Overview
UCPath's Direct Retro functionality is getting a makeover! The new Salary Cost Transfer functionality will improve the process of moving salary expenses between unrestricted, restricted, and work study funds.
The new functionality will allow you to:
- Search by any value within the FAU.
- Search by Earn Code.
- Use system guidance to determine which tool to use: the old (Direct Retro) or new (Salary Cost Transfer) functionality.
- Complete transactions more easily for individuals with Multiple Components of Pay (MCOP).
- And more!
Resources
SCT Office Hours
Tuesdays 11am-12pm
Our Salary Cost Transfer Project Team will offer Post-Go Live support with office hours from 11:00 a.m. to 12:00 p.m. on Tuesdays, starting November 14 through December 12. Sessions are open to all UCPath General Ledger users.
UCPath Illuminated
On Monday, October 23, we hosted a UCPath Illuminated training webinar to help you prepare for the new UCPath Salary Cost transfer initiative.
- Direct Retro Quick Reference Guide
- How to Review Submitted Direct Retros
- How to Review Submitted Salary Cost Transfers
- How to Submit a Direct Retro Transaction
- How to Submit Salary Cost Transfer for Unrestricted Funds
- How to Submit Salary Cost Transfer for Restricted Funds
- How to Submit Salary Cost Transfer for Work Study Funds
- Salary Cost Transfer Quick Reference Guide
Project Glossary
Become an expert on all things Salary Cost Transfer by familiarizing yourself with these critical terms:
Direct Retro is a page in UCPath that is used to move salary expenses from one or more FAUs to another. This page will eventually be phased out and replaced by the new Salary Cost Transfer page.
A fund type that has restrictions on spending and must pass special cap rules when editing redistributions. This fund type is most closely associated with Multiple Components of Pay (MCOP) used for the Health Science Compensation Plan (HSCP) and Negotiated Salary Trial Plan (NSTP).
Salary Cost Transfer (SCT) is a page in UCPath that is used to move salary expenses from one or more FAUs to another. This page will eventually replace the current Di reel Retro page. Earnings that occur from October 2021 and November 2023, that have not previously been processed through Direct Retro will be available to process via SCT. Earnings after November 2023 should be processed through SCT.
A fund type that has no restrictions on spending and can be redistributed without special edits.
A fund type that is used to charge and share salary expenses between Financial Aid Programs and the Department. This fund type is used for student employees who are participating in Work Study.
