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CRU Newsletter | Volume 6 Issue 7

2026 Open Enrollment Begins October 30, 2025 8 a.m. Foreign Source Income Statement eForm. Upcoming Change to Voluntary Disability Premium Deductions

Summary

Announcements

  • NEW 2026 Open Enrollment Begins: Thursday, October 30, 2025 @ 8:00 a.m.
    • Flexible spending account (FSA) plans require re-enrollment each year!
  • NEW PayPath Lockdowns in November
  • REMINDER Get Your 2025 Tax Forms Delivered Electronically
  • NEW The More You Know: Removing Job End Date for Terminations 

Calendar

  • NEW BW 1 PayPath Lockdown: October 28 - 31
  • NEW BW 2 PayPath Lockdown: November 10 - 14
  • NEW MO PayPath Lockdown: November 20 - 25

Payroll & HR News

  • NEW  Upcoming Change to Voluntary Disability Premium Deductions
  • NEW Foreign Source Income Statement eForm
  • NEW  Unsubstantiated Health Flexible Spending Account Expenses To Be Taxed
  • NEW  WFA Staff Policy & Procedures (CHR)
    • Thursday, November 20, 8:30 a.m. - 4:30 p.m. | Enroll today
  • NEW Tracker Administrator Office Hours for November
  • REMINDER Direct Deposit Validation

UCPath General Ledger & Funding News

  • REMINDER UCPath SCT / Direct Retro Processing Schedule 2025-2026

UCPath Center News

  • NEW UCPath Enhancements & Training Updates: September 27 - October 24
  • NEW UCPath System and Services Restored
    • UCPath Phone System: October 20
    • Benefits Billing Queries: October 22
  • REMINDER UCPath Retro Report Results Overview Video | UCLA Retro Pay Resources
  • REMINDER Live Chat Enhancements
  • REMINDER UCPath PDF Upload Issue Resolved
  • REMINDER Dated AWE Pending Transaction Clean-Up

CRU News

  • NEW CRU Holiday Closure(s) for November
  • NEW CRU Newsletter Returns in November 2025

Announcements

Open Enrollment: October 30 - November 21

The 2025 open enrollment period will begin Thursday, October 30, 2025 at 8:00 a.m. and end Friday, November 21, 2025 at 5:00 p.m(PT).

Resources

The UC Open Enrollment website is available now! Start here to learn more about your Health and Benefit options, plan changes, and how to enroll.

UC Open Enrollment Resources

Get 2025 Tax Forms Delivered Electronically

The University of California will spend over $500k annually to mail paper 1095-C, W-2 forms and paychecks. By promoting electronic delivery, you can help the UCPath Center distribute pay and important tax documentation efficiently and securely in the new year.

In UCPath select Employee Actions > Income and Taxes and choose the applicable option(s) below:

PayPath Lockdown

BW 1: October 28, 5:00 p.m. – October 31, 6:00 a.m.

BW 2: November 10, 5:00 p.m. – November 14, 6:00 a.m.

MO: November 20, 5:00 p.m. – November 25, 6:00 a.m.

To avoid delays in payroll processing, the UCPath Center will limit system functionality on specific pages during the times listed above.  

Refer to the UCPath Production Processing Schedule for start and stop times of the Pay Confirm.

Resources

2025 Year-End Overpayment Recovery Deadlines

Review important information about the October 17, 2025, deadline to submit UCPath adjustment requests for overpayments that occurred in 2025. Learn more about the annual overpayment recovery process.

The More You Know: Removing Job End Date for Terminations

When submitting a termination in UCPath, any existing Expected Job End Date will be carried over to the termination row. If that date isn't manually removed, the system's End Job Automatically process can trigger, unintentionally deleting any actions that follow, including a planned rehire. Before finalizing a termination, check for and remove the Expected Job End Date.

Learn more on our most recent The More You Know article.

