Employment Reports

There are several reports to assist in departmental audits of student employment, EFR eligibility, and employment fee offset commitments. After selecting “Employment” in the Report Set and clicking “view” at the top of the page, you will see the tabs for the available employment reports at the bottom of the screen.

Employment Exceptions Needed Report

This report allows departments to quickly determine which students will require an employment exception for the upcoming quarter/s. It is ideal to run this report about 7 weeks prior to the start of the quarter in order to submit exceptions to the Graduate Division Employment unit with enough time to receive approval before offering academic employment to a student.

This report can be filtered by year and quarter to isolate the specific upcoming quarter. If an exception is needed, there will be a Y in one or more of the fields that indicates the type of exception needed.

The data provided in the Employment Exceptions Needed report includes:

AIDYR – Aid Year
SID – Student ID/Perm
Name - Name
TERM – Quarter
Student Department 1 – Home department associated with student’s highest open degree objective
Student Department 2 - Home department associated with student’s 2nd highest open degree objective
Remission Level – Remission Level that the student is eligible for based on their appointment percentage in UCPath: Full, ASE Partial
EFR Sum Committed – Employment fee offset amount committed
EFR Sum Awarded - Employment fee offset amount awarded
EFR Sum Paid - Employment fee offset amount paid
QtrCount – Exception needed for TA/Associate quarter count; Student has already worked a combined total of 15 quarters as a TA and/or Associate
BeyondTTD - Exception needed for time to degree; Students is 4 or more quarters Beyond Time to Degree
Over75Pct - Exception needed for employment percentage time more than 75% time
Probation – Exception needed for the appointment of a student on academic probation
RegistrationStatus – Student’s registration status: Registered, Unregistered, Cancelled, On Leave
SortKey - key code (perm, aidyr, aidid, ptype, term, commitment sequence)

Employment Quarter Count Report

The Employment Quarter Count Report is a count of all quarters a student has been employed in order to see the total across multiple appointments and quarters. This report is broken into two sections: 1) the PAR Quarter Summary and 2) the PAR Quarter Details. The report includes historical pay tables with hours worked from PPS (previous payroll system) in the Legacy field of the detailed data. These are merged with appointment FTE data in UC Path.

The reported is intended to be used by selecting a single student. It displays the number of quarters and the positions in which a student has been employed. The Summary will take the total number of quarters worked in academic positions and sum them in order to get a complete count. In order to get the details from the summary, review the details in the second section of the report.

The data provided in the PAR Quarter Summary includes:

Perm - Perm
Name - Name
Pay Period End Quarter – The academic quarter the employment ended in the format YYYYQ. Quarter: 1=winter, 2=spring, 3=fall, 4=summer.
TA-ASSO Quarter Count – The column counts the number of times a student has been employed as either a TA or Associate. 1=student was employed as a TA or Associate combined. The total at the bottom is the total number of quarters a student has been employed.
TA Quarter Count – The column counts the number of times a student has been employed as a TA. 1=student was employed as a TA for the quarter;
Asso Quarter Count – The column counts the number of times a student has been employed as an Associate. 1=student was employed as an Associate for the quarter; 0=not employed.
GSR Quarter Count – The column counts the number of times a student has been employed as a GSR. 1=student was employed as an Associate for the quarter; 0=not employed.
Reader Quarter Count – The column counts the number of times a student has been employed as a Reader. 1=student was employed as an Associate for the quarter; 0=not employed.

The data provided in the PAR Quarter Detail includes:

Perm - Perm
Name - Name
Pay Period End Quarter – The academic quarter the employment ended in the format YYYYQ. Quarter: 1=winter, 2=spring, 3=fall, 4=summer.
Title – HR Title code and description of employment position
Dept – Employment department
Hours – Number of work hours reported
FTE – FTE employment percentage of employment position in UCPath
Legacy – Denotes an employment position prior to introduction of UC Path and GradDiv Portal
Employee_ID – UCPath employment ID number
LegacyEmployeeID – Legacy system employment ID number

Employment ASE/GSR Experience Minimum Report

Under the ASE and GSRs contracts ratified in December 2022, students must now be paid in accordance to the new Experience Base Salary Wage Schedule. This report is designed to show the total quarters of experience a student has in the Teaching Assistant, Associate Instructor, and Graduate Student Research job titles. Per the new contract, a quarter of experience is defined as employment of 25% FTE or more per term at their campus. The Employment ASE/GSR Experience Minimum Report reflects all quarters a student is employed at 25% or higher at UCSB to help hiring departments determine the minimum salary point a student should have.

