Description
General Access Universes are data sets that fulfill data needs for a wide university audience.
InfoView currently has 12 universes of general interest:
- AIS-Daily contains information from the Academic Information System (AIS).
- Budget has permanent budget and staffing list information.
- Divisional Curriculum Planning contains curriculum planning information loaded from CourseDog.
- FAMIS contains information from the Facilities Admin Management Information System.
- Financial Operating (a.k.a FINITE) contains financial transaction information from the Financial Information System (FIS)
- GSS (Grad Student Support) has information about financial support for graduate students.
- Graduate Admissions has information from the Graduate Slate environment beginning with Fall 2020 application cycle. For prior cycles see AIS-Daily.
- Instruction & Course Review has information about enrollment and credit hours for students and instructors.
- NTS (Network Telecommunications Services information) contains NTS/Pinnacle billing information and information about telephone and data center activity.
- PPS has employee information from the Payroll Personnel System (PPS)
- Purchase to Pay has purchase order and payment information.
- Student Census & Cohort contains demographic, enrollment and degree information specifically for statistical purposes.
- UCPath Employment-Daily provides access to the UCPath system.
General Access Universes
AIS-Daily
Universe Description
AIS-Daily contains academic information for operational and analytic reporting, including campus community, academic structure, student records, admissions, financial aid, and student billing.
Data Loads
- Base data loads nightly from the Academic Information System (AIS)
- Steward: Registrar’s Office
- Admissions data loads twice yearly
- Degree information and requirements load quarterly
Access Levels
- Limited Access
- General Access – Read-only
- General Access – Report-writer
- Unit Specific Access
More information about InfoView Access Levels
Content Description
Data Sets/Classes Defined
Personal Data This folder contains personal information about all persons who have an Emplid including applicants, students, faculty, staff, etc.
- Current Addresses
- Phone
- Visa and Citizenship Permit
- Ethnicity
- External System ID
Communications, Comments and Checklists This folder contains information about communication records a person has in AIS.
Admissions This folder contains information about Undergraduate and Graduate admissions, CETAD – Shared Review and Electronic Transcripts.
Service Indicators This folder contains information about service indicators that functional offices have assigned to student or applicants in AIS.
Student Groups This folder contains information about what student groups a student belongs to.
Athletics This folder contains information about what sport(s) a person participates in.
Committees This folder contains information about committee membership.
Test Scores This folder contains information about a person’s test scores, such as placement tests, SAT, ACT, etc.
Student Transfer Credit This folder contains information about transfer credit from courses, tests or other articulation agreements.
- Transfer Course Data
- Transfer Other Detail
- Transfer Test Detail
Student Program/Plan This folder contains information about a student’s associated programs, plans (major, college, minor), subplans and attributes.
- Program
- Plan-All plan types
- Subplan
- College
- Plan (Major/Subplan-Flattened)
- Minors – Flattened
- Student Attributes
Milestones This folder contains information about whether or not a student milestone has been attempted or satisfied.
- Student Milestones
- Milestone Attempts
Term Activation This folder contains information about students who are activated in AIS for term processing.
- Academic Standing
- Term Honors
Curriculum Management This folder contains sub-folders that contain information about courses and classes from a setup or scheduling perspective.
- Courses
- Classes
- Grade Rosters
Enrollment This folder contains sub-folders of information about students enrolling or enrolled in classes.
- Student Enrollment
- Enrollment Appointments
Advising and Degree Audit This folder contains information related to students’ most recent Academic Advisement Report (AAR).
- Report Request
- Results
- Courses Table
- Courses Used
- Courses Available
- Condition Lines
- Plans Required
- Senior Residency
- What If
- Exception Data
- Exception Directives
- Exception Requirement Changes
- Exception Group Req Line Data
Degrees This folder contains information about degrees earned by students, including degree, completion term, level, etc.
- Degree-All plan types
- Degree Subplan
- Degree College
- Degree Honors
- Degree Plan(Major/College)-Flattened
- Degree Minor-Flattened
Unavailable
- Student Census (a.k.a. “official third week” or “official end of term” data) submitted to UC Office of the President in Corporate Student Systems files and available in the campus data warehouse in the Student Census Universe and Cohort Universe.
Object Definitions:
Definitions of each object in each class can be found in the AIS Daily universe data dictionary.
Report Samples
Certified Corporate Reports (What are Corporate Reports?)
AIS-Daily has four categories of corporate report:
- Student Lists
- Enrollment and Academic Progress
- Course Enrollment History and Class Schedule
- Graduation Processing and Degrees
An anonymized PDF sample is linked to each report name.
Student Lists
| Report Name | Description | Status |
| EAP Outbound Students | This report lists students abroad in an Education Abroad Program in a given term including their current plan(s) and placeholder course title (which includes country). | Certified |
| GRAD Applicants by Status | This report counts graduate applicants by program and status for a prompted admit term and lists graduate applicants with application and admission details, such as program, plan, subplan, program action, program reason, decline reason, contact information, etc.This is now used only for Historical Graduate Application information up through Fall 2019. | Certified |
| Incoming Undergraduates | This report lists undergraduate students who are admitted and active or pre-matriculate status for a prompted admit term and displays a variety of information, such as admin type, last school attended, SIR date, academic plan, etc. | Certified |
| Plan Declared On or After Date | This report lists students who declared any plan, or a plan specified at the prompt, on or after a prompted date and are currently active or on leave in the career for which the plan was declared. The tab Student List – Single Plan includes student contact information, declare row details, and counts students who declared in the prompted plan during the date range, and students who declared in the prompted plan during the date range who are still in the prompted plan. The tab Student List – All Plans includes student contact information, declare row details, and counts students who declared in any plan during the date range. | Certified |
| Readmitted Undergraduates | This report lists undergraduate students who have been readmitted for a given term(s) for a College. | Certified |
| Stickers | This report lists current students who are active in a program in the prompted term, with a column to display whether they have the service indicator that indicates they are paid/eligible for services. Information includes the students’ current name and contact information. | Certified |
| Students by Plan in Current Term or on Leave | This report lists all students who are term activated in the prompted term or who are currently on leave. | Certified |
| Students on Leave or Discontinued | This report lists students who have a program action of LEAV, a program action of DISC, or a program action of DATA with an action reason that is shared with DISC, with an effective date that falls within a prompted range of dates. | Certified |
| Students Returning from Leave of Absence | This report lists students who have an RLOA program action during the date range entered at the prompt. | Certified |
| Term Activated Students by Program Plan or College | This report counts and lists students activated in a given term(s), including their program, plan(s), college and some person and status information. | Certified |
| UGRD Admissions by College | This report lists undergraduate applicants who were admitted and have an Active status for a prompted admit term and displays their current college affiliation as well as information, such as admit type, last school attended, certain test scores, mailing address, etc. | Non-Certified DRAFT |
Enrollment and Academic Progress
| Report Name | Description | Status |
| AAR Plan requirement Completion | The AAR (Academic Advisement Report) is calculated in AIS periodically (at least once per term) to determine whether or not students have met major and minor requirements. | Certified |
