, so that their processes can be kicked off.

For Location Use End Date, are we required to choose a Location Use Type?

No, it is only optional if you are using it for some business need of your own and want to run a report on that field. If you enter a Location Use Type, you must enter a Location Use End Date (and vice versa). 

Can the template be edited in any way by the initiator or the approved after it was submitted to UCPath?

It cannot be edited unless it is denied by the approver or canceled by UCPC. Approvers also can't edit any fields, they are in a read only role for this template. 

Do appointments (Department chairs and Academics) merge in UCPath or will they be separate?

Course: Paypath Transactions

They will be on separate job records.

If there is a range adjustment applied to a record in Paypath will it activate retro pay for all?

Yes, as long as the effective date of the range adjustment is after UCPath go live.

For retro hires, will the system know to process retro payroll?

No, you would have to take active steps to generate payment.

What is the process if an employee is changing jobs?

For example, a Graduate Student Researcher (GSR) one semester, then a Graduate Student Instructor (GSI) another semester.

The action would be to update the Job as is done in current state.

Is there an action/reason code for partial year career employees going out on furlough?

The list of Action/Reasons viewable during the demonstration in PayPath may have been limited by the type of employee, the tab being viewed (position or job or pay), and the action chosen. 

The list viewed was not the full list which will be available in future transactions. More information about action/reason choices will be provided at a later date.

Short Work Break: Can you give an example of a Unit 18 where you would utilize a short work break? Would this not apply for continuing appointments that are only one semester a year?

The scenario envisioned by the team:

Someone is a lecturer in the Spring January 1 to May 31. The department decides they will also teach July 1-August 30. Instead of terminating their position, the process would be to extend the appointment through August (end date August 30) and then put the employee on a Short Work Break from June 1 to June 30.

How do you see the history of changes made in PayPath component?

Users will have view access to Job Data, so historical rows are visible. Forms are just a front end for adding transactions because UCPath is not allowing edit access to parts of the UCPATH system. The custom pay PayPath component brings together the ability to make Position + Job + Pay updates in one place.

If someone adds a stipend on the “Addl Pay” tab in PayPath, will it pay them?

Yes. Additional Pay for employees can be added in PayPath or by using the Additional Pay forms. 

What is the new process for joint hiring/appointment through more than one unit?

This business process needs to be defined as there will likely be some similarities because both current and future state use PeopleSoft design and permissions to access records and approve transactions.

Position Funding

Can I change the order of chartstring field names in the template?

Yes, you can change the order during your active session by using the Personalize link. However, we encourage users to familiarize themselves with the default order defined by UCPath. 

What happens when there's a retroactive pay increase and a direct retro needs to be done on the retroactive pay? Can initiators pull up the retro pay?

Yes. The employee's paycheck would include the retroactive pay, an earn code separate from regular earnings would be associated with the retroactive pay. The earn code begins with '9' for retroactive items.

Does the initiator have to start from scratch to fix a denied position funding transaction? Is there a copy function?

There is a "copy to new transaction" button. However, it isn't for direct retro transactions, only for position funding. 

Does a retro pay change affect position funding?

Retro pay change does not affect current position funding.

How are Department Ids assigned, at which Org Node level (ex. L3, etc) ?

The Department IDs are at level 4,5,6. The department is based on where the position sits. 

How do you see departmental notifications? Who will be notified?

Initiators will receive a notification that their transaction has been approved or denied. Approvers will receive a notification to approve a transaction and may navigate to the transaction using the link in the body of the email and/or using their worklist if they are in UCPath. Additionally, there are available funding reports in Cognos that as a Cognos user one may run for a department.

When will benefit adjustments hit the ledger?

Benefits follow the employee's salary.

Is legacy HCM accessible for view-only access (for current vacant position information) after go-live?

Legacy HCM will be available through September 2019 for those who already have access. Legacy HCM data can be accessed through Cal Answers reports.

Can we have multiple positions connected to one funding record?

No. Each position requires its own funding. Funding is the same for a single-headcount or a multi-headcount position. 

Can an approver edit the position funding transaction before approval?

The approver should deny the transaction and the initiator should make the changes and resubmit the transaction for approval. 

Does the Effective Date for position funding matter?

Yes! Effective Date for position funding must be equal to or later than the Effective Date of the position. The position must be created before you can fund it. Additionally, position funding Effective Date should be prior to the hire Effective Date in order to avoid any pay going into suspense.

What is the Pool ID field on the Position page?

Pool ID is used by the Work-Study unit to enter students' Work-Study codes.

Example: The Work-Study codes (e.g. C or G) will go into "pools" (e.g. Work-Study student in "G").

For more information, refer to the Office of Financial Aid & Scholarships.

What is “MCOP"?

Multiple Components of Pay. There is a link on the Position Funding page to access the Multiple Components of Pay worksheet to assist you with proper funding. 

For academics when the incumbent’s salary funding is sourced from a capped fund, exceeds over-the-cap (OTC) fund and the OTC default chartstring should not be used, how should the funding be processed?

