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.
Benefits follow the employee's salary.
Where can I find guidelines from campus around what documentation should be included/attached on particular transactions?
The Controller's Office would be responsible for these guidelines.
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.
No. Each position requires its own funding. Funding is the same for a single-headcount or a multi-headcount position.
The approver should deny the transaction and the initiator should make the changes and resubmit the transaction for approval.
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.
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.
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.
In rare cases, there may be a situation in Academics where 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. What is the process to handle this scenario?
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.
It will only go to the department’s default chartstring if it’s a new hire, and no one has specified a specific chartstring. However, once funding has been set up, expired funding will go into suspense.
No. The approvals would be routed based on department, not funding.
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.
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.
No. The position funding record cannot be copied.
The user is not required to enter the account chartfields.
The system performs individual chartfield validation, but it will also validate the full chartstring.
Yes. However, if the funding end date expires, the system will pull from the suspense account.
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.
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).
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.