Business Process Guides

• AM.01 Absence Reconciliation with Local Time and Attendance Systems
  • Workbook
• AM.03 Leave Administration - Leave with Pay
  • Map
  • Transition
  • Workbook
• AM.04 Leave Administration - Leave without Pay
  • Map
  • Workbook
• AM.05 Leave Administration - Sabbatical
  • Map
  • Workbook
• AM.06 Manage Accruals and Usage
  • Map
  • Transition
  • Workbook
• AM.07 Takes and Entitlement Batch Processing
  • Workbook
• AM.08 Workers Compensation Administration
  • AM.08 Workers Compensation Administration Workbook
  • AM.08 Workers Compensation Administration Map
  • AM.08 Workers Compensation Administration Temporary Disability Coordination pdf
  • AM.08 Workers Compensation Administration Temporary Disability Coordination vsd
• AM.50 Administering Catastrophic Leaves
  • AM.50 Administering Catastrophic Leave Map (vsd)
  • AM.50 Administering Catastrophic Leave Workbook
  • AM.50 Administering Catastrophic Leave Map (pdf)

• BN.01 Benefits Billing - Statement Creation and Payment Processing
  • Map
  • Workbook
• BN.02 COBRA Notification Process
  • Map
  • Workbook
• BN.03 Death Benefits Administration
  • Map
  • Workbook
• BN.04 Employee Coverage Verification
  • Map
  • Workbook
• BN.05 Employee Opt-Out and Dependent De-enrollment from Medical (TIP)
  • Map
  • Workbook
• BN.09 Family Member Eligibility Verification
  • Map
  • Workbook
• BN.10 Increasing Retirement Contribution Limits for Age 50 and Over
  • Map
  • Workbook
• BN.11 Involuntary Loss of Benefits Eligibility
  • Map
  • Workbook
• BN.12 Involuntary Loss of Coverage
  • Map
  • Workbook
• BN.14 Life and Disability Enrollments (including Statement of Health)
  • Map
  • Workbook
• BN.15 Life Events
  • Map
  • Workbook
• BN.16 Notification of UCRP Buyback Eligibility
  • Map
  • Workbook
• BN.17 Open Enrollment
  • Map
  • Workbook
• BN.18 Newly Eligible
  • Map
  • Workbook
• BN.20 Override Derived Benefits Eligibility and ABBR
  • Map
  • Workbook
• BN.21 Process Benefits for Rehires
  • Map
  • Workbook
• BN.23 QMCSO Processing
  • Map
  • Workbook
• BN.24 Qualifying for Waiver of Premium
  • Map
  • Workbook
• BN.25 Reinstate Benefits
  • Map
  • Workbook
• BN.26 Retroactive Benefits Changes
  • Map
  • Workbook
• BN.27 Special Catch Up and Increasing Retirement Contribution Limits
  • Map
  • Workbook
• BN.28 Submitting Life Insurance, Disability and AD&D Claims
  • Map
  • Workbook
• BN.29 Transfer of Benefits
  • Map
  • Workbook
• BN.30 UCRP 100% Income Limit
  • Map
  • Workbook
• BN.31 UCRP Service Credit Verification
  • Map
  • Workbook
• BN.32 Vendor Payments
  • Map
  • Workbook

• COMP.01 Academic Advancement
  • Map
  • Workbook
• COMP.03 Pay Rate Change Map
  • Comp 03 Pay Rate Change Map
  • Comp 03 Pay Rate Change Workbook
• Comp 02 Mass Pay Change Map 1
  • Comp 02 Mass Pay Change Map 2
  • Comp 02 Mass Pay Change Workbook

