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Fiscal Review- Payments Due To Plan


This article provides instructions on how to document payments to the plan. The Fiscal Review button enables reviewers to document payments that have been made to the Health Sciences Compensation Plan. 


Faculty members who have exceeded their earnings threshold will be listed in the "Payment Due To Plan"  tab. To document a faculty's payment to the plan:

  1. Select the "Faculty" button.The Fiscal Review section of the UC OATS reviewer site.
  2. Select the "Faculty Payments" tab.
  3. Locate the faculty member in the list and click on the "Report a Payment" button.
  4. Click on the "Add Payment" button.The Fiscal Review section of the UC OATS reviewer site.
  5. Enter the payment information.The Fiscal Review section of the UC OATS reviewer site.
  6. Click "Add" to complete the payment.

    You can view the faculty's payment history or add additional payments by clicking on the "Report Payment" button.The Fiscal Review section of the UC OATS reviewer site.
    The faculty's workspace dashboard will reflect the payment and remaining balance. The Fiscal Review section of the UC OATS reviewer site.

Last Modified: 2020-08-27 10:01:21.127349-07