Transactors

Transactional users are the backbone of UCPath. Their day-to-day processing of payroll, benefits and HR information is foundational to the workings of UC San Diego. This area contains resources and information to aid in their success.

UCPath Direct Retro Deadlines for Posting

*Direct Retro Note: A DR that is final approved after DR deadline but before end of calendar month may result in mismatch between Acctg Period and Run ID.

ANNOUNCEMENTS

Subscribe to weekly updates

• UCPath Biweekly email schedule: The next update email will be on 07/13
  
• Reminders:
  
  • Next Topic-Based Zoom: 07/13 (Navigating the Local UCPath Website, Zoom Link)
  • The next Default Day is: 07/05
    • Starting July, Default Day is moving to the second business day of each month instead of the first
  • We recommend that all employees should have a personal email set up in UCPath. This can be done via Employee Self-Service
  • Make sure to review your paycheck in UCPath
  • You can now add the Topic-Based Zooms to your calendar from our website

• Did you know?
  • Pay for Family Care and Bonding (PFCB) Reimbursement
    • Payroll Accounting will be recording an entry for reimbursement of Pay for Family Care and Bonding (PFCB) earnings incurred during this fiscal year (Jul 21-Jun 22) at year-end.
    • The entry will be recorded in the June 2022 accounting period and will be recorded to the same chartstring that originally incurred the expense. Please note that the entry will appear in Oracle (PPM & GL) only and will not be reflected in DOPE reports.
    • The total reimbursement that will be recorded (through May 2022) can be found on the PFCB Reimbursement page by department. Starting in the new fiscal year 2023, Payroll Accounting will be recording a monthly entry for PFCB reimbursement.
    • Read the full update here →
      
  • Beginning June 24, 2022, You can now search UCnet Compensation & Benefits content through UCPath
    
    • Enter benefits keywords in the search box and hit enter.
    • You can filter your results by Source, Knowledge Type, and Topics:
      • Source = UCnet
      • Knowledge Type = Web Page
      • Topics = Benefits. You can filter down three levels.
    • 

• Retirement
  
  • View all Retirement updates here →

SYSTEM OUTAGE

Where should UCPath transactors go for assistance?

• Missing paycheck or concerns regarding benefit eligibility? Contact UCPath Employee Services directly at 855-982-7284 (Monday - Friday: 8:00 AM - 5:00 PM)
• Looking for news and updates? Make sure you are on our Mailing List
• Have general questions? See the office hours schedule below.
• Need step-by-step instructions for a transaction? Find a Local Job Aid or Quick Reference
• Want to see a transaction simulation or additional Job Aids? Access the System-Wide Help Site
• Looking for a Knowledge Article? Browse our KBAs
• Need help starting/completing a specific transaction? Book a 15 min 1:1 “How To” appointment
• Have a time-sensitive, pay-impacting issue? Have a complex transaction scenario? Need assistance with other issues? Submit a ticket to UCPath Support

Office Hours

1:1 Appointments

Upcoming UCPath Topic-Based Zoom Sessions

Find recordings of past sessions on the Review & Reinforcement page.

Updated Job Aids, Quick References, and KBAs

Local Job Aid and Quick References Updates as of 06/29/22:

• How to Process Payments for Graduate Students in Summer Session
  • Added mass upload option offered by the Graduate Student Financial Support Unit for summer session payments
• Using Effective Dates in UCPath
  • New Position & Job Data Update Form
• Making Position Data Changes in PayPath
  • New Position & Job Data Update Form
• How to Update Position Data for a Filled Position in PayPath
  • New Position & Job Data Update Form
• How to Update Job Data in PayPath
  • New Position & Job Data Update Form
• How to Update Position Data and Job Data
  • New Position & Job Data Update Form
• How to Process an Academic Retirement and Change to Emeritus Status
  • Added note about effective date and updated initiator comments

New Knowledge Base Article (KBA):

• Direct Retro: Troubleshooting

UC-Wide Updated Resources