Salary Cost Transfer (SCT) Simplification
& Redesign
Salary Cost Transfer? Direct Retro? Aren't they the same thing?
The current method for transferring earnings or "salary costs" from one set of FOAPAL/FAUs to another
set of FOAPAL/FAUs is generally referred to as a Direct Retro. Though there are some windows and views
that also refer to "salary cost transfer", the page name is Direct Retro and transaction IDs have the
prefix "DR".
The pages associated with the new tool use the term Salary Cost Transfer and transaction IDs have the
prefix "SCT". This tool will be used to work with paychecks October 2021 and beyond.
What's happening to the Direct Retro page?
The Process Direct Retro page will be available through FY24 for transactions on paychecks prior to
October 2021. This will also include paychecks with salary costs that have been redistributed via Direct
Retro at least once. Inquiry access to these transactions via Review Retro Distribution will continue
for the foreseeable future.
Do I need to retake UCPath Financial Training? Is there required
training?
No, not only will there be no changes to the overall look and feel of UCPath, Funding Entry, Funding
Entry Inquiry or Budget Distribution Page (BDP) pages, but the overarching concepts behind the Direct
Retro and Salary Cost Transfer page behavior have not changed. The Zoom Demos, UCPath Financial Guide
and Open Labs will outline the updates to the method of data entry for the Salary Cost Transfer
transaction.
What does this mean for November Funding Entry and Direct Retro
transactions?
System-wide teams are currently developing cutover timelines, but users should expect a General Ledger
Tasks freeze November 6-12, 2023. That means Funding Entry and Direct retro pages, as well as Funding
Entry Inquiry and Review Retro Distribution, will not be available for that period.
What do I do if I have Funding Entry records to enter the week of
November 6, 2023?
Units are always encouraged to enter Funding Entry records for new positions in a timely manner to avoid
suspense account entries. If Funding Entry transactions are not submitted and approved by noon on
November 3, 2023, they can be entered when the system re-opens on November 13, 2023. No Funding Entry
deadlines occur during the freeze.
What do I do if I have Direct Retro transactions to enter the week of
November 6, 2023?
Both Direct Retro and Salary Cost Transfer transactions should be held until the system re-opens on
November 13th. If Direct Retro transactions are not submitted and approved by noon on November 3, 2023,
they can be entered when the system re-opens on November 13, 2023. The majority of Direct Retro
transactions will likely be eligible for the new Salary Cost Transfer tool.
How will this affect InfoView reports? Will my DOPE look different?
The feed of data from UCPath to InfoView will continue and the DOPE will continue to provide the same
payroll data for users reporting on financial data and initiating Direct Retros and Salary Cost
Transfers.
When do I use the Direct Retro page? When do I use the Salary Cost
Transfer page?
For UCSC paychecks with Pay End Dates prior to October 1, 2023, use the Direct Retro page. This also
includes all paychecks associated with previous Direct Retro transactions. For UCSC paychecks with Pay
End Dates on or after October 1, 2023, use the Salary Cost Transfer page. UCPath pages will
automatically notify and redirect users if they attempt to redistribute salary costs using the incorrect
page.
