General Ledger
Funding Entry / Position Funding
Can I change the order of chartstring field names in the template?
Yes, you can change the order during your active session by using the Personalize link. However, we encourage users to familiarize themselves with the default order defined by UCPath.
What happens when there's a retroactive pay increase and a direct retro needs to be done on the retroactive pay? Can initiators pull up the retro pay?
Yes. The employee's paycheck would include the retroactive pay, an earn code separate from regular earnings would be associated with the retroactive pay. The earn code begins with '9' for retroactive items.
Does the initiator have to start from scratch to fix a denied position funding transaction? Is there a copy function?
There is a "copy to new transaction" button. However, it isn't for direct retro transactions, only for position funding.
Does a retro pay change affect position funding?
Retro pay change does not affect current position funding.
How many decimal places are allowed on the pay distribution % field (funding entry page)?
7 digits, 6 decimal places.
How are Department Ids assigned, at which Org Node level (ex. L3, etc) ?
The Department IDs are at level 4,5,6. The department is based on where the position sits.
How do you see departmental notifications? Who will be notified?
Initiators will receive a notification that their transaction has been approved or denied. Approvers will receive a notification to approve a transaction and may navigate to the transaction using the link in the body of the email and/or using their worklist if they are in UCPath. Additionally, there are available funding reports in Cognos that as a Cognos user one may run for a department.
What is the rounding system for FTE? Will the RA be able to enter distribution percentage down to several decimals?
FTE has six decimals. It looks like this: 1.000000
When will benefit adjustments hit the ledger?
Benefits follow the employee's salary.
Where can I find guidelines from campus around what documentation should be included/attached on particular transactions?
The Controller's Office would be responsible for these guidelines.
Is legacy HCM accessible for view-only access (for current vacant position information) after go-live?
Legacy HCM will be available through September 2019 for those who already have access. Legacy HCM data can be accessed through Cal Answers reports.
Can we have multiple positions connected to one funding record?
No. Each position requires its own funding. Funding is the same for a single-headcount or a multi-headcount position.
Can an approver edit the position funding transaction before approval?
The approver should deny the transaction and the initiator should make the changes and resubmit the transaction for approval.
Does the Effective Date for position funding matter?
Yes! Effective Date for position funding must be equal to or later than the Effective Date of the position. The position must be created before you can fund it. Additionally, position funding Effective Date should be prior to the hire Effective Date in order to avoid any pay going into suspense.
What is the Pool ID field on the Position page?
Pool ID is used by the Work-Study unit to enter students' Work-Study codes.
Example: The Work-Study codes (e.g. C or G) will go into "pools" (e.g. Work-Study student in "G").
For more information, refer to the Office of Financial Aid & Scholarships.
What is “MCOP"?
Multiple Components of Pay. There is a link on the Position Funding page to access the Multiple Components of Pay worksheet to assist you with proper funding.
For academics when the incumbent’s salary funding is sourced from a capped fund, exceeds over-the-cap (OTC) fund and the OTC default chartstring should not be used, how should the funding be processed?
The earn code, "GAP" should be used for the amount that is over the cap. This step would act as a reversal of the amount above the salary cap.
When does a payroll cost get charged to the payroll suspense chartstring or the department’s default chartstring as opposed to being charged to the specified FAU(s)?
When a position is set up by the department, a departmental default fund charstring is required. Payroll costs for the incumbent of the position will be charged to the department’s default chartstring if a Funding Entry to update the Earnings Distribution to a specific FAU (e.g., PI’s research fund) has not been initiated and approved. Additionally, if the Funding Entry initiator specifies a Funding End Date for any given FAU, the portion of the payroll costs associated with that FAU will go into suspense (i.e., get charged to the departmental chartstring) during the pay period(s) after the Funding End Date.
Can other chartfields besides fund code be used to gather characteristics of the fund?
No. The system will retrieve additional information for the fund code from various fund tables. Some fund attributes are capped/uncapped, annual cap rate. Additionally, the fund code lookup table is sourced from the Fund Attribute table.
Is there approval routing at the funding level?
No. The approvals would be routed based on department, not funding.
How is funding source changed for additional pay?
The earn code for the additional pay with the chartstring is entered in the Position Funding form. If the additional pay was due to a stipend, the earn code for stipend, “STP,” along with the chartstring would be added in the form.
Once I create a position funding record, can I create a position record which duplicates/copies?
No. The position funding record cannot be copied.
Are there additional reasons why funding would default to the general fund, other than the expiration date of a current fund?
