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Dear Colleagues,

After announcing that “Benefit Cost Transfer” is available in UCPath at the last RAF on March 14, 2019, many of you have informed EFM that you cannot access the “Process Benefit cost Transfer” page in UCPath. After researching this, I learned that access to the “Process Benefit Cost Transfer” page in UCPath has not yet been arranged for UCLA even though “Benefit Cost Transfer” functionality is in place. Until the access is arranged, you will not be able to perform Benefit Cost Transfer.

UCLA Central Resource Unit (CRU) and UCPath Project Management team are diligently working with UCPath Center to grant access to the right user group at UCLA. UCLA CRU will send the announcement when access to Benefit Cost Transfer is granted for UCLA users.

In the meantime, if you need to transfer benefit expenses only, please work with UCLA CRU to transfer benefits via financial journal entries. Please provide CRU with a completed financial journal (see attached for format), Distribution of Payroll Expense (DOPE) report, and brief explanation.

Many of you also asked where you can find a training document for “Benefit Cost Transfer”. Attached is a quick guide to show where you can find it. Hope you find this helpful.

Thank you,

Yoon Lee
Director of Extramural Fund Management