Position Funding

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.

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.

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.

When will benefit adjustments hit the ledger?

Benefits follow the employee's salary.

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.

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.

How many decimal places are allowed on the pay distribution % field (funding entry page)?

7 digits, 6 decimal places.

Does a retro pay change affect position funding?

Retro pay change does not affect current position funding.

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.

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.