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Job Aids / Step By Step

UCPATH Job Aids 
Use this Step-by-Step guide to view Position level funding information using the read only Funding Entry Inquiry page in UCPath. Also, includes helpful resources to understanding funding in UCPATH.
UCPATH Center has a 20 min high level overview in UCLC LMS: UCPATH: Funding Entry Inquiry  Log in (UC Merced NetID required):  UC Learning Center Login 
Use this Step-by-Step guide to navigate to Distribution of Payroll Expense Report page in UCPath COGNOS. Also, includes helpful resources to promote understanding of Search Report Parameters and provides definitions of column headers to promote clarity of data available in report.
10/08/2024 UPDATE - Historical Data (Going back to January 2018) is now available in the UCPath Cognos DOPE Report.

UC Merced has received temporary permission giving us the ability to query data going back to January 2018 on the UCPath Cognos DOPE Report. This permission will expire early 2025. Please be aware that data sets will be very slow to run. It’s recommended that information pulls are limited to a 12-month period at a time
Use this Step-by-Step guide to navigate to Inquiry Direct Retro/SCT page in UCPath. Also, includes helpful resources to promote understanding of information displayed on UCPATH pages. UCPATH Center has a 20 min high level overview in UCLC LMS:

09/09/2024 UPDATE from Controller Office: For SCT/Direct Retro for Prior Fiscal Years

Requests for Payroll Expense Transfers (Direct Retro/Salary Cost Transfer/Benefit Cost Transfer) for Prior Fiscal Years (closed fiscal years) now require approval from the Controller Unit. This can be obtained through the ServiceNow Ticket for  General Accounting: Accounting Guidance, select Information and Guidance from the drop down menu. Once you have obtained this approval, you can attach to the payroll form as an attachment to the request.
Use this Step-by-Step guide to navigate to Inquiry Benefit Cost Transfer page in UCPath.
Note: There is a known defect with CMPFEE, a change request was submitted to UCPath and is currenlty on the roadmap to be addressed in Phase 2 of the Salary Cost Transfer (SCT) project scheduled for July 2025. 

  UCPATH- Workforce Administration- Understanding Compensation Frequency

  Use this job aid to understand how compensation frequency and comp rate codes work together in UCPATH. This job aid includes scenarios and screenshots for Students, Staff and Academic. Academic scenarios include detailed information to help navigate common scenarios.

  Understanding the Separation Process-Job Aid

  Use this job aid to review the answers to some of the most commonly asked questions  related to the Separation Process. This job aid applies to all employees (staff, student and academic)
Use this Job Aid to understand how the Account Segment in the chart string is defaulted through configuration for UCPATH Salary and Wages.
 
This is a link to our UC Merced local Master chart of accounts enterprise structure. It includes the listing of chart segment values that is sent from Oracle to UCPATH Center. Questions related to chart of account values should be direct UC Merced Financial and Accounting Services.
 
Use this job aid to understand the labels UCPATH Systems and UCPATH reports use and how that translates to our local Chart of Account Segments.
Training slide deck from UC Merced Financial and Accounting Services.

Departmental Change Request Process-UCPATH Data

The purpose of this document is to provide instructions on what to do to request departmental changes to the Chart Account Organizational Hierarchy to:

•Move a Department
•Add a New Department
•Rename a Department
•Reactivate a Department
•Inactivate a Department
•Update Chart of Account Segments

Information is fed from Oracle into UCPATH. This Job Aid outlines the request process.

Understanding UCPATH W2

To retrieve your 2024 UCPath W-2 statement, visit UCPath online. In the Income and Taxes dashboard, click the View Online W-2/W-2c link. Use this Job Aid to review W2 layout.

 
 
UCPATH Earnings Codes
The UCPath system utilizes Earn Codes to categorize payroll expenditures.
 
The primary purpose of this Job Aid  is to provide a complete list of all Earn Codes available in the UCPath environment, the description of the code, and whether the code can be used with salaried or hourly pay. Additionally, this listing provides information by Earn Code to determine other benefit costs/assessments: Composite Benefit Rate (CBR), Leave Accrual, General and Employee Liability (GAEL), and the UCRP Supplemental Interest. 
 
Use this Job Aid to learn how to navigate to UCPath Cognos Reports. 
10/08/2024 UPDATE - Historical Data (Going back to January 2018) is now available in the UCPath Cognos DOPE Report.

UC Merced has received temporary permission giving us the ability to query data going back to January 2018 on the UCPath Cognos DOPE Report. This permission will expire early 2025. Please be aware that data sets will be very slow to run. It’s recommended that information pulls are limited to a 12-month period at a time
 

UCPATH Center offers some  UCLC LMS E-courses to support campus based users.These are high level basic courses to provide basics in navigation and enhance overall understanding of the UCPATH System.

  • TO LOG IN: (UC Merced NetID required):  UC Learning Center Login 
  • TO FIND A COURSE: From the home page, select "Find a Course".- Search UCPATH
   Use this PowerPoint to understand:
1. The Background of the Employment Verfication
2. Is the Form I9 Required for my new hire?
3. I have a new hire that requires the Form I-9.  What’s next?

Use this UCPATH Glossary to understand commonly used UCPATH terms 
 

Helpful FAQ Sheets- By Topic

What is Imputed Income?

What are Supplemental Wages?

What is DCP?

Job Aid- Understanding Your Paycheck Stub

Job Aid- Understanding Overpayment Process

What is OASDI

TRS Timekeeping Job Aids
 
Timekeeping/Leave Requirement FAQ for GSR/ASE 

Use this document Graduate Student Employee and Academic Student Employee Timekeeping FAQ to address the mostly commonly asked questions related to Timekeeping/Leave Requirements.

Includes detailed scenarios, links to bargaining unit contracts, and screenshots of TRS (timekeeping system)

  
TRS Employee & Supervisor Job Aids   
   
   TRS Training via LMS-UCLS ECourses: 
  • TO LOG IN:
  • TO FIND A COURSE: 
    • From the home page, go to the search bar.
    • Search TRS Employee Training (for employees)
    • Search TRS Supervisor Training (for approvers)
  • NEED HELP: Submit a Payroll Services Inquiry
 

Workforce Onboarding Hub Job Aids
 

If you are a Hiring Manager and don't know where to start, use this job aid to help you navigate the process to successfully onboard your new hire to the University. This applies to all employee types.

Understanding New Hire -Role of the Office of International Students and Scholars- Work Authorization

If you are a nonimmigrant student, scholar, staff and faculty member or a hiring manager for one and you are looking for assistance with Work Authorization you will need to work with the International Students and Scholars Office. Learn more by reading the job aid.

New Hire On Boarding Template (Word Doc)

If you are a Supervisor looking for a standard template to use to keep track of on-boarding activities, click link to download this template to customize for your departments needs.

Understanding New Hire -Claim UCNet ID and DUO

If you are a new hire looking for How To claim your UCM Net ID or Enroll in DUO see the job aid for more details.

Student Employment Services Job Aids
  Use this job aid to understand the differences between service offerings of Student Employment Services and the Student Career Services. Includes helpful quicklinks.