Dear Colleagues,
We would like to issue a correction to the announcement sent out earlier by EFM. The original announcement was sent without the intended attachment. Please find it included below.
We apologize for any confusion this may have caused and appreciate your understanding.
Sincerely,
Katie Cadle | Manager
Research Finance Compliance | UCLA Extramural Fund Management
Dear Colleagues,
As communicated by CRU below, the Direct Retro Tool in UCPath is retiring in July 2025. All Direct Retro transactions must be approved in UCPath by 5:00 PM PST on July 1, 2025. After this deadline, users will no longer be able to process payroll adjustments in UCPath for earnings dated prior to October 3, 2021, or for earnings previously processed through Direct Retro.
Following the tool’s retirement, any payroll adjustments requiring a Direct Retro must be processed via a financial journal, bypassing the UCPath subledger. Please note that EFM will not accept payroll expense transfers debiting sponsored project funds and departments will be responsible for identifying alternative funding sources for payroll, benefits, and related expenses.
For further details, please refer to RAF slides for August 2024 and December 2024 for more details.
Sincerely,
Katie Cadle | Manager
Research Finance Compliance | UCLA Extramural Fund Management