University of California San Francisco
Accounting Office

WebLinks OLPPS Workbook
The following links will take you directly to the specific chapter in the Table of Contents WebLinks - Introduction
Chapter 1 - Getting Started (What Planet Am I On?)
Chapter 2 - WebLinks OLPPS Reports (What is Available?) (Revised 10/00)
Chapter 3 - Employee Research (What ends in the Next Month?) (Revised 10/00)
Chapter 4 - Reconciling Your Payroll (What Happened Last Month?)
Chapter 5 - Exporting Reports (How Do I Export to Excel?)
Chapter 6 - Useful Tools (How can I look up a Department or Title Code?)
Chapter 7 - Using Lists (How Can I Customize Lists of DepCodes or Titles?)
Appendix A - Class Title Outline (CTO) Groups for Academic Title Codes

Please click here if you would like the entire OLPPS WebLinks Manual (157 pages - PDF Format)

Table of Contents

WebLinks - Introduction

Chapter 1 - Getting Started (What Planet Am I On?)

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 1-1

Objectives  1-1
Overview   1-1
WebLinks Access  1-2
               Adding a Bookmark  1-2
Stopping a Report  1-2
Navigating Back & Forward  1-2
Using the ENTER Key  1-2
WebLinks Login  1-3
WebLinks Initial Display  1-5
Side Bar Menu  1-6
Reports Menu  1-7
Employee Information Access  1-8
User Information Inquiry  1-9
Database Access Security  1-10
WebLinks Help Desk  1-11
Review  1-12
Chapter 2 - WebLinks OLPPS Reports (What Is Available?) 2-1
Objectives  2-1
Overview 2-1
Payroll/Employee Report Usage  2-2
Key Concepts 2-4
Employee Lookup  2-5
Employee Lookup Example 2-6
                Appointments & Distributions  2-7
                Appointments & Distributions - Multiple Appointments  2-8
                Distributions  2-9
Departmental Phone List 2-10
Selection Criteria: 2-11
Key Things to Note: 2-11
Report Example  2-12
                Departmental Phone List  2-14
Departmental Phone List Column Headings 2-15
Viewing and Printing Your Reports  2-16
User Profile Maintenance  2-17
Review 2-18
Chapter 3 - Employee Research (What Ends in the Next Month?) 3-1
Objectives  3-1
Overview 3-1
Payroll and Expiring Distributions 3-2
Selection Criteria: 3-3
Key Things to Note: 3-5
Payroll and Expiring Distributions Example 3-6
Payroll and Expiring Distribution Report Column Headings 3-7
Hire Date and Salary Report 3-8
                Selection Criteria: 3-9
                Key Things to Note: 3-10
Hire Date and Salary Report Example 3-11
Hire Date and Salary Report Column Headings  3-12
Work Permit End Date Report 3-13
                Selection Criteria: 3-14
                Key Things to Note: 3-14
Work Permit End Date Report Example 3-15
Work Permit End Date Report Column Headings  3-16
Faculty Above NIH Salary Cap - EMP  3-18
                Selection Criteria: 3-19
                Key Things to Note: 3-20
Faculty Above NIH Salary Example  3-21
Faculty Above NIH Salary Cap - EMP Report Column Headings  3-22
Post Authorization Notification (PAN)  3-23
                Selection Criteria:  3-24
                Key Things to Note:  3-25
Post Authorization Notification (PAN) Example  3-26
                PAN Detail  3-27
PAN Report Column Headings  3-28
Title/Step/Salary Exception Report  3-29
                Selection Criteria:  3-30
                Key Things to Note:  3-31
Title/Step/Salary Exception Example  3-32
Title/Step/Salary Exception Report Column Headings  3-33
Grade/Salary Exception Report  3-34
                Selection Criteria:  3-35
                Key Things to Note:  3-36
Grade/Salary Exception Example  3-37
Grade/Salary Exception Report Column Headings  3-38
Total Distributions % > 100%  3-39
                Selection Criteria:  3-40
                Key Thinkgs to Note:  3-41
Total Distributions % > 100% Report Example  3-42
Total Distributions % > 100% Report Column Headings 3-43
Casual Hours Report  3-44
                Selection Criteria:  3-45
                Key Things to Note:  3-46
Casual Hours Report Example  3-47
Casual Hours Report Column Headings  3-48
Salary Review Report  3-49
                Selection Criteria:  3-50
                Key Things to Note:  3-51
Salary Review Report Example  3-52
Salary Review Report Column Headings  3-53
Review  3-54
Chapter 4 - Reconciling Your Payroll (What Happened Last Month?) 4-1
Objectives 4-1
Overview 4-1
Distribution of Payroll Expense 4-2
                Selection Criteria: 4-3
                Key Things to Note: 4-4
Distribution of Payroll Expense Example 4-5
                Distribution of Payroll Expense by DPA, Fund, Sub 4-6
Distribution of Payroll Expense Report Column Headings 4-7
Using DPE Ledger Month and Pay Period Date 4-8
                DPE Report for ET-0003 4-9
                DPE Report for Pay Period 08/1998 4-9
Salaries and Benefits by Employee 4-10
                Selection Criteria:  4-11
                Key Things to Note:  4-12
Salaries and Benefits by Employee Example  4-13
                Salaries and Benefits by DPA, Fund, Sub 4-14
Salaries and Benefits by Employee Report Column Headings  4-15
Faculty Above NIH Salary Cap - DPE 4-16
                Key Things to Note: 4-16
                Selection Criteria: 4-17
Faculty Above NIH Salary Example 4-18
Faculty Above NIH Salary Cap - DPE Report Column Headings 4-19
Review 4-20
Chapter 5 - Exporting Reports (How Do I Export to Excel?) 5-1
Objectives 5-1
Overview 5-1
Changing Netscape Preferences  5-2
Creating an Excel Worksheet  5-3
Opening an Excel Text File 5-11
Exporting Detail Lines Only  5-12
Steps for Exporting WebLinks Reports to Excel  5-13
Chapter 6 - Useful Tools (How can I look up a Department or Title Code?) 6-1
Objectives 6-1
Overview 6-2
Inquiries 6-2
Title code Inquiry 6-3
DOS Code Inquiry  6-4
Department Code Information Inquiry 6-5
                Functional Roles 6-6
                Parent 6-7
                Children 6-7
                Financial Ownership 6-8
Department Tree Inquiry  6-9
User Access Permission  6-11
Review 6-12
Chapter 7 - Using Lists (How Can I Customize Lists of DepCodes or Titles?) 7-1
Objectives  7-1
Overview 7-1
List Maintenance 7-2
                Adding a New List 7-3
                Populating a List 7-4
                Editing a List 7-6
                Adding or Deleting List Codes 7-7
                Renaming a List  7-8
Example Reporting Using A List 7-9
Appendix A A-1
Class Title Outline (CTO) Groups for Academic Title Codes  A-1

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This page last updated on: Monday October 26 2009