Dear Colleagues,
As you are aware, the Direct Retro Tool in UCPath retired as of July 1, 2025. Moving forward, any payroll adjustments requiring a Direct Retro must be processed via the attached financial journal, bypassing the UCPath subledger. For further details, please refer to the attached communication and RAF slides for August 2024 and December 2024.
The Direct Retro Payroll Transfer Form should be used for:
- UCPath earnings paid on or before 10/3/2021
- UCPath earnings that have had a Direct Retro performed in the past
Departments will need to submit this form along with supporting documentation to the EFM accountant assigned to the fund. EFM will process a financial journal upon acceptance of materials. Full instructions are included in the form, which can be found on the EFM Website under Standard Forms and Other Resources.
Please note the following key points:
- This form is only for salary and salary-related expenses that need to be moved off sponsored project funds managed by Office of Research Administration. For non-sponsored project funds, please contact Central Resource Unit.
- EFM will not accept payroll expense transfers debiting sponsored project funds.
- Departments will be responsible for identifying alternative funding sources for payroll, benefits, and related expenses.
- Departments are responsible for calculating all associated salary-related expenses (e.g., Benefits, GAEL, TIF).
Sincerely,
Katie Cadle, Assistant Director
Research Finance Compliance
Extramural Fund Management