All Resources

This UC systemwide job aid provides the navigation path for actions employees can take in UCPath online.

Due to local system configuration, some actions may not be available or in sync with local resources, and other actions may not result in updates within UCPath online:

• Profile information may be available, but may be out of sync and may not update.
• Beginning balances for sabbatical leave credits were not migrated to UCPath.
• UCPath does not have the capability to correctly report leave accrual and balances for employees who receive their full accrual upon appointment. Leave balances shown in UCPath online for residents and clinical fellows will be incorrect.

 

This UC systemwide job aid explains how to clear your web browser's cache for common Windows, MacOS, and smart device browsers.

Use this tool to search for Earnings Code values and descriptions.

If you are connecting remotely, you must connect to the UCSF VPN before accessing this resource.  Review frequently asked questions for more information about the UCSF VPN.

Use this tool to search for UCPath Funding Entry or Salary Cost Transfer Initiators and Approvers, or Access Administrators in your department.

If you are connecting remotely, you must connect to the UCSF VPN before accessing this resource.  Review frequently asked questions for more information about the UCSF VPN

This web page describes the key benefits of UCPath.

To accomplish the proper recording of leave for monthly paid employees, the UCPath Prior Period Leave Redistribution program “looks back” to retrieve the funding in effect at the time the leave was taken. The program then charges the corresponding chartstring(s) for the leave and credits the “reg-like” pay chartstring(s).

 

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. 

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

Use the table provided in this job aid to identify various funding scenarios and the actions required for funding entry.

In June 2020, UCSF’s subject matter experts hosted a webinar series to discuss business processes related to funding and to help reinforce the skills learned during training.

Recordings of the following webinars are available to view any time (MyAccess login required). Review a list of topics covered during the webinar series, including timestamps and slide number references.

• Session One: Friday, June 5
  • watch recording
  • download presentation
• Session Two: Thursday, June 11
  • watch recording
  • download presentation
• Session Three: Friday, June 19
  • watch recording
  • download presentation
• Session Four: Friday, June 26
  • watch recording
  • download presentation

 

The Controller's Office conducts regular office hours open to all Funding Entry and Salary Cost Transfer Initiators and Approvers. Office hours provide the opportunity to ask questions in a group setting and to benefit from the answers to questions asked by your colleagues. Initiators and Approvers are emailed a link to register and download a calendar invitation with the Zoom link. If you are an Initiator or Approver and you did not receive the link, email [email protected].

On January 21, 2021, UCSF’s subject matter experts hosted a webinar to demonstrate an enhancement to the salary cost transfer process when using the Direct Retro Salary Cap / MCOP Funding Worksheet.

As a result of the enhancement, additional earnings codes that are identified in UCPath as eligible for capped funding sources and are effort bearing (i.e. contribute to the employee’s monthly salary effort for the specific pay check’s pay period end date) are now editable within the Direct Retro MCOP Worksheet. This includes salary expense earnings codes such as VAC, SKL, etc. This enhancement allows Salary Cost Transfer Initiators to transfer funding for related earnings codes across a complete set of earnings distribution rows within the Direct Retro MCOP Worksheet.

The webinar also provided an update on current known issues related to Salary Cost Transfers.

Presentation materials and a recording of the webinar are available to view any time (MyAccess login required).

• watch recording
• download presentation

All late cost transfers are an exception to established policy. Effort should be taken to minimize the need for late cost transfers by reviewing financial activity in a timely manner and transferring expenses to the appropriate funding source within 120 days as necessary. To ensure timely processing of your late cost transfer request, consult the Controller's Office website for the steps required for Payroll expenditure transfers.

See, try, or print the steps needed to update your California tax withholding (form DE-4) in UCPath online.

This UC systemwide job aid explains how to claim an exemption from tax withholding in UCPath online.

See, try, or print the steps needed to submit or withdraw your consent to receive an electronic W-2 or W-2C form.

This UC systemwide job aid explains how to read your UCPath W-2 form.

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

Log into AYSO to view/print historical (prior to UCPath implementation) paycheck information and W-2 forms.

Log into Fidelity NetBeneftis to view your UC Retirement Savings Plan accounts including DC, 403(b) and 457(b) accounts, Savings Choice accounts, and Pension Choice supplemental accounts.

See, try, or print the steps needed to review your employees' information in UCPath. You can see information for your direct reports and their subordinates (indirect reports).

Profiles may not be available or in sync with local resources, and may not update in UCPath online.

See, try, or print the steps needed to review your current team profiles in UCPath online. Although you can also update and add information to the employee's profile, it may not update in UCPath online.

See, try, or print the steps needed to add or update your emergency contact in UCPath online.

As part of the University of California's Gender Recognition and Lived Name (GRLN) policy, use this training to see, try, or print the steps needed to update the name you want to use in UCPath. 

See, try, or print the steps needed to update your date of birth in UCPath online. 

See, try, or print the steps needed to update your home phone number or add a new telephone number in UCPath online.

See, try, or print the steps needed to voluntarily enter race and ethnic group information in UCPath online.

See, try, or print the steps needed to voluntarily enter disability information in UCPath online.

See, try, or print the steps needed to voluntarily enter gender identity and sexual orientation information in UCPath online.

Profile information may not be available or in sync with local resources, and may not update in UCPath online.

See, try, or print the steps needed to delete direct deposit in UCPath online.

This job aid explains how to read your biweekly UCPath earnings statement.

This job aid explains how to read your UCPath biweekly earnings statement and includes examples of statements for nurses. Also included is the blended rate calculation and samples for overtime premium pay.

This job aid explains the blended rate calculation for overtime premium pay and provides sample calculations.

Advance continues as the system of record for tracking sabbatical leave credits. Sabbatical leave credit balances were not migrated to UCPath. As a result, sabbatical leave credit balances displayed in UCPath online will be incorrect. You should continue to use Advance for sabbatical information.

The latest version of the HSCP Salary Calculation Worksheet is now available in PeopleConnect (login required). The worksheet contains the following updates to assist Funding Entry Initiators in planning for funding entry into UCPath:

• UCPath Earnings Codes replace PPS DOS Codes
• Percentages are calculated to six decimal places

As a reminder, general instructions and instructions for above scale salary calculations are provided within the worksheet.

See, try, or print the steps needed to enroll in pet insurance in UCPath online.

See, try, or print the steps needed to view or edit dependent summary information in UCPath online.

See, try, or print the steps needed to submit an adoption life event in UCPath online.

See, try, or print the steps needed to submit a divorce life event in UCPath online.

See, try, or print the steps needed to submit a termination of domestic partnership life event in UCPath online.