Position Funding

Community of Practice

UCPath Community of Practice

The Berkeley UCPath Operations Team is building two Community of Practice meeting series:

Position Management Position Funding What is a community of practice?

Quarterly meetings hosted by the Berkeley UCPath Operations Team designed to bring together decentralized transactors (in both Departments and Regions) to:

connect share best practices centralize processes stay informed about upcoming UCPath changes

Funding Entry and Salary Cost Transfers

Funding Entry & Salary Cost Transfer Training Series

(Formerly known as Commitment Accounting Training Series)

Learn how to manage position funding and salary cost transfers accurately in UCPath.
Commitment Accounting ensures employee pay is funded correctly and any changes are reflected accurately in the General Ledger (GL). This training series helps initiators and approvers understand the processes, best practices, and downstream impacts of Funding Entry and Salary Cost Transfers (SCTs).

Role Eligibility

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Funding Entry/Position Funding - Training & Resources

What is Funding Entry / Position Funding about?

The Funding Entry or Position Funding module in UCPath is critical for assigning and maintaining funding for positions. Position funding directly impacts payroll accuracy, budget alignment, and financial reporting, making it an important component of UCPath operations.

The Position Funding training empowers Initiators and Approvers to effectively set up, update, and approve funding details for positions in UCPath. Through a hybrid learning approach, this course combines foundational knowledge with hands-on practice to ensure confidence...

What is the rounding system for FTE? Will the RA be able to enter distribution percentage down to several decimals?

FTE has six decimals. It looks like this: 1.000000

Position Lifecycle & Workflows

Understanding the Position Lifecycle in UCPath What is Position Management?

Position Management in UCPath is the oversight of positions from creation to inactivation, ensuring they remain aligned with funding, job codes, and employment structures. Position Management is part, but not all, of a position's lifecycle!

Position Management is completed in different modules in UCPath depending on their status: Vacant Position Management – Creating and updating positions before they are filled. UCPath Roles: Position Management Initiators & Approvers;...

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.

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.

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).

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.