• CF.01 Configuration and Table Maintenance
  • Map
  • Workbook
• CF.02 Settlement Agreement Processing
  • Map
  • Workbook
• CF.50 Workflow AWE Maintenance HR
  • CF.50 Workflow AWE Maintenance Foundational For UCICSM
  • CF.50 Workflow AWE Maintenance HR Transition
  • Workflow AWE Maintenance HR Map (pdf)
  • Workflow AWE Maintenance HR Map (vsd)
  • Workflow AWE Maintenance HR Workbook
  • Workflow AWE Maintenance UCLA HR Map

• EPERF.01 Annual Performance Evaluations
  • Map
  • Workbook
• EPERF.03 Probationary Evaluations
  • Map
  • Workbook
• EPERF.05 Individual Development Plan
  • Map
  • Workbook

• GL.01 AP Voucher Processing
  • Map
  • Workbook
• GL.02 Benefit Cost Transfers
  • Financial System Map
  • PeopleSoft Map
  • Workbook
• GL.03 CA Labor Ledger Support
  • Configuration Validation Map
  • Map
  • Workbook
• GL.04 CA Nightly Batch Processing
  • Map
  • Workbook
• GL.05 CA Post-Confirm Batch Processing
  • Map
  • Workbook
• GL.07 Fiscal Year End
  • Map
  • Workbook
• GL.08 Management of Work Study Inbound Processes
  • Map
  • Workbook
• GL.09 Mass Cost Transfers
  • Map
  • Workbook
• GL.10 Management of Work Study Outbound Processes
  • Map
  • Workbook
• GL.11 CBR and Assessment Maintenance
  • Map
  • Workbook
• GL.12 Financial Controls Processing
  • Cost Recovery Map
  • Fiscal Close Map
  • Intercampus Map
  • Payroll Post-Confirm Map
  • Workbook
• GL.13 Accounts Receivable Tracking
  • Map
  • Workbook
• GL.14 Manage Budget/Staffing
  • Map
  • Workbook
• GL.15 Process Validation and Error Resolution
  • Map
• GL.50 Funding Entry
  • Map
  • Transition
  • Workbook
• GL.51 Direct Retros/Salary Cost Transfer (E-713)
  • Map
  • Workbook
• GL.52 Administration of Location-Managed Deductions
  • Map
  • Workbook
• GL.53 Mass Funding Upload
  • Map
  • Workbook
• GL.54 Local Financial Value Configuration
  • Add Update Accounts Map
  • Add Update Accounts Workbook
  • Add Update Dept Map
  • Add Update Dept Workbook
  • Add Update Fund Map
  • Add Update Fund Workbook

• Post Confirmation Pay Retrieval Map
• PY.01 Additional Compensation
  • Map
  • Workbook
• PY.02 Death Pay Processing
  • Map
  • Workbook
• PY.03 Voluntary Deduction Management
  • Map
  • Workbook
• PY.04 ACH and Direct Deposit Processing
  • PY.04 ACH and Direct Deposit Map (pdf)
  • PY.04 ACH and Direct Deposit Map (vsd)
  • PY.04 ACH and Direct Deposit Processing Workbook
• PY.05 Final Pay
  • Map
  • Transition
  • Workbook
• PY.06 General Deduction Remittance
  • PY.06 General Deduction Remittance Workbook
  • PY.06 General Deduction Remittance Map (pdf)
  • PY.06 General Deduction Remittance Map (vsd)
• PY.07 Imputed Income Process
  • Map
  • Workbook
• PY.08 Interlocation Transfers and Multilocation Pay
  • PY.08 Interlocation Transfers and Multi Location Pay Map
  • PY.08 Interlocation Transfers and Multi Location Pay Transition
  • Interlocation Transfers and Multi Location Pay Workbook
• PY.09 Non-Resident Alien Payroll Processing
  • Map
  • Workbook
• PY.10 Off-Cycle Checks
  • Map
  • Transition
  • Workbook
• PY.11 Overpayment Recovery
  • Map
  • Workbook
• PY.12 Payroll Adjustments
  • Map
  • Workbook
• PY.13 Payroll Processing Document
  • PY.13: Payroll Processing PDF
  • PY.13 Payroll Processing VSD
• PY.15 Post Confirmation Pay Retrieval
  • Confirmation Pay Retrieval Document
  • Confirmation Pay Retrieval PDF
• PY.16 Regulatory Reporting and Tax Information
  • Workbook
• PY.17 Retirement and FICA Coding Corrections
  • Map
  • Workbook
• PY.18 Retirement Classification and FICA Processing
  • Map
  • Workbook
• PY.20 Union Deductions Administration
  • PY.20 Union Deductions Administration Map pdf
  • PY.20 Union Deductions Administration Map vsdx
• PY.20 Union Deductions Administration Workbook
• PY.21 W2c Process
  • Map
  • Workbook
• PY.22 Wage Assignments and Garnishments
• PY.22 Wage Assignments and Garnishments
  • PY.22 Wage Assignments and Garnishments Document
  • PY.22 Wage Assignments and Garnishments
• PY.23 Calendar Year-End/Year-Begin Processing
  • Workbook
• PY.24 FSA Unsubstantiated Claims
  • Map
  • Workbook
• PY.25 Processing the Senior Management Supplemental Benefit Plan
  • Map
  • Workbook

