Information for Salary Cost Transfer Initiators and Approvers (campus only)

UCPath: Greater Efficiency and Productivity

A salary cost transfer is a reversal of payroll expenses (salary and benefits) charged to an original chartstring and a re-posting to a new chartstring.

The UCPath salary cost transfer process ('direct retro') replaces the Payroll Expense Transfer Uploader (PETU) form for payroll expenses processed through UCPath. Only campus departments will perform salary cost transfers directly in UCPath online. UCSF Health managers use the Salary Cost Transfer PeopleConnect Management Action form   to notify UCSF Health Human Resources of salary and benefits costs requiring correction.

Training is required before Salary Cost Transfer Initiators and Salary Cost Transfer Approvers can be granted access and enter or approve cost transfers in UCPath online. Department Access Administrators and Control Point Financial Officers are responsible for ensuring that users have completed their required training before allowing access to UCPath to conduct salary cost transfers.

For UCPath go-live, campus Control Point Financial Officers led the effort to identify users who were notified of their roles on April 2. These employees were assigned a training plan in the UC Learning Center and should have completed their required training (except for the hands-on practice session) prior to June 1. 

Post go-live, employees who will be serving as a Salary Cost Transfer Initiator and/or Approver should:

  • Complete their required training (see Training Offerings below)
  • Inform their manager/supervisor or department Access Administrator following normal departmental practice, that they have completed training and access should be requested using the Access Management Application. 

When you need to enter or approve salary cost transfer transactions in UCPath online, refer to the applicable resource below for specific guidance. If you don't find what you need or need further assistance, select from the contacts on the Get Help page.


Training Offerings

Additional Resources

General

Funding Entry

Salary Cost Transfer

Pay and Paychecks

Human Resources

UCPath Center

Reports

Other Systems

Composite Benefits Rates