| Academic Standing History | This report lists term activated undergraduate students for a prompted term, who have not withdrawn from that term, and their academic standing for every term in their career to-date. | Certified |
| Courses Taken or Not | This report lists all students currently active in a prompted academic plan and whether or not they have taken up to eight courses entered at the prompts. | Certified |
| Deans Honors | This report lists students who received Dean’s honors in a term. The lists are displayed by prompted college or department. Students who have indicated ‘do not release information’ and have not authorized release to honors lists are excluded from the lists. | Certified |
| Dropped from Course for Failed Prereqs | This report lists all students who were dropped from a class because they failed prerequisites in a prompted term and have not re-enrolled in the class. Information about the class and the students’ current academic plan(s) are included. | Non-Certified DRAFT |
| Enrollment Request Trace | This report lists class enrollment requests and actions for a student(s) in a term(s). | Certified |
| Student Enrollment History | This report lists students by term who are/were enrolled in credit-bearing classes and includes their classes, official grade, current plans, GPA, level, and units. | Certified |
| Student Grades and GPA in Subjects or Courses | This report lists students and their grades and GPAs each term for every course they have taken to-date that mean the prompt perameters. | Non-Certified DRAFT |
| UGRD Transfer Other Credits | This report lists undergraduate transfer students who were admitted in a prompted term and displays “other credit” for those students. This includes equivalent courses (e.g., transferred in courses) and prerequisites satisfied (by those courses). | Certified |
Course Enrollment History and Class Schedule
| Report Name | Description | Status |
| Class Roster | This report replicates the information displayed on the AIS class roster page for the classes specified in the prompts. For each class it lists the enrolled students as well as information about the class. | Certified |
| Class Schedule History | This report includes class schedule information for one or more terms. It includes class characteristics (meeting pattern, instructor, level, etc.) and enrollment totals. | Certified |
| Course Enrollment History | This report lists courses by term with class enrollment status including enrollment total, minimum/maximum/average, classroom size, and wait list totals. | Certified |
| Course Last Offered | This report lists courses and the last term, if that last term was prior to or equal to a prompted term. It includes instructors, enrollment totals, and maximum wait list totals for each class in that last term. | Certified |
| Grade Distribution | This report lists instructors, grade counts and grade percentages by term and class for terms and courses specified at the prompts. | Certified |
| Instructor History | This report lists classes taught by a given instructor in or after fall 1999, based on an Emplid or name entered at a prompt. | Certified |
| Missing Grades | This report lists classes, by instructor, that are have blank, Z, or DG student grade notations in a term or range of terms. | Certified |
| Wait List Students per Course | This report pulls all students enrolled or wait listed in a given course ID and class type (enrollment vs. non-enrollment). It contains class information and student enrollment status. | Certified |
| Wait List Counts per Course | This report lists courses with a wait list count that is greater than 0, in or across the term(s) prompted. | Certified |
Graduation Processing and Degrees
| Report Name | Description | Status |
| Commencement List | This report lists students who have earned Cumulative Units at a prompted amount or higher, have a prompted degree checkout status or have a prompted expected graduation term, to be used by colleges when preparing for commencement. | Certified |
| Graduation Requirements Verification Form | This report contains information about students who have the prompted expected graduation term(s), degree checkout status(es), and plan. | Certified |
| Students Near Graduation | This report lists students who have earned Cumulative Units at a prompted amount or higher, have a prompted degree checkout status or have a prompted expected graduation term, as some indicators of readiness for graduation. Please note that other factors for predicting readiness exist (e.g., Degree Audit completion statuses) but are not included. | Certified |
| UGRD Denied Graduation | This report lists undergraduate students who were denied graduation for a prompted term. Information includes the reason for denial as well as program, plan, and concentration. | Certified |
| Undergraduate Graduation List with Checklists | This report lists undergraduate students who have a prompted expected graduation term and degree checkout status. Information includes their current college, plan(s) and department graduation checklist codes. | Certified |
| University Honors | This report lists students who received University honors upon graduation. The lists are displayed by prompted college or department. Students who have indicated ‘do not release information’ and have not authorized release to honors lists are excluded from the publishable list. | Certified |
Budget
Universe Description
The Budget Universe contains information about Permanent Budget and Staffing, including the official Budget Staffing List, from the campus permanent budget and staffing commitments system, the Financial Managers Workbench (FMW).
The data includes summarized operating data from FMW which originates from the Financial Information System (FIS) and the University of California Office of the President. The Budget universe also includes relevant hierarchies, such as the chart of accounts from FIS and the job title hierarchy from the Payroll Personnel System (PPS).
The Budget universe does not contain financial information that is not included in FMW, such as Contract and Grant funds.
PDF Documents
Data Loads
- Data loads daily from the Financial Managers Workbench (FMW)
- Steward: Budget Office
- Chart of Accounts loads nightly from the Financial Information System (FIS)
- Steward: Financial Affairs Office
- Job title hierarchy loads nightly from the Payroll Personnel System (PPS)
- Steward: Staff Human Resources
- New fiscal year data is available mid-August
Access Levels
- General Access – Read-only
- General Access – Report-writer
- Unit Specific Access
More information about InfoView Access Levels
Content Description
Data Sets/Classes Defined
Operating Budget (Beginning with Fiscal Year 1999):
This class contains summarized financial operating information from FMW (its source is FIS Banner), excluding C&G funds. Includes separate objects for Carryforward, Permanent Budget, Budget Adjustments (TOFs), Total Budget, Actuals (expenses & revenue), Encumbrances, and Forecasts.
- Monthly Actuals: For those interested in integrating month-by-month Actuals data, this sub-class contains individual objects for each month of the fiscal year.
- Monthly Forecasts: For those interested in incorporating data month-by-month Forecasting data, this sub-class contains individual forecast objects for each month of the fiscal year.
Permanent Budget Summary (beginning with Budget Year 1999):
This class contains permanent budget and FTE summarized information. For those interested, additional objects exist for performing three-year comparisons.
Permanent Budget Journal Entry (beginning with Budget Year 1999):
This class contains detailed information about posted and pending journals that have been entered in FMW, including amounts, descriptions, line numbers, user ID, etc.
Provisions (beginning with Budget Year 2002):
This class contains detailed information about open provisions in FMW, including provision number, description, title, bargaining code, amounts, FTE, etc.
Provision Transaction History (beginning with Budget Year 2002):
This class contains detail information about provisions, including additions, modification and deletions. It mimics the “Tx” functionality within FMW.
Staffing PPS Details (beginning with Budget Year 2002):
This class contains detailed appointment and distribution information from FMW (it’s source is PPS) for permanently funded positions, including title, bargaining, next salary review date, salary rate, FTE, etc.
Staffing List Recon Summary (beginning with Budget Year 2002):
This class contains summarized information for comparing/reconciling staffing commitments recorded in the permanent budget and in PPS , including FTE, salary amounts, provisions, etc. as well as any variance between them.
Staffing List Recon Details (beginning with Budget Year 2002):
This class contains detailed information for comparing/reconciling staffing commitments recorded in the permanent budget and in PPS, including all items in the summary class plus title, bargaining, descriptions, etc.
