Direct Retro

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.

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.

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.

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.

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).

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.

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.