Payroll

Support Contact

[email protected]
415.476.2126
Box 0815
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Management Contact

  • Understanding the Taxability of Employee Non-Cash Awards and Gifts

    The Federal Tax Cuts and Jobs Act (P.L. 115-97) signed into law on December 22, 2017 changed the taxability of some non-cash awards and other gifts provided to employees. If an award or gift (or portion of an award or gift) is taxable, applicable income tax withholding and FICA taxes will be deducted from the employee’s paycheck.

  • Completing Historical Section 3 in Tracker I-9 Complete

    All new Form I-9 and I-9 changes must be entered into Tracker I-9 Complete.  You must complete Historical Section 3 in Tracker I-9 Complete when an employee:

  • Remote Hiring Process (employees working exclusively off-site)

    Occasionally, a department may hire an employee who will be paid by the University yet will not physically work at the University.  Regardless of where employees perform their duties, everyone employed within the United States must complete a Form I-9.  The employee must also complete the University of California State Oath of Allegiance, Patent Policy, and Patent Acknowledgement Form (UPAY 585).

  • Approving HBS Timesheets for Multiple Appointments Job Aid

    Complete details on how to review and approve a timesheet with multiple appointments are included in this job aid.

  • Completing an HBS Timesheet for Multiple Appointments Job Aid

    Employees, including student employees, who occupy multiple appointments (i.e., have more than one job and/or supervisor) should follow the procedures outlined in this job aid to enter and edit time and to complete (submit) timesheets for approval.

  • Shift Differential Modifications in HBS for CNA Time On-Call

    This job aid explains modifications made to HBS to comply with the arbitration agreement between the University of California (UC) and the California Nurses Association (CNA).

  • Accessing and Understanding Earnings Statements in AYSO

    Earnings statements for earnings issued prior to UCSF's implementation of UCPath are available online via At Your Service Online (AYSO). Information on how to view, print earnings statements, and reset your AYSO password is available below. Online earnings statements on AYSO provide information for the pay period selected and year to date totals.

  • Entering Pay in HBS for MSP Physicians

    In UCPath, hourly-paid biweekly MSP Physicians are assigned an individual position number for each base and non-base pay rate on which they were paid in the legacy payroll system. This change will impact how hourly-paid MSP Physicians must record their time in HBS in order to receive correct payment. This job aid contains four important things to consider when completing a biweekly Staff Physician timesheet in HBS after UCPath goes live on June 1, 2020.

  • Options for Receiving Missed Pay

    On-cycle Payment Off-cycle Payments Expedited Pay through Pay Card Expedited Pay by Accounts Payable Check

  • Monthly Working Hours and Leave Accrual Factors

    For Employees on a Monthly Timesheet

  • Understanding Prior Period Leave Redistribution for Monthly Paid Employees

    Eligible employees earn vacation leave on a biweekly or monthly basis. For employees paid biweekly, vacation pay is recorded in the same earnings period as the leave is taken. For employees paid monthly, vacation pay is recorded in arrears. To accomplish the proper recording of leave for monthly paid employees, the UCPath Prior Period Leave Redistribution program “looks back” to retrieve the funding in effect at the time the leave was taken. The program then charges the corresponding chartstring(s) for the leave and credits the “reg-like” pay chartstring(s).

  • How to Report Missed Meals and Breaks in HBS

    Beginning January 1, 2023 Senate Bill 1334 (SB 1334) introduced new missed meal and missed break rules for employees providing direct patient care or supporting direct patient care in general acute care hospitals, clinics, or public health settings. This job aid explains the HBS Pay Codes used for missed meals and breaks, and how to enter them in HBS. 

  • How to Monitor Timesheet Completion and Approval Using HBS Reports

    This guide explains how timesheet approvers and managers can use HBS Manager Reports to monitor timesheet completion and approval within their assigned Timesheet Groups (TSG) and/or Management Groups (MG).