Yes. A chartstring may be valid at the time of entry in Position Funding, however, it may become invalid prior to Commitment Accounting Actuals/General Ledger batch processing. This instance would result in an edit error being flagged and a default chartstring would be used. The initiator will see any system-identified errors as they are working on the Position Funding Entry, or when there is an attempt to save and submit the transaction. However, if a Funding Entry is both successfully saved and approved but payroll still goes into suspense (departmental default chartstring), it could be due to a system error or that the Funding Entry did not meet the deadline for that pay period.
In UCPath, does the account automatically pre-populate based on the position?
The user is not required to enter the account chartfields.
Can the funding end date occur prior to the appointment end date?
Yes. However, if the funding end date expires, the system will pull from the suspense account.
Does the system validate each field or the full chartstring?
The system performs individual chartfield validation, and it also validates the full chartstring.
Can the effective date be retroactive?
Yes, as long as the funding effective date is between the budget begin and end date. You can enter a change in funding with an effective date in the past (e.g. use yesterday’s date) as long as that is a valid date for the position.
How far forward/in the future can I enter the effective date?
The funding effective date should be between budget begin and end date. There is no stated limitation for how far in the future (as long as it’s during the period in which the position is active).
How many distributions can I have?
There is no limit to the amount of many distributions that can be entered in the UCPath system. The limits in the current state are driven by PPS (Personnel Payroll System), which will not exist in the future state.
Can we create a position before funding is established?
Yes. Funding is not tied to a position. However, a position must be created in UCPath before you can apply funding to it.
Salary Cost Transfer
General SCT Concepts & Resources
What is an FAU?
FAU is short for 'Full Accounting Unit' This refers to the chartstring
What does "multiple components of pay" mean?
Multiple Components of Pay means that an employee's salary is comprised of different types of rows. In some cases this means multiple earn codes. In the context of a Salary Cost Transfer, this is talking about the under-the-cap (N-OTC) and over-the-cap (Y-OTC) rows.
When will the Process Direct Retro page be retired?
UCPath has confirmed that the Direct Retro tool will be retired in June 2025. Once retired, transactors will still be able to view processed transactions via the Review Retro Distribution page, but will no longer be able to redistribute earnings that require a Direct Retro.
As a reminder, paychecks require use of the Direct Retro tool if:
- The earnings are from October 2021 or earlier, or
- The earnings have previously been redistributed via a Direct Retro
The final date to approve direct retros is in discussion and will be communicated along with fiscal close dates.
Are there Job Aids for the Salary Cost Transfer pages?
Yes. There are three job aids for SCTs:
What is a "high risk" salary cost transfer?
Transactions involving federal funds that are either:
-
Greater than 120 days after original earnings end date, or
-
Greater than 90 days after the award end date,
are considered high risk.
If a transaction is high risk, you will be required to complete a Questionnaire on the Salary Cost Transfer page. High risk transactions require a second level of approval through the Contracts & Grants office.
For more information explore the Salary Cost Transfers Controller webpage.
What is the frequency by which Salary Cost Transfers will be processed?
Salary Cost Transfers are processed by UCPath in batches, approximately three times a month. The schedule for batch processing can be found by searching ‘GL Processing Calendar’ on SharePoint.
Search results will be PDF calendars grouped by quarter year.
Note: These dates are updated frequently, so we do not recommend downloading the calendars. You should search for the document each time to make sure you are getting the most up to date information.
Note: There are additional steps from when the transactions are batch processed and when you will see the transactions reflected in CalAnswers. We recommend adding one week from the ‘Processed SCTs in RI’ date to determine when you might see the transaction in CalAnswers.
What's the difference between Earns End Date and Pay End Date?
Earnings End Date is the end of the period in which the earnings were earned.
Pay End Date is the end of the period in which the earnings were paid.
Is there a maximum number of records you can transact on before the system times out on you?
There shouldn't be. We have seen transactors select 500 rows at a time, without issue.
Starting a Salary Cost Transfer
Should I only select rows for a transaction that I need to redistribute?
UCB best practice is to select all rows associated with a paycheck so that you have a complete view of the employee’s earnings. Any row that is not redistributed will be removed from the transaction upon submission.
When should we select all rows from a paycheck and when should we select fewer rows from a paycheck?
The best practice is to select all rows from a paycheck, to give yourself a full picture of an employee's earnings. Only select fewer rows if you have a specific need to omit a specific row (for example, the row is on a now invalid chartstring and you do not need to redistribute it, or the row is currently locked up in another transaction).
