Workforce Detail

Getting Started

Take the first steps to become proficient with basic navigation with these learning resources: self-study and instructor-led courses, Wiki documentation, videos, and office hours. See Basic Navigation for details and links to enroll.

Dashboard Deep Dive

In this section, each of the Financials dashboards is shown with sample questions that can be answered using the various reports contained in the dashboard. There are links to the Wiki documentation where you can learn about the prompts and reports, how to interpret the data in the report, and special considerations. Where available, you’ll also find links to job aids and recorded webinars. Dashboards:

Employee Change Tracking

Hours Towards Eligibility

Position Management

Workforce Detail

Legacy Campus Position Management

Legacy Workforce Detail

Employee Change Tracking Dashboard

The Employee Change Tracking dashboard reports contain data from UCPath and are available to approved Cal Answers HR Workforce Detail users.

ReportQuestions That Can Be Answered
Personnel Changes
  • Which employees have entered and left our organization within a specified date range?
  • Were they hires, terminations, or transfers?
Employee Job Changes
  • Which active employees have had a change in employee class, job code, supervisor, pay rate, employee status, and/or position number within a specified date range?

Hours towards Eligibility Dashboard

The Hours Towards Eligibility dashboard reports contain data from UCPath and are available to approved Cal Answers HR Workforce Detail users.

ReportQuestions That Can Be Answered
Career Status Eligibility
  • Which of the limited status employees in my unit are close to attaining career status or have converted to career status within the past 90 days?
Full Benefits Eligibility
  • Which employees in my unit are close to attaining full benefits or have attained full benefits within the past 90 days?

Position Management Dashboard

The Position Management dashboard reports contain data from UCPath and are available to approved Cal Answers HR Workforce Detail users.

ReportQuestions That Can Be Answered
Position Roster
  • What are the positions, filled and vacant, that my unit is authorized to fill?
  • What is the remaining capacity to hire for my unit?
Position Funding
  • For positions with Funding Entries in UCPath, what is the funding chartstring?
Exceptions
  • Which positions require action for various reasons such as missing data, funding anomalies, or upcoming expiration?

Workforce Detail Dashboard

The Workforce Detail dashboard uses data from UCPath Human Capital Management (HCM) to show data for positions that are not vacant and those that are vacant due to termination. It is employee-centric with detailed information about individual employees.

ReportQuestions That Can Be Answered
Job Data As of Date
  • Who are the current employees in our unit by job title?
  • Which employees have an upcoming end date?
Job Data by Date Range
  • Which employees have had a range adjustment or merit increase within a specific period of time?
Compensation Data As of Date
  • What is the step and total salary for faculty in my unit?
Compensation Data by Date Range
  • For the academic year 2019-20, what was the compensation, step, and union code for the faculty in my unit?
Job Funding Information As of Date
  • For the employees in my unit, what was the chartstring distribution and its associated distribution percentage used for an employee’s payroll activity for the most recent pay period?
Job Funding Information by Date Range
  • For the academic year 2019-20, what were the job codes and additional pay for employees and associated distribution-level data?

Legacy Campus Position Management Dashboard

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

ReportQuestions That Can Be Answered
Position Funding
  • What are the positions, filled and vacant, that my unit is authorized to fill?
  • What is the remaining capacity to hire for my unit?
Position Exception
  • Which positions require action for various reasons such as missing data, funding anomalies, or upcoming expiration?
Position Roster
  • For positions with Funding Entries in UCPath, what is the funding chartstring?

Legacy Workforce Detail Dashboard

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

ReportQuestions That Can Be Answered
Job Data
  • Who are the current employees in our unit by job title?
  • Which employees have an upcoming end date?
Job Data by Date Range
  • Which employees have had a range adjustment or merit increase within a specific period of time?
Job Earnings Distribution
  • What is the step and total salary for faculty in my unit?
Job Earnings Distribution by Date Range
  • For the academic year 2019-20, what was the compensation, step, and union code for the faculty in my unit?
Termination and Org Change
  • Which employees in my unit terminated from UC Berkeley?
  • Which employees left my unit to go to another unit?