The earn code, "GAP" should be used for the amount that is over the cap. This step would act as a reversal of the amount above the salary cap.

When does a payroll cost get charged to the payroll suspense chartstring or the department’s default chartstring as opposed to being charged to the specified FAU(s)?

When a position is set up by the department, a departmental default fund charstring is required. Payroll costs for the incumbent of the position will be charged to the department’s default chartstring if a Funding Entry to update the Earnings Distribution to a specific FAU (e.g., PI’s research fund) has not been initiated and approved. Additionally, if the Funding Entry initiator specifies a Funding End Date for any given FAU, the portion of the payroll costs associated with that FAU will go into suspense (i.e., get charged to the departmental chartstring) during the pay period(s) after the Funding End Date.

Is there approval routing at the funding level?

No. The approvals would be routed based on department, not funding.

Can other chartfields besides fund code be used to gather characteristics of the fund?

No. The system will retrieve additional information for the fund code from various fund tables. Some fund attributes are capped/uncapped, annual cap rate. Additionally, the fund code lookup table is sourced from the Fund Attribute table.

How is funding source changed for additional pay?

The earn code for the additional pay with the chartstring is entered in the Position Funding form. If the additional pay was due to a stipend, the earn code for stipend, “STP,” along with the chartstring would be added in the form.

Are there additional reasons why funding would default to the general fund, other than the expiration date of a current fund?

Yes. A chartstring may be valid at the time of entry in Position Funding, however, it may become invalid prior to Commitment Accounting Actuals/General Ledger batch processing. This instance would result in an edit error being flagged and a default chartstring would be used. The initiator will see any system-identified errors as they are working on the Position Funding Entry, or when there is an attempt to save and submit the transaction. However, if a Funding Entry is both successfully saved and approved but payroll still goes into suspense (departmental default chartstring), it could be due to a system error or that the Funding Entry did not meet the deadline for that pay period.

In UCPath, does the account automatically pre-populate based on the position?

The user is not required to enter the account chartfields.

Can the funding end date occur prior to the appointment end date?

Yes. However, if the funding end date expires, the system will pull from the suspense account.

Does the system validate each field or the full chartstring?

The system performs individual chartfield validation, and it also validates the full chartstring.

Can the effective date be retroactive?

Yes, as long as the funding effective date is between the budget begin and end date. You can enter a change in funding with an effective date in the past (e.g. use yesterday’s date) as long as that is a valid date for the position.

How far forward/in the future can I enter the effective date?

The funding effective date should be between budget begin and end date. There is no stated limitation for how far in the future (as long as it’s during the period in which the position is active).

How many distributions can I have?

There is no limit to the amount of many distributions that can be entered in the UCPath system. The limits in the current state are driven by PPS (Personnel Payroll System), which will not exist in the future state.

Can we create a position before funding is established?

Yes. Funding is not tied to a position.  However, a position must be created in UCPath before you can apply funding to it.

Position Management

When should the "N - I-9 integration not required" HR Worksite be used?

In the rare situation that a position number is needed for a contingent worker (CWR), and an I-9 is not required, the HR Worksite field in Position needs to be “N – I-9 integration not required”.  The “N” worksite must be in place prior to hire, otherwise, an I-9 may improperly be triggered and emailed to the employee to complete.
If the position has already been created with the incorrect HR Worksite field, a Position Update Form should be submitted via a case inquiry to the UCPath Center to request the worksite update in position because the HR Worksite cannot be updated via PayPath.

If you have a contingent worker “A” who supervises another contingent worker “B”, but contingent worker “B” does not need to submit a timesheet in CalTime, does contingent worker “A” still need to have a position number?

Position numbers are only assigned to contingent workers who need to sign off on the time of an employee they supervise. If a contingent worker "A" supervises another continent worker "B," there is no CalTime involved, so therefore no need for a position number. If a contingent worker "A" supervises an employee "B", who enters time into CalTime that then needs to be approved, the contingent worker "A" will need a position number.

Can an incumbent employee and the replacement (new hire) employee occupy the same Position number during a training overlap period?

When hiring the replacement, use the same Position number. It is not necessary to update the Max Headcount on Position for this transitional overlap if it is for a limited period of time. The Position can be overallocated during the transition period, and will revert back to full once the original incumbent terminates. 

Is there an option for mass inactivate position?

Course: Position Control

No, you can program individual hires to be terminated on a specific date. 

What is the process if hours are distributed to the wrong chartstring(s)?

A chartstring will be referred to as “FAU” (Full Accounting Unit) in the new system.  If hours were distributed to the wrong FAU (a.k.a. Chartstring), the department should initiate a Direct Retro transaction to move the expenses to the correct FAU(s).

What are the timing constraints around direct retros? After we make a direct retro, do we need to wait until the next accounting period to verify that changes were made correctly?

Direct Retros occur in UCPath as soon as the transaction is submitted and processed in the nightly batch process. Completed direct retros will be fed to the General Ledger.

Do staff have the ability to view the dates that employees are on leave?

Yes. Designated employees within each department have Inquiry access in UCPath to view employee data – including leave information. Additionally, they can access UCPath data through UCPath reports.