When starting an Salary Cost Transfer, can you select earnings for more than one empl record at a time?
No. You can only select one Empl Record per transaction.
I’m searching by Earns End Date, but the earnings I’m looking for do not show up in the search results. What should I do?
For some earnings, primarily earnings from prior to October 4th, 2021, the Earns End Date is not populated. If you don’t find the results you’re looking for when searching by Earns End Date, try searching instead by Pay End Date.
Managing Transaction Rows & Attachments
What happens if no changes are made to a row in my transaction?
Upon submission, the row will be removed from the transaction. Your approver will only see the rows that have been redistributed.
The rows that I selected for the transaction span multiple earnings periods. I realize I don’t need to make any adjustments to one of the earnings periods. What should I do?
Salary Cost Transfers require that there is at least one redistribution in each earnings period of the transaction. If pulling in a full paycheck includes earnings periods that do not need redistribution, you can click the [-] button in the top right of that earnings period to remove it from the transaction.
Can I delete individual earnings rows from a transaction?
No. If no adjustment is made to a row, it will be removed from the transaction upon submission. Alternatively, you could simply not select that row when selecting rows to transact on, although it is best practice to include full paychecks in your transaction.
How do I upload multiple attachments to the transaction?
Once you've uploaded one attachment, a [+] button will display to the right of that attachment. Click the [+] to add an additional attachment.
Why can’t I select a row on the Process Salary Cost Transfer page to include in a transaction?
If the checkbox for a row is grayed out in the search results on the Process Salary Cost Transfer page, one of three things will be true:
-
The row is associated with a check from October 2021 or earlier (This would require a Direct Retro)
-
The row has previously been redistributed by a Direct Retro (This would require a Direct Retro)
-
The row is included in an active transaction. If this is the case, go to the ‘Other Details’ tab in the search results to find a link to that transaction.
Making Edits & Handling Errors
Can attachments be added by the initiator after the transaction has been submitted?
No. An initiator can add attachments until the transaction has been submitted. Once it has been submitted, but before it has been approved, the approver can add additional attachments.
I’ve submitted a Salary Cost Transfer, but realize I’ve made an error. Can the transaction be edited after it’s been submitted?
No. Once the transaction has been submitted, the only options are to approve or deny it. If there is an error, the transaction should be denied.
If another transactor initiates but does not submit a transaction, locking up those earnings rows, can I go in and cancel the transaction?
Yes, provided you have row level security to access the transaction, you can either continue or cancel a transaction initiated by another user.
I don't understand the error or warning message received upon validation. What do I do?
If you're not sure how to interpret an error message, please reach out to UCBUCPath@berkeley.edu for assistance.
When would I want to save a Salary Cost Transfer with errors?
You would want to use Save without Validation if there were errors on the page, but you did not want to undo *everything* you've done in the transaction. One use case: Let's say you get an error that an FAU you are trying to redistribute to is invalid. If the issue is that the FAU is valid, but just hasn't been activated in BFS, you could save with the currently invalid FAU in your transaction, get the FAU activated in BFS, and then come back to complete the transaction.
Are we able to re-edit a transaction once it has been fully processed?
Yes. Once a transaction is fully processed in UCPath, you can submit an additional Salary Cost Transfer on those earnings.
Why would I want to use the ‘Save without Validation’ button on a Salary Cost Transfer?
You would want to use Save without Validation if there were errors on the page, but you did not want to undo *everything* you've done in the transaction. One use case: Let's say you get an error that an FAU you are trying to redistribute to is invalid. If the issue is that the FAU is valid, but just hasn't been activated in BFS, you could save with the currently invalid FAU in your transaction, get the FAU activated in BFS, and then come back to complete the transaction.
Why can’t I find an existing transaction on the Process Salary Cost Transfer page using ‘Find and Existing Value’?
The ‘Find an Existing Value’ option on the Process Salary Cost Transfer page is asking for the Employee ID of the initiator. Using this option will allow you to find the last saved search results from that initiator. This option has very limited use, and it is recommended that you search for transactions using the Review Salary Cost Transfer page instead.
How do I find a transaction that I’ve previously initiated, but not submitted?
The easiest way to find a transaction in progress would be to go to the Review Salary Cost Transfer page. There you can search by the transaction ID, the employee ID, the transactor’s employee ID, and a number of other values.
