Cost Transfer

I need to redistribute the work study portion to a new work study chartstring. How do I do that?

It is not possible for a transactor to enter a work study Fund in the transaction. However, if there has been a change in the employee's award (resulting in a retroactive update to their position's Position Pool ID), you can use the 'Re-Apply WS', redistributing the earnings from the W row to the associated D row. The Re-Apply WS process would then re-split that D row using the fund associated with the new award and Position Pool ID.

I’m submitting a Salary Cost Transfer for a work study student. When should I use the ‘Flexible’ option?

UCB does not use the 'Flexible' workstudy option. There is no scenario defined where this option would be needed.

I need to redistribute the work study portion to a departmental chartstring. How do I do that?

The way to do this would be to select 'Remove WS' and move the earnings from the W row to the associated D row. Only Financial Aid and Scholarships Office should use the 'Remove WS' option. Please reach out to FASO for support on these Salary Cost Transfers.

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.

Are there Job Aids for the Salary Cost Transfer pages?

Yes. There are three job aids for SCTs:

Basic / Unrestricted

Restricted

Work Study

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.

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...

What is an FAU?

FAU is short for 'Full Accounting Unit' This refers to the chartstring

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...

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.