Effort Reports for Summer 2018 and subsequent periods include payroll processed in UCPath, which went live September 2018.

Some effort reports were affected by UCPath defects that could not be resolved before the release of effort reports. The affected effort reports have been flagged as "Under Preliminary Review" in ERS and require adjustments before certification. More details can be found at October 2020 RAF, and periodic updates have been provided through RAF since then. A complete list of reports impacted by one or more of these issue can be found in the ERS Master Exception List.

Below is an example of the effort reports with "Under Preliminary Review" flag. The comment will include a description of the issue impacting the report and instructions for the reviewer/certifier. Some reports may have multiple issues and therefore contain multiple comments.

Example of Preliminary Review Flag
Example of Preliminary Flag Comment

Updates and Guidance for Certifying Effort Reports with Known UCPath Issues

  1. Effort Report Impact by Mass Leave Correction (MLC) Entry
    • All historical leave errors for September 2018 - October 2021 were corrected and these corrections have been loaded to ERS. Review and certify effort reports.
      • If the distribution reflected in ERS is correct, unflag effort report and proceed with certification.
      • If distribution includes errors, please contact ERS Help Desk.
    • For additional information regarding MLC, visit UCPath Mass Leave Correction | UCLA Central Resource Unit
  2. Effort Report Impacted by Incorrect Percent of Effort for Effort Bearing Payroll Line
    • The defect has not been addressed in the system yet. UCPath center confirmed that the historical data correction is not going to be delivered. Based on this, EFM will provide a supplemental Excel file with updated recalculated effort percentages for all known impacted effort reports, along with a job aid. These materials will be sent separately to ERS Coordinators in impacted departments soon after effort reports are released. A webinar reviewing the job aid is available in the "Resources" section of this web page.
    • Adjust effort reports referencing the supplemental excel file and certify effort reports.
  3. Effort Report Impacted by Missing payroll record(s) in effort report
    • Missing lines identified by UCPC have been delivered to UCLA and loaded to ERS. Review and certify effort reports.
      • If all lines in the labor ledger are accounted for in effort reports payroll details, unflag effort report and proceed with certification.
      • If the labor ledger does not reconcile with payroll details in the effort reports, please contact ERS Help Desk.
  4. Effort Reports Impacted by missing Y-OTC or N-OTC indicator
    • The defect has not been addressed in the system yet. UCPath center confirmed that the historical data correction is not going to be delivered. Based on this, review effort percentage in the report and certify.
      • If the distribution reflected in ERS is correct, unflag effort report and proceed with certification.
      • If distribution includes errors, please contact ERS Help Desk.
If you discover an inaccuracy in an effort report or potential defect that is not captured as part of the know UCPath issues, please contact ERS Help Desk with the employee name, employee ID, report period, and description of the issue for the impacted effort report and EFM will assist with looking into the protentional finding further.

Resources