- PPS Details: Additional appointment and distribution information about permanently funded positions.
- Provision Details: Additional detailed information about open provisions.
- Budget Journal: Additional detailed information about permanent budget journal entries.
Hierarchical Classes:
In addition to the classes noted above, a series of hierarchical classes exist for conducting analysis at various chart of account or job title levels. In some cases, these hierarchies may also be used as a common element when linking data in the Budget universe with another universe.
- Account Hierarchy: The hierarchical structure for the data entry Account Code, including titles and Account Code Pool (a.k.a Budget Pool), from FIS Banner.
- Activity Hierarchy: Although not truly a hierarchy, this class contains additional criteria regarding Activity Codes from FIS Banner, including titles.
- Class Title Outline: The hierarchical UCOP grouping structure for the Payroll Title Code.
- Fund Hierarchy: The hierarchical structure for the data entry Fund Code and title, from FIS Banner, including custom groupings for FMW.
- Org Hierarchy: The hierarchical structure for Organization Code, including titles, from FIS Banner.
- Program Hierarchy: Although not truly a hierarchy, this class contains the Program Code information for those who desire to use it.
- Service Center: Although not truly a hierarchy, this class contains information about the Service Center Code, assigned to each Org Code by FIS Banner for information distribution purposes.
- Job Titles: Although not truly a hierarchy, this class contains information about the payroll Title Codes, including a link to the Class Title Outline.
Object Definitions:
Definitions of each object in each class can be found in the Budget universe Data Dictionary.
Report Samples
Certified Corporate Reports (What are Corporate Reports?)
The Budget universe has a small group of reports of general interest.
An anonymized PDF sample is linked to each report name.
Budget Reports
| Report Name | Description | Status |
| Journal Entry Review | Detailed replication of FMW journal entries for purposes of review or audit. | Certified |
| Operating Budget Summary | This set of Financial Operating Summaries is sorted by Org-Fund-Account Pool (no Activity Code) and various Org Hierarchies. The document provides Carryforward Budget, Permanent Budget, Budget Adjustments, Expenses, Encumbrances and Balance summarized information from the FMW application (which gets this information the FIS Banner application). Contract and grant funds are excluded. | Certified |
| Permanent Budget Deficits | This report is intended as a managing tool for purposes of pointing out any FOAPAL combinations that have Permanent Budget deficits. | Certified |
| Permanent Budget Summaries by Org Hierarchy | A set of Permanent Budget Summaries sorted by Org Hierarchy then Fund (no Activity Code). | Certified |
| Permanent Budget Summaries by Org-Fund | A set of Permanent Budget Summaries sorted by Org-Fund-Account Pool (No Activity Code). One format includes Staffing Details. | Certified |
| Staffing List by Org Tree – Academic | Staffing List of employment positions designated as “Academic”, sorted by Org Hierarchy then FOAPAL. Specifically, this document provides information on permanent staffing commitments (payroll and provisions) along with the permanent budget allocated to support those commitments. | Certified |
| Staffing List by Org Tree – Staff | Staffing List of employment positions designated as “Staff”, sorted by Org Hierarchy then FOAPAL. Specifically, this document provides information on permanent staffing commitments (payroll and provisions) along with the permanent budget allocated to support those commitments. | Certified |
Divisional Curriculum Planning
Universe Description
The Divisional Curriculum Planning universe contains curriculum management data loaded from the CourseDog application.
Reports
- 3 Column Report (work in progress)
- Large Lecture Report (work in progress)
Data Loads
- Data loads daily from CourseDog
- Steward: Registrar
Access Levels
- General Access – Read-only
- General Access – Report-writer
FAMIS
Universe Description
The FAMIS universe contains information about capital projects and facilities. FAMIS does not have any corporate reports.
Data Loads
- Data updates live from the source system.
Access Levels
- General Access – Read-only
- General Access – Report-writer
More information about InfoView Access Levels
Financial Operating
Universe Description
The Financial Operating Universe consists of financial transaction and summary data from the campus Financial Information System also known as FIS Banner. This universe also includes information about payroll, specifically a report that mimics the existing report Distribution of Payroll Expense (DOPE)
Data Loads
- Data loads daily Monday through Friday from FIS Banner
Access Levels
- General Access – Read-only
- General Access – Report-writer
More information about InfoView Access Levels
Report Samples
Certified Corporate Reports (What are Corporate Reports?)
Financial Operating has four categories of corporate report:
An anonymized PDF sample is linked to each report name.
Balance Sheet
| Report Name | Description | Status |
| Balance Sheet Detail FZRSRVO | This general ledger report provides cumulative totals for prior months of the fiscal year and detailed transaction information for the selected fiscal month/period. This report is intended for Balance Sheet account codes only. | Certified |
| Fund Balance Summary – FZRSFND | This report shows the year-to-date totals of budgetary, financial, and encumbrance transactions summarized by pool budget account for each organization in each fund. Funds are grouped by fund type within the fund balance account they close to.This report is intended for central office use.Data from this report is further summarized in FZREFND which shows the balances in each organization without the pool budget account detail. | Certified |
Chart of Accounts
| Report Name | Description | Status |
| Account Hierarchy | Current List of FIS Banner data entry Account Codes and their hierarchies | Certified |
| ADFS Gift Designation for FIS Fund Codes | This report provides designation information that meets the criteria of the report parameters that are set when the report is run. | Certified |
| Fund Hierarchy | Current List of FIS Banner data entry Fund codes and their hierarchies. | Certified |
| Org Hierarchy | Current List of FIS Banner data entry Organization codes and their hierarchies. | Certified |
Fiscal Year
| Report Name | Description | Status |
| Encumbrance Liquidation FZRPOEL | This report mimics the FIS Banner FZRPOEL report. It is intended for use in designating which open encumbrances liens or purchase orders should be liquidated or closed in the campus financial information system. | Certified |
| Financial Transactions – FY | Fiscal year-to-date report provides detailed financial transaction information as well as various summaries. Benefit account codes are rolled together to reduce space. Encumbrances are rolled together to show current balance of encumbrance only. The report is designed to give accurate balances for non-revenue and revenue FOAPALS, except revenue for grant funds is excluded. | Certified |
| Fiscal Close Summary | Fiscal year-to-date summary designed specifically as a tool during fiscal close, but can be used at any time during the fiscal year. | Certified |
| Fiscal Overview | Fiscal year-to-date summary by Fund/Org or Fund/Org/Activity. Contains two sections: (1) financial summary by Account Code Level 1 and (2) list of employee’s cumulative salary/benefits expenses/encumbrances. | Certified |
| Fund Summary – FZRSFND | This report shows the year-to-date totals of budgetary, financial, and encumbrance transactions summarized by pool budget account for each organization in each fund. Funds are grouped by fund type within the fund balance account they close to.This report is intended for central office use.Data from this report is further summarized in FZREFND which shows the balances in each organization without the pool budget account detail. | Certified |
| Monthly Carryforward-FY | This fiscal year-to-date report contains carry-forward totals up to the beginning of a chosen fiscal period and then detailed transactions thereafter. It contains both detail and summary formats. | Certified |
| My Grant Activity-FY | This fiscal year report is for Principal Investigators’ use in tracking their fiscal year based grant funds. The report provides summary totals prior to a specified date and then detailed transactions since that date. | Certified |
