Data and Reporting

Manager and Supervisor Self-Service

Managers and supervisors can view information about their direct reports and their subordinates (indirect reports). 

To access job aids, software simulations and other guidance for manager and supervisor self-service actions, go to: 

• Information for Managers and Supervisors
• You can also view a list of all training resources, or the UC systemwide list and navigation path for manager self-service actions  

MyReports is available 24x7, except for the third weekend of the month for scheduled maintenance.

Report Changes

HR Data Reports

• Two new reports are now available: Employee and Position Roster Report, and Employee and Position Distribution Report.
• MyReports HR Event Report is now a historical data report displaying data only from PPS.
• MyReports Employee Lookup Report, Employee Appointment Report, Employee Distribution Report, and the HR Monthly Review Report were retired and are no longer available.

Financial Reports

• MyReports Distribution of Payroll Expense (DPE) Report was retrofitted to display both historical data and new data from UCPath.
• Other financial reports, including the Transaction Detail Report and the Alt Account Detail Report, will display new data from UCPath.

Faculty Portfolio Reports

• Award/Parent Summary Report, Faculty Portfolio Monthly Report, MyPortfolio Report, Payroll Detail by Month Report, Program Portfolio Report, and Project Summary Report were modified to remove projections. 
• Faculty Monthly Rolling Projects Report, and Faculty Portfolio Projections were retired and are no longer available.

Access

If you have financial reporting needs and find you do not have access to MyReports  , contact your Manager/Supervisor or departmental Access Administrator.

• Follow the Accessing MyReports   job aid to log into MyReports using MyAccess. 
• Job aids and additional training materials are available on the Controller's Office website  .

Known Issues, Changes, and Enhancements

You can view a list of MyReports known issues, changes, and enhancements related to UCPath on the System Information page.

HR Monthly reports are used by managers and people leaders to audit employee and affiliate records, help anticipate needed management actions, and to feed local systems.

Report Changes

• Reports have been retrofitted for UCPath changes.
• Effective June 1, 2020, you can access the HR Monthly Reports online from MyAccess and PeopleConnect.
• Report data will be refreshed daily.

Access

• MyAccess login is required to access the reports.
• An access administration module allows users to add or remove access (within a user’s span of control) to department reports.

Additional instructions and support contacts   are available in PeopleConnect (login required).

The Controller's Office Financial/Payroll Codes & Data Lookup   tool displays codes, values, schedules, and contacts commonly used across UCSF systems.

Changes

• New searches were added for UCPath Earnings (ERN) Code and Job Code values.
• Users can search by department or name for Initiators and Approvers for Funding Entry and Salary Cost Transfers.
• Access to the tool requires a connection from the UCSF network or VPN.

A new Academic Renewals Roster Report is available from PeopleConnect  . The report includes faculty position and compensation data from UCPath and Advance data and will be available year-round.