You can also find transactions through the Process Salary Cost Transfer page by searching for the Employee ID, Empl Record, and earnings period associated with the transaction. In the search results, the ‘Other Details’ tab will display the in progress transaction ID as a link to that transaction.
Approvals & Routing
Is the questionnaire required?
For high risk transactions, yes.
I received an approval request for a Salary Cost Transfer, but don’t see approve or deny buttons in the transaction. How can I approve the transaction?
If a transaction hasn’t been approved within seven days of submission, it will skip all potential approvers. In this situation, you can reach out to UCBUCPath@berkeley.edu to have the transaction denied or re-routed to an approver.
Can an approver return a Salary Cost Transfer back to the initiator for revisions?
No. If the approver identifies an error in the transaction, they will need to deny the transaction so that the initiator can resubmit with corrections.
Work Study Salary Cost Transfers
I need to redistribute work study eligible earnings to update the departmental chartstring. What should I do?
If the earnings have not been split (Work Study Indicator is 'X' or blank), you can use the 'Leave as Is' option to redistribute to the correct FAU. Important Note: If there is a split in the earnings, you cannot use 'Leave as Is', and must instead use 'Re-Apply WS'.
If the earnings have been split, use 'Re-Apply WS'. Redistribute both the D and the W amounts to the new/correct chartstring. When processed by UCPath, the system will use that new/corrected chartstring when generating the new D and W rows.
I’m submitting a Salary Cost Transfer for a work study student. When should I use the ‘Leave As-Is’ option?
The ‘Leave As-Is’ should only be used if all of the rows in the transaction have a WS Indicator of ‘X’ (split refusal), or no WS Indicator. You would use this option if you need to update or redistribute the department chartstring. If ANY of the rows in the transaction show a split (WS Indicator = D, W, P, S, Y) then you cannot use the ‘Leave As-Is’ option. Instead, you would want to use ‘Re-Apply WS’.
For a work study Salary Cost Transfers, where do we see the result of the work study option selected? For example, if Apply Work Study was selected, where would I see the split?
The result of a work study transaction is not displayed on the page in UCPath. The resulting split, unsplit or re-split only happens when the transaction is processed to the labor ledger.
The Work Study Award Balance shows the balance as of today and does not account for transactions that are still in progress. Once that in progress transaction is processed, how long until the balance is updated on the Salary Cost Transfer page?
The balance would be updated on the page the next time you went to that page, provided the transaction has not already been submitted.
Restricted (Over-the-cap/MCOP) Salary Cost Transfers
What is a ‘restricted’ fund?
Restricted funds refers to a fund source that imposes an annualized salary cap.
What is the difference between Percent of Pay and Percent of Effort?
Percent of Pay is a calculation of one earnings row against the UC Monthly Salary.
Percent of Effort is a calculation of an earnings row against the total effort of the employee for the month. This value has a different calculation for restricted funds when the employee's UC Monthly Salary is greater than the prorated monthly cap rate for that fund. Note, Y-OTC (over the cap) rows do not bear effort, with that effort captured on the N-OTC (under the cap) amount. It should be noted that some earn codes are non-effort bearing.
What are the steps to redistributing earnings on a Salary Cost Transfer including restricted funds where the employee’s monthly salary is over the cap for that fund?
To avoid a discrepancy in the Percent of Effort, one should always redistributed earnings from/to a restricted fund using the following steps, in order:
-
Add a new row (as needed)
-
Redistribute the Percent of Effort from the original row to the new row.
-
Update the chartstring on the new row to the new chartstring.
-
Click ‘Calculate Cap Rules’
I’ve clicked ‘Calculate Cap Rules’, resulting in a new Y-OTC row. Where did the chartstring for this row come from?
Newly created Y-OTC rows by default use the chartstring from the position’s funding entry default funding profile. Despite this default, you are able to update the chartstring on the Y-OTC row to another unrestricted fund.
If there is no default funding profile associated with the position, the chartstring fields will be blank, and require you to manually enter an unrestricted chartstring.
The annual cap rate associated with a restricted fund has been updated retroactive to the start of the year, but payroll has already run using the old annual cap rate. How can I correct this?
Once the new cap rate is entered in UCPath, you can start a Salary Cost Transfer to redistribute the earnings. On the restricted row, select the magnifying glass next to the Annual Cap Rate to select the new rate and then proceed with the transaction as normal.
I’m submitting a restricted Salary Cost Transfer, but I can’t edit or add a new row from an N-OTC row. What should I do?