Payroll Processing Schedule

Can a Direct Retro be submitted during the hold times outlined on the payroll processing schedule?

Yes, Direct Retro transactions can be submitted regardless of the payroll processing schedule, because they do not impact the pay for a current pay period. Instead, these transactions are shifting funding sources for pay which has already been distributed. Only pay-impacting transactions and PayPath transactions should be held as outlined in the Payroll Processing Schedule. 

There seemed to be a discrepancy in the payroll processing schedule in that accrual transactions need to be entered by the Inbound Files date, but are included in the transactions that should not be processed. Can someone please clarify this?

There seemed to be a discrepancy in the payroll processing schedule in that accrual transactions need to be entered by the Inbound Files date, but are included in the transactions that should not be processed (often a day before the deadline for inbound files). Can someone please clarify this?

The Employee Data Change Deadline, the first column in the location section of the Payroll Processing schedule, is actually for deadline purposes, rather than for hold dates. For this reason, you can continue to focus on the outlined Inbound Files date so long as the transaction is being processed as a mass file. See page 3-4 on the Job Aid: Review the Payroll Processing Schedule

Note: The E-084 Manage accruals inbound file writes directly to the employee’s accrual table; an employee data change. Different deadlines apply, so it’s listed in both the Inbound Files - Description and Employee Data Changesections of the Payroll Processing Schedule.

Can leave transactions be submitted during the processing hold times outlined on the Payroll Processing Schedule?

Yes. Like HR Templates, Extended Absence Transactions can continue to be processed so long as they are not sent as a mass inbound file, since they do not write directly to the UCPath system without UCPath Center first processing. 

Can Smart HR templates continue to be submitted during the “blackout period” listed on the Payroll Processing Schedule?

Yes, HR Templates can continue to be processed during this window, since they require processing at the UCPath Center before writing to the system. However, anything submitted after 3:00 PM of the cutoff date will not be processed for current pay cycle. The UCPath Team team will hold work on these until the  “resume” date listed on the Payroll Processing schedule. Refer to the Payroll Processing document section for “What does this mean for a location” and “What can I continue to do in between the STOP and RESUME date/times?”

Is it okay to enter future dated PayPath and Position Management transactions during the blackout dates?

Only if the PayPath and Position Management transactions have an effective date beyond the payroll cycle resume date is it okay to submit these future dated transactions.

Can Position Management transactions be entered during the blackout dates if there is no incumbent in the position?

Yes, vacant and new positions are okay to transact as long as there is no incumbent in the position- vacant position changes are not pay impacting Other Position management changes (especially those with incumbents in the position) should be held until the “Resume” date on the Payroll Processing Schedule.

Are the blackout dates specific to a pay cycle, i.e., can transactions for MO employees be completed during a hold on transactions for BW employee transactions?

Yes, the hold dates are pay cycle specific. If the current pay period corresponds to biweekly employees, monthly transactions can be entered and vice versa. See page 10 on the Job Aid: Review the Payroll Processing Schedule

What transactions have to be stopped (not approved)?

  • Position Management Update transactions for the current or previous pay cycles cannot be entered during this period, when there is an incumbent in the position.

  • PayPath transactions for the current or previous pay cycles cannot be entered during this period.

Note: the problem is when transactions are initiated and approved because then they will write to the UCPath system and cause issues with the Payroll Processing for that pay period. It is okay to initiate the transaction and NOT approve it until the blackout period has passed for that pay cycle.

What is a “pay-impacting” transaction?

A pay-impacting transaction is any transaction in UCPath that updates Job Data in such a way that impacts the frequency in which an employee is paid, amount owed, or the funding for an employee in the current pay cycle or prior pay cycle (i.e., retroactive transaction) during the Payroll production process. This also includes position management changes for positions which are currently assigned to employees. Any job data change, such as a retro-active lower rate change, that will cause an overpayment.

A pay-impacting transaction includes position and incumbent job data changes such as:

  • Job data change (i.e. fte, comp rate, pay cycle, title code, benefits etc.)

  • Retroactive Job data change which causes the retro module to be triggered

  • Additional pay change (change to recurring additional pay such as amount, earn code, effective date etc.)

  • Position management change impacting the incumbents job data

What transactions can be initiated and approved during the Payroll Processing Schedule stop dates (“blackout period”)?

  • PayPath transactions outside of the current on-cycle pay period; e.g., if the current pay period being processed corresponds to biweekly employees, you may enter monthly transactions.

  • Non-PayPath transactions, e.g., HR templates and leaves.

  • Transactions with effective dates beyond the current pay period (including PayPath transactions).

  • Employee data changes that affect payroll must be submitted and approved in UCPath by 3:00 PM. Changes submitted after 3:00 PM will not be included in the pay run. 

  • Locations may continue to send HR Template and Leave of Absence transactions after the STOP date and time. However, if these transactions impact pay, they will not be processed until the resume processing date and will be included in the next pay cycle. 

  • E-702 Funding Entry Page and E-703 Funding Upload is due a day (EOD) prior to the Pay Confirm Date.