Employee and Position Roster Report Job Aid

Filter by the following optional Employee Specific filters to refine your data:

1. Employee Status c
2. Employee Class d
3. Employee Class Indicator e
4. Job Indicator f
5. WOS g
6. Employee Type  h
7. Pay Frequency i
8. Job Code j
9. Class Title Outline k
10. Salary Admin Plan l
11. Grade m
12. Step n
13. Use the Report Sort 1 and Report Sort 2 dropdown menus o to sort report output by:

• Employee
• Reports To
• HR Dept
• Position Dept
• Pay Frequency
• None (default for Report Sort 1 and Report Sort 2)

14. Display Codes and Descriptions p

• Display Codes Only (default)
• Display Codes and Descriptions
• Display Descriptions Only

15. Display Columns – Presets are available to Select All or Deselect All, allowing you to further customize the display of your report. You can also select fields individually by selecting the checkboxes for desired fields. At least one field must be selected to run the report q.

1. In addition to the report output selections of On Screen HTML (default), PDF, and Excel r, you can choose Unformatted Data. s
2. The Unformatted Data output returns an Excel file that has no special formatting and a single row for column headings, making it the best source for pivot tables and other advanced spreadsheet analysis.
3. Select your desired report output and click the Run Report button t.

• Adding fields to the report will expand report width considerably. To print the report, choosing Display Codes Only (default) and selecting only desired columns is recommended.
• The report can be narrowed using the many available Position Specific and Employee Specific filters.
• The report displays current, effective-dated records from UCPath.
• Description fields will display in the report output only when Display Descriptions Only or Display Codes and Descriptions is selected.
• Type ahead functionality supports searching by Employee Name, UCSF Employee ID, and UCPath Employee ID in the Employee and Reports To filters.
• Running the report for an HR Dept ID, Position Dept ID, and/or Distribution Dept ID will return employee records for any and all children Dept IDs.
• For employees with multiple positions, each Position is displayed on a unique row.
• Unfilled positions are represented as rows that are missing Employee IDs and Employee Names.
• Positions are designed to be assigned to individual employees. However, positions can sometimes be allocated to more than one employee, such as when an employee intends to leave a position and is training a replacement. Over-allocated positions will result in an overstatement of total Position FTE.
• To show contingent workers in the report, use the Employee Class filter to narrow the selection to the applicable contingent worker Employee Class.
• Visa End Dates, Work Authorization End Dates, and Job Expected End Dates that have passed or are within 90 days of the report run date are conditionally formatted in red text.
• The compensation rates and ITFS/Network Rates that appear in the unformatted output are based on the selection in the Show Rates as 1.0 FTE checkbox.
• The ITFS Rate and Network Rate displayed reflect the most recent recharge journal posting.
• The unformatted output option displays all possible report fields regardless of the Display Columns filter settings.
• The Pay Frequency filter allows targeting biweekly and monthly employees, and, in the case of the blank value, unfilled positions.
• The MyFavorites functionality allows you to save and retrieve frequently used filter criteria. See the Managing and Scheduling MyFavorites in MyReports job aid for instructions on saving report parameters to MyFavorites, and how to select and run a saved Favorite.