Add Funding for a Position with NSTP
- 25 steps
To set up complex funding, such as funding subject to a salary cap or funding for positions with multiple components of pay, refer to the Scribe titled **Add Funding for Positions with NSTP with Salary Caps or Positions with Multiple Components of Pay**.
1
Navigate to UCPath [https://ucpath.universityofcalifornia.edu](https://ucpath.universityofcalifornia.edu/home)
2
On the navigation pane, click **PeopleSoft Homepage**.
3
On the **General Ledger Administration** homepage, click the **General Ledger Tasks** tile.
4
On the left navigation pane, expand the **Funding** section, and then select the **Funding Entry** option.
5
Click the **Add a New Value** button.
6
Ensure the **Set ID** field displays the correct value: **LACMP** or **LAMED**.
7
In the **Department** field, type or select the department associated with the position.
**NOTE:** The department in UCPath is always 6 digits.
8
In the **Fiscal Year** field, type the year for the funding.
**NOTE:** UCPath defaults to the current fiscal year.
9
In the **Budget** **Level** field, ensure the default value is **Position**.
10
In the **Position Number** field, type or select the position.
**NOTE:** If you know the employee ID or name instead of the position number, click the **Look Up** icon to search for the position using the employee ID or name.
11
Click the **Add** button.
For this example, the navigation area on the left side of the page has been collapsed.
12
On the **Funding Entry** page:
- The **Request ID** field defaults to **NEW**. UCPath assigned the ID when the funding entry is saved.
- The **Level** section displays the position details.
- The **Job Data Snapshot** section displays details for the incumbent employee associated with the position on two tabs: **Job details 1** and **Job details 2**. If the position is vacant, the fields are blank on these two tabs.\
**NOTE:** On the **Job details 2** tab, click the **Additional Pay** link link to check for recurring additional pay earnings codes that may require funding.
- The **Earnings Distribution** section should have no entries if you are entering the funding for a new position or if funding for the position did not rollover from the previous fiscal year.
13
In the **Funding Effective Date** field, type or select from the calendar icon the date the new funding should take effect.
**NOTE:** Funding should be entered before the effective date whenever possible. If the effective date is in the past, you must enter a Salary Cost Transfer transaction to correct the funding for any payrolls processed between the effective date and the current date.
When you click or tab out of the **Funding Effective Date** field, UCPath automatically populates the **Eff Seq** field with the next available number for the selected date.
14
On the new distribution line:
- In the **Ern Cd** field (optional), type or select the earnings code associated with the funding.\
**NOTE:** UCPath requires at least one line where the **Ern Cd** field is blank to assign the Fund Source for earnings that are not explicitly funded. This is sometimes referred to as the "catch all" line.
- In the **Location** field (required), type **4**.
- In the **Fund** field (required), type or select the appropriate fund.
- In the **Account/CC** field (required), type or select the combined account and cost center.\
**NOTE:** When you click or tab out of the **Account/CC** field, UCPath automatically populates the **FS Dept** field.
- In the **Project** field (optional), type or select the appropriate project.\
**NOTE:** Refer to the [UCPath Project Code Maintenance](https://fsw.ais.ucla.edu/ProjectCode) website for questions regarding project code creation and maintenance.
- In the **Sub Override** field (optional), type or select:
- **00** for Faculty/Academics.
- **01** for Staff.
- **02** for some Academics.
For this example, the **Ern Cd** was not entered. In the Fund Source, all fields except the **Project** and **Sub Override** fields were entered.
15
If appropriate, type the **Funding End Date**.
- If the **Funding End Date** field is blank, the Fund Source remains in effect until funding with a new effective date takes effect.
- If the **Funding End Date** field is populated and there is no funding populated after the end date, the department's Suspense/Default account is charged. For example, if a Fund Source has a **Funding End Date** of 09/30/2024, there should be a Fund Source with an **Funding Effective Date** of 10/01/2024, otherwise the Suspense/Default account will be charged.
- The **Funding End Date** field is important during fiscal year end funding activities. Any distribution line with the **Funding End Date** field blank automatically rolls over to the new fiscal year during the automated rollover process. This means you do not have to re-enter active distribution lines at the start of the new fiscal year.
For this example, the **Funding End Date** was not entered.