The More You Know Article

Calendar

Key dates and deadlines (subject to change):

DATETOPIC
October 28, 5:00 p.m. – October 31, 6:00 a.m.UCPath Lockdown for PayPath transactions (BW1 pay period ending 10/25)
October 30, 8:00 a.m. – November 21, 5:00 p.m.UC Open Enrollment for Health and Welfare Benefits
October 30, 4:00 p.m.UCPath processing Pay Confirm (BW1 pay period ending 10/25)
November 5, 2:00 p.m. - 3:00 p.m.UCLA Tracker Administrator Office Hours
November 10, 10:00 a.m.Mass Pay Files deadline (BW2 pay period ending 11/8)
November 10, 5:00 p.m. – November 14, 6:00 a.m.UCPath Lockdown for PayPath transactions (BW2 pay period ending 11/8)
November 11Veterans Day, CRU Office Closed
November 12, 2:00 p.m. - 3:00 p.m.UCLA Tracker Administrator Office Hours
November 13, 4:00 p.m.UCPath processing Pay Confirm (BW2 pay period ending 11/8)
November 19, 2:00 p.m. - 3:00 p.m.UCLA Tracker Administrator Office Hours
November 20, 8:30 a.m. - 4:30 p.m.WFA Staff Policy & Procedures (CHR)
November 20, 10:00 a.m.Mass Pay Files deadline (MO pay period ending 11/30)
November 20, 5:00 p.m. – November 25, 6:00 a.m.UCPath Lockdown for PayPath transactions (MO pay period ending 11/30)
November 24, 10:00 a.m.Mass Pay Files deadline (BW1 pay period ending 11/22)
November 24, 4:00 p.m.UCPath processing Pay Confirm (MO pay period ending 11/30)
November 24, 5:00 p.m. – December 1, 6:00 a.m.UCPath Lockdown for PayPath transactions (BW1 pay period ending 11/22)
November 26, 2:00 p.m. - 3:00 p.m.UCLA Tracker Administrator Office Hours
November 26, 4:00 p.m.UCPath processing Pay Confirm (BW1 pay period ending 11/22)
November 27 – November 28Thanksgiving Holiday, CRU Office Closed

The UCPath Center recently updated the SCT / Direct Retro Processing Schedule. This schedule outlines when transactions must be approved in order to be picked up and posted to the Labor Ledger. It also identifies when you can expect to see the approved transactions in the Labor Ledger and, subsequently, in the General Ledger.

July 2025 through December 2025 dates are now available on Box.

UCPath SCT / Direct Retro Processing Schedule

Effective January 2026, UCPath will update the process to deduct benefit premiums from paychecks. The first paycheck reflecting the new deduction timing will be January 2, 2026 (monthly employees) and January 14, 2026 (bi-weekly employees).

What is Changing?

  • Biweekly Paid Employees: Premium deductions for all benefit plans will now align with the current month of coverage instead of being taken one month in advance.
  • Monthly Paid Employees (Disability Premiums): Disability plan premiums will be deducted during the current coverage month rather than in arrears. All other benefit premiums will continue to be deducted during the current coverage month.

Monthly Employees Transition Timeline

UCPath will collect disability premiums for December 2025 coverage over two paychecks: October 31, 2025 & December 1, 2025.

Biweekly-paid Employees Transition Timeline

UCPath will deduct December 2025 premiums from November 2025 bi-weekly paychecks as usual. For the December 3, 2025, and December 17, 2025, paychecks, UCPath will not take the following benefit premium deductions:

  • Medical
  • Legal Services
  • Supplemental Health Plans
    • Accident
    • Hospital Indemnity
    • Critical Illness Spouse and Child
  • Employee and Dependent AD&D
  • Supplemental Life Plans
    • Basic Dependent Life
    • Expanded Dependent Life Spouse and Child

Questions?

In October 2025, UCPath contacted the affected employees. If you or your employees have any questions, please contact UCPath Center (UCPC) directly at (855) 982-7284 or Create a UCPC Case

Upcoming Change to Voluntary Disability Premium Deductions Article

As of October 27, UCPath implemented a new Foreign Source Income Statement eForm for quicker and streamlined processing. The eForm is available through this navigation path: 

Main Menu > Income & Taxes > Forms > Foreign Source Income Detail

The UCPath training team updated the following training materials:

Clear your cache prior to viewing the following materials in the UCPath Help Library. 

On October 22, the UCPath Center (UCPC) contacted 985 UCLA employees whose 2023 Health FSA claims are subject to taxes. UCPC asked employees to submit the required documentation to UC's FSA administrator, WEX.

For employees that did not meet the deadline, UC will withheld applicable income taxes:

  • Employees paid on a biweekly basis, November 5, 2025, paycheck will reflect taxes on the unsubstantiated amounts. If 2023 unsubstantiated amount is equal to or greater than $1,500, it will be split across two pay cycles (November 5 and November 19 paychecks).
  • Employees paid on a monthly basis, it will impact October 31, 2025, paycheck. If 2023 unsubstantiated amount is equal to or greater than $1,500, it will be split across two pay cycles (October 31 and December 1 paychecks).

