Express Retro Payroll Request

Payroll expenditure redistributions, which are used to transfer payroll charges from one combo code to another, are initiated by processing an Express Direct Retro through Manager Self Service in OneUSG Connect.  There are several circumstances where System Managers are not able to submit an Express Direct Retro, in OneUSG Connect, to redistribute payroll expenditures that have already posted to the general ledger.  In the scenarios outlined below, a request will need to be submitted for Commitment Accounting to process the Express Direct Retro.  If the Express Direct Retro (EDR) transaction does not meet one of the scenarios outlined below, then the System Manager can submit the EDR request via Manager Self Service in OneUSG Connect.  The scenarios are:

Request Scenario Details


1.    Prior Fiscal Year Payroll Expenditures:
Payroll expenditures from a prior fiscal year that need to be transferred on to/off of a restricted grant or project.  The completed cost transfer justification form should be attached to the request.
https://spa.uga.edu/docs/spa/Cost-Transfer-Justification-Form.pdf

NOTE:  Payroll expenditures prior to go-live on OneUSG Connect (December 2018 and earlier pay periods) must be redistributed with a general ledger journal entry in the UGA Financial Management System. 


2.    Credit Amounts:

Current fiscal year payroll expenditure credits that need to be transferred to a different combination code.


3.    Amounts paid out under retiree position R1800001:

Current fiscal year vacation pay-out or other payroll expenses paid out under the retiree position number R1800001.


4.    Account Code Change:

Current fiscal year payroll expenses should be charged to a different payroll expense account code.


 

Template Instructions

For instructions on how to fill out the Retro Request Form Template below, please click HERE 

Spreadsheet Template Download

To download the Retro Request Form Template, please click HERE 

 
Request Service

Details

Service ID: 52816
Created
Mon 11/28/22 2:09 PM
Modified
Thu 10/12/23 8:30 AM