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:
Legacy Campus Position Management
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.
- Job Aid: Employee Change Tracking Job Aid
Report | Questions That Can Be Answered |
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Personnel Changes |
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Employee Job Changes |
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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.
- Job Aid: Hours Towards Eligibility Job Aid
Report | Questions That Can Be Answered |
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Career Status Eligibility |
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Full Benefits Eligibility |
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Position Management Dashboard
The Position Management dashboard reports contain data from UCPath and are available to approved Cal Answers HR Workforce Detail users.
- Job Aid: Position Management Job Aid
Report | Questions That Can Be Answered |
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Position Roster |
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Position Funding |
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Exceptions |
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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.
- Job Aid: Workforce Detail Job Aid
- Job Aid: Employees in Your Unit
Report | Questions That Can Be Answered |
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Job Data As of Date |
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Job Data by Date Range |
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Compensation Data As of Date |
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Compensation Data by Date Range |
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Job Funding Information As of Date |
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Job Funding Information by Date Range |
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Legacy Campus Position Management Dashboard
Due to the conversion to UCPath, data in this dashboard is frozen as of March 8, 2019.
Report | Questions That Can Be Answered |
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Position Funding |
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Position Exception |
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Position Roster |
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Legacy Workforce Detail Dashboard
Due to the conversion to UCPath, data in this dashboard is frozen as of March 8, 2019.
- Job Aid: HR Legacy Workforce Detail
Report | Questions That Can Be Answered |
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Job Data |
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Job Data by Date Range |
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Job Earnings Distribution |
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Job Earnings Distribution by Date Range |
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Termination and Org Change |
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