Cal Answers / UCPath implementation

Cal Answers integration with UCPath

UCPath is now live. The UCPath website is available at ucpath.berkeley.edu.

The implementation of UCPath affects HR and Payroll Leave Accrual reports. These reports will have data available as of Friday, March 8 from pre-UCPath and then the data will remain static as of that date while we work to transition the data source from Human Capital Management (HCM) to UCPath.

General Ledger reports, Financial Management reports, and PI Portfolio, as well as the associated ad hoc reporting, are unaffected. 

The current Cal Answers Payroll Expense Detail report will continue to be updated with funding transfers for pre-UCPath pay through September.

Questions

If you have questions about UCPath, you can contact the UCPath team at ucpathberkeleyinfo@berkeley.edu.

You can contact the UCPath center at UCOP by calling 855-982-7284 (Monday–Friday, 8 a.m.–5 p.m. PST).

You can also submit a ServiceNow ticket or contact your Regional Service Director

If you have questions or concerns about your Cognos access, please email hrsecure@berkeley.edu.

If you have questions about Cal Answers, please call the Help Desk at 510-664-9000 (ext. - option 1, then option 2) or email  calanswers-help@berkeley.edu

Resources

Cal Answers UCPath reporting release schedule

We're working to re-release the affected reports with data from UCPath and will continue to provide updates on when UCPath data will be available in Cal Answers. 

The table below indicates our best estimate of when we'll be able to re-release the Cal Answers reports affected by UCPath implementation. This schedule is dependent on when we can get the sample data from UCPath to test. The information here is subject to change as we continue to work with the UCPath team. 

 

Cal Answers Dashboard / Report

Tentative ETA

Population with Access

Employee Crosswalk

new dashboard to serve as crosswalk from legacy UCB Empl ID to UCPath Empl ID

LIVE

All users with Finance, PI Portfolio, HR, and Payroll access to Cal Answers

(2158 Users)

Access - global only

HR Workforce Detail Dashboard / Job Data

Displays job-level information about Employees, Contingent Workers, and Persons of Interest. Will also be used for monitoring appointment, probation, and visa end dates.

LIVE

All users with HR access to Cal Answers

(829 Users)

Access restricted at varying levels - department, division, control unit, global

HR Workforce Detail Dashboard / Job Compensation

This report will provide details of the composition of employees’ pay, broken down into its component compensation rates.

LIVE

All users with HR access to Cal Answers

(829 Users)

Access restricted at varying levels - department, division, control unit, global

HR Workforce Detail Dashboard / Job Funding Information (formerly known as Job Earnings Distribution)

This tab displays some job-level data as well as distribution-level data for employees. This will be the primary source for additional pay data in the future state.

LIVE

All users with HR access to Cal Answers

(829 Users)

Access restricted at varying levels - department, division, control unit, global

Position Management

This dashboard displays information about filled and unfilled positions, as well as the funding associated therewith.

LIVE

All users with HR access to Cal Answers

(829 Users)

Access restricted at varying levels - department, division, control unit, global

Permanent Budget

This dashboard displays information about permanently budgeted positions and their incumbents.

Fall 2019

All users with Payroll access to Cal Answers

(511 Users)

Access restricted at varying levels - department, division, control unit, global

Payroll / Expense Detail

This report will deviate substantially from the current payroll report, which mimics the PPP5302 report. The new report will contain detail level information about pay issued, including information about the type, amount, and funding of the pay.

The Cal Answers team is waiting for UCOP to provide critical information that impacts the report logic before development can continue further.

Spring 2020

All users with Permbudg access to Cal Answers

(1218 Users)

Access restricted at varying levels - department, division, control unit, global

Payroll / Leave Accrual

Provides information about all the types of leave an Employee may accrue with the beginning balance, accrual amount, usage and balance for each type of leave by month. The leave types are Vacation, Sick, Compensatory, Paid Time Off, and Sabbatical.

The Cal Answers team is waiting for UCOP to provide critical information that impacts the report logic before development can continue further.

TBD

All users with Payroll access to Cal Answers

(1218 Users)

Access restricted at varying levels - department, division, control unit, global

HR Workforce Detail Dashboard / Termination and Org Change

This tab displays the Employees who had a change from one Org Node to another, or were terminated from University employment.

Spring 2020

All users with HR access to Cal Answers

(829 Users)

Access restricted at varying levels - department, division, control unit, global

PI Portfolio / CBR in Projections

The Projections input form will be updated to reflect the new UCPath account codes and how CBR is assessed. The form will have an additional dropdown where you can pick the CBR rate.

TBD

All users with PI Portfolio access to Cal Answers

(3646 Users)

Access restricted at varying levels - global, PI, fund

HR Affirmative Action / AA Job Data

Displays job-level information about Employees, Contingent Workers, and Persons of Interest, with additional demographic and sensitive data.

Spring 2020

Small group of Central Campus users

(15 Users)

Global access only

HR Affirmative Action / AA Job Compensation

This report will provide details of the composition of employees’ pay, broken down into its component compensation rates, with additional demographic and sensitive data

 

Spring 2020

Small group of Central Campus users

(15 Users)

Global access only

HR Affirmative Action / AA Job Funding Information (formerly known as Job Earnings Distribution)

Spring 2020

Small group of Central Campus users

(15 Users)

Global access only

HR Affirmative Action / AA Job Data with Prior Data

This tab displays job transaction data along with information from the employee’s prior row, to allow reporting on what changed.

Spring 2020

Small group of Central Campus users

(15 Users)

Global access only

Compensation Summary

The Compensation Summary dashboard offer reporting on average compensation across the campus by various criteria.

Spring 2020

All users with HR access to Cal Answers

(829 Users)

Global Access Only

Alternative reporting through Cognos

Overview

Cognos is the UCPath reporting alternative solution to reporting on HR and Payroll data during the transition to UCPath. 

In order to help you determine which Cognos reports will be most useful to you, we’ve developed a crosswalk showing how the Cognos reports relate to Cal Answers reports.

Access

The UCPath team decides on access to Cognos and provisions users - the UCPath team has already sent emails to all those who have access to Cognos inviting them to log in.

To access Cognos, go to the UCPath website, choose “login” from the home page, sign in with your CalNet ID and go to “Quicklinks” and then “Cognos”.

Your access to Cognos reports is related to your access in UCPath. Cognos reports are organized by content areas, such as GL, Payroll, WFA. For example, if you have Position Funding access, you should have access to the GL Reports in Cognos.

If you have questions or concerns about your Cognos access, please email hrsecure@berkeley.edu.

If you need access to HR and Payroll reporting data prior to the re-release of the Cal Answers dashboards, please review the UCPath SARA guide and request access via SARA. You can find more information about access via UCPath Transactional User Resources.

Training

The web-based training course entitled “PHCMNAV108: Cognos Reports is one of the basic required training courses for all Cognos users. Use the link to access the class for a review.

There is also an overview of how to use Cognos available. UCPath is planning in person or Zoom presentations on using Cognos reports is planned for early May.