UCPath General Ledger Training

UCPath GL and Funding Training | Resources

Access funding, direct retro, and salary cap/MCOP training materials below! FAQs and our GL-specific video library can also be viewed on this page.

Training Materials

Job Aid – Adding and Removing Budget Distribution for the Staffing Roster

Reference Guide – Budget Distribution Page

Job Aid – DOS Code to Earn Code Map

Job Aid - How to Review Submitted Direct Retros

Job Aid - How to Submit a Direct Retro Transaction

Quick Reference Guide – Direct Retro Page

Training Guide – Submitting Direct Retro with Work Study Funding

Training Guide – Funding for Positions

Training Guide – Mass Funding Upload (Non-MCOP)

Training Guide – UCPath Suspense

Reference Guide – UCPath Funding Entry

Training Guide – Funding for Positions with Salary Cap or MCOP

Job Aid - How to Review Submitted Salary Cost Transfers

Job Aid - How to Submit Salary Cost Transfer for Unrestricted Funds

Job Aid - How to Submit Salary Cost Transfer for Restricted Funds

Job Aid - How to Submit Salary Cost Transfer for Work Study Funds

Quick Reference Guide - Salary Cost Transfer

Scribe Instructional Guide - NSP Overview & Resources

Reference Guide - NSP Funding Entry

Scribe Instructional Guide - Add Funding for a Position with NSP

Scribe Instructional Guide - Update Funding for a Position with NSP

Scribe Instructional Guide - Add Funding for a Position with NSP with Salary Caps or Positions with Multiple Components of Pay opens a new window

Scribe Instructional Guide - Update Funding for a Position with NSP with Salary Caps or Positions with Multiple Components of Pay opens a new window

Frequently Asked Questions

A: You can search for the Direct Retro by transaction number or Empl ID by going to PeopleSoft Menu > Payroll for North America > Payroll Distribution > UC Customizations > Review Retro Distribution.

A: This is not done in the Direct Retro module. You will need to submit a Manage Accruals to reverse the earnings on the incorrect earn code and add earnings on the correct earn code. Manage Accruals can be found at PeopleSoft Menu > UC Customizations > UC Extensions > Manage Accruals.

A: There is a delay in processing time between the time of final approval and the time in which the transaction is posted to the Labor Ledger. You can review your Direct Retro transaction and check the Processing Status. If the status is Complete, then it should be on the Labor Ledger. If the status is Editing, then the transaction is still being processed.