| Summary Org Balance with Projections | Fiscal year-to-date summary report of total budget, expenses, encumbrances and balance, but includes a separate section for projected expenses. The projections are simply the (non-payroll) expenses-to-date prorated for the rest of the year. It assumes rate of spending will be similar (a.k.a. burn rate projection). | Certified |
Inception To Date
| Report Name | Description | Status |
| Encumbrance Liquidation FZRPOEL | This report mimics the FIS Banner FZRPOEL report. It is intended for use in designating which open encumbrances liens or purchase orders should be liquidated or closed in the campus financial information system. | Certified |
| Extramural Fund Review – ITD | Due to the nature of their analysis, reconciliation and reporting, Extramural Fund Accountants have distinct needs beyond the general campus Research Accountant. This inception-to-date report mimics the FIS Banner FZRAITD, FZRDITD2, and FZRSITD reports. It provides detailed financial transaction information as well as various financial summaries customized for EMF Accounting. | Certified |
| Financial Transactions – ITD | Inception-to-date report provides detailed financial transaction information as well as various summaries. Benefit account codes are rolled together to reduce space. Encumbrances are rolled together to show current balance of encumbrance only. The report is designed to give accurate balances for non-revenue and revenue FOAPALS, except revenue for grant funds is excluded. | Certified |
| My Grant Activity-ITD | This inception-to-date report is for Principal Investigators’ use in tracking their contract or grant funds, but it can be used with other types of funds too. The Report provides summary totals prior to a specified date and then detailed transactions since that date. | Certified |
Payroll
| Report Name | Description | Status |
| DOPE-Monthly | This report mimics the front page of the official Distribution of Payroll Expense Report. It is not intended to replace the official campus report that is distributed on a monthly basis by CATS. | Certified |
| Payroll by Employee-FY | Salary expenses and projected encumbrances for a fiscal year, sorted by Org Code, Fund Code, Activity Code, then Employee Name. | Certified |
| Payroll by Employee-ITD | Inception-to-date salary expenses and projected encumbrances sorted by Org Code, Fund Code, Activity Code, then Employee Name. | Certified |
| Payroll Matrix-Expenses by Month | Payroll expenses sorted by FOAPAL by month for each employee. Vacation accrual and earnings are included in cumulative benefits expense. | Certified |
| Salary Savings as TOF form | Salary and benefit expenses from START and SRF in the Transfer of Funds format. | Certified |
| START and SRF Salary Savings | This payroll report is for tracking and projecting salary savings resulting from employee participation in the START (Reduced Time) program or the SRF (Salary Reduction and Furlough) program within a date range you specify. | Certified |
| Transfer of Payroll Expense Mass Transfers | This document is intended to aid in preparing requests to transfer payroll expense. This particular version is for mass transfers (transferring multiple consecutive rows of payroll expense). | Certified |
| Transfer of Payroll Expense Single Transfer by Empl ID | This document is intended to aid in preparing requests to transfer payroll expense. This particular version is for single transfers (transferring individual rows of payroll expense) for an employee. | Certified |
| Transfer of Payroll Expense Single Transfer by Org-Fund | This document is intended to aid in preparing requests to transfer payroll expense. This particular version is for single transfers (transferring individual rows of payroll expense) in an Org-Fund combination. | Certified |
Graduate Student Support
Universe Description
The Graduate Student (financial) Support universe (a.k.a. GSS) contains information about payments made to graduate students on a quarterly or term basis back to July 1, 1996. It is intended to be used by the Graduate Division and academic divisions and departments in analyzing trends in the level of financial support to graduate students.
The Academic Information System (AIS) gives the GSS Universe financial aid payments to graduate students, including the payment of tuition and fees while employed, and limited information about students who received payments as of the third week of the term. Information about payroll payments to graduate students come from the Payroll Personnel System (PPS).
Features and Limitations
Only certain demographic, enrollment, and major information is included in the GSS universe. The following types of data are not available:
- Payments made through FIS Banner, unless also recorded in AIS
- Payments made directly by an external funding agency, unless also recorded in AIS
Student identity is protected for loan payments. You can only see total dollars for loan payments in a term. If you have a legitimate need to see the specific student ID, student name, etc. for loans, then a greater access level is required. The only person who can authorize such access is the Director of Financial Aid.
Year is recorded in two ways:
- Academic Year is Summer, Fall, Winter, Spring
- Aid Year is Fall, Winter, Spring, Summer
Fund Type Derived is a custom object that re-defines the type of funds that pay Tuition and Fees. In practice, Tuition and Fees for GSRs are charged in AIS to the Graduate Division. These expenses are subsequently transferred in FIS to the FOAPAL that paid the Research Assistant (GSR) payroll. This object derives the funding type (fund level 2) for the tuition and fees from the corresponding payroll record. There is no guarantee that the funding will match what ultimately transpires in FIS, but it is a best guess.
Department is determined from the student major. If the student was not registered in the term that they received payment (such as Summer) then the major is “-” and the department is unknown for that payment.
Data Loads
Data is loaded quarterly in arrears, after the third-week census data is received by the campus data warehouse in the following term.
Approximate load schedule (end of month):
- February for Fall quarter
- May for Winter quarter
- September for Spring quarter
- November for Summer quarter
Last data load: Spring 2020
Access Levels
- General Access – Read-only
- General Access – Report-writer
More information about InfoView Access Levels
Content Description
Data Sets/Classes Defined
Major Hierarchy:
The major declared by the student that term, and corresponding academic department and division information.
Payments:
Information about the payment including term, amount, employment percent (if relevant), type of payment, and FOAPAL charged.
Chart of Accounts: Hierarchies associated with each element of the FOAPAL charged, for use in grouping information. When a record has “-” (missing) Org, Fund, and Account it means the payment was made directly to the student from an outside funding agency.
Job Title Hierarchy: Information about the payroll Title Code associated with the payment (if relevant), including the Class Title Outline hierarchy.
UCOP Financial Aid Award Hierarchy: A hierarchy exists for categorizing payments. From highest to lowest, the hierarchy is:
| Payment Activity Group | Payment Activity | Payment Activity Redefined | Item Type |
| Earnings | Associate_in | Associate_in | PPS |
| Earnings | Other Campus Earnings | Other Campus Earnings | PPS |
| Earnings | Reader or Tutor | Reader or Tutor | PPS |
| Earnings | Research Assistant | Research Assistant | PPS |
| Earnings | Teaching Assistant | Teaching Assistant | PPS |
| Financial Aid | Fellowship | Fellowship or Tuition, Remission, Fees (if Tuition Remission coded in AIS as fellowship) | List of codes |
| Financial Aid | Tuition, Remission, Fees | Tuition, Remission, Fees | List of codes |
| Financial Aid | Grant | Grant | List of codes |
| Financial Aid | Loan | Loan | List of codes |
| Financial Aid | Scholarship | Scholarship | List of codes |
| Financial Aid | Other Financial Assistance | Other Financial Assistance | List of codes |
Student:
Information about the student including their identity (except for loan payments), major, registration status, level, and limited demographic information such as gender and ethnicity as of the 3WK of the terms in which the payment is made. If a 3WK record does not exist for the student, then the information is pulled from End of Term census information. If a student is not registered in the term in which they received payment, such as summer, the student’s identity and major is derived from the preceding term (up to 3 terms back). However, registration information remains term-specific.
