Getting Started with Workforce Detail Dashboard

The Workforce Detail dashboard has reports to view data by job, compensation, and job funding. For each of these focus areas, you can view data as of a specific date or for a date range that you specify.

• The As Of Date reports use the Effective Date to select data.
• The by Date Range reports allow you specify the type of date to select data; choices include effective date, expected end date, action date, probation end date, and visa permit expiration date. Widen your timeframe if you don't get results for the date you are looking for, because the record may have a date before or after your date.

Reports

• Job Data As of Date
• Job Data by Date Range
• Compensation Data As of Date
• Compensation Data by Date Range
• Job Funding Information As of Date
• Job Funding Information by Date Range

Job Data As of Date

• Displays job level data about Employees and Contingent Workers as of the date in the As of Date filter, including employees with no funding.
• This report provides a roster of current employees in the unit by job title, and identifies employees with an upcoming end date, etc. 

Before you select Apply:

• Change the As of Date if needed; the system defaults to today's date, with data current in UCPath as of the business day before.
• Replace the "-" in Parent Org Node Code with an org of your choice, or make sure that you have filtered on entity an other prompts. If you leave all filters blank, the report might take longer to run and return more results than you need.

Job Data by Date Range

• Displays job level data about Employees and Contingent Workers within the data range that you specify in the Start Date and End Date filters, including employees with no funding.
• Allows you to see the history of records for employees.
• With this report, you can identify employees that had a range adjustment or merit increase within a specific period of time.

Compensation Data As of Date

• Displays information about the components of employee pay as determined by the Compensation Rate Code. It breaks out the various compensation types and rates that make up the salaries of employees.
• It is as of the date in the As of Date filter, including employees with no funding.

Before you select Apply:

• Change the As of Date if needed; the system defaults to today's date, with data current in UCPath as of the business day before.
• Replace the "-" in Parent Org Node Code with an org of your choice. If you leave this filter blank, Cal Answers searches all of Berkeley, which can be time consuming and return more results than you need.

Compensation Data by Date Range

• Displays information about the components of employee pay as determined
• by the Compensation Rate Code. This is especially relevant for faculty whose pay can be comprised of multiple pay scales. It breaks out the various compensation types and rates that make up the salaries of employees.
• It is within the date range that you specify in the Start Date and End Date filters, including employees with no funding.

Job Funding Information As of Date

• Displays job-level data including funding broken out by Earn Code for regular and additional pay for employees.
• This report shows each chartstring distribution and its associated distribution percentage used for an employee’s payroll activity.
• Employees with no funding do not show.
• It is as of the date in the As of Date filter.

Before you select Apply:

• Change the As of Date if needed; the system defaults to today's date, with data current in UCPath as of the business day before.
• Replace the "-" in Parent Org Node Code with an org of your choice. If you leave this filter blank, Cal Answers searches all of Berkeley, which can be time consuming and return more results than you need.

Job Funding Information by Date Range

• Displays job-level data including funding broken out by Earn Code for regular and additional pay for employees.
• This report shows each chartstring distribution and its associated distribution percentage used for an employee’s payroll activity within a specific period of time.
• Employees with no funding do not show.
• It is within the date range that you specify in the Start Date and End Date filters.