PayPath: Approving a Transaction
- Avry Schellenbach |
- 21 steps |
- 58 minutes
Want to see the instructions while you walk through a transaction?
Add the [**Scribe Chrome extension**](https://get.scribehow.com/install-extension/) (for Chrome browsers only), then click the **Guide Me** button as you hover over Step 1.
Navigation
1
Navigate to **UCPath**: <https://ucpath.universityofcalifornia.edu/home>
2
On the left navigation pane, click **PeopleSoft Homepage.**
3
Click the **HR Tasks** tile.
4
Click the **PayPath/Additional Pay** folder.
5
Click either the **PayPath Actions ACAD** or **PayPath Actions STAFF** page, depending on what type of transaction you are approving.
- **PayPath Actions ACAD - Academic transaction**
- **PayPath Actions STAFF - Staff transaction**
In our example, we are reviewing a Staff PayPath Transaction, so we will click the **PayPath Actions STAFF** page.
6
Click this text field.
7
PayPath Actions STAFF / ACAD page will open. Click the **Show more options** hyperlink to search by Employee ID and Empl Record.
8
Enter your search criteria and click **Search** and select the transaction you would like to review.
*Note, if your search returns only one transaction, that record will open automatically.*
In our example, we have the Transaction ID (the most precise value to search for).
Approving
9
The transaction will open on the Position Data tab.
Note, that most **changed data will be highlighted in blue** to indicate a value has been added or changed.
In our example, effective 04/01/2024, the employee is being reclassified from a Blank Assistant 3 position to a HR Generalist 2 position. The job Code, Union Code, Sal Admin Plan, and Salary Grade fields have new data.
10
Once you have reviewed the changes, click **Job Data** to move to the next tab.
11
Notice how many **rows of Job Data (effective sequence)** the transaction has and scroll to the first change to start reviewing.
**Tip!** It's best practice to **start from the first row** when reviewing a Job Data tab that has multiple rows.
12
**Review the Job Data changes - Effective Sequence 0.**
In our example, the first row entered in Job Data was a carryover from the Position Data change (POS - Position Change, JRU - Job Reclassification - Upward). We see all of the same Position-level fields added into the incumbent's Job Data record.
13
Once you're done reviewing the first row, **click through to the next row in the Job Data stack - Effective Sequence 1.**
In our example, we see that another row was added on top of the POS/JRU row. This second row is added to account for a corresponding Pay Rate Change, related to the Job Reclassification. In this case, we see that in the compensation section, the **compensation** for this new position is **$35.00** with a **rate code of UCHRLY**. The Comp Rate field automatically updates with the new rate.
14
Continue reviewing all Job Data rows, the entire effective sequence, and click the **Additional Pay Data** tab to (1) review any Additional Pay related to the transaction and (2) approve the transaction.
15
16
Double-click here.