Object Definitions: Definitions of each object in each class can be found in the GSS universe data dictionary.
Report Samples
Certified Corporate Reports (What are Corporate Reports?)
The GSS universe has a small group of reports of general interest.
An anonymized PDF sample is linked to each report name.
GSS Reports
| Report Name | Description | Status |
| Dept-Grad Student Support-History For Program Reviews | Total financial support paid or attributed to graduate students over a range of academic years for a department. Division and Campus totals are also available for comparison. | Certified |
| Graduate Student Support by Student | This report contains a list of graduate student names by type of financial support and by term within an academic year for a department. The department is determined by the student’s major, not by the funding source of the financial support. The department providing the financial support is noted next to the Payment Activity Type (GSR or TA) for each student within a major. | Certified |
| Graduate Student Financial Support Type by Dept. – History | This report summarizes the type of support paid or attributed to graduate students through campus payroll or financial aid over a range of academic years for a Department. | Certified |
| Graduate Student Support History based on Major Department | This report contains a list of graduate students along with the history of financial support paid or attributed them. Department and Division are determined by the student’s major, not by the funding source of the financial support. | Certified |
| Support Type by Primary Fund / Activity Type | This report summarizes the type and amount of financial support for graduate students within a specified academic year. Department is determined by the student’s major, not by the funding source of the financial support. Majors associated with more than one department are being reported as a whole and are not being pro-rated to each department. | Certified |
Instruction & Course Review
Universe Description
The Instruction Universe contains course enrollment count and student credit hours information attributed to the instructor(s) according to their rank (job title) and teaching role in the course (primary, secondary, supervisory). This information is intended for use in analyzing instructional workload and instructional activity. The Course Review Universe has information about enrollment and credit hours for instructors.
The Instruction universe contains information used to assign instructional workload credit to faculty. The universe consists of PPS data as well as 3rd week census data from AIS.
Features and Limitations
Enrollment and student credit hours for each course section are attributed/split according to the instructor(s) role as follows:
- Primary role – enrollment and student credit hours are split by the number of Primary instructors
- Supervisory role – enrollment and student credit hours are split by the number of Secondary instructors (not the Supervisor)
- Secondary role – for non-credit sections that only have Secondary instructors, enrollment is split by the number of Secondary instructors
- Non-UCSC instructors – enrollment and student credit hours are not split
Section counts are attributed/split the same as enrollment and student credit hours, but they are further split by the number of subject-course-section combinations in a cross-listed course.
The following types of information are not available in this universe:
- Identity of students enrolled in courses
- End of term enrollment
- Room utilization and contact hours
PDF Documents
- (PDF) Data Dictionary (Instruction – Students)
- (PDF) Data Dictionary (Course Review – Instructors)
- Report Writer Training Document
Data Loads
- Data loads twice quarterly (3rd Week and End of Term) from the Academic Information System (AIS)
- Data loads from the Payroll Personnel System (PPS)
Access Levels
- General Access – Read-only
- General Access – Report-writer
More information about InfoView Access Levels
Content Description
Data Sets/Classes Defined
Course Sections:
General information about course sections, such as subject, course number, section number, class activity, attributed enrollment, attributed student credit hours, status of SCiiPI edit cycle, etc.
- Section cross-listed with: The subject, course number and section number that a given section is cross-listed with.
- Course Activity TIE: Specific Instructional Activity groupings required when UCSC Instructional Research and Policy Studies office reports information to UCOP.
Subject Department:
The academic department and division associated with a subject code of a course section. This hierarchy is maintained with SCiiPI.
Instructors:
Information about the instructor(s) of a course section, including their identity, teaching role, rank (derived from job title), payroll FTE and instruction percent.
Instructor Department:
As required for instructional activity reporting, for ladder rank faculty and security of employment instructors, instructor department is the person’s PPS appointment department(s), for all other instructors instructor department is the subject department.
Annualized Dept FTE:
Student FTE is attributed to “instructor departments” for students in courses that meet the following qualifying criteria:
- Credit-bearing course in Fall, Winter or Spring in all subjects except PHYE (Physical Education)
- Credit-bearing course in Summer only in subject EDUC (Education)
- Excluding self-support programs (currently only Network Engineering)
- Excluding student level GDD
The Annualized Student FTE for each “instructor department” is pre-calculated as follows:
- Student levels FR, SO, JR, GCR = total Student Credit Hours/45
- Student levels GM, GD = total Student Credit Hours/36
- Student level GDA = count of 1 for each registered student attributed to their major department (regardless of course enrollment
Object Definitions: Definitions of each object in each class can be found in the Instruction Universe data dictionary.
Network Telecommunication Services
Universe Description
UCSC Data Warehouse receives Network Telecommunications Services billing information on a monthly basis. The data is made available for reporting through the NTS_Bill universe.
- NTS_Bill: Amounts charged to each unit for telephone, network, and recurring service. Such amounts may not exactly match what has posted to the FIS/Financial Information System due to chart of account corrections made during the “NTS to FIS” load process.
Those with access to the NTS_Bill universe can view campus-wide information. Although departmental or organizational data restrictions do not exist, reports can be written to pull information only for specific organizational structures if needed.
Features and Limitations
Due to the presumed confidential nature of certain campus business units, data is not available in NTS_Bill for the NTS Billing Departments listed below. If your unit should be added or removed from this list, please contact Data Management.
| NTS Dept Code | NTS Department Name |
| 1073 | CBO-Ombudsman Ofc |
| 50102 | HLTHCT-Invalid Counsel Serv |
| 50103 | HTHCT-Invalid FIS Use 50105 |
| 50104 | HLTHCT-SHC General |
| 50105 | HLTHCT-SHC Health Education |
| 50106 | HLTHCT-SHC Insurance |
| 50107 | HLTHCT-SHC Clinics/FirstAid |
Data Loads
- Data loads monthly from the PCR-360 system
Access Levels
Access can be granted to NTS_Bill as either:
- General Access – Read-only
- General Access – Report-writer
More information about InfoView Access Levels
Report Samples
Certified Corporate Reports (What are Corporate Reports?)
The NTS universe has a small group of reports of general interest.
An anonymized PDF sample is linked to each report name.
