Direct Retro

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.