While the ‘Redistribute Eligible Earns’ button is active(yellow), the N-OTC rows will be read only. To edit these rows, click the ‘Redistribute Eligible Earns’ button.
I’m submitting a restricted Salary Cost Transfer, but I can’t edit or add a new row from a Y-OTC row. What should I do?
While the ‘Calculate Cap Rules’ button is active(yellow), the Y-OTC rows will be read only. To edit these rows, click the ‘Redistribute Eligible Earns’ button.
The overall Percent of Effort keeps changing in my restricted transaction. What should I do?
The calculation for Percent of Effort is different, depending on whether the FAU is restricted or unrestricted. As a result, when redistributing restricted to or from a restricted fund, you will need to redistribute (by earnings, percent of pay, or percent of effort) first, and then update the FAU.
An employee on capped funds received a salary increase, but their funding wasn’t updated in time. Now the distributed amount exceeds the fund cap and FTE. How should I redistribute the excess?
- Add a new row from the N-OTC row
- Redistribute the excess effort from the N-OTC row to the new row
- Update the chartstring on the new row to an unrestricted chartstring
- Click 'Calculate Cap Rules'
Redistributing Earnings & Benefits
Is it possible for there to be multiple Salary Cost Transfers associated with the same paycheck?
Yes. Provided that each transaction includes different rows from the paycheck, it is possible for there to be multiple transactions for the same check.
If I redistribute earnings with a Salary Cost Transfer, will the assessments (CBR, GAEL, UCRPI, VLA) follow to the new FAU?
Yes, assessments will follow to the new chartstrings when earnings are redistributed. This happens during the SCT batch processing.
How are benefits redistributed?
Benefits are redistributed using the Benefits Cost Transfer pages. These pages have not been modified by this new SCT functionality.
I redistributed earnings to a new row using a different FAU than the original row. When I validate the transaction, I get the following error message: “Transfer of earnings to the same FAU is not allowed. (32001,1832)”. What should I do?
UCPath with rare exception, does not allow multiple rows that share the same Earn Code, Paycheck, Earnings End Date, and Pay End Date to have the same chartstring. Look at the other rows in the transaction to find the another row matching the above values, and redistribute to that row.
Direct Retro
I am trying to process a Direct Retro using a chartstring I believe to be valid, however, I receive an error message when I try to submit. What should I do?
Please use the chart of accounts validation lookup to verify your chartstring.
If a high risk direct retro is approved by both approver levels at UC Berkeley (if CGA is the 2nd approver level, for example), does it still go to someone at UCPC?
No, when it is approved at the location it goes into ledger directly.
If retroactive pay is issued after a Direct Retro or Funding Change is processed, will the system know?
Position funding for retroactive pay is based on the funding at the time the pay should have been received. If a Direct Retro has previously been completed, the current distribution will not be based on the updated Direct Retro distributions.
The best practice is that any time a Direct Retro is completed, the user should navigate back to the Position-Level funding on Funding Entry Page and make any necessary updates to the funding distribution data. Keeping the Funding Entry Page in sync with processed cost transfers is an optional, location-only business process.
On Direct Retros, if the federal fund is greater than 120 days and we're not changing the fund, rather only the CF1 field, for example, will it be considered high risk?
Definition of high risk Direct Retro:
Violates the 120 Day Rule: Increases the expense on a Federal or Federal Flow-through fund where the transaction is on a payroll transaction for which the original Pay End is prior to [SysDate – 120]
OR
Violates the 90 Day Rule: Increases the expense on a Federal or Federal Flow-through fund where the Fund/Grant End Date is prior to [SysDate – 90].
Can I change multiple pay periods (paychecks) at the same time?
You can select multiple paychecks at the same time for a single transaction, but you still have to make the adjustment for each one.
Will the system prompt me to fill out the questionnaire for high risk Direct Retro items?
Yes. If the parameters for high risk are met, then you will not be able to save the transaction without completing the questionnaire. All high risk Direct Retros have another level of approval (Controller's Office Contracts & Grants).
When submitting a Direct Retro, can I change amounts by percentage?
No, dollar amounts only.
Can Direct Retros move benefits as well?
Direct Retros move all associated benefits/fringe with the salary. If a location desires to move fringe only they will need to utilize Benefit Cost Transfer functionality in Path.
How are Direct Retros processed?
Commitment Accounting (CA) process will run to post fully approved Direct Retros several times per week.
What if a Direct Retro has been submitted for an employee’s previous paycheck?
