Required Training for Direct Retro Transactors and November UCPath GL Outage

October 20, 2023

There are now only two weeks left before all General Ledger pages in UCPath are taken down for a week as a part of cut over activities for the new Salary Cost Transfer pages. With that in mind, this communication highlights:

  • Required training for all existing Direct Retro transactors

  • The timeline for implementation, including deadlines to submit and approve Funding Entry and Direct Retro transaction

Required Training for All Direct Retro Transactors:

All Direct Retro Initiators and Approvers must enroll in one of the following ten training sessions, which will cover the differences between the Direct Retro and the Salary Cost Transfer pages, and how to process various Salary Cost Transfer transactions.

Training Session Dates

We also strongly recommend that all inquiry users also attend the training to better understand how to read the new pages. 

Please note: Due to the many differences between the Direct Retro and Salary Cost Transfers tools, failure to attend one of these training sessions will result in the suspension of any Direct Retro Initiator and Approver roles until the required training has been taken.

Implementation Dates and Planned UCPath GL Outage

Please note the following key dates, which will affect all GL users:

Friday, 11/3/23 - Last day to submit/approve Direct Retro and Funding Entry transactions

  • Transactors have until 5pm on Friday, November 3rd to submit and approve any outstanding Direct Retro and Funding Entry transactions. Any transactions that have not been approved will be canceled by UCPath as a part of their cut over activity. 

  • A report of all Funding Entry and Direct Retro transactions from this fiscal year pending submission or approval (as of 10/13/23) can be found here

Monday, 11/6/23 - Location access to all GL pages in UCPath disabled

  • Starting Monday, Nov. 6, through Sunday, Nov. 12, all GL pages in UCPath, including Funding Entry, Funding Upload, Direct Retro, Benefits Cost Transfers, and Budget Entry, will be disabled. Please note, other UCPath functionality is unaffected, and will remain available throughout this time. 

Monday, 11/13/23 - Salary Cost Transfer pages go live, Access to GL pages resumes

  • Starting Monday, Nov. 13th, all GL access will be restored to locations, and the two new Salary Cost Transfer pages will be live.