NTS Reports
| Universe | Report Name | Description | Status |
| NTS_Bill | NTS Unit Billing Summary | Amounts charged to campus units, summarized by Org-Fund, Department, or Subscriber over a given range of months. | Certified |
| NTS_Bill | NTS Service by Location | List of telephone and Ethernet jacks in a building in a given month. Intended to aid in managing jack locations and planning moves. | Certified |
| NTS_Bill | NTS Service Missing Locations | List of telephone and ethernet services for which NTS/Pinnacle does not have a location recorded. | Certified |
PPS
Universe Description
The PPS Universe contains information from the Payroll Personnel System (PPS), including the Distribution of Payroll Expense (DOPE) information, personal employee information and other relevant details. Information is captured in two separate data loads, one to show the most current information in PPS (minus one day) and the other to establish data history.
The PPS Universe will be replaced by the UC Path Employment -Daily Universe approximately 12/2/19. The PPS Universe will remain active indefinately to offer history.
Data Loads
- Data loads nightly from the Payroll Personnel System (PPS)
- This data is replaced completely every night to show the most up-to-date information in PPS
- Data loads monthly from the Payroll Personnel System (PPS)
- This snapshot data is added (not replaced) to establish a running history of everyone who has been a part of the PPS system.
Anticipated data loads:
Our approximate loading date for the DOPE data of for each month comes from the FIS Banner Payroll Posting Schedule from the Financial Affairs Office.
- December pay expected: 01/07/19
- January pay expected: 02/05/19
- February pay expected: 03/05/19
- March pay expected: 04/03/19
- April pay expected: 05/03/19
- May pay expected: 06/05/19
- June pay expected: 07/08/19
- July pay expected: 08/05/19
- August pay expected: 09/05/19
- September pay expected: 10/03/19
- October pay expected: 11/05/19
- November pay expected: 12/09/19
- December 2019 pay expected: 01/10/20
Access Levels
- Limited Access
- General Access – Read-only
- General Access – Report-writer
More information about InfoView Access Levels
Report Samples
Certified Corporate Reports (What are Corporate Reports?)
PPS has seven categories of corporate report:
- Employee Count or Headcount
- Employee Status
- OPTRS Rosters Audit
- Personnel Action
- Salary or Payment
- Salary Reduction and Furlough
- Separation or Leave
An anonymized PDF sample is linked to each report name.
Employee Count or Headcount
Statistical information only
| Report Name | Description | Status |
| All Employees-Title Code Hierarchy-Daily | This report lists all UC System-Wide job title codes as well as those that are currently used by UCSC. The job titles are grouped according to the Class Title Outline, a UC-specific hierarchy. Title code counts and FTE are included to demonstrate use patterns — this report should be be construed as an official report of employee counts nor FTE for budgeting purposes. | Certified |
| Staff-Headcount-Monthly | This document provides headcounts and budgeted FTEs of staff employees who had an active appointment in PPS during a month you specify. The data will give you general knowledge about the population you select. You can view campus-wide data or specific groups of staff employees. | Certified |
| Student-TA Headcount History-Monthly | This statistical report counts Teaching Assistants based on salary paid for pay periods within a range of dates that you specify. | Certified |
Employee Status
For determining whether a person has active employment
| Report Name | Description | Status |
| All Employees-Appointments without Distributions-Daily | This report indicates which employees have an appointment that does not have an associated distribution. The report is for potential data entry clean-up purposes. | Certified |
| All Employees-Approaching Appointment End Dates-Daily | This document provides a list of employees who have active appointments that end on or before a date selected by the user. It is intended to help identify appointments that may need action taken to extend them. For a more detailed report see “All Employees-Extension Roster or End Date Report-Daily” | Certified |
| All Employees-Employment Status & EID Lookup-Daily | This report indicates whether an individual is currently an active UCSC employee and includes appointment begin and end dates to establish expected duration of employment. Department information is included to help confirm an individual’s identity and affiliation on campus. | Certified |
| All Employees-Extension Roster or End Date Report-Daily | This report lists all distributions and their associated appointments for employees with any distributions ending on or before the date specified by the user. The purpose of this report is to alert Service Centers to ending appointments and/or distributions in case action is necessary, while also providing information about possible reappointments and/or future distributions. | Certified |
| All Employees-Inactive Employees without Appointments-Daily | This report lists inactive employees who do not have any appointments and is intended for use in identifying employees who may need to be separated. Employee Name, EID, Employment Status, most recent Hire Date and Student Status are listed for each employee. | Certified |
OPTRS Rosters Audit
| Report Name | Description | Status |
| Academic-Roster of Student Instructors-Daily | This report lists employees in the following titles: Teaching Assistant, Teaching Fellow, Associate In __, and Course Assistant (payroll title Non-Student Tutor). | Certified |
| Academic-Roster Pre-Compute Review-Daily | This report lists all appointment distributions associated with academic job tittles for a specified month and pay cycle (e.g. august 2011 MO). | Certified |
| All Employees – Multiple Time Reporting Methods-Daily | This report lists all employees with more than one time reporting method displayed in PPS via time codes. It is intended to assist employees who process and review payroll with locating and reporting time. The report can be run by Cost Center or Appointment Department (or both or neither) as needed. | Certified |
| All Employees-Time Codes – Daily | This report lists all employees with more than one time reporting method displayed in PPS via time codes. It is intended to assist employees who process and review payroll with locating and reporting time. The report can be run by Cost Center or Appointment Department (or both or neither) as needed. | Certified |
Personnel Action
Information about employee appointments
| Report Name | Description | Status |
| All Employees-Appointments without Distributions-Daily | This report indicates which employees have an appointment that does not have an associated distribution. The report is for potential data entry clean-up purposes. | Certified |
| All Employees-Current Appointment and Distribution Lookup-Daily | This report lists all current appointments and distributions for an employee. It searches for the employee based on their name. | Certified |
| All Employees-Current Dept Appointments and Distributions-Daily | This report lists all current appointments and distributions for all employees in a unit, defined by org code, org level 3, org level 4 or appt dist dept. | Certified |
| All Employees-Extension Roster or End Date Report-Daily | This report lists all distributions and their associated appointments for employees with any distributions or appointments ending on or before the date specified by the user. | Certified |
| All Employees-FAU via Appt Level 4 Org-Daily | This report is intended to assist Timekeepers in filling out TRW forms for the MA or MO pay cycle. | Certified |
| All Employees-FAU via Home Department-Daily | This report is intended to assist Timekeepers in filling out TRW forms for the MA or MO pay cycle. | Certified |
| All Employees-Hires and Rehires-Monthly-RESTRICTED | This report lists information about active employees hired or rehired between chosen dates. The employee’s appointment type, TUC, home department, service center, full accounting unit, distribution %, and org level information are available. | Certified |