  • UCPath Basics and Navigation

    This course provides an overview of all standard functionality in UCPath. It is intended as a prerequisite for all new transactional users of the UCPath system, including funding entry and salary cost transfer users.

  • How to Navigate in the UCPath PeopleSoft Fluid User Interface

    This introduction to the UCPath PeopleSoft Fluid User Interface (Fluid UI) provides a general navigation overview for all UCPath transactors and demonstrates the features you can use to navigate to the menus and pages most commonly used by those with UCPath initiator, approver, and inquiry roles at UCSF. Duration: 10 Minutes

  • UCPath Help Site Overview

    This course provides an overview of the UCPath Help site. It explains how to access the site, as well as how to navigate and search the site to locate learning and support resources for the UCPath.

  • UCPath Position Basics and Funding Entry Concepts

    This course introduces two key UCPath concepts: Positions and Funding Entry. It is intended for department managers, administrators, and anyone interested in learning more about key UCPath concepts.

  • UCSF Salary Cost Transfers (Direct Retro)

    This course prepares Salary Cost Transfer Initiators to look up, enter, and submit salary cost transfers using UCPath. It also prepares Salary Cost Transfer Approvers to review and approve salary cost transfer transactions.

  • Sign Up for Direct Deposit

    All UCSF employees are strongly encouraged to set up electronic direct deposit to receive their payroll earnings by direct deposit to up to three bank accounts on payday. Employees will enjoy several advantages when using this preferred payment method:

  • Resources for Administrators

    UCPath is the University of California's human resources, academic personnel, benefits, and payroll system for all UC employees systemwide. UCPath assists the Payroll Office in ensuring that all UCSF employees are paid in a timely and accurate manner that complies with State, Federal and University of California procedures and regulations, and that all payroll and benefit expenses are properly recorded in the University’s accounting systems. UCPath was implemented on June 1, 2020, and replaced UCSF's legacy Online Personnel and Payroll System (OLPPS).

  • Payroll Expense Transfers (PET): Moving Payroll Between Chartstrings

    An expense transfer is commonly used to correct the recording of a cost from an incorrect to a correct chartstring. There are separate processes for payroll expense transfers and non-payroll expense transfers. In conjunction with the transition to UCPath, UCSF's payroll expense transfer processes have changed.

  • Verification of Employment (or Income)

    UCSF uses The Work Number to provide employment and income verifications for employees. The Work Number is a secure, automated service providing employees with the ability to quickly deliver proof of employment or income to authorized verifiers. The Work Number is available 24 hours a day, 7 days a week.

  • GASB47 - Assigning Description of Service (DOS) Codes to Voluntary and Involuntary Termination Benefits

    Governmental Accounting Standards Board (GASB) Statement #47 requires two classification types of termination benefits – voluntary and involuntary. Voluntary termination benefits include inducements to hasten separation from employment or as a result of voluntary termination. Involuntary termination benefits include benefits provided as a direct result of an involuntary termination. These guidelines provide information to help departments assign Description of Service (DOS) codes to voluntary and involuntary termination benefits paid to employees through the Payroll/Personnel System (PPS). The Guidelines apply to termination payments made to employees in all personnel groups, including SMG, MSP, and PSS.

  • Payroll Guidance for Employees

    Take action UCSF employees use UCPath online to view and make changes to tax withholding allowances, health and welfare benefits, and personal and contact information. You can also view and print your earnings statements and Form W-2s for earnings issued on or after June 1, 2020. At Your Service Online (AYSO) continues to be available to view/print historical (prior to UCPath implementation) paycheck information and W-2 forms.

  • Replace a Paper Paycheck

    If you lost your paper paycheck, have a damaged paycheck, or have a paycheck more than 180 days old, please contact the Controller’s Office Solution Center for assistance.  Review Options for Receiving Missed Pay if you did not receive your paycheck or were not paid in full.  To Request a Replacement Check Employees that have misplaced a check are asked to wait 2 business days to see if the original check can be found.

