UCPath Changes & Enhancements: August 20, 2021 - August 27, 2021

UCPath recently implemented the changes listed below.

Absence Management

General Ledger

Did You Know? Two transactions are required for all inter-location transfers and some intra-location transfers

• Inter-location (BU) transfers: when an employee is transferring from one location business unit (BU) to another location (BU) – two transactions are required
  Transactions Required
  1. Termination from the releasing location using reason code “Inter-location (BU) Transfer”
  2. Hire from the receiving location using the appropriate “Transfer-Inter BU, ________” with the same effective date as the termination
• Intra-location Transfers: when an employee is transferring from one position to another position within the same or related business unit (campus and medical center)
  • Same EMPL Record: If the employee is keeping the same EMPL record - only one transaction is required
    Transaction Required
    1. The UC_TRANSFER (Intra-Business Unit Transfer- Staff Only or Intra-Business Unit Transfer- Academic Only) template is used to move the employee from one position to the other
  • Different EMPL Record: If the employee is transferring from one EMPL record to another EMPL record – two transactions are required
    Examples:
    • An employee is moving from EMPL record one to EMPL record two
    • An employee is moving from an academic position to a staff position
      Transactions Required
      1. The receiving department submits a concurrent hire using the same effective date and the same reason code as the termination
      2. The releasing department submits a termination using reason code “Transfer – Intra Location”
• Additional Resources:
  • UCPath Online Help (UPKs)
  • Inter-location transfer workbook
  • Intra-location transfer workbook
  • Job Aid: Template Transactions – Action Reason Codes and Descriptions