February Direct Retro Deadline Approaching |
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What action do I need to take before the tool is retired?
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To ensure compliance, all Direct Retro transactions that require use of the tool must be completed and approved by June 25, 2025. Please note that High-Risk Direct Retros will require additional approval.
The Direct Retro tool should be used 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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To minimize risk, prioritize corrections related to sponsored research that is currently on a default project with high dollar amounts, and for awards that ended before October 2021 and are in deficit.
For High-Risk Direct Retros, please make sure to provide detailed documentation of all the events leading to the tardy adjustment to avoid your transaction from being denied. The following are not sufficient explanations:
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- To correct an error
- To transfer to correct Project
- Expenditure inadvertently charged to incorrect Account/Fund
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Important: Any corrections not processed in UCPath by July 1, 2025, will no longer be eligible for transfer using the Direct Retro tool.
| What upcoming deadlines should I be aware of?
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Please refer to the list of Final Local Approval Direct Retro Deadlines below:
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- NEXT DEADLINE: Thursday, February 27, 2025 @ 5:59 AM – BW/MO for posting Feb
- Monday, March 10, 2025 – BW/MO for posting in March
- Thursday, April 17, 2025 – BW/MO for posting in April
- Thursday, May 15, 2025 – BW/MO for posting in May
- Friday, June 13, 2025 – BW/MO for posting in June
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Final DR Current Local Approval Deadline: Wednesday, June 25, 2025
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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".
- Keep in mind that the number of rows for each DR should be limited to 180. Typically, this means one MCOP paycheck per DR or up to four paychecks for all other DRs.
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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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Where can I go to for support?
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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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