Staffing List Detail Report

• The Staffing List Detail report assists financial managers with the planning and budgeting of Core Recurring positions for both faculty and staff by comparing Budget Distribution Page (BDP) entries in UCPath against their Recurring compensation budgets from EPBCS.
• The report can be run for any of the Vice Chancellor, School, Department, and Posting levels of the Financial Unit hierarchy.
• The report can be run for Core Recurring Account Codes:
  • 500099-Budget Faculty Salaries
  • 500999-Budget Other Academic Salaries
  • 501099-Budget Staff Salaries
• The report can be run for specific Position Budget Distribution Department Code.
• The report can be run for Faculty Salaries, Staff Salaries, or all positions.
• The initial load into Budget Distribution Page does not include any vacant positions or pooled employees because the system required a Position Number. Those can be added to BDP manually using a valid position number.

This report answers the following questions:

• What is the Annual Core Recurring Base Budget for my Vice Chancellor? For my School? For my Department? For my Financial Unit?
• Which staff and faculty positions are Core-funded on a Recurring basis for my Vice Chancellor? For my School? For my Department? For my Financial Unit?
• What is the difference in amount between my Annual Core Recurring Base Budget vs Core Recurring Staffing position data for my Vice Chancellor? For my School? For my Department? For my Financial Unit?
• What positions have been budgeted for in my Vice Chancellor? In my School? In my Department? In my Financial Unit?
• For a specific position, what is their Position Number? Job Code? Position CCOA?

Respond to Prompts 

Snapshot Name

1. The Snapshot Name prompt is required. From the drop-down menu, select a Snapshot from a specific point in time, or select REGULAR to run the report using data refreshed the night prior. Proceed to the Financial Unit prompt.

Financial Unit

1. Users can select from four levels of the Financial Unit hierarchy: VC Area, School/Division, Department, Posting Level.
2. Make a selection for only one of the four Financial Unit prompts. Your Financial Unit selection will be indicated by a checked box.

Account Code

1. The Account Code prompt is optional. Users can select from the Salary Account Codes listed below:
   1. 500099-Budget Faculty Salaries
   2. 500999-Budget Other Academic Salaries
   3. 501099-Budget Staff Salaries 

Department

1. The Department prompt is optional. Users can select a single Position Budget Distribution Department Code from the drop-down list.

Subaccount

1. The Subaccount prompt is optional. Users may choose from either Faculty Salaries or Staff Salaries, or the user can leave this prompt unselected to run the report for all positions. 

Once all Prompt selections are complete, click Finish to generate the report.

Results display in a scrollable dashboard format, with one table for Core Recurring Budget, and another table for Core Recurring Staffing. For confidentiality and row-level access reasons, a preview of the report is not displayed here, however, the report column headers are shown below.

The report displays 2 additional tabs to view and/or download the data to Excel:

• Budget Data
• Staffing Data

To export the Budget Data and Staffing Data tabs, click on the down arrow next to the play button and select Excel.