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Overview

Use the Mass PayPath template to submit payroll actions for upload into UCPath.  The instructions referenced below should only be applied for graduate and undergraduate student employees in graduate academic titles. 

Steps

  1. Download the template
  2. Review the UPKs: https://sp.ucop.edu/sites/ucpathhelp/LocationUsers/LOCplayer/data/toc.html
    1. Job Aid: PayPath Mass Update
    2. Job Aid: Complete the CSV File Template for PayPath Actions
  3. Complete the template
    1. The three sections represent the 3 tabs in the PayPath module
    2. Not all fields need to be completed for each type of PayPath; DO NOT delete unused fields or rows
    3. Pay special attention any time you need to reference the Employee Record Number; you want to make sure you are referencing the correct job
    4. Do not use this template to add Additional Pay
    5. Refer to the samples
  4. Save the template
    1. MANDATORY naming convention: SDCMP_E081_MASSUPDATEPAYPATH_YYYYMMDD
  5. Attach to our Google Form: https://forms.gle/qcpWcror49zNmMUA9
  6. Submit no later than 4 days prior to the PayPath payroll deadline you wish to impact. 
    1. Keep in mind that larger files may take longer to review, so sooner is always better than later. And you'll want time to make corrections if any records do not process due to errors.

Template

Effective 09/03/2021, please use the updated E-081 Template: SDCMP_E081_MASSUPDATEPAYPATH_YYYYMMDD Template.xlsx

Samples

Not an exhaustive list! 

Sample 1: Reduction in FTE/Position Data

Reduction in FTE: SDCMP_E081_MASSUPDATEPAYPATH_20200901

Required Fields

FieldColumnDefinitionTips
Record IdentifierA, QRecord IdentifierRequired formatting
POSITION_NBRBPosition Number8-digit Position Number
EFFDTCEffective DateWritten as XX/XX/XXXX
ACTION_REASONDAction/Reason Code3-character Reason Code
FTEJFTEFTE written as 0.XXXX

Sample 2: Short Work Break/Job Data

Short Work Break:  SDCMP_E081_MASSUPDATEPAYPATH_20200716

Required Fields

FieldColumnDefinitionTips
Record IdentifierA, AFRecord IdentifierRequired formatting
EMPLIDBEmployee ID8-digit Employee ID
EMPL_RCDCEmployee Record NumberUsually 0, 1, 2, or 3
EFFDT_0DEffective DateWritten as XX/XX/XXXX
TRANSACTION SEQUENCEETransaction SequenceLeave blank if only one action per employee; add sequential numbers if more than one transaction on this spreadsheet
ACTIONFAction Code3-character Action Code
ACTION_REASONGAction/Reason Code3-character Reason Code
EXPECTED_RETURN_DATEOExpected Return DateWritten as XX/XX/XXXX

Sample 3: Uncheck/Check Auto Term Box/Job Data

Uncheck Auto Term Box:  SDCMP_E081_MASSUPDATEPAYPATH_20200626

Required Fields

FieldColumnDefinitionTips
Record IdentifierA, AFRecord IdentifierRequired formatting
EMPLIDBEmployee ID8-digit Employee ID
EMPL_RCDCEmployee Record NumberUsually 0, 1, 2, or 3
EFFDT_0DEffective DateWritten as XX/XX/XXXX
TRANSACTION SEQUENCEETransaction SequenceLeave blank if only one action per employee; add sequential numbers if more than one transaction per employee per spreadsheet
ACTIONFAction Code3-character Action Code
ACTION_REASONGAction/Reason Code3-character Reason Code
AUTO_END_FLGWAutomatic End Flag"Y" or "N"

Sample 4: Update Academic Duration of Appt field to "End Date (Academic Term Appts)"

Academic Duration of Appt:  SDCMP_E081_MASSUPDATEPAYPATH_20210602

Required Fields

FieldColumnDefinitionTips
Record IdentifierA, AFRecord IdentifierRequired formatting
EMPLIDBEmployee ID8-digit Employee ID
EMPL_RCDCEmployee Record NumberUsually 0, 1, 2, or 3
EFFDT_0DEffective DateWritten as XX/XX/XXXX
TRANSACTION SEQUENCEETransaction SequenceLeave blank if only one action per employee; add sequential numbers if more than one transaction per employee per spreadsheet
ACTIONFAction Code3-character Action Code
ACTION_REASONGAction/Reason Code3-character Reason Code
UC_ACAD_DUR_APPTXAcademic Duration of ApptW for "End Date (Academic Term Appts)"


Sample 5: Job Code

In order to update a job code, you'll need to input the Record Identifier, Position Number, Effective Date, Action Reason, Job Code, Sal Admin Plan, Grade, Employee Relations Code, and if the employees are on a step, then the Step number will need to be added as well into the Job Data (200) section, along with the Record Identifier, Employee ID, Employee Record, Effective Date, Action, Action Reason.

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