UCPath Finance at a Glance: June 2022

News and Announcements

How to Prepare for the Fiscal Year-End Funding Rollover Process
The fiscal year-end funding rollover program is scheduled to run at the end of June. Review important dates, deadlines, and actions here and register for a webinar on June 9 to get your questions answered.

Salary Cost Transfer Year-End Deadline and Reminders
All salary cost transfers must be approved by 5 p.m. on July 5 in order to be recorded in fiscal year 2021-22. Review deadlines and reminders to help minimize processing delays in UCPath in preparation for year-end close.

Update to Mass Funding Upload Template
The Mass Funding Upload Template for UCPath Funding Entry was updated recently to streamline processing. This template provides the option to update funding through a mass file upload for multiple employees who are not funded using the Salary Cap/MCOP Funding Worksheet.

Known Issue Updates

Resolved issues

None

Defect fixes scheduled for release

VAC for HSCP Faculty incorrectly distributed to default funding (opens in new window)
- Target release: to be determined
- Status: Mass Leave Correction delayed from June implementation –see update in linked known issue.
Salary Cost Transfer Performance Issues for Transactions with More Than 100 Distribution Lines (opens in new window)
- Target release: June
- Status: Missed March target.

New issues

Incorrect Annual and Prorated Annual Cap Rate warning message on Direct Retro page for employees with reduced FTE (opens in new window)
- Status: Defect will be corrected during the project to Rewrite Salary Cost Transfer (SCT) Transaction Pages. See Mitigation Plan for interim instructions.

UCPath Enhancement Initiatives

Initiative	Target Date	Status
Lived Name and Improved Navigation Provide option to select a lived name for display where legal name is not required Improve overall user experience with an intuitive navigation design Streamline navigation so transactors can find and enter information faster Consolidate related information in easy to use tiles	Oct 2022	On Target
Final Pay Initiative Automate final pay processing to generate final payments within mandated timeframes (e.g., 72 hours) Increase final pay accuracy by reducing manual entry Increase data integrity by using UCPath data to drive final pay Improve leave, accrual, and retirement accuracy (ensures rehired employees have accurate leave, accrual, and retirement information)	Oct 2022	On Target
Rewrite Salary Cost Transfer (SCT) Transaction Pages Improve Location experience by creating a more intuitive SCT design that allows for greater flexibility Increase Data Accuracy by reducing the number of processing steps Expand SCT Processing windows that will generate SCT results more frequently Reduce Complexity and Costs by simplifying SCT processing	Nov 2022	At Risk
OSHPD Enhancement Streamline mapping to local accounts for Medical Centers to satisfy OSHPD reporting needs Meet State of California reporting compliance Reduce local workarounds Improve data accuracy	Dec 2022	At Risk
Optimize Contracts & Grant Reporting Improve Location operations by Adhering to new Uniform Guidance guidelines Reducing manual administration efforts Increasing data accuracy to support audit and sponsor billing	Apr 2023	On Target
Review Assessments Improve Financial Reporting by accurately deriving assessment results Increase Visibility into how assessment information is derived	Sep 2023	On Target

Resources for Initiators and Approvers

Office hours: Got a question? Join weekly office hours for help with your transactions. Initiators and Approvers are emailed the schedule and Zoom link at the start of each month.
Training and reference materials: Review training and guides for Funding Entry (opens in new window) or Salary Cost Transfer (opens in new window) Initiators and Approvers.
Known issue updates: Find the latest updates on the UCPath System Information (opens in new window) page.
Support: Contact the Controller’s Office Solution Center for funding entry and salary cost transfer support.

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