Cost Transfer

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...

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.

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.

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.

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.

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.

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).

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.