Questions

For inquiries or concerns regarding these unsubstantiated payment transactions, please contact WEX:

Thursday, November 20, 8:30 a.m. - 4:30 p.m. | Enroll today

As initiators and approvers it is important that the data you enter on employees' UCPath records is accurate and in conformance with UC Policies, Procedures, and applicable State Laws. This course will include information regarding Staff Programs and Employee Groups. 

November 5 | Enroll today 
November 12 | Enroll today
November 19 | Enroll today 
November 26 | Enroll today

Tracker Administrator office hours are held every Wednesdays from 2:00 p.m. to 3:00 p.m. to provide users support with E-Verify, Form I-9, Tracker and more! 

Registration is required. A Zoom invitation will be sent to the email address provided on the registration form. Please register using your UCLA email address.

Tracker Administrator Office Hours Registration

Beginning August 24, UCPath will add a new security step to protect against fraud. Employees must enter an active bank account number to view or update direct deposit information in UCPath self-service.

Employees will have three attempts to enter the correct account number. After three unsuccessful attempts, access to the direct deposit page is locked until the following day. 

NOTE: Validation steps for direct deposit have been updated in response to recent fraud attempts involving UCs, including maladervtising for UCPath. Please ensure you access UCPath through the official landing page (ucpath.universityofcalifornia.edu). 

If you receive a suspicious email, do not reply, click any links, open attachments, send payment, or supply credentials. Report suspicious emails and maladvertising to your IT team immediately by contacting security@ucla.edu. 

Resources

For more information, please see the following UCnet articles:

Read our website article to learn more about recent enhancements to UCPath and UCPath Online.

UCPath Enhancements & Training Article

On October 20, UCPath’s phone system was temporarily unavailable due to a vendor issue. The service was restored since Tuesday morning and is operating as normal. We apologize for the unexpected downtime on Monday.

On October 22, multiple UC medical centers reported that certain UCPath Benefit Billing queries were not returning results. In response, UCPath has extended the query timeout period and continues to monitor the process. We apologize for the inconvenience.

UCPath Retro Results Report Overview Video

  • This video provides information about the Retro Results report, Retro Discrepancy form, and how to use them effectively.

UCLA Retro Pay Resources

As a reminder, we created two UCLA retro pay resources:

UCPath Retro Pay Triggers

  • This quick reference guide explains retroactive pay in UCPath and identifies the fields in a PayPath transaction that trigger retro pay when a retroactive effective date is entered.

UCPath Retro Pay Reports

  • This quick reference guide (QRG) explains the two UCPath retroactive pay reports: Retro Results Report and Loaded Retro Trans Report.
  • The QRG identifies the frequency and purpose of each report, as well as the method for reporting retro pay discrepancies to the UCPath Center.

As part of a larger effort to improve system performance, UCPath is cleaning up dated AWE transactions. In the near future, UCPath will mass-deny all AWE transactions created before January 1, 2024 that are pending approval. Pending AWE transactions created prior to this date that still require approval should be completed as soon as possible. Otherwise, no department action is required. 

On September 17, UCPath distributed a communication regarding an ongoing issue that was preventing some users from uploading PDF attachments in the system. The UCPath cybersecurity team mad a system-wide change to resolve this error on September 19. Transactions may resume normally. If you encounter an issue uploading a PDF, please report it to UCPath. 

As of September 22, UCPath launched an enhanced version of our Live Chat feature, bringing meaningful improvements to the employee support experience. Employees will find a more reliable, accessible and user-friendly way to connect with UCPath agents.
Learn more!

Veterans Day

On Tuesday, November 11, 2025, your UCLA Payroll Partner office will close to observe Labor Day. 

All cases submitted to CRU will be reviewed when we resume operations on Wednesday, November 12, 2025.

Thanksgiving Holiday

On Thursday, November 27 and Friday, November 28, 2025, your UCLA Payroll Partner office will close to observe the University Holiday.

All cases submitted to CRU will be reviewed when we resume normal operations on Monday, December 1, 2025.
 
Review our event page for upcoming closures and other important events!view our event page for upcoming closures and other important events!

Access Events

The next CRU Newsletter will be published in November 2025. In the meantime, we will: 

  • Continue sending stand-alone communications to keep you informed of developments and major breaking news.
  • Post all minor announcements to the news section of our website.

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