UCPath Finance at a Glance: August 2022

News and Announcements

Resources for Monitoring and Correcting Payroll Posting Errors
The Financial Management Dashboard includes two new metrics to help departments identify payroll transactions requiring corrections. Review best practices for monitoring expenses recorded to the department default chartstring or payroll suspense and learn how to take corrective action.

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: September
- Status: Mass Leave Correction delayed from June implementation –see update in linked known issue.
Salary Cost Transfer Performance Issues for Transactions with More Than 300 Distribution Lines (opens in new window)
- Target release: November
- Status: Missed March, June and July target dates – see update in linked known issue

New issues

None

UCPath Enhancement Initiatives

Initiative	Target Date	Status
Lived Name and Improved Navigation Update: The systemwide UCPath Executive Leadership Team placed the implementation of Lived Name changes on hold. Improved Navigation enhancements are still on track for October. Lived Name changes will be tracked as a separate initiative in future editions of UCPath Finance at a Glance. 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 Update: The Final Pay Initiative has been delayed to provide more time for testing and union notifications. 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)	Apr 2023	Will Miss 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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