Information for Funding Entry Initiators and Approvers (campus only)

UCPath: Greater Efficiency and Productivity

Funding entry is the process of entering chartstring(s) into UCPath online to indicate how to distribute costs for earnings and benefit expenses.

Funding entry in UCPath requires a department Initiator and Approver to complete all transactions. Only campus departments will perform funding entry directly in UCPath online. UCSF Health managers will continue to identify funding source chartstrings on PeopleConnect Management Action forms, and UCSF Health Human Resources will enter the corresponding information into UCPath online.

Training is required before Funding Entry Initiators and Funding Entry Approvers can be granted access and enter position funding in UCPath online. Department Access Administrators and Control Point Financial Officers are responsible for ensuring that users have completed their required training before allowing access to UCPath to conduct funding entry.

Employees who will be serving as a Funding Entry Initiator and/or Approver should:

  • Complete their required training (see Training Offerings below).
  • Inform their manager/supervisor or department Access Administrator, following normal departmental practice, that they have completed training and access should be requested using the Access Management Application.

When you need to enter or approve funding entry transactions in UCPath online, refer to the applicable resource below for specific guidance. If you don't find what you need or need further assistance, select from the contacts on the Get Help page.

Training Offerings

  • UCPath Help Site Overview

    15 Minutes

    eCourse: UCPath Help Site Overview (external link)

    This course provides an overview of the UCPath Help site. It explains how to access the site, as well as how to navigate and search the site to locate learning and support resources for the UCPath.

  • UCPath Funding Entry

    6 Hours 20 Minutes

    eCourse: UCPath Funding Entry (external link)

    This course prepares Funding Entry Initiators to look up, enter, update, and submit funding distributions using UCPath. It also prepares Funding Entry Approvers to review and approve funding entry transactions.

    Successful completion of this course is required before Funding Entry Initiators and Funding Entry Approvers can be granted access and enter and approve position funding in UCPath online.

    Total runtime of this course is approximately 6 hours 20 minutes. It is not necessary to complete the course in one sitting. You may exit the course and restart to resume where you left off.

Additional Resources

General

  • Clearing Your Web Browser's Cache
  • Enable UCPath Popups

    Job Aid: Enable UCPath Popups (external link)

    This UC systemwide job aid explains how to add the UCPath website as an exception to your web browser's pop-up blocker so you can access UCPath online.

     

  • UCPath Earnings (ERN) Code Lookup Tool
  • UCPath Job Code Lookup Tool

    Job Code Lookup (external link)

    Search for specific Job Code values and descriptions used in UCPath.

    UCSF network/VPN access and MyAccess authentication is required to log into the Tableau application. If you are connecting remotely, please connect to the UCSF VPN before accessing these resources.  Review frequently asked questions for more information about the UCSF VPN.

Funding Entry

  • Funding Entry Using 19xx State Sources for Salary Support

    Job Aid: Funding Entry Using 19xx State Sources for Salary Support (external link)

    UCSF guidelines restrict the use of state sources for salary support above Scale 0 for Health Sciences Compensation Plan (HSCP) faculty. UCPath does not currently provide warning or error messages to enforce this restriction, and departments are responsible for ensuring that funding entry is correct and allowable at the time of funding entry and approval.

    This job aid addresses two common scenarios for handling funding distributions for state support. If you have questions about interpreting funding guidelines, contact your control point.

  • Funding Entry Deadlines - Payroll Processing Calendar

    Payroll Processing Calendar (external link)

    The Payroll Processing Calendar on the Controller's Office website includes deadlines to complete funding entry in order to be processed in time for each pay cycle.

  • Understanding Department Default and Catch-All Funding Sources

    Job Aid: Understanding Department Default and Catch-All Funding Sources (external link)

    This quick reference guide explains how to differentiate between three funding entry concepts: 

    1. Department default funding sources, 
    2. Catch-all funding, and the 
    3. Default funding profile in the Salary Cap/MCOP Funding Worksheet. 

  • Position Funding Entry Job Aid

    Job Aid: Position Funding Entry Job Aid (external link)

    Funding entry must be completed before Payroll Confirm. Use the information in this job aid to help you perform Funding Entry in UCPath.

  • Position Funding Updates/Changes Job Aid

    Job Aid: Position Funding Updates/Changes (external link)

    This job aid describes the steps required to update position funding when funding distributions are already in place.

  • Funding Entry Terms and Definitions
  • Funding Entry “What If” Scenarios
  • Positions and Funding for Postdoctoral Scholars
  • Funding Entry Refresher Webinar: Using the Salary Cap MCOP Funding Worksheet

    Video: Funding Entry Refresher Webinar: Using the Salary Cap MCOP Funding Worksheet (external link)

    This webinar reviews the steps required to enter and update funding using the Salary Cap MCOP Funding Worksheet. The session provides a refresher on data entry procedures and highlights some of the tips and tricks covered during the June Funding Entry webinar series. 

    This activity is located in the UC Learning Center. After clicking the link above, log in using your MyAccess credentials if required, and then click the Start button in the upper right-hand corner of your screen. The Learning Center will remember your place, so if you need to close the video you can restart where you left off by returning to the activity and clicking Start again.

Human Resources

  • HSCP Salary Calculation Worksheet

    HSCP Salary Calculation Worksheet (external link)

    The latest version of the HSCP Salary Calculation Worksheet, also known as the Faculty Salary Calculator, is available in PeopleConnect (login required). General instructions and instructions for above scale salary calculations are provided within the worksheet.

  • Tools for Monitoring UCPath End Dates

    Job Aid: Tools for Monitoring UCPath End Dates (external link)

    This guide highlights key business process implications as end dates are reached for jobs and funding in UCPath. Two reporting tools, the HR Monthly Reports and MyReports, are available to review and monitor HR activity, including managing end dates.

UCPath Center

  • Submit an Inquiry to UCPath

    Software Simulation: Submit an Inquiry to UCPath (external link)

    See, try, or print the steps needed to submit an inquiry (create a case) to the UCPath Center in UCPath online.

  • Update My Inquiries

    Software Simulation: Update My Inquiries (external link)

    See, try, or print the steps needed to review the status of an existing inquiry (case) submitted to the UCPath Center in UCPath online.

  • Reopen Closed Inquiry

    Software Simulation: Reopen Closed Inquiry (external link)

    See, try, or print the steps needed to reopen a closed inquiry in UCPath online. Inquiries can only be reopened once and only within five days of closure.

  • Submit Records and Data Request

Reports

  • HR Monthly Reports (HRIS)

    HR Monthly Reports (HRIS) (external link)

    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.

Composite Benefits Rates

  • Benefit Cost Transfer Worksheet

    Benefit Cost Transfer Worksheet (external link)

    UCSF's Composite Benefit Rate (CBR) agreement is applicable to all federal and non-federal sponsors, and sponsors should adhere to the full rates. However, a benefit cost transfer may be required when a sponsor has placed restrictions on allowable benefits costs and all — or a portion of — benefits charges must be transferred off of a project. Use the Benefit Cost Transfer Worksheet to request transfers of benefits expenses without also moving salary expenses.