UCPath will begin processing 2024 W-2 statements in January. Get a head start on ensuring you are ready for tax season. Here are four actions you can take now to confirm your information in UCPath is complete and accurate.Go paperless There are many good reasons to go paperless. To submit your consent to receive your tax forms electronically, log into UCPath online and navigate to the following pages.W-2 forms: select Employee Actions > Income and Taxes > Enroll to Receive Online W-2 (job aid (opens in new window))1095 forms: select Employee Actions > Income and Taxes > Online 1095-C Consent (job aid (opens in new window))Verify your personal email and home address in UCPath online. Even if you elect to receive an electronic W-2, it’s important to keep your personal information up to date. Log into UCPath online and navigate to Employee Actions > Personal Information > Personal Information Summary (job aid (opens in new window)).Verify your dependents. The Affordable Care Act (ACA) requires UC to make reasonable efforts to obtain Social Security numbers for employees, their spouses/domestic partners, and dependents. To review or update your information, log into UCPath online, then select Employee Actions > Health and Welfare > Dependent Coverage (job aid (opens in new window)).International workers: Verify your GLACIER account information. International employees may receive a W-2 or 1042-S (Foreign Person's U.S. Source Income Subject to Withholding). To ensure your tax information is sent correctly, verify that your personal email and home addresses in UCPath online and the GLACIER tax database match exactly. You may also opt to access an electronic 1042-S through GLACIER. Learn more about Form 1042-S (opens in new window).Have questions or need help? >Log into UCPath online (opens in new window) and click Ask UCPath to submit an inquiry. You can also call the UCPath Center to speak with an associate at (855) 982‐7284 from 8 a.m. to 5 p.m. (PDT) Monday through Friday.
Based on input from the MyReports Campus Advisory Group, the Sponsored Awards Summary Report now includes the option to group financial activity for awards by department.To use this feature, select the Show Department ID check box under Display Options on the filter page or in the report header of the On Screen HTML report output.Users should clear their web browser cache to take advantage of this enhancement.Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
The UCPath Center has established early payroll processing deadlines to allow for sufficient time to run their processes during the holiday season.For the biweekly pay period ending December 21, 2024, timesheets must be entered and approved by Sunday, December 22, at 11:59 p.m.Departments implementing holiday closure or curtailment periods may need to establish and communicate earlier deadlines to ensure accurate timesheets are submitted and approved prior to any closure. Please inform employees and supervisors of the early timekeeping deadlines and plan accordingly.
UCSF Health employees who earn paid time off (PTO) and have a balance that is above 75 percent of their maximum accrual will receive a payout in December 2024. The maximum accrual is two times an employee's annual accrual rate; the payout will return eligible employees to 75 percent of their maximum. The payout will be based on each employee's PTO balance as of December 7, 2024. It will not consider future committed leave.
The Controller’s Office is excited to announce that the new Tableau interface for the Financial/Payroll Code & Data Lookup tool is now live. This enhanced platform allows the UCSF community to look up key financial and payroll values, such as chart of accounts elements, award information, payroll codes, and department functional roles.Access the new interface from the Financial/Payroll Codes and Data Lookup page on the Controller’s Office website. UCSF network/VPN access and MyAccess authentication is required to log into the Tableau application. A new training guide provides step-by-step instructions for navigating the tool, filtering, and downloading search results.For questions about the tool or to report an issue, contact the Controller’s Office Solution Center.
The UCPath Center has established early payroll processing deadlines to allow for sufficient time to run their processes during the holiday season.For the biweekly pay period ending November 23, 2024, timesheets must be entered and approved by Sunday, November 24, at 11:59 p.m.For the biweekly pay period ending December 21, 2024, timesheets must be entered and approved by Sunday, December 22, at 11:59 p.m. Departments implementing December holiday closure or curtailment periods may need to establish and communicate earlier deadlines to ensure accurate timesheets are submitted and approved prior to any closure.Please inform employees and supervisors of the early timekeeping deadlines and plan accordingly.
