Note the following UCPath year-end processing timelines.
Final Fiscal Year 2023-24 Salary Cost Transfer/Direct Retro Processing
The UCPath Center deadline to approve all direct retros in UCPath is 5 p.m. on Thursday, July 4, 2024, and the deadline to approve all salary cost transfers is 8 p.m. on Sunday, July 7, 2024, in order for transactions to be recorded in fiscal year 2023-24.
Salary Cost Transfer/Direct Retro Initiators and Approvers are advised to submit and approve any required Salary Cost Transfers/Direct Retros as early as possible. The Payroll Processing Calendar on the Controller’s Office website includes additional updates to salary cost transfer batch processing during fiscal year end.
Fiscal Year-End Funding Rollover
The UCPath fiscal year-end funding rollover program is scheduled to run at the end of June 2024. This process requires a freeze period during which all Funding Entry Initiators and Approvers cannot enter, update, submit, or approve funding transactions in UCPath. The UCPath Center has announced that the freeze period for all Funding Entry Initiators and Approvers will be from 8 a.m. on June 21 until noon on June 27.
Departments can begin to prepare for fiscal year end by reviewing position funding with end dates set to expire in June. To review the full list of funding rollover actions departments needs to take:
- Read the announcement shared in the May editions of the Controller's Office Newsletter and UCPath Finance at a Glance.
- Join a webinar on Tuesday, June 4, from 2 – 3 p.m., to review the rollover process and get answers to your questions.
- Complete this form (opens in new window) to register and to receive the Zoom webinar link (MyAccess login required).
- A recording of this session will be posted on the UCPath at UCSF website (opens in new window) for those unable to attend.