Salary Cost Transfer

Why would I want to use the ‘Save without Validation’ button on a Salary Cost Transfer?

You would want to use Save without Validation if there were errors on the page, but you did not want to undo *everything* you've done in the transaction. One use case: Let's say you get an error that an FAU you are trying to redistribute to is invalid. If the issue is that the FAU is valid, but just hasn't been activated in BFS, you could save with the currently invalid FAU in your transaction, get the FAU activated in BFS, and then come back to complete the transaction.

When would I want to save a Salary Cost Transfer with errors?

You would want to use Save without Validation if there were errors on the page, but you did not want to undo *everything* you've done in the transaction. One use case: Let's say you get an error that an FAU you are trying to redistribute to is invalid. If the issue is that the FAU is valid, but just hasn't been activated in BFS, you could save with the currently invalid FAU in your transaction, get the FAU activated in BFS, and then come back to complete the transaction.

How do I find a transaction that I’ve previously initiated, but not submitted?

The easiest way to find a transaction in progress would be to go to the Review Salary Cost Transfer page. There you can search by the transaction ID, the employee ID, the transactor’s employee ID, and a number of other values.

You can also find transactions through the Process Salary Cost Transfer page by searching for the Employee ID, Empl Record, and earnings period associated with the transaction. In the search results, the ‘Other Details’ tab will display the in progress transaction ID as a link to that transaction.

I don't understand the error or warning message received upon validation. What do I do?

If you're not sure how to interpret an error message, please reach out to UCBUCPath@berkeley.edu for assistance.

If another transactor initiates but does not submit a transaction, locking up those earnings rows, can I go in and cancel the transaction?

Yes, provided you have row level security to access the transaction, you can either continue or cancel a transaction initiated by another user.

Why can’t I find an existing transaction on the Process Salary Cost Transfer page using ‘Find and Existing Value’?

The ‘Find an Existing Value’ option on the Process Salary Cost Transfer page is asking for the Employee ID of the initiator. Using this option will allow you to find the last saved search results from that initiator. This option has very limited use, and it is recommended that you search for transactions using the Review Salary Cost Transfer page instead.

Can attachments be added by the initiator after the transaction has been submitted?

No. An initiator can add attachments until the transaction has been submitted. Once it has been submitted, but before it has been approved, the approver can add additional attachments.

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...

I’ve submitted a Salary Cost Transfer, but realize I’ve made an error. Can the transaction be edited after it’s been submitted?

No. Once the transaction has been submitted, the only options are to approve or deny it. If there is an error, the transaction should be denied.

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.