The next Research Administration (RA) Town Hall will take place on Tuesday, December 10, from 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 agendas, the Zoom webinar link, and any technical issues or updates during the Town Hall meetings. You can also use Teams to submit topic requests for upcoming Town Hall meetings.Instructions to join the Research Administration forum on Microsoft Teams are also available on the Controller's Office website.
The Controller’s Office is pleased to announce the upcoming launch of a new Tableau interface for the Financial/Payroll Codes and Data Lookup tool. An essential resource for the UCSF community, this tool allows users to look up key information, such as chart of accounts elements, award information, payroll codes, and department functional roles.Set to launch in November 2024, searching for financial and payroll codes will transition to UCSF’s Tableau platform. This shift is designed to enhance the user experience and ensure support for ongoing maintenance.Look for more details in the November edition of the Controller’s Office Newsletter, including training on how to access and download results in Tableau.
Based on joint proposals from UCSF Global Programs and the Controller’s Office Accounting and Reporting team, an income statement report (Statement of Comprehensive Income Report), and a balance sheet report (Statement of Financial Position Report) are now available to further assist with the reconciliation of foreign transactions related to operations in foreign countries.Both reports aggregate transactions by account level, and users will be able to drill into the Foreign Affiliate Transaction Detail Report from the report output to review transaction details. Authorized users can run both reports by fund, dept id, and other chartstring attributes. Users can further customize the report output by including or excluding transactions from the open accounting period.Intended only for use by UCSF Global Programs accounting teams, MyReports users with the Foreign Affiliate role can access the new reports from the Foreign Affiliate tab. Users may need to clear their web browser cache for the new reports to appear.To learn more, review the new Statement of Comprehensive Income Report job aid and Statement of Financial Position Report job aid in the MyReports section of the Controller's Office website.Contact the Controller's Office Solution Center if you have questions about MyReports or to report a potential issue.
The following new features are now available in the Proposal and Award Metrics Dashboard (PAMDash). These enhancements reflect the continued collaboration between Contracts and Grants Accounting and UCSF’s research administration community to provide self-service access to extramural funding metrics.New dashboard page:A new Diversity Supplement dashboard page shows monthly, yearly, and cumulative funding amounts for awards with diversity supplements.New metrics and data elements:Expense Budget Balance: A new column on the Data: Award Funding & General dashboard page is the difference between the expense budget amount and the total expense amount.NIH Prorated Funding: Upon filtering the Funding Amount, Top Sponsors, NIH Mechanism, and Diversity Supplement dashboard pages to the Funding Type value “Prorated Funding”, all metrics will show the prorated monthly or yearly funding amount where the total award modification funding is allocated equally between the funding period begin date and end date.New data filters for the following:Proposal Status: A new filter in the Proposal Summary, Proposal Amount, and Data: Proposal Detail Data By Year dashboard pages allows users to view proposals based on their status: Awarded (proposals that generated an award); Not Funded (proposals where the Sponsor communicated the proposal will not be funded or where one year has passed since the proposal was submitted); In Progress (proposals submitted to the sponsor and we await a response).Funding Type: Added to the Top Sponsors, NIH Funding Mechanism, and Data: Award Funding Detail Data by Year dashboard pages, use this filter to view award dollars by Funding Added (default) or Prorated Funding.Action Type: Use this new filter on the Data: Award Funding Detail Data By Year dashboard page to limit funding entries by specific award modification action type (e.g., New, Diversity Supplement, Transfer In).RSA Name: Available on all dashboard pages, use to limit proposal and award data to the Research Services Analyst (RSA) assigned.A link to help and contact information is available from all pages.How To Get StartedLog into PAMDash (opens in new window) to experience the new features (MyAccess login and UCSF network/VPN connection required).Join CGA for an upcoming demonstration session to see the new features, walk through common scenarios for using the dashboard, and get answers to your questions:October 16, 2024, 11 a.m. to noonMark your calendars and click here at the start of the session to join (opens in new window) (UCSF authentication is required).PAMDash is managed by the Project and Data Team within CGA. If you have any questions about PAMDash, email the CGA Service Desk.