At Your Service Online (AYSO): Use AYSO for retirement information, plus to view historical earnings statements and W-2s (pre-2020).

Timekeeping: Use your current system to report work time ( TRS, Kronos, etc.); it will interface with UCPath.

• RF.01 Records and Data Requests

  • Map
  • Workbook

• RF.02 Former Employee Access to UCPath

  • Map
  • Workbook

• TAM.01 Create Job Opening
  • Map
  • Workbook
• TAM.02 Manage Job Postings
  • Map
  • Workbook
• TAM.03 Application Process
  • Map
  • Workbook
• TAM.04 Screening and Routing Applicants
  • Map
  • Workbook
• TAM.05 Managing Applicant Interviews
  • Map
  • Workbook
• TAM.06 Managing Offers and Hires
  • Map
  • Workbook
• TAM.07 Creating and Maintaining Profiles
  • Map
  • Workbook

TA.01 Time and Attendance Processing

• Map
• Workbook

• WFA.01 Add or Renew Contingent Workers
  • Map
  • Workbook
• WFA.02 Concurrent Jobs
  • Map
  • Transition
  • Workbook
• WFA.03 Job Data Changes
  • Map
  • Transition
  • Workbook
• WFA.05 Involuntary Termination
  • Map
  • Workbook
  • Transition
• WFA.06 Job Earnings Distribution
  • Map
  • Workbook
• WFA.07 Job Record End Date Monitoring
  • Map
  • Workbook
• WFA.09 New Hire
  • Map
  • Transition
  • Workbook
• WFA.10 Personal Data Changes
  • Map
  • Transition
  • Workbook
• WFA.11 Probationary Status and Trial Employment
  • Map
  • Transition
  • Workbook
• WFA.12 Rehire
  • Map
  • Transition
  • Workbook
• WFA.13 Short Work Break
  • Map
  • Transition
  • Workbook
• WFA.14 Transfer (Interlocation)
  • Map
  • Transition
  • Workbook
• WFA.15 Transfer (Intralocation)
  • Map
  • Transition
  • Workbook
• WFA.16 Voluntary Termination
  • Map
  • Workbook
• WFA.17 I-9 Work Authorization, Re-Verification, and eVerify
• WFA.19 Unemployment Insurance Administration
  • Map
  • Workbook
• WFA.50 Position Management
  • Map
  • Transition
  • Workbook
• WFA.51 Rehired Retiree
  • Map
  • Workbook
• WFA.52 Dual Employment
  • Map
  • Workbook
• WFA.53 Layoff/Preferential Rehire Process
  • Map
  • Workbook
• WFA.54 Work Related Licensure and Certification
  • Map
  • Workbook
• WFA.55 PayPath
  • Map
  • Transition
  • Workbook