This report is broken into two sections; one for ASE job titles of Teaching Assistant and Associate Instructor; and one for GSR job titles of Graduate Student Researchers, Trainee, and Fellow. The Trainee and Fellow job codes and employment will be added to UCPath beginning July 1, 2023. Once this is done, the Trainee/Fellow experience from UCPath can be found in the “Fellow Exp” column. Trainee/Fellow experience prior to UCPath entry (between the Jan 1, 2022 through June 30, 2023 dates) can be found in the “Historical Fellow” column.

To run the report

Login to GradPoint Financial and navigate to the Reports section. After selecting “Employment” in the Report Set and clicking “view” at the top of the page, you will see the tabs for the available employment reports at the bottom of the screen, select the “Employment Experience Count” tab.

Search by a perm or employee ID and clear the Year/Qtr filter to see the student’s entire employment history going back to the Fall 2018 quarter. The report focuses on the student titles of Teaching Assistant, Associate Instructor, Graduate Student Researcher, and Graduate Student Researcher Fellow/Trainee. The report will display a “Y” for the quarters with qualifying experience.

The ASE Exp Running column displays the cumulative experience a student has in the Teaching Assistant and Associate Instructor titles. The ASE Exp Running column should be used to determine the qualifying experience a student has in the ASE titles.

The GSR/Fellow Running column displays the cumulative experience a student has in the Graduate Student Researcher and Graduate Student Researcher Fellow/Trainee titles. The GSR/Fellow Running column should be used to determine the total quarters of qualifying experience a student has in the GSR titles.

The Min Salary Point column provides the minimum salary point the student qualifies for based on the existing appointments in UCPath dating back to Fall 2018. This could be used when determining the minimum salary point.

The placement on salary points takes effect on October 1, 2023. Therefore the report is configured to display a minimum salary point as of the Fall ‘23 quarter. Additionally, the report will not display a minimum salary point until the student’s second year of employment, e.g. the report will begin providing the minimum salary point on the Fall ‘24 quarter if the student’s first quarter of employment occurred during the 2023-24 year. The Salary Increment Min column could be used when determining the minimum salary point.

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The data provided in the Employment ASE/GSR Experience Minimum Report includes:

UC Path Jobs Pre-Processed Report

This report provides a summary of the job data from UC Path for any student employment. This is based on data that is evaluated from UC Path to determine if a student is eligible for fee remission. The report is intended to be used to look up a student’s perm or Employee ID by typing into the boxes at the top to view their appointment details. The report can be further narrowed down by simply using the drop down menus at the top (AIDYR, Term, etc).

The data provided in the UC Path Jobs Pre-Processed report:

EmployeeID - Employee ID number from UC Path
Perm - Perm
Name - Name
Quarter – The quarter of employment in YYYYQ format. Quarter: 1=winter, 2=spring, 3=fall, 4=summer.
Job Code - The job code in UC Path of the employment position; example: 2310 (Teaching Assistant)
Quarter FTE - FTE calculation of position
Current Eligibility - Fee remission bundle for which the student is eligible
Empl. Rec - Employment Record number from UC Path
Eff. Date - Effective date of appointment from UC Path
Last Eff. Date - Updated effective date; i.e. if changes to appointment were made after original effective date from UC Path
Last Hire Date - Hire date of appointment from UC Path
Expected End Date - Expected end date of appointment from UC Path
Dept Code - Hiring department from UC Path
Eff Seq (Max of Effective_Sequence) - Effective sequence from UC Path
HR Status - Human Resources status; employee is active in UC Path
Empl.Status - Employment status; the position is active or not in UC Path

Employment Exception History Report

This report is used in order to review all current and historical employment exceptions for a student. The first section of the report shows all exceptions submitted to the Graduate Division since Fall 2018. The second section of the report shows all employment exceptions submitted to Graduate Division prior to Fall 2018.

