HR Reporting

HR Workforce Detail

Legacy Campus Position Management

Due to conversion to UCPath, data in this report is frozen as of March 8, 2019.

Position Funding

This tab displays the list of positions in your organization and their chartstring distribution-level information as of the date in the “As of Date” filter field. That means that it pulls from the effective row for that date (the one with the most recent effective date that is equal to or less than the date indicated).

Position Exception

This tab displays position-level and associated job-level data about current positions that are flagged as having one or more "exceptions." Exceptions include: Reports To Mismatch, FTE Mismatch, Position Override in Use, Position Overallocated, Appt End Dt Passed, Dept ID Mismatch, Job Code Mismatch, and Location Code Mismatch.

Position Roster

This tab shows information about the positions and their employees in your organization. It displays position-level as well as associated job-level data, such as the incumbent employee, drawing only on current rows.

Legacy Workforce Detail Dashboard

Due to conversion to UCPath, data in this report is frozen as of March 8, 2019.

Job Data

This tab displays job-level information about Employees, Contingent Workers, and Persons of Interest as of the date in the “As of Date” filter field. That means that it pulls from the effective row for that date (the one with the most recent effective date that is equal to or less than the date indicated) for each record in HCM.

Job Data by Date Range

This tab displays the same information as above, but allows the user to search for HCM rows that fall within a user-entered date range. The date range can refer to the effective dates of the rows,the date on which the rows were entered, or the appointment end date associated with the rows, depending on which option the user selects. The user can also select whether they want to include only current records (records that are still effective as of the date the report is run) or show all records, including historical and future records.

Job Earnings Distribution

This tab displays some job-level data as well as distribution-level data for employees as of the date in the “As of Date” filter field. That means that it pulls from the effective HCM row for that date (the one with the most recent effective date that is equal to or less than the date indicated) for each record in HCM. This report shows each chartstring distribution and its associated percentage that will be used for an employee’s payroll activity.

Job Earnings Distribution by Date Range

This tab displays the same information as above, but allows the user to search for HCM rows that fall within a user-entered date range. The date range can refer to the effective dates of the rows, the date on which the rows were entered, or the appointment end date associated with the rows, depending on which option the user selects. The user can also select whether they want to include only current records (records that are still effective as of the date the report is run), include only records with salary changes, or include all records.

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. You must select a range of Effective Dates to run this report. Additional filters are available to look up individuals by various criteria. The report includes current information as well as the Prior Org Node, Prior Supervisor, Prior Job Code and Prior Job Description.

Position Management

This report is for UCPath data from March 2019 going forward.

Position Roster

This tab shows your organization's roster of filled and vacant positions as well as information about position incumbents to help you manage your personnel and determine your remaining capacity to hire.

Position Funding

This tab shows your organization's roster of filled and vacant positions as well the associated funding for each of those positions to help you manage the chartstrings payroll is charged to. Positions that need action taken also have exception flags, such as "Missing Funding Chartstring" and "Chartstring End Within 90 Days". Filled and vacant positions that have no funding associated with them will not show in this tab.

Workforce Detail Dashboard

Job Data As of Date

This tab displays job and position level data about Employees and Contingent Workers as of the date in the “As of Date” filter field. That means that it pulls from the effective row for that date.

Job Data by Date Range

This tab displays job and position level data about Employees and Contingent Workers, but allows the user to search for rows that fall within a user-entered date range. The date range can refer to the effective dates of the rows, the dates on which the rows were entered, the expected end dates associated with the rows, the visa end dates associated with the rows, or the probation end dates associated with the rows, depending on which option the user selects. The user can also select whether they want to include only current records (records that are still effective as of the date the report is run), show only rows showing jobs that will be automatically terminated on their end date, show only rows with salary changes, or show all records, including historical and future records.

Compensation Data As of Date

This tab displays information about the components of employee pay. It shows information from the position and job level, and associates it with the various compensation types and rates that make up the salaries of employees as of the date in the “As of Date” filter field. That means that it pulls from the effective row for that date.

Compensation Data by Date Range

This tab displays information about the components of employee pay. It shows information from the position and job level, and associates it with the various compensation types and rates that make up the salaries of employees. It allows the user to search for rows that fall within a user-entered date range. The date range can refer to the effective dates of the rows, the dates on which the rows were entered, the expected end dates associated with the rows, the visa end dates associated with the rows, or the probation end dates associated with the rows, depending on which option the user selects. The user can also select whether they want to include only current records (records that are still effective as of the date the report is run), show only rows showing jobs that will be automatically terminated on their end date, show only rows with salary changes, or show all records, including historical and future records.

HR Workforce Summary

Compensation Summary

Current Org Structure Levels 1-4

This report shows the average compensation across all Job Codes and all campus units by default and goes down to the Department (Level 4) only. Use the next tab for more detailed reporting.

Current Org Structure Levels 2-5

This report shows the average compensation across all Job Codes and a single Control Unit (COLLE - Colleges) by default. It goes down to the Discipline (Level 5) and then is further detailed by Job Code, Salary Grade and other include-able columns. Use this tab for detailed reporting on a single entity at a time, such as a Control Unit, a Division, a Department or a Discipline.

Employee Crosswalk

Employee Crosswalk

Use this lookup to see the UCPath Employee ID and Legacy Employee ID for a particular or list of employees. Employees will have legacy employee IDs if they were active in legacy HCM on or before 1/1/2019.

HR Reporting Job Aids

Employee Change Tracking

Legacy Campus Position Management

 

Legacy Workforce Detail Dashboard

Position Management

Workforce Detail Dashboard

Compensation Summary

Other

Contact

  • If you have technical questions about using Cal Answers, please contact the Cal Answers Help Desk at 664-9000 ( option 1, then option 2) or calanswers-help@berkeley.edu.

  • Please contact the HR Help Desk with questions about HR reporting at 664-9000 (option 3) or submit a ticket through the HR/APS Service Request Catalog using “Ask an HR Question or Report an HR Problem” to submit your question.