Update the Reports To Field for a Filled Position

This guide provides step-by-step instructions to update the Reports To field for a filled position using PayPath Actions in UCPath.

18 steps

If the Position is vacant, update the **Reports To** field using a Position Control Request. Refer to the [Update the Reports To Field for a Vacant Position](https://scribehow.com/shared/Update_the_Reports_To_Field_for_a_Vacant_Position__k2oWXTW2Sem7Noep_qhQnQ) topic.

Navigate to UCPath [https://ucpath.universityofcalifornia.edu](https://ucpath.universityofcalifornia.edu/home)

On the **Workforce Administration** homepage, click the **HR Tasks** tile.

Workforce Administration page with cursor drawing attention to the HR Tasks tile.

On the left navigation pane, expand the **PayPath/Additional Pay** section, and then select the **PayPath Actions** option.

PayPath Actions Page

Enter search criteria in one or more search fields. For the most accurate search results, use the **Position Number** field. **NOTE:** Change the **begins with** search operation to **contains** to yield a more accurate search result.

Click the **Search** button. **NOTE:** If more than one record appears in the search results, select the appropriate position number from the list.

PayPath Actions page with the cursor drawing attention to the Search button.

HR Tasks Page

For this example, the navigation area on the left side of the page has been collapsed.

UCPath displays three tabs on the **HR Tasks** page. The default tab is the **Position Data** tab.

HR Tasks page with the cursor drawing attention to the Position Data tab.

In the **Effective Date** field, type or select the appropriate date from the calendar icon. **NOTE:** Use today's date for the effective date, as there may be a record with a pay-impacting action for past effective dates.

HR Tasks page with the cursor drawing attention to the Effective Date field.

In the **Position Change Reason** field, type or select **RTC** for Reports To Change.

HR Tasks page with the cursor drawing attention to the Position Change Reason field.

In the **New Values to update** section, in the **Reports To Position** field, type or select the new position number this position reports to. **NOTE:** Reporting structure is determined by Position. This change updates which Position (not person) the incumbents report to, not the specific person. In the event of a staffing change (e.g., transfer, separation), the reporting information does not need to be updated because it is tied to the Position data rather than Employee or Job data.

HR Tasks page with the cursor drawing attention to the Reports To Position field.

Even though no data should be entered on the **Additional Pay Data** tab, click the tab to access the options for attachments and submitting the transaction.

HR Tasks page with the cursor drawing attention to the Additional Pay Data tab.

Click the **Upload \\ View Supporting Documents** link to attach a supporting document if appropriate.

$HR Tasks page with the cursor drawing attention to the View \ Upload Supporting Documents link.$

Click the **Upload** button.

HR Tasks page with the cursor drawing attention to the Upload button.

Click the **Choose File** button, select the appropriate file, and then click the **Open** button.

File Attachment dialog box with the cursor drawing attention to the Choose File button.

The file name appears to the right of the **Choose File** button.

Click the **Upload** button to attach the selected file to the transaction.

File Attachment dialog box with the cursor drawing attention to the Upload button.

The file name appears in the **Attachment** column. If the wrong file was attached, click the **delete** icon to delete the file.

Click the **OK** button.

HR Tasks page with the cursor drawing attention to the OK button.

In the **Initiator's Comments** field, enter specific details or explanation regarding the change.

HR Tasks page with the cursor drawing attention to the Initiator's Comments field.

Click the **Save And Submit** button to initiate UCPath approval process.

HR Tasks page with the cursor drawing attention to the Save And Submit button.

The PayPath transaction is routed for approval in UCPath and the routing details appear at the bottom of the page.

HR Tasks page with the cursor drawing attention to the approval routing details section.