Mass PayPath Actions
Overview
Use the Mass PayPath template to submit payroll actions for upload into UCPath. The instructions referenced below should only be applied for graduate and undergraduate student employees in graduate academic titles.
Steps
Download the template
Review the UPKs: https://spwebserv.ucop.edu/LocationUsers/LOCplayer/index.html?Guid=59d2ad95-673f-4216-9b20-965d54d2ca1c
Job Aid:
Complete the template
The three sections represent the 3 tabs in the PayPath module
Not all fields need to be completed for each type of PayPath; DO NOT delete unused fields or rows
Pay special attention any time you need to reference the Employee Record Number; you want to make sure you are referencing the correct job
Do not use this template to add Additional Pay
Refer to the samples
Save the template
MANDATORY naming convention: SDCMP_E081_MASSUPDATEPAYPATH_YYYYMMDD
Save template as an excel format
Attach to our Google Form: https://forms.gle/qcpWcror49zNmMUA9
Submit no later than 7 days prior to the PayPath payroll deadline* you wish to impact. For requests to extend the end date, submit no later than 7 days prior to the appointment end date*
For extensions, the last day to extend an appointment is the day before the end date. Please take that into consideration when submitting your request.
Keep in mind that larger files may take longer to review, so sooner is always better than later. You'll also want time to make corrections if any records do not process due to errors. We do not review submissions for content, but rather that the headers/required information are all present to allow for a successful upload.
*We cannot guarantee that any files submitted past this deadline will be processed in time for the payroll deadline. Currently, PayPath files are reviewed on Tues/Thurs and they require 2 users for the review and upload process.
Template
Please use this E-081 Template:
This is provided by the UCPath Location Support website and is the only template that should be used.
Allowable Mass PayPath requests:
Samples
Not an exhaustive list!
Sample 1: Increase/Reduction FTE/Position Data
Required Fields
Field | Column | Definition | Tips |
|---|---|---|---|
Record Identifier | A, R | Record Identifier | Required formatting |
POSITION_NBR | B | Position Number | 8-digit Position Number |
EFFDT | C | Effective Date | Written as XX/XX/XXXX |
ACTION_REASON | D | Action/Reason Code | 3-character Reason Code |
FTE | J | FTE | FTE written as 0.XXXX |
Sample 2: Extending the Appointment End Date
Required Fields
Field | Column | Definition | Tips |
|---|---|---|---|
Record Identifier | A, AF | Record Identifier | Required formatting |
EMPLID | B | Employee ID | 8-digit Employee ID |
EMPL_RCD | C | Employee Record Number | Usually 0, 1, 2, or 3 |
EFFDT_0 | D | Effective Date | Written as XX/XX/XXXX |
ACTION | F | Action Code | DTA |
ACTION_REASON | G | Action/Reason Code | EXT |
EXPECTED_END_DATE | N | New expected end date | Written as XX/XX/XXXX |
Sample 3: Short Work Break/Job Data
Required Fields
Field | Column | Definition | Tips |
|---|---|---|---|
Record Identifier | A, AF | Record Identifier | Required formatting |
EMPLID | B | Employee ID | 8-digit Employee ID |
EMPL_RCD | C | Usually 0, 1, 2, or 3 | |
EFFDT_0 | D | Effective Date | Written as XX/XX/XXXX |
TRANSACTION SEQUENCE | E | Transaction Sequence | Leave blank if only one action per employee; add sequential numbers if more than one transaction on this spreadsheet |
ACTION | F | Action Code | 3-character Action Code |
ACTION_REASON | G | Action/Reason Code | 3-character Reason Code |
EXPECTED_RETURN_DATE | O | Expected Return Date | Written as XX/XX/XXXX |
Sample 4: Uncheck/Check Auto Term Box/Job Data
Required Fields
Field | Column | Definition | Tips |
|---|---|---|---|
Record Identifier | A, AF | Record Identifier | Required formatting |
EMPLID | B | Employee ID | 8-digit Employee ID |
EMPL_RCD | C | Usually 0, 1, 2, or 3 | |
EFFDT_0 | D | Effective Date | Written as XX/XX/XXXX |
TRANSACTION SEQUENCE | E | Transaction Sequence | Leave blank if only one action per employee; add sequential numbers if more than one transaction per employee per spreadsheet |
ACTION | F | Action Code | 3-character Action Code |
ACTION_REASON | G | Action/Reason Code | 3-character Reason Code |
AUTO_END_FLG | W | Automatic End Flag | "Y" or "N" |
Sample 5: Update Academic Duration of Appt field to "End Date (Academic Term Appts)"
Required Fields
Field | Column | Definition | Tips |
|---|---|---|---|
Record Identifier | A, AF | Record Identifier | Required formatting |
EMPLID | B | Employee ID | 8-digit Employee ID |
EMPL_RCD | C | Usually 0, 1, 2, or 3 | |
EFFDT_0 | D | Effective Date | Written as XX/XX/XXXX |
TRANSACTION SEQUENCE | E | Transaction Sequence | Leave blank if only one action per employee; add sequential numbers if more than one transaction per employee per spreadsheet |
ACTION | F | Action Code | 3-character Action Code |
ACTION_REASON | G | Action/Reason Code | 3-character Reason Code |
UC_ACAD_DUR_APPT | X | Academic Duration of Appt | W for "End Date (Academic Term Appts)" |
Sample 6: GSR Step Increase
Required Fields
Field | Column | Definition | Tips |
|---|---|---|---|
Record Identifier | A, AF | Record Identifier | Required formatting |
EMPLID | B | Employee ID | 8-digit Employee ID |
EMPL_RCD | C | Usually 0, 1, 2, or 3 | |
EFFDT_0 | D | Effective Date | Written as XX/XX/XXXX |
ACTION | F | Action code | PAY |
ACTION_REASON | G | Action/Reason Code | STI |
STEP | H | GSR Step | Enter new GSR step |