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
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Budget
- Job Aid – Adding and Removing Budget Distribution for the Staffing Roster
Reference Guide – Budget Distribution Page -
Direct Retro
- Training Guide – Submit a Direct Retro
Training Guide – Submitting Direct Retro with Work Study Funding
Job Aid – DOS Code to Earn Code Map
Quick Reference Guide – Direct Retro Page -
Funding
- Training Guide – Funding for Positions
Training Guide – Mass Funding Upload (Non-MCOP)
Training Guide – UCPath Suspense -
Salary Cap/MCOP
- Quick Reference Guide – Funding for Positions with Salary Cap or MCOP
Job Aid – Update Funding for Positions with Salary Cap or MCOP
Job Aid – Create Funding for Positions with Salary Cap or MCOP
Frequently Asked Questions
- Q: My initiator submitted a Direct Retro but I don’t see it on my worklist. How can I approve it?
- 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.
- Q: My employee was paid earnings on the wrong earn code. How do I use a Direct Retro to move the funding and earn code?
- 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.
- Q: I submitted a Direct Retro and it has been approved, but I don’t see the changes on my DOPE report. What happened to it?
- 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.
Video Library
UCPath Suspense Training
The GL team reviews the UCPath suspense process and key resources, including the UCPath Suspense Training Guide.
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