FAQ: Compensation Planning in Oracle Planning and Budgeting for Staff and Faculty



Q: I’ve made updates to my Staff and/or Faculty roster but don’t see the changes reflected in review forms 1.5 or 2.5  

A: For rules and calculations to run successfully:

Q: In the Action Menu on Form 1.2 and 2.2, when should I use the Add a Distribution Line or Transfer Employee option?


Q: Are program increases already included in the Compensation amounts I see on Forms 1.2 or 2.2?


Q: Will the changes I make on my Staff and Faculty rosters on Forms 1.2 or 2.2 affect UCPath?

A: There is no automated flow of data between Oracle Planning and Budgeting and UCPath, the entries done in the budget system are only for budget planning purposes

Q: Is Vacation Leave Assessment included in the automated Benefits calculation?

A: No. A budget preparer can choose to budget for this assessment on account 508300: Leave Assessment if they wish or can choose not to budget this expense as this assessment should zero out with usage throughout the fiscal year  

Q: When salaries are entered into the budget what, if any, ancillary costs (GAEL, NGN, etc.) are calculated?


Q: How should Temporary Employees (TES) be budgeted?


Q: If I have a Staff or Faculty member that is funded from one or more Financial Units that I don’t have access to, how can I verify that their salary is planned up to 100%?


Q: Can I sort Form 1.2 or 2.2 by Employee Last Name or some other column on the form?


Q: I am only seeing the first few columns on Form 1.2 or 2.2 and my scroll bar is not visible and/or I don’t have much space to enter data


Q: How will I know if an employee’s salary should be planned on the Staff Task List 1 or Faculty Talk List 2?

A: Below is a table that describes a variety of appointment types and which Task List they fall into: 

Q: For Faculty and Staff Planning, I see my budget data in Budget accounts, but how will my Actuals post in OFC?

A: For Faculty and Staff Planning, users budget at the position level and data is summarized into budget accounts based on the position attributes and the type of expense, Budget account to Expenditure Account mapping is shown here:

Q: Why is an employee missing from my roster on Task List 1 or 2? How do I plan for them?

A: Faculty and Staff data in Oracle Planning and Budget is seeded with a January snapshot from UCPATH.

Q: In Faculty Salary Task 2.2, what does the "99" in the Academic Step dropdown menu mean?

A: This is an override and will clear out any amount in the Scale Pay and Program Increase column so that a user may instead enter a negotiated, off scale salary amount. 

Q: When creating a Vacancy, I can search for a specific Position ID # but I can’t select it. Why?

A: When you are using the Create Vacant Position action, the system only allows you to choose a general position ID such as "Recurring Vacant Position 1" or "OneTime Vacant Position 1" by clicking through the arrows. In Task 1.2 and 2.2, you may use the last column "Notes" to make an internal note of who the vacancy line is supposed to represent.

Q: When adding a distribution line to plan an individual’s pay on 2 different funds for example, how should I enter the Compensation Rate on each line?

A: When splitting an individual’s pay 50/50 on two funds or projects for example, use the Actual Pay Distribution % column to update the percentages but leave the Compensation Rate whole on both lines i.e. full annual salary should display on both lines 

Q: The Position Budget Type for an individual is incorrect on Form 1.2 or 2.2 i.e. should be recurring but is displaying as one-time. I tried to update but the change does not stick. How can I correct this?  

A: The Position Budget Type field is managed by the Campus Budget Office for any distribution line paid on a Core Fund, generally the SOFI fund 13991. To update this, please submit a ticket to the Campus Budget Office with the Position ID/Name of the individual and the compensation analyst will make the change on your behalf. For any distribution lines paid on a Non-Core fund, a user can make the Recurring vs One-Time update directly. 

If you still have questions or need additional assistance, please submit a ticket