  • Accessing and Understanding Earnings Statements

    Paychecks for UCSF employees will be issued from UCPath beginning with the June 1, 2020 payday for monthly employees and the June 10, 2020 payday for biweekly employees. Electronic earnings statements for prior pay issued from UCSF's legacy payroll system continue to be available in At Your Service Online (AYSO). To access your earnings statement using UCPath online:

  • Clearing Salary and Benefit Expenses in Payroll Suspense

    Each month, if a payroll transaction attempts to post to a chartstring that is not at a posting level, the transaction will route to the Payroll Suspense Account. These payroll transactions are commonly referred to as “in suspense”. To keep the General Ledger and Distribution of Payroll Expense (DPE) report in sync, departments must use a salary cost transfer to move salary and benefits in suspense to a valid posting chartstring. Departments are also responsible for working with their Funding Entry Initiator in a timely manner to correct future position funding distributions and prevent continued suspended payroll transactions.

  • HBS for Managers Job Aid

    UCSF employees use Huntington Business Systems (HBS) to submit hours and request leave. Managers, in addition to entering their own time and leave requests, use HBS to review, edit, and approve timesheets and leave requests for their employees, review employee leave balances, and reset passwords. This job aid visually explains completion of these tasks in HBS.

  • HBS for UCSF Health Timesheet Group (TSG) Managers

    This guide explains how to create sub-TSGs and assign the desired employees and approver to each sub-group.

  • Logging into HBS

    This job aid visually explains the methods available to log into HBS.

  • HBS Employee Quick-Start Guide

    This guide provides a visual overview of the basic features for all employees, and how to quickly submit timesheets that do not need to be changed in any way.

  • Entering & Editing Biweekly Timesheets in HBS Job Aid

    This document explains how biweekly paid employees can enter and edit time prior to submitting a timesheet.

  • Requesting, Reporting, and Changing Leave in HBS

    This job aid details how to request and enter leave on both monthly and biweekly timesheets.

  • Working with Closed (History) Timesheets in HBS for Employees

    UCSF employees use Huntington Business Systems (HBS) to submit hours and request leave. If a timesheet submission deadline is missed, the un-submitted timesheet is retained along with all previously submitted timesheets in HBS History. Employees are paid regardless of approval status of their timesheet at the time the pay period closes. However, employees should still review and submit the timesheet. This job aid explains the process of accessing and submitting an HBS History timesheet for employees. Managers, see the HBS for Managers job aid for information on approving history timesheets once submitted by employees.

  • Using GLACIER for Non-Resident Alien Tax Compliance

    A foreign national is an individual who is not a citizen of the USA. For federal income tax purposes, foreign nationals are classified by the Internal Revenue Service (IRS) as either resident or nonresident aliens. Foreign nationals receiving payments from the University are required to have a GLACIER record. GLACIER is a secure online Nonresident Alien (NRA) tax compliance system that foreign individuals use to provide their immigrant and tax data to UCSF. GLACIER helps determine tax residency, withholding rates, and federal income tax treaty eligibility. GLACIER also manages NRA paperwork, maintains NRA data, and prepares tax forms and required statements.

  • Accessing The Work Number to Create a Salary Key

    A Salary Key is a single-use, six-digit code that you can provide to a verifier as consent to access your income information. In most cases, your consent is provided at the point of application for a service (for example, when you sign a loan application or similar agreement), and in these cases, a Salary Key is not required. A Salary Key is never required for verification of employment; it may be required for verification of income. If you are asked to provide a Salary Key, use the instructions in this job aid to log on to The Work Number® and generate a Salary Key to provide to your income verifier.

  • W-2 Frequently Asked Questions

    Answers to questions about W-2 forms.

  • Understanding Biweekly Payroll Accruals

    The goal of this guide is to explain the biweekly payroll accrual process in greater detail, including how to identify biweekly payroll accrual transactions within financial reports.

