Salary Cost Transfer - Training & Resources

Two bags of money next to one another. A wad of money is flying from the first to the second bag, a metaphor for a Salary Cost Transfer.

Salary Cost Transfer (SCT) Training

Eligible Groups Include:
  • Department Users
  • Berkeley Regional Services (BRS) Users
Required for:
  • Initiators submitting SCT transactions.
Recommended for:
  • Approvers approving and denying SCT transactions.

What are Salary Cost Transfers about?

The Salary Cost Transfer (SCT) module in UCPath is vital for correcting and reallocating payroll expenses. By ensuring payroll costs align with funding sources, the SCT process supports accurate financial reporting, compliance, and budget management across UC Berkeley.

The Salary Cost Transfer training equips Initiators and Approvers with the skills to initiate, review, and approve basic/unrestricted, over-the-cap/restricted, and work-study SCT transactions in UCPath. Combining foundational knowledge with hands-on practice, this training ensures users can confidently and accurately manage salary cost transfers while adhering to key deadlines and compliance requirements. Over time, as you become familiar with the system, you’ll begin to recognize patterns and think about how these transactions fit into the bigger picture.

Please note: you must complete the Position Funding training series before the Salary Cost Transfer training series.


Terminology

Funding in UCPath can also be referred to as a Full Accounting Unit (FAU) or a Chartstring.


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SARA Roles to Request:

Once you have completed this training series, you can submit your Sara request with the respective Initiator and Approver roles. Review our Access webpage for more information about the SARA request process.

SARA request with the appropriate Inquiry, Initiator, and Approver roles selected. Read the table below for explicit details.

Screenshot of a SARA request with the separate Inquiry, Initiator, and Approver roles to select. See table below for a description and more details about what UCPath pages these roles provide access to.

SARA request with the appropriate Inquiry, Initiator, and Approver roles selected. Read the table below for explicit details.

Screenshot of a SARA request with the separate Inquiry, Initiator, and Approver roles to select. See table below for a description and more details about what UCPath pages these roles provide access to.

Business AreaSystem Function/ TransactionAccess LevelGains Access to the following UCPath PagesDescription
CA/GLDirect RetroInquiryReview Retro Distribution, Review Salary Cost TransferProvides view-only access to SCT and DR transaction changes.
CA/GLBenefit Cost TransferInquiryReview Benefit Cost TransferProvides view-only access to transactions saved, submitted, awaiting approval, or approved for benefit cost changes.
CA/GLFunding EntryInquiryFunding Entry, Funding Entry InquiryProvides view-only access to view funding details, including new approvals and current funding statues.
CA/GLWork StudyInquiryWork Study Award TableProvides view-only access to view a student's work study award amount and current balance.
CA/GLDirect RetroInitiatorProcess Direct Retro, Process Salary Cost Transfer, Review Retro Distribution, Review Salary Cost TransferProvides access to SCT & DR Initiator and Inquiry paged.
CA/GLBenefit Cost TransferInitiatorProcess Benefit Cost Transfer Review, Benefit Cost TransferProvides access to BCT Initiator and Inquiry Pages.
CA/GLDirect RetroApprover1Review Retro Distribution, Review Salary Cost TransferProvides access to review and approve Salary Cost Transfers.
CA/GLBenefit Cost TransferApprover1Review Benefit Cost TransferProvides access to review and approve Benefit Cost Transfers.
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Training Courses:

Step 1. Clipboard with uncompleted checkboxes. Pencil ready to cross off the list.

Technology Pre-Requisites

  1. Access to Global Protect VPN using the Library Access Full Tunnel gateway.

  2. Comfort with the following technology:
Step 2. Play button with a mouse hovering over it, signaling it is on demand.

Training Pre-Requisites

  1. Completion of the Intro to UCPath online eLearning course.

  2. Completion of the Position Funding online eLearning course.


Additional optional on demand courses for more information:

  • Commitment Accounting Overview: this course provides an overview of the UCPath Commitment Accounting module, its role at UC, key functions, and the importance of general ledger (GL) integration.
  • Funding Entry Inquiry: this course provides an overview of the customized funding process, its use at UC, and the components of funding data.
  • Budget Inquiry: this course provides an overview of budget functionality as well as practice viewing various budget and position pages.
Step 3. Laptop with a teacher talking. Speech bubble with 3 dots.

Live Instructor-Led-Training (ILT)

  • Time required: 4 hours
  • Format: live via Zoom
  • Registration Required: sign up for the Position Management ILT through the UC Learning Center.
  • Required for: Salary Cost Transfer & Benefit Cost Transfer Initiators
  • Recommended for: Salary Cost Transfer & Benefit Cost Transfer Approvers
  • Content: A live, instructor-led session in a UCPath training environment to practice key Salary Cost Transfer transactions, such as basic/unrestricted, over-the-cap/MCOP, and Work-Study.
  • Assessment: class transactions submitted in the practice environment to verify skill readiness and ensure transaction accuracy. Requires an 80% or higher precision score to pass.