[Ucrtransactors] UCPath Changes & Enhancements for Transactors: June 09, 2023 – June 16, 2023

Fri Jun 16 14:39:05 PDT 2023

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To: UCPath Transactors

UCPath Changes & Enhancements:  June 09, 2023 – June 16, 2023

UCPath recently implemented the changes listed below.

.

Payroll and Compensation

Summary

Date
Updated the Quicklinks - payroll configuration page with the following:
1. Systemwide general deduction
2. Local general deduction
3. UCPC earn code list
4. General deduction - special accumulator
5. Earnings codes - special accumulator
06/09/23

Other Updates & Reminders:

  *   UCPath will implement system updates to support UC’s Gender Recognition and Lived Name<https://d31hzlhk6di2h5.cloudfront.net/20230505/fe/5b/5a/b7/a5183a1c0ad8833a5ae16e01/GRLN> policy and other enhancements. These changes require UCPath to be unavailable during the following dates and times:

Start Time

End Time

Friday, June 16, 3:00 p.m.

Monday, June 19, 9:00 p.m.

  *   There are two corrections to the May 26 changes and enhancement report.
     *   The former employee portal link was incorrect. The correct link is https://ucpath.universityofcalifornia.edu.
     *   Change request UCP-131610 only impacts UCSF, UCM, UCLA and UCR. More detail about this change can be found in Job configuration changes and location specific configurations<https://sp.ucop.edu/sites/ucpc/UCPathLocationSupport/_layouts/15/DocIdRedir.aspx?ID=UCPC-1485784443-34>.
  *   Users can access updated academic, benefits and workforce administration materials in UCHelp. The UCPath help site<https://sp.ucop.edu/sites/ucpathhelp/LocationUsers/LOCplayer/data/toc.html> reflects these changes:
     *   Academic (Location Support for Academic Personnel): *New Folder
           *   New job aid to provide an overview of how to manage transactions in UCPath for academic student employees
           *   New job aid that provides steps for how to enter the averaged FTE for Unit 18 (IX) appointments
           *   New guidelines with best practices for academic job end dates
     *   Benefits (Location Support for Benefits):
           *   Updated the following sections of the Benefit Eligibility & Triggers job aid
              *   Affordable Care Act (ACA) Eligibility Status
              *   Modify a Person
              *   When to Contact UCPath/Submit a Case
              *   Period of Initial Enrollment (PIE) sections
           *   Updated the Benefits Administration (Ben Admin) Configuration Fields job aid
              *   Reflect the removal of “override” values, a revised name for Elig Fld 7 from Faculty to DC Supplement, and added information for Postdocs who are FSA eligible, specific unions for Elig Fld 5 (union), and Elig Fld 8
     *   Workforce Administration (PHCMWFAL270: PayPath Transactions):
           *   Updated matrixes and added a new matrix for “Summer Session Teaching: Graduate student employee in summer session (BX)”  in the Summer Salary Processing Job Aid
           *   Updated the Retirement Transaction Process for July 1 Retirement Date job aid to include Final TRM Pay Transaction process

Did You Know? Two transactions are required for all inter-location transfers and some intra-location transfers.

  *   Inter-location (BU) Transfers: When an employee transfers from one business unit to another business unit, two transactions are required.
  *   The releasing BU submits a termination transaction using reason code Inter-location (BU) Transfer
  *   The hiring BU submits a hire transaction using the appropriate Transfer-Inter BU, ________ reason code.
  *   Effective dates must match on the hire and termination transactions, and the transactions should be coordinated so they are submitted at the same time.
  *   Intra-location Transfers: When an employee is transferring from one position to another position within the same or related business unit, such as between campus and medical center.
     *   Scenario 1 – Same Employee Record
        *   If the employee is transferring within the same Employee record (Staff to Staff or Academic to Academic), then only one transaction is required.
        *   The UC_TRANSFER (Intra-Business Unit Transfer- Staff Only or Intra-Business Unit Transfer- Academic Only) template is used to move the employee from one position to the other.
     *   Scenario 2 – Multiple Employee Records
        *   If the employee is transferring across different Employee Records, two transactions are required.
        *   This scenario is used when an employee moves between academic and staff positions or when the departments want to keep the records separate.
        *   The releasing BU should submit a termination transaction using reason code Transfer – Intra Location.
        *   The hiring BU should submit a hire or rehire transaction using the appropriate Transfer-Intra Location reason code.
        *   Effective dates must match on the hire and termination transactions, and the transactions should be coordinated so they are submitted at the same time.

Additional Resources:

  *   UCPath Online Help (UPKs)<https://sp.ucop.edu/sites/ucpathhelp/LocationUsers/LOCplayer/data/toc.html?treeindex=625>
  *   Inter-location transfer workbook<https://sp.ucop.edu/sites/ucpc/UCPathLocationSupport/_layouts/15/WopiFrame.aspx?sourcedoc=%7b9A1F4218-C3E2-4CF2-B2EC-E270CD3B5393%7d&file=WFA.14%20Transfer%20(Interlocation)%20Workbook.pptx&action=default&DefaultItemOpen=1>
  *   Intra-location transfer workbook<https://sp.ucop.edu/sites/ucpc/UCPathLocationSupport/_layouts/15/WopiFrame.aspx?sourcedoc=%7b2C20945E-727B-4D81-A97E-BCEC6F5732A8%7d&file=WFA.15%20Transfer%20Intralocation%20Workbook.pptx&action=default&DefaultItemOpen=1>
  *   Job Aid: Template Transactions – Action Reason Codes and Descriptions<https://sp.ucop.edu/sites/ucpathhelp/LocationUsers/LOCplayer/index.html?Guid=8228d3f5-6859-4c86-a180-54428e7346b5>

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