|
Payroll Roles and Responsibiltites Matrix
This document is a matrix that outlines, by Payroll areas, key roles and responsibility by group (Employee, Unit and Payroll Services). While these have been the working practices of the campus, we have documented for reference to enhance transparency regarding shared processes.
|
Completing and Submitting an SCT/BCT Request
Use this job aid to understand the background of Salary Cost Transfer and Benefits Cost in UCPATH. Details on how to gather required field from Distribution of Payroll Expense (DOPE) and translate to Payroll Form is described in detail.
|
|
Direct Retro/SCT Inquiry-Job Aid
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:
UCPATH: DIRECT RETRO INQUIRY.
Log in (UC Merced NetID required): UC Learning Center Login
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.
|
Benefit Cost Transfer (BCT) Inquiry - Job Aid
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.
|
|
Funding Inquiry
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
|
Distribution Of Payroll Expense Report
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.
06/01/2025 UPDATE - Historical Data (dating back to January 2018) is available by contacting the Assistant Controller, Kelli Maxey (kmaxey@ucmerced.edu)
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- 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)
|
|
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 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 Local Account Mapping
Use this Job Aid to understand how the Account Segment in the chart string is defaulted through configuration for UCPATH Salary and Wages.
|
UCM Local Master Chart of Accounts
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.
|
|
UCPATH Chart Of Accounts- Job Aid
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.
|
Local Chart of Accounts Training
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.
|
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.
UCPATH COGNOS Report Catalogue
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 Glossary
Use this UCPATH Glossary to understand commonly used UCPATH terms
|
|
UCPATH Center LMS - UCLC ECourse
Job Aid: UCPATH LMS COURSE LIST
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
|
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
|
|
|
|
