Ascend: Expenditure Type – Soliciting Feedback

Dear Colleagues, Thank you for providing us with feedback to the initial draft of expenditure types that were sent in February 2019.  Attached is the latest version of expenditure categories and types, which will replace today’s sub-object codes. As communicated at the RAF on November 14, 2019, this will be the list you will use every day to describe what … Read More

EFM RAPID Closeout Tool Course

Space is still available for the RAPID Closeout Tool course hosted by EFM. This course will teach users how to effectively use the closeout tool to help manage and close out awards. RAPID Closeout Tool Monday, October 7, 2019 8:30 am to 12:00 pm 10920 Wilshire Center, Suite 1080 You may register via the UCLA Learning Management System (LMS). If … Read More

RAPID Tool UCPath Payroll After Fund End Date

Dear Colleagues, EFM was recently made aware that the UCPath Payroll After Fund End Date report currently excludes any payroll data posted after June 30, 2019.  The report is impacted within both the Smart Closeout Tool and the independent report accessible in the menu. We are currently working on a new version of the RAPID Tool and plan to release … Read More

Effort Report Deadline is Officially Over

Dear Colleagues, As previously announced, the deadline for the following effort reporting periods was this past Saturday, August 31st, 2019: April to July 2018: 11/12 Academics April to July 2018: Non-Academics March to July 2018: 9/12 Academics The campus on-time certification rate was 69%. Congratulations to all departments that reached 100% by the deadline! If your department has any outstanding … Read More

ERS Certification Deadline-Action required by 8/31/19

Dear Colleagues, We are now less than a week away from the effort report certification deadline of August 31, 2019. As of today approximately 46% of the reports released this period have been certified. In order to be compliant, please take a moment to logon to ERS and complete open reports by the certification deadline. General Reminders Please see ERS … Read More

EFM PPS Salary Cost Transfer Form

Dear Colleagues, As you are aware, UCLA’s legacy payroll system PPS has been discontinued as of July 1st, 2019. Moving forward please use the attached PPS Salary Cost Transfer Form for moving PPS salary and salary-related expenses off of sponsored project funds. Departments will need to submit this form along with supporting documentation to the EFM accountant assigned to the … Read More

RAPID Closeout Tool Version Date 08.08.19 Release

Dear Colleagues, ORA is pleased to announce the release of a new version of the RAPID Closeout Tool (version dated 08/08/2019). The new version includes: UCPath Training Grant – Trainee Expense Worksheet Refer to this report for Stipend and Tuition Information from UCPath Automatic inclusion of the report above in the Smart Closeout Tool Effective immediately, please use the latest … Read More

ERS Effort Report Due Date Reminder-30 days

Dear Colleagues, As a reminder effort reports for the following reporting periods have been released: April to July 2018: 11/12 Academics April to July 2018: Non-Academics March to July 2018: 9/12 Academics Please note deadline to certify effort reports for the current release is August 31, 2019. In order to be compliant we would like to remind and encourage departments … Read More

FYE Close – EFM Deadlines

Dear Colleagues, As a friendly reminder, please be aware of the following EFM deadlines for FYE Close. Please be mindful of the July 4th holiday when planning for FYE Close activity. See the full 2018-19 Fiscal Year End Closing Schedule on the CFS website. *EFM deadline of 7/5 @ 5:00PM for UCPath Direct Retros is not published in CFS Schedule … Read More

Important Reminder: PPS Discontinuation

Dear Colleagues, This is a friendly reminder that PPS will be no longer supported after processing June 2019 pay cycles. Below is a table that shows the pay compute process schedule for June 2019. See the complete 2019 PPS Schedule. As it’s been more than 9 months since the last payroll cycle was processed in PPS, I trust that review … Read More