| All Employees-Inactive Employees without Appointments-Daily | This report lists inactive employees who do not have any appointments and is intended for use in identifying employees who may need to be separated. Employee Name, EID, Employment Status, most recent Hire Date and Student Status are listed for each employee. | Certified |
| All Employees-Unit Roster-Daily | This report lists current employee distributions for all employees in a unit. When running this report, unit can be defined by org code, org level 3, org level 4, appt dist dept, or home dept. | Certified |
| Staff-Promotion and Demotion and Reclassification by Effective Date-Monthly-RESTRICTED | This report contains campus-wide counts of staff employees who have been promoted, demoted or reclassified over a period of time your select. Optionally, a list of employees can be displayed for distribution service centers you select. | Certified |
Salary or Payment
History of salary/benefits paid
| Report Name | Description | Status |
| All Employees-DOPE-Monthly | This report mimics the front page of the official Distribution of Payroll Expense Report. It is not intended to replace the official campus report that is distributed on a monthly basis by CATS. | Certified |
| All Employees-Payment History by Empl ID-Monthly | This Payroll report is a snapshot salary and benefit expenses for each employee paid in the time period designated from the report prompt. Although it mimics the official campus Distribution of Payroll Expense report (the “DOPE”) with regards to layout and content, it is not considered the official report. | Certified |
| All Employees-Payroll by Employee FY-Monthly | Fiscal Year payroll expenses/encumbrances sorted by FOAPAL then person. | Certified |
| All Employees-Payroll by Employee ITD-Monthly | Inception-to-date payroll expenses/encumbrances sorted by FOAPAL then person. | Certified |
| All Employees-Payroll Matrix-Expenses by Month-Monthly | Payroll expenses sorted by FOAPAL by month for each employee. Vacation accrual and earnings are included in cumulative benefits expense. | Certified |
| All Employees-Payroll Reconciliation-Monthly | This report compares the amounts employees are to be paid (PPS Distribution) against the amount the were actually paid (DOPE Salary Expense) for a given month, and computes the differences in amounts. Information is displayed in list format by FIS Org, Fund and Activity – also known as PPS Account, Fund, and Project respectively. | Certified |
| All Employees-Salary Comps in Job Title-Monthly | This document provides summary statistics (headcount, minimum, average and maximum salary rates) for incumbents of a specified payroll title code in a specified month. | Certified |
| All Employees-Transfer of Payroll Expense Mass Transfers-Monthly | This document is intended to aid in preparing requests to transfer payroll expense. This particular version is for mass transfers (transferring multiple consecutive rows of payroll expense). | Certified |
| All Employees-Transfer of Payroll Expense Single Transfer by Empl ID-Monthly | This document is intended to aid in preparing requests to transfer payroll expense. This particular version is for single transfers (transferring individual rows of payroll expense) for an employee. | Certified |
| Student-Work Study Balance-Daily | This report is designed to help unit managers track work-study balances for their student employees. The report has two parts: a complete listing of work-study students employed by the unit, and a list of those employees who have $200 or less remaining in their current work-study allocation. | Certified |
Salary Reduction and Furlough
Information related to employees participating in the 2009-2010 salary reduction and furlough program or in the START program
| Report Name | Description | Status |
| All Employees-Salary Savings as TOF form-Monthly | Salary and benefit expenses from START and SRF in the Transfer of Funds format. | Certified |
| All Employees-START and SRF Salary Savings-Monthly | This payroll report is for tracking and projecting salary savings resulting from employee participation in the START (Reduced Time) program or the SRF (Salary Reduction and Furlough) program within a date range you specify. | Certified |
Separation or Leave
Information about leaves of absence or employment separation actions
| Report Name | Description | Status |
| All Employees-Approaching Appointment End Dates-Daily | This document provides a list of employees who have active appointments that end on or before a date selected by the user. It is intended to help identify appointments that may need action taken to extend them. For a more detailed report see “All Employees-Extension Roster or End Date Report-Daily” | Certified |
| All Employees-Leave of Absence-Daily | List of employees on Leave of Absence as of a specific date. | Certified |
| All Employees-Leave of Absence-Daily-RESTRICTED | List of employees on Leave of Absence as of a specific date, including type of leave (sensitive information for Central Office use only). | Certified |
| Staff-Career Staff Separations by Effective Date-Monthly | This report lists campus career staff who have separated employment. Based on the separation date recorded in PPS, it pulls career and partial-year career staff separations for a period of time you specify. | Certified |
| Staff-Career Staff Separations by Effective Date-Monthly-RESTRICTED | This report lists campus career staff who have separated employment. Based on the separation date recorded in PPS, it pulls career and partial-year career staff separations for a period of time you specify. This report contains sensitive information — please follow appropriate distribution methods. | Certified |
Purchase to Pay
Universe Description
The Purchase to Pay universe contains purchase order information, including associated requisition, invoice and check information.
Data Loads
- Data loads daily at 5am.
Access Levels
- General Access – Read-only
- General Access – Report-writer
More information about InfoView Access Levels
Student Census & Cohort
Universe Description
Access to the Student Universe consists of two separate data sets: Student Census and Cohort. The Student Census universe contains student demographic, enrollment and degree information at both third week (3WK) and end of term (EOT). This information is captured from the Academic Information System (AIS) the Campus’ student registration and enrollment tracking system. Further, the universe includes organizational groupings from SCiiPI the Campus’ former course audit system.
Cohort uses the same information, but pre-groups the students into cohorts based primarily on when they entered the university for tracking purposes.
PDF Documents
- (PDF) Data Dictionary (Student Census)
- (PDF) Data Dictionary (Cohort)
- Report Writer Training Document (Student Census)
Data Loads
Data is loaded twice quarterly, one snapshot is taken after the third week (3WK) of the quarter, and one at the end of the term (EOT).
- Data is loaded from the Academic Information System (AIS)
Access Levels
Access to Student Census and Cohort are given together.
- General Access – Read-only
- General Access – Report-writer
- Unit-Specific Access
More information about InfoView Access Levels
Content Description
Data Sets/Classes Defined — Student
Demographic (collected at third week and end of term – Fall, Winter and Spring 1989 through 2000 and then Fall, Winter, Spring and Summer through most recent quarter)
Personal Information about the Student (Caution: FERPA requirements)
Declared Major
College Affiliation
Level
Registration Status
GPA
Enrollment (collected at third week and end of term – Fall, Winter and Spring 1989 through 2000 and then Fall, Winter, Spring and Summer through most recent quarter)
Course Schedule
Course Enrollment
Grades/Transcript (unofficial)
Degree (compiled after term ends, but collected on an annual basis for now – Fall, Winter, Spring and Summer 1985 through end of last academic year)
Degree earned
Unavailable
Student Tuition and Fee payments
Financial Aid
Applicant Data (from annual admissions process)
Enrollment Data prior to 3rd week or between 3rd week and end of term
Grade or other updates after end of term
Object Definitions
Definitions of each object in each class can be found in the Student universe (PDF) Data Dictionary
Report Samples
Certified Corporate Reports (What are Corporate Reports?)
Student has two categories with three subcategories each of corporate reports:
An anonymized PDF sample is linked to each report name.