The data provided in the Employment Exceptions report:

AIDYR - Academic year
Perm - Perm
Name - Name
Quarter -The quarter of employment in YYYYQ format. Quarter: 1=winter, 2=spring, 3=fall, 4=summer.
Exception_Type - The type of Employment Exception needed for the given quarter; % Time Exception, Academic Probation Exception, TA/Assoc Quarter Count Exception; Beyond Time to Degree Exception
Exception_Status - Is an exception required for the quarter: Required, Not Required
Exception_Approval_Status - Result of exception submitted: Approved, Denied, Ignore, Not Set
ApprovalDate - Date approval was granted
ExternalNotes - Notes added to the exception by Graduate Division from the review.
REG_KEY - key code (perm, aidyr, qtr)

Legacy Employment Exceptions

AIDYR - Academic year
Perm - Perm
Name - Name
Quarter -The quarter of employment in YYYYQ format. Quarter: 1=winter, 2=spring, 3=fall, 4=summer.
ExceptionCode - Type of exception: P=Academic Probation; I=Incomplete; N=Beyond Normative Time; E=Excess of 50% FTE; Q=Excess of 12 Quarters; G=Below 3.0 GPA; A=Associate appointment request; F=Fellowship Exception; S=100% Career Staff; U=UAW; T=Time to Degree
Approval - 1=Approved; 0=Denied
ApprovalDate - Date the exception approval decision was entered
Dept - Student’s Home department
PerTime - FTE% of position
Titlecode - HR job code of position
Notes - Any important notes related to approval decision
ProSAMStudentKEY - key code (perm, aidyr, qtr)

Employment Eligibility Report

This report is designed to quickly show a home department user which students have outstanding Employment Exceptions for a selected quarter and if any students receiving fee remission are registered below 8 units. Please remember that graduate students are required to be registered in at least 8 units to be eligible for academic employment.

The data provided in the Employment Eligibility report:

AIDYR - Academic year

SID - Perm

Name - Student Name

Term - Quarter

Under 8 Units - will show “Y” if the student is registered in less than 8 units for the selected quarter

Qtr Count (Exception) - will show “Y” if a Quarter Count employment exception is outstanding for the selected quarter

Beyond TTD (Exception) - will show “Y” if a Beyond Time to Degree employment exception is outstanding for the selected quarter

Over 75% (Exception) - will show “Y” if a Over 75% employment exception is outstanding for the selected quarter

Probation (Exception) - will show “Y” if a Probation employment exception is outstanding for the selected quarter

Student Department 1 - student’s home department

Student Department 2 -student’s home department 2

College - student’s college

Remission Level - student’s fee remission level for the selected quarter

Registration Status - student’s registration status for the selected quarter

Units Attempted/Study Units - student’s registered units for the selected quarter

Any Exception - will show “Y” if any employment exception type is required for the selected quarter

SortKey - please ignore

Potential Exception Needed (Units or Exception) - will show “Y” if any employment exception type is required or the student is under 8 units for the selected quarter

Home Department Verification Employment Report

This report is designed to quickly show a home department user which students have employment outside of the home department.

This report allows Home Academic Departments the ability to see when their students are employed outside their home department. Home departments can see either all employment from their students for a given quarter, or employment for a given student across multiple quarters.

While the Outside Hiring Department should be verifying that the student meets policy standards by submitting an Eligibility Verification from Home Department Form to the student’s Home Academic Department, this report provides a student’s home department the ability to ensure they have received all such necessary requests. Likewise, the report provides home departments a more complete picture of support being provided to their students.

To run the report

Login to GradPoint Financial and navigate to the Reports section. After selecting “Employment” in the Report Set and clicking “view” at the top of the page, you will see the tabs for the available employment reports at the bottom of the screen, select the “Employment Home Department Verification” tab.

The report defaults to all students who have or have had employment outside of the department. From here a user can view all students who are employed outside of the department during the specific quarter by searching on the quarter slicer. To search for a quarter, enter the year and the quarter number (4=Fall, 1=Winter, 2=Spring), for example Fall 2022 would be 20224.

Searching by a perm or employee Id and clearing the Quarter slicer will render the student’s entire employment history outside of the department. If no results are found then a UCPath appointment outside of the department does not yet exist.

Note: If the Dept Diff filter is set to “All,” the report will show employment for all students in the user’s home department irrespective of where they are employed, including those who are employed in the user’s home department.

Column Definition