Position 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.

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.

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.

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.

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.

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.

Does a retro pay change affect position funding?

Retro pay change does not affect current position funding.