Student Details – Course
| Report Name | Description | Status |
| No reports in this folder at this time |
Student Details – Headcount
| Report Name | Description | Status |
| Campus-Educ Abroad Student List-Term | List of students who are participating in the Education Abroad Program at a specific term. | Certified |
| Campus-Graduate Student List-Term | List of graduate students who are registered at third week of a term. Includes academic standing and some demographic information. (Also in “Major” section) | Certified |
| Campus-Late Grad Student Registrations-Term | List of graduate students who were registered by the end of term, but not by third week. (Also in “Major” section) | Certified |
| Dept-Graduate Student List-Term | List of graduate students who are registered at third week of a term. Includes academic standing and some demographic information. (Also in “Major” section) | Certified |
| Major-Student List in Ethnic Group-Term | List of students in a major and their self-identified ethnicity. For purposes of awards and scholarship determinations. (Also in “Major” section) | Certified |
Student Details – Majors
| Report Name | Description | Status |
| Campus-Graduate Student List-Term | List of graduate students who are registered at third week of a term. Includes academic standing and some demographic information. (Also in “Headcount” section) | Certified |
| Campus-Late Grad Student Registrations-Term | List of graduate students who were registered by the end of term, but not by third week. (Also in “Headcount” section) | Certified |
| Dept-Graduate Student List-Term | List of graduate students who are registered at third week of a term. Includes academic standing and some demographic information. (Also in “Headcount”) | Certified |
| Major-Student List in Ethnic Group-Term | List of students in a major and their self-identified ethnicity. For purposes of awards and scholarship determinations. (Also in “Headcount” section) | Certified |
Summary Statistics – Course
| Report Name | Description | Status |
| Course Activity Report – Third Week | Report details all of the courses of record for a given term or range of terms within an academic year as they appear in AIS at third week. | Certified |
| Course List Report | Report details all of the courses of record for a given term or range of terms within an academic year as they appear in AIS at third week. | Certified |
| Course-Pass Rates-History | Pass rates for a specific course. | Certified |
| Dept-Course Details-Term | Course details – days of week, time, room, building, enrollment counts. | Certified |
| Dept-Credit-bearing Section Enrollment Counts-Term | Enrollment counts for credit-bearing sections for a specific term, organized by subject. | Certified |
| Division-Course Details by Dept-Term | Course details – days of week, time, room, building, enrollment counts. | Certified |
| Division-Credit-bearing Section Enrollment Counts-Term | Enrollment counts for credit-bearing sections for a specific term, organized by subject. | Certified |
Summary Statistics – Headcount
| Report Name | Description | Status |
| Campus-Graduate Student Headcount Enrollments-Term | Graduate Student enrollment counts by Division – counted at third week. (Also in “Major” section) | Certified |
| Campus-Headcount Enrollments by Level & Gender-Term | Enrollment counts for undergrads, grads and new undergrads for a term. | Certified |
| Campus-Headcount Enrollment by Reg & College & Gender-Term | Enrollment counts by registration status and level, college or gender for a term. | Certified |
| Campus-Headcount Enrollments by Term-History | Historical summary of headcount enrollments by quarter. | Certified |
| Campus-Headcount UG Enrollment by Ethnicity & Gender-Term | Enrollment counts for all students and new students, by ethnicity and gender | Certified |
Summary Statistics – Majors
| Report Name | Description | Status |
| Campus-Declared and Proposed Majors-Term | Count of declared and proposed student majors in a term. | Certified |
| Campus-Graduate Student Headcount Enrollments-Term | Graduate Student enrollment counts by Division – counted at third week. (Also in “Headcount” section) | Certified |
| Dept-Headcount Majors and Minors-History | Summary counts and charts of student majors for a range of academic years. Counts are based on three-term average. | Certified |
UCPath Employment-Daily
Universe Description
The UCPath Employment-Daily Universe provides access to the UCPath System, including the Distribution of Payroll Expense (DOPE) information, personal employee information and other relevant details. This new data model replaces the previous PPS universe as of approximately 12/2/19. Reports that contain student or employees names will default to their “Lived Name”. For access to “Legal Name” elevated permissions are required.
Data Loads
- Data in Salary and Benefit Expenses will be updated 2-3 days after each pay confirm. Salary cost transfers (Direct Retros) will update Salary and Benefit Expenses the night they are approved (except for pay confirm nights).
Access Levels
- Limited Access
- General Access – Read-only
- General Access – Report-writer
- Unit Specific Access
- Restricted Data Access
More information about InfoView Access Levels
Report Samples
Certified Corporate Reports (What are Corporate Reports?)
UCPath has several categories of corporate report:
An anonymized PDF sample is linked to each report name.
Employee Count or Headcount
Statistical information only
| Report Name | Description | Status |
| UCPath – All Employees Unit Roster | This report lists current active employee jobs for all employees in a unit. When running this report unit can be defined by Org code (at any level) or Department. The report is intended to assist unit managers with tracking their current employees’ status, bargaining unit, pay rates, end dates and funding entry. | Certified |
| UCPath – Unfilled Positions | The Unfilled Positions report is used to identify unfilled positions that are funded or unfunded, as of the day before the report is run. The report excludes job data. | Certified |
| UCPath – All Employees Headcount | This report provides headcounts and job FTE (Full Time Equivalency) of employees who had an active job in UCPath on the user provided date. Only active jobs as of the input date are included in the count. The data will give you general knowledge about the population selected. You can view campus-wide data or predetermined groups of employees. | Certifie |
Salary and Benefits Expense
History of salary/benefits paid
| Report Name | Description | Status |
| UCPath – DOPE | The UCPath – DOPE (Distribution of Payroll Expense) report provides a detail of salary and benefit epenses charged to the campus general ledger after payroll computes. This report includes the total salary and benefit expenses to units in detail for the time period being reported; including any transactions originating from adjustments prepared in UCPath; and transfer of payroll expense. | Certified |
| UCPath – Earnings | The UCPath – Earnings report provides earnings details for both salary and hourly employees, separated into three tabs. For salaried employees there are two tabs, regular earnings and non-regular earnings. For hourly employees there is a tab that includes both regular and non-regular earnings. Examples of “Non-Regular Earnings” include overtime, vacation or stipend (Earn Codes: OT, VAC, STP) | Certified |
| UCPath – Additional Pay / Salary Expense | The UCPath Additional Pay report provides a detail of any additional pay that employees may receive.This report only reflects recurring additional payments that are active at the time it is refreshed. Once processed through payroll these payments will be reflected on the DOPE report, specified by the Earn Code. The intended audiences for this report include, Budget Analyst, Unit Heads and Research Accountants. Examples of additional pay include stipends for temporarily assuming additional responsibilities, meal reimbursements or certification pay. |
Termination or Leave
Information about leaves of absence or employment termination actions
| Report Name | Description | Status |
| UCPath -Terminations | This report of terminations requires a range to be entered, and will pull only records in that time frame. The report includes both ‘Full Terminations’ where an employee has no active jobs and is no longer an employee of UC Santa Cruz (SCCMP Business Unit), and job Terminations of employees who currently have active job records and are still considered employees of UC Santa Cruz. | Certified |
| UCPath – Terminations Restricted | This report of terminations includes ‘Reason Code and ‘Reason Description’, which are considered restricted data. The report requires a range to be entered, and will pull only records in that time frame. The report includes both ‘Full Terminations’ where an employee has no active jobs and is no longer an employee of UC Santa Cruz (SCCMP Business Unit), and job Terminations of employees who currently have active job records and are still considered employees of UC Santa Cruz. | Certified |