OVERVIEW
This quick reference document provides guidance on the relevant pages, tabs and fields that must be reviewed to troubleshoot pay issues for an employee.
Assessing incorrect or missing pay requires a review of all employee records via the Job Data page and received pay via reporting or the Review Paycheck Summary page in UCPath. Additional pages to consider for review are Workforce Job Summary and Person Organizational Summary.
Intended Audience
UCPath transactor
BEFORE YOU BEGIN
How to Review the Job Data Page
Review the Work Location tab:
- Confirm you have opened the correct employee and record number
- Click the Include History button to display all transactions (use the arrows to navigate)
- Review the Action/Reason, Effective Date and Effective Sequence on each transaction; these fields provide key information on what was done, when, and the order in which the transactions went into effect
- Check the Date Created field; this date indicates when the transaction was added to UCPath and the date must be on or before the Employee Data Change deadline on the Payroll Production Calendar to be reflected on the employee’s paycheck
Review the Compensation tab:
- Confirm the Compensation Rate and Frequency are correct
- In the Pay Components section, verify the Rate Code and corresponding Comp Rate and Frequency are valid for the employee
Review the Payroll tab:
- The Pay Group and Employee Type must show values that correspond with the Compensation Data (Hourly Employees must show a Pay Group that is Hourly and an Employee Type of H; Salaried Employees must show a Pay Group that is Exempt and Employee Type of S)
Review the Job Information tab:
- FTE multiplies against Pay Components to calculate pay for the pay period, so a 0 FTE will suppress pay (except additional pay); each employee record has a distinct FTE value
- For employees with multiple jobs, verify the FLSA Status is the same for each job
How to Review the Review Paycheck Summary Page
After you enter search criteria to retrieve the employee’s paycheck history, a list of paychecks matching the search criteria display, select the paycheck to be reviewed by clicking on one of its values, such as Pay Period End Date or Paycheck Number
The Review Paycheck Summary information is arranged in sections: Summary Information, Paycheck Information, Paycheck Totals, Earnings, Deductions and Taxes
Click on the applicable arrow to view details of the earnings, deductions and taxes for the selected paycheck
STEPS TO TAKE IN UCPATH
- View Job Data- Use this task to view an employee's job data in UCPath.
- Job Aid: Review Paycheck Summary- This document provides an overview of the Review Paycheck Summary page which allows you to view detailed paycheck information on earnings, deductions, and taxes.
- Workforce Job Summary- This simulation reviews how to view a summary of Jose Merced's job data actions in UCPath. This simulation is for informational purposes only. The task included in this simulation is performed by those with the appropriate UCPath security role.
- Person Organization Summary- Use this task to view all current organizational relationships for an Employee, Contingent Worker (CWR) and/or Person of Interest (POI). This page displays historical and future-dated employment details, including job assignments, future-dated hire dates, and FTE changes across all locations.