  • Using Tracker I-9 Complete

    UCSF uses the web-based application Tracker I-9 Complete for Form I-9 and E-Verify processes for UCSF employees. 

  • Hiring Incentives to Restore Employment (HIRE) Act Department Guidance

  • Postdoctoral Scholars

    Information for prospective and current postdocs, postdoc alumni, and faculty mentors is available on the Office for Postdoctoral Scholars website.  In the Controller's Office:

  • UCSF Administrative and Clerical Staff Title Codes

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  • Tracker I-9 Complete Introduction and Training

  • E-Verify Procedures

    Article Contents E-Verify Background and Implementation Responsibilities of the Federal Contractor Employing F-1 Students on Optical Practical Training Where to Learn More E-Verify Background and Implementation

  • Payroll Overpayments

    University of California employees are not legally entitled to receive more money than they earned for each pay period. When an employee has been overpaid, an overpayment recovery plan is established to provide a method by which the overpayment can be recovered.

  • UCSF Employer Contribution Rates for Employee Benefits

    UCSF Employer Contribution Rates for Employee Benefits Appearing in the Distribution of Payroll Expense Report

  • Payroll Processing Calendar

    Payroll Processing Schedule Payroll Schedule - Through 2024 Pay Cycle Pay Date Pay Period Begin Pay Period End Funding Entry Deadline (by 7pm) Pay Confirm Accounting Period Journal Posts to the GL Pay Period Available in MyReports Note M0 Tuesday, January 2, 2024 Friday, December 1, 2023

  • UCPath Funding Entry

    This course prepares Funding Entry Initiators to look up, enter, update, and submit funding distributions using UCPath. It also prepares Funding Entry Approvers to review and approve funding entry transactions.

  • Taxable Employee Non-Cash Award or Gift Reporting Form

    Use this form to notify Payroll when an employee receives a taxable non-cash award or gift as described in UC Policy G-41, Employee Non-Cash Awards and Other Gifts.

  • Make a Benefits Premium Payment

    Submit a benefits premium payment by credit card to the UCSF Payroll Office while you are on leave

  • Payroll One-Time Payment Template

    The Payroll One-Time Payment Template is used to pay mass non-recurring flat dollar amounts.

  • UCPath Mass Funding Upload Template

    This template facilitates mass funding uploads to the delivered UCPath Department Budget tables in order to adhere to UC’s academic pay requirements and salary cap regulations. See the Instructions tab in the template for guidance on completing the template.

  • GLACIER Setup Form

    The GLACIER setup Form is used to provide information to GLACIER Admin Team and your foreign individual so that complete and accurate information is entered into the GLACIER system.

  • Employee Consent - Accounts Payable Check Request

    Use this form to obtain employee authorization to receive pay via an Accounts Payable check when the employee did not receive full payment on their scheduled pay date. This pay option may only be used when: an exceptional pay circumstance has been identified, and all other UCPath provided options (on-cycle, off-cycle, instant pay card) have been exhausted, and the employee has been consulted and has given signed consent. For further guidance, review additional information on options for receiving missed pay.

  • State Oath Of Allegiance, Patent Policy, and Patent Acknowledgement (UPAY 585)

    All employees of the UC Regents (except for non-U.S. citizens) are required to complete the State Oath of Allegiance section of the form on or before their first day of employment.  All employees, regardless of their citizenship status are required to complete the Patent Acknowledgement.  Note that while Form I-9s are handled online in Tracker I-9 Complete, you must still complete the State Oath of Allegiance, Patent Policy, and Patent Authorization (UPAY 585) using the paper form.

  • Employment Eligibility Verification (I-9)

    Form I-9 is used for verifying the identity and employment authorization of individuals hired for employment in the United States.

  • UC Employee's Federal-State Withholding Allowance Certificate (UC W-4/DE 4)

    This form is to help UCSF withhold the correct federal income tax from your pay. Consider completing a new Form W-4 each year and when your personal or financial situation changes. You can provide this information electronically by logging into UCPath online.

