Payroll: Overpayment Request | Monthly Employee | Scribe

    Payroll: Overpayment Request | Monthly Employee

    • Avry Schellenbach |
    • 23 steps |
    • 57 seconds
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    Navigation

    1
    Navigate to **UCPath**: <https://ucpath.universityofcalifornia.edu/home>
    2
    On the left navigation pane, click **PeopleSoft Homepage.**
    Screenshot of the UCPath Online landing page with the "PeopleSoft Homepage" button highlighted.
    3
    Click on the **Payroll Tasks** tile.
    Screenshot of the Workforce Administration Homepage with the "Payroll Tasks" tile highlighted.
    4
    Click the **Payroll Transactions** folder.
    Payroll Transactions folder highlighted.
    5
    Click the **Self Service Transaction Links** page.
    Self Service Transactions Link page highlighted.
    6
    You can **collapse** the left side Navigation Panel for more visual room by clicking the black icon.
    The black icon on the left side navigation panel highlighted.
    7
    On the Self Service Transaction Links page, click the **Create** button for **Payroll Request.**
    Self Service Transactions Link page with the Create button highlighted next to the Payroll Requests description.
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    **Tip!** Read through the descriptions on the Self Service Transactions Link page to choose the appropriate Payroll function.

    Search & Select

    8
    Select **Overpayment** from the Payroll Request dropdown menu.
    Payroll Request dropdown menu.
    9
    Select the appropriate **Reason** from the dropdown menu. In this example, we are processing an overpayment for the **Current Year.**
    Overpayment Reason dropdown highlighted.
    10
    Use the search fields to pull up the employee's empl record for the new One-Time payment. Then click **Get Employees.**
    Payroll Requests search page with the Get Employees button highlighted.
    11
    Select the correct employee and Empl ID from the search results.
    Payroll Request search page with one search result.

    Overpayment | Earnings Tab

    12
    You have the option to **override the ChartField values** and enter in a different FAU (full accounting unit) than what is set up in Funding Entry. In our example, Final Pay will be paid using the FAU set up in Funding Entry, so we will leave this box unchecked.
    Checkbox for overriding Chartfield values highlighted. Check this box and you can enter in new FAU values.
    13
    Add in the appropriate **Earnings Code** for the employee's Final Pay earnings. In our example, the employee was overpaid 64 hours in the 2/1/24 - 2/29/24 pay period.
    Earnings Code field highlighted.
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    **Tip!** Explore the[ Earn Codes ](https://ucpath.universityofcalifornia.edu/pages/payroll-configuration-codes)resources shared by the UCPath Center.
    14
    Once you add in the Earnings Code and tab out, the **New Payroll Requests** row will adjust and reveal the appropriate fields for a biweekly or a monthly employee. In our example, this is a **monthly** employee. So we will be entering in their **Salary %** and their hours (prorated by the employee's FTE) will be calculated on the backend.
    Because this is a monthly employee, they have Earnings Begin, Earnings End, and Salary %fields.