Retirement of Direct Retro Tool in UCPath |
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UCOP is planning on deprecating the Direct Retro (DR) tool in UCPath effective July 1, 2025. The decision was made to deprecate the tool because of ongoing maintenance concerns and due to the launch of the new Salary Cost Transfer (SCT) tool in November 2023, which was designed to enhance the user experience and replace the older Direct Retro tool.
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What does this mean for you?
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Please perform Direct Retros in UCPath for any remaining payroll transactions that will require the use of the Direct Retro tool and have them approved by June 30, 2025. Please note that High-Risk Direct Retros will require an additional approval.
The use of the Direct Retro tool is required for:
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- Payroll transactions with an earnings period end date prior to October 4, 2021
- Any payroll transactions that have been moved using the Direct Retro tool before and require an additional Direct Retro correction (i.e. a Direct Retro on a Direct Retro)
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Note: Any corrections not made in UCPath for the scenarios above will no longer be able to be moved with a Direct Retro as of July 1, 2025.
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In an attempt to target the highest areas of risk, we would like to suggest that you prioritize payroll transactions that require correction on sponsored research that is currently on a default project with a high dollar amount, as well as Awards that are in deficit that ended prior to October 2021.
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Direct Retro Job Aids can be found on the local UCPath Job Aids page by searching using the keywords "Direct Retro"
- Transactors must limit DR’s to 180 rows, which typically means one MCOP paycheck per DR or up to 4 paychecks for all other DR’s
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If you encounter a “stuck” transaction when initiating a DR caused by exceeding the 180-row limit, try to reduce the number of paychecks and resubmit
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For Health Science Departments: The VCHS Hypercare Analytics and Transactional Team (SWAT) is available to support Health Science departments with Direct Retros. To request assistance, please submit a Hypercare Transactional Support Request through the VCHS Business Service Hub.
If you encounter an error or defect: Submit a Services & Support ticket to the Payroll Financial Management team using the following fields:
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- About: Financial Accounting
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Related to: Payroll Financial Management
- More Specifically: Payroll Salary & Benefit Cost Transfers (UCPath)
- Subject: DR Clean-Up
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