July 31, 2020
Cal Answers Financials Community,
We are pleased to announce the Cal Answers Current Employee CBR dashboard is available. This dashboard contains job funding data used to determine the projected Composite Benefit Rate (CBR) for employees along with the funding account for each employee that matches what is in UCPath.
The report is primarily meant to be used for budget planning purposes. It can also be used to see if an employee with a job in your department might have other roles that cause a different CBR account and CBR amount than you expect. This report is intended to provide visibility to employee/position funding information, the CBR account, and CBR amount that map to each funding row.
This report cannot be used to fully predict how payroll expenses and CBR will be transacted in the Actuals ledger in the future and it cannot be used to examine past payroll transactions. The data in UCPath is date-driven and this report only shows data for the current date. Also, various payroll transactions (such as retroactive pay, leave processing, etc.) may result in a different CBR calculation than is displayed in this report.
- Current Employee CBR wiki - Review the wiki for information about the new dashboard.
- Current Employee CBR job aid - The job aid for the new dashboard is available on the Financials training page
- Webinar - The Cal Answers team is offering a webinar on August 13 from 1 - 2 pm that will provide an overview of the new Cal Answers Current Employee CBR Dashboard, including how to run the report, what fields are included, and the intended uses for the report. Registration is required. We will record the webinar and post it to the Cal Answers website afterward.
- Additional training - The Cal Answers team is offering an overview of the Payroll dashboard on August 6 from 2 - 3 pm. You can register for the webinar by following the link posted to the Cal Answers training page. The training overview will take place during the first half-hour and there will be a question and answers session for the second-half hour.
If you have access to the Financial Dashboards (like General Ledger Reporting), you have access to the new dashboard and do not need to take any action. If you did not previously have access and would like to request it, please follow the instructions in the “Financial Dashboards and Ad Hoc Access” section on theAccess page
If you have questions about using Cal Answers, please contact the Cal Answers Help Desk at 664-9000 (option 1, then option 2) or firstname.lastname@example.org
Cal Answers Team
Office of the Vice Chancellor of Finance