  • UC Nonresident Alien Employee’s Federal - State Withholding Allowance Certificate (UC W-4NR/DE 4)

    This form is to help UCSF withhold the correct federal income tax from your pay.

  • Out-Of-State Income Tax Withholding (UPAY 830)

    This form assists Payroll Services in determining the tax withholding for an individual who works and lives in a state other than California.

  • Replacement Check Affidavit Form

    To replace a lost, damaged or stale dated paycheck.

  • Additional Pay Time Reporting Worksheet (Form UPAY 644C-2)

    Used primarily for supplementing time in current pay period due to late or incorrect pay distributions. Employee was hired too late to generate automatic or current pay. Also used to pay intercampus employees for time worked at other campus locations to be paid at home campus.

  • Payroll Expense Transfer Uploader (Form PETU)

    Used primarily for all expense transfers of payroll originating in PPS and contained within the Distribution of Payroll Expense (DPE) Report in MyReports. It cannot be used to transfer charges from a non-capped fund to an NIH-capped fund or to only change the activity period or sub-account. Instructions for use are located in the first tab of the excel file.

  • Retroactive Pay (Form UPAY 670)

    Used primarily to pay the difference in pay rates only. If there are changes to any other fields, such as chart string, title code, percent/time worked, description of service, period end dates, DO NOT USE THIS FORM.

  • Time Reporting Adjustment Worksheet (UPAY 644D-2A)

    Used primarily for adjusting previous time reporting due to retroactive changes or errors in time submission.

  • Interlocation One-Time Payment Form (UPAY 644C-T)

    A one-time intercampus payment is required when an employee at one campus (home campus) is eligible to receive a payment originating from another campus (host campus) for an event or service of short duration.

  • Multi-Location Appointment / Interlocation One-Time Payment Form

    Required when an employee at one campus (home campus) is eligible to receive a payment originating from another campus (host campus) for a short or long term duration.

  • Damage Payment Report of Services Performed Before Signing the State Oath of Allegiance

    Only University employees, including staff, faculty and other academics, are required to sign the Oath

  • Rush Check Request Form (for HBS Monthly and Non-HBS Employees)

    Administrative delay rush check payments are to pay employees who did not receive pay on their regularly scheduled payday due to late notice, miscalculated pay or processing errors.

  • Rush Check Request Form (for HBS Bi-Weekly Employees only)

    Administrative delay rush check payments are to pay employees who did not receive pay on their regularly scheduled payday due to late notice, miscalculated pay or processing errors.

  • Voluntary Self-Identification of Race, Ethnicity and Veteran Status: U-5605

    UCSF employees now use UCPath online to complete voluntary self-identification information. Review the Guided Self-Identification Information software simulation to see, try, or print the steps needed to complete this information in UCPath online (MyAccess login required). Visit the Get Help page of the UCPath at UCSF website if you need further assistance.

  • Compensatory Time Off (CTO) Election Form

    The CTO Election Form is used to indicate the employee’s option to ‘bank’ compensatory time; the default is to have compensatory time paid out.

  • Vacation/PTO Accrual Extension Form (Grace Period Form)

  • Uncapped-to-Capped Payroll Expense Transfer Uploader (U2C-PETU)

    Used when transferring payroll expenses from a non-capped to a NIH-capped project. U2C-PETU should not be used to transfer expenses that can currently be transferred using the original PETU

  • Benefit Cost Transfer Worksheet

    UCSF's Composite Benefit Rate (CBR) (opens in new window) agreement is applicable to all federal and non-federal sponsors, and sponsors should adhere to the full rates. However, a benefit cost transfer may be required when a sponsor has placed restrictions on allowable benefits costs and all — or a portion of — benefits charges must be transferred off of a project.  All benefit cost transfers are performed by Contracts and Grants Accounting and processed using UCPath.