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Job Aids / Step By Step

 Job Aids

UCPATH Job Aids

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.

Distribution Of Payroll Expense Report-Job Aid

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.

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 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.

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.

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 to Accounting team.

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.

 

 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. 

   Local Form I9 Training

   Module 1: Form I-9 Background & Resources

   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?

 

 

 

UCPATH Glossary

Use this UCPATH Gloassary to understand commonly used UCPATH terms 

Helpful FAQ Sheets- By Topic

What is Imputed Income?

What are Supplemental Wages?

What is DCP?

TRS Timekeeping Job Aids

 

TRS- Supervisors

TRS Supervisors- Updating An Employees Timesheet-Job Aid

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)