Only one Direct Retro transaction can be submitted for the same paycheck. No additional changes can be made until the Commitment Accounting (CA) process runs to process that Direct Retro.
Where can I find the Suspense Items and how will I know if I need to change them?
There are reports that will be available to see if there are any suspense items. No system notification will be sent regarding items in suspense.
Transaction errors go to suspense chartstring as follows:
Salary account associated with the employee, fund 69995, a Division level Dept ID code, the CF1 value noted below:
- CF1 = 900000: When a position is created but the position funding is not set up
- CF1 = 900001: When the payroll processing date is past the Funding End Date for the Earnings Distribution (generally applies to Contracts and Grants funds)
- CF1 = 900002: When the provided chartstring was valid at the time of initial entry input, but becomes invalid before payroll processing
If a Direct Retro transaction is denied by an approver, can I make a copy of the request?
The Direct Retro form has a Copy Transaction button that will allow the transaction to be copied, edited, and resubmitted for approval.
Is the Direct Retro questionnaire only for federal funds or for the other funds too?
The questionnaire is only required for high-risk Direct Retros. The current 120 day/90 days rules for Federal funds/Federal flow-thru funds apply. The questionnaire is not required for other funds.
How do I create a Direct Retro when capped funds are involved?
If you have entered a capped fund and the employee's Total UC Salary value exceeds the salary cap rate, the system prompts you to use the Direct Retro Salary Cap/MCOP Funding Worksheet.
How does the system detect a capped fund?
Attributes of the Fund are sourced from Chart of Accounts data coming from Berkeley Financial System (BFS).
Will Direct Retro activity show up in the General Ledger?
Yes. Once Direct Retros are initiated, approved, and processed, they will be available in Berkeley's General Ledger (BFS).
When can corrective action be taken on a Direct Retro?
Once the Commitment Accounting (CA) batch has run, processing the transaction, additional updates can be made for the pay period.
Can I make a change to the distribution for part of an employee's salary?
Yes. You can move all or part of your existing funding to one or more funding accounts.
How can I correct or update Position Funding?
You can use a Direct Retro to reallocate the distributed money, and add an effective dated row to your Position Funding to reflect the changes.
Can I change the Earnings Code using a Direct Retro?
No. Direct Retro allows for the redistribution of funding or split funding between multiple funding sources. However, the Earnings Code cannot be changed.
If an employee is funded by multiple chartstrings managed by more than one department, who initiates the Direct Retro transaction?
The department that owns the position (rather than the department that owns the funding).
For example, if an employee works primarily for department A and their position is funded by department A and partially by department C, department A would initiate the Direct Retro and enter the chartstrings for both departments A and C. If approval is required from department C, department A can attach approval documentation to the Direct Retro transaction.
Can someone in Payroll view the transactions that are being approved? What would trigger someone outside the department to review the approvals?
An Ad-Hoc reviewer can be added for reviewing transactions.
Can I view the status of Direct Retro transactions in my department, regardless of whether I am the initiator or not?
The initiator cannot see the list of transactions initiated in the Worklist, however, you can review the status of your Direct Retro transaction by navigating to PeopleSoft Menu > UC Workcenter > Review Retro Distribution. Departments can view transactions by search parameters such as EMPLID, Initiator, etc.
As a transactional user, can I be both the initiator and the approver?
No. In UCPath, you cannot be both the initiator and approver for any transaction.
Can I change the order of chartstring field names in the template?
Yes, you can change the order during your active session by using the Personalize link. However, we encourage users to familiarize themselves with the default order defined by UCPath.
How do I create a Direct Retro for an employee who has multiple components of pay (MCOP)?
MCOP refers to employees who have more than one earn code. You should use the Direct Retro Salary Cap/MCOP Funding Worksheet to complete your Direct Retro transaction for employees with MCOP.
What are the tabs Retro Distribute Deductions and Retro Distribute Taxes used for?
These are delivered components in PeopleSoft and currently not being used in UCPath.
Which pay periods can I perform Direct Retro on in UCPath?
All pay periods processed by UCPath beginning March 2019 will be available for Direct Retro activity. UCPath payroll data is not purged.
Will Project Costing (PC) Chartfields populate or do I have to look-up the chartfields?
The system will not auto-populate Project Costing (PC) Chartfields.
What are the timing constraints around direct retros? After we make a direct retro, do we need to wait until the next accounting period to verify that changes were made correctly?
Direct Retros occur in UCPath as soon as the transaction is submitted and processed in the nightly batch process. Completed direct retros will be fed to the General Ledger.