Useful Tools and Reports

Financial Reporting System

Payroll Personnel System

Benefit Costs

Title Codes

Payroll Holidays

Financial Reporting Systems

Riverside http://cnc.cmsdev.ucr.edu/reports/warehouse.html

Berkeley http://hrweb.berkeley.edu/guides/campus-business-systems/bairs-bis

Davis http://admincomputing.ucdavis.edu/projects/kfs.cfm

FIS Report 51: This report will give you the current balance summary of your Rate Account and any Subsidy accounts. This is a quick look at how things stand in your total for the Rate activity. Also this report allows you to drill down to detail.

• Sort by Account and Subaccount
• Month Range: Current through Current
• Balance Summary type: year to date
• Chart L
• ORG: DREC
• Sub Account (for this year) R1-12

FIS Report 2: Transaction Listing, This is a great report for showing you every transaction that has taken place in your rate and subsidy accounts. Transactions are listed by Object Consolidation so it is easy to see all the Income, Recharge and expenses.  Great for Rates with Program years outside of the normal fiscal year.

• Month Range: Your Program year. (plus a couple of months at the end of the Program year to capture all expenses and income that you anticipate)
• Chart L
• ORG (yours)
• Sub Account (for this year ) R1-12

FIS256 Object Expenditures by Fiscal year : Great report for looking up historical data on expenditures in order to create your Rate budget.

FIS156 Object/Transaction Code Summary: Good for a quick look at your RATE account only.

Payroll Expense Report FIS339: Used to complete the budget to Actual Sheet. Gives you the actual salary and benefit expense per staff.

Payroll Personnel Systems

Riverside http://accounting.ucr.edu/payroll/pps-access.html

Berkeley http://controller.berkeley.edu/payroll/PPSmigration.htm

Davis http://pps.ucdavis.edu/1Min/logon/index.cfm

PPS Staffing Summary PPS34: verify the current salaries of staff in the rate activity

PPS Employee Relations Code PPS75: Used to determine which if the employee is covered by a Union and which one. (you can look up the contracts to determine if there are anticipated increase in the upcoming year)

Benefit Costs

Riverside: Actual Benefit Cost

http://accounting.ucr.edu/payroll/benefits_cal.html

Berkeley: Actual Benefit Cost

http://www.spo.berkeley.edu/Policy/benefits/benefits.html

Davis: Composite Benefit Rate

http://accounting.ucdavis.edu/doc_help/labor/composite_benefit_rate/index.cfm

ANR: Composite Benefit Rate

http://ucanr.org/sites/anrstaff/Administration/Business_Services/Contracts_&_Grants/Composite_Benefit_Rates/

Title Codes

Riverside http://tpp.ucr.edu/tpp/tpp_main.mainpage

Berkeley https://sse.ucop.edu/tcs/jsp/homePage.htm

Davis http://pps.ucdavis.edu/ppscodes/

Payroll Holidays

Riverside: http://accounting.ucr.edu/payroll/pay_cal.html

Berkeley: http://res.berkeley.edu/res/hr-holiday.cfm

Davis: http://www.hr.ucdavis.edu/employee/leave-time-off/copy_of_Hours