The Post Award Management (PAM) training series provides an introduction to post-award processes and is presented twice per year in a series of five modules. We encourage all new research administrators and those seeking a refresher to join us.Currently scheduled and available for registration, the following sessions run from 10:10 a.m. to noon:August 21, 2025: Award Acceptance and Setup for Sponsored ProjectsSeptember 18, 2025: Billing for Sponsored ProjectsOctober 23, 2025: Cash Management and Collections for Sponsored ProjectsNovember 20, 2025: Financial Reporting and Award CloseoutDecember 18, 2025: Compliance for Sponsored ProjectsLog into the UC Learning Center to reserve your seat for an upcoming session. If you have questions about using the UC Learning Center, contact the Controller's Office Training Manager, Michael Burgess.
The next release of enhancements to UCPath is scheduled for July 14, 2025. This update brings changes for everyone, including a redesigned portal experience and technical upgrades that will enhance performance, compliance, and accessibility.Review key impacts and changes below and stay tuned for additional updates from the UCPath Center in the coming weeks.Key ImpactsSystem DowntimeUCPath will not be available to all employees, managers, and transactors from Friday, July 11 at 12 p.m. through Monday, July 14 at 6 a.m.eForms AvailabilityThe following eForms will not be available ahead of the scheduled downtime to ensure UCPath processes all submitted forms before the system upgrade.eFormUnavailable as ofState Agency Prior Service Verification7/3/2025 at 5 p.m.Out of State Income Tax Withholding7/9/2025 at 5 p.m.Records and Data Request7/9/2025 at 5 p.m.All Benefits eForms7/10/2025 at 5 p.m.Self Service Events7/10/2025 at 5 p.m.Please complete any necessary self-service transactions or updates before the indicated dates. All eForms will be available again on July 14, 2025. For urgent matters during the scheduled eForm downtime, contact UCPath for additional assistance.BookmarksDue to back-end URL changes, users must update any browser bookmarks they have previously saved to specific pages on the UCPath portal site. With the UCPath portal, the Bookmark feature will be removed. Users can add new bookmarks using their web browser's bookmark/favorite feature. PeopleSoft favorites, available to transactors with access to the PeopleSoft Homepage will continue to be available.What's ChangingUsers will enjoy a modernized interface with improved navigation and mobile access.Top Navigation: The previous left-hand menu will be replaced with a streamlined top navigation bar that aligns with UC’s digital brand.New Sub Pages: Employees will have easy access to pages for Personal Information, Income & Taxes, Benefits & Retirement, Accruals & Leaves.Manager Hub: Managers will benefit from a new centralized hub to access team information quickly.Transactor Hub: Transactors will enjoy a new consolidated hub for all their tools.Mobile-Friendly: The new layout offers improved functionality across both desktop and mobile devices.Alerts & Notices: A new alerts section will support multiple messages with clearer formatting.Review some exciting changes below, and find additional videos demonstrating new features on the UCPath Center YouTube channel. Video of Welcome to UCPathThis video shows the new features of the UCPath Homepage.
The UCPath Center is in the process of retiring the Direct Retro tool. Salary Cost Transfer Approvers must approve all pending direct retros by 5 p.m. on July 1, 2025. Direct retro transactions not approved by this deadline will not be processed and will be cancelled.At 5:01 p.m. on July 1, users will no longer have access to the Direct Retro Entry page. Historical direct retro transactions can be viewed using the Review DR Transactions menu.In addition, the navigation menu to access salary cost transfers, benefit cost transfers, and historical direct retro transactions is changing. A new navigation collection titled Cost Transfer will be available beginning July 1 from the General Ledger Tasks tile on the General Ledger Administration homepage. It replaces the previous Direct Retro navigation collection.Use the new navigation collection to access the following pages (available links may vary based on your level of access in UCPath):▪ Process Benefits Cost Transfer▪ Review Benefits Cost Transfer▪ Process Salary Cost Transfer▪ Review Salary Cost Transfer▪ Review DR Transactions We are in the process of updating training materials to reflect the new navigation. If you have questions or identify an issue accessing salary cost transfer or direct retro pages, contact the Controller’s Office Solution Center.
This year’s fiscal year-end close presentation is tentatively scheduled for Friday, June 6, 2025, from 10 a.m. to 11 a.m. The year-end presentation is a great resource to learn more about the year-end close process, including dates and discussion of key close activities.Look for more details, including the Zoom link, in the June edition of the Controller’s Office Newsletter. The recording and slides will also be available on the Controller's Office website after the June presentation.
The next Research Administration (RA) Town Hall will take place on June 24, 2025, from 10:10 a.m. to noon via Zoom.We will communicate further details about the Town Hall through the Research Administration forum on Microsoft Teams.We use Teams to communicate:Agenda informationCurrent Zoom webinar linksResolve technical issues or updates during the Town Hall meetingsTopic request submittals for upcoming Town Hall meetingsInstructions to join the Research Administration forum on Microsoft Teams are also available on the Controller's Office website.
A special panel discussion on fraud prevention, organized by UCSF Audit & Advisory Services.
Last year, UCSF transitioned from a single main depository bank account to four distinct bank accounts specific to business functions. This change aimed to support units in handling accounts receivable more efficiently by improving the identification, management, and oversight of unapplied cash.An update to the Unclaimed Payments and Cash Application Training video provides an overview of the unclaimed payments and cash application process and now reflects current processes, including:Deposits and cash application using the four bank accountsViewing EFT image files provided for all bank accountsDeposit Cash Check Vault File containing daily cash deposits by locationMicrosoft 365 login is required to watch the video.
In July 2025, UCPath will launch a new UC-branded landing page that is mobile-responsive, accessible, and personalized with relevant notices and content. Employee and manager self-service pages are also being modernized, making it easier to access personal information, benefits, income, tax, accruals, and leave details. Stay tuned for more details in news channels from UCPath, UCSF Human Resources, and the Controller’s Office. New job aids and training will be available to support the launch.
The Cash Operations Team is excited to announce a new addition to the Controller's Office Unclaimed Payments Box folder called the Deposit Cash Check Vault File. This resource is designed to assist you in verifying deposits and creating corresponding journal entries efficiently.The Deposit Cash Check Vault File contains previous day deposit information for all deposit activity picked up by Loomis or directly deposited to the bank by staff. It provides essential information to quickly journal these transactions, typically by the next business day.Key pieces of information included in the file are the location number (found on deposit slips) and the bank reference number (for automatic matching in Blackline). Files are available daily, ensuring you have timely access to deposit details.If you have questions, please email [email protected].
The Controller’s Office encourages continuous improvement and welcomes new report and enhancement ideas from the entire campus community. We work with the MyReports Advisory Group to ensure that the entire campus community has a voice in submitting, evaluating, and prioritizing new report development and enhancement ideas. The MyReports Advisory Group is scheduled to meet in June to review and prioritize submissions. If you have a suggestion for MyReports enhancements or new reports, submit an Enhancement Concept Form.
