UCPath Online for Employees

Historical earnings statements and W2s (pre UCPath deployment in June 2020) are available on AYSO, for dates after that go to the UCPath online portal. Most other information and functionality is now housed in the UCPath online portal. Investment account information and benefits information is available on UCnet. Retirement info has moved to UCRAYS.

Users should contact our payroll office for login issues, missing statements, or questions regarding earnings or tax statements. Contact details can be found by clicking the Contact Us link at the bottom of the new AYSO Main Menu.

• If the separation/termination/retirement took place BEFORE June 1, 2020
  The employee/retiree does not have access to UCPath.
  Employees can access their W-2s and other tax forms via AYSO.
  
  For retirees, benefits including pension benefits continue to be administered through the Retirement Administration Service Center (RASC).

• If the separation/termination/retirement took place AFTER June 1, 2020
  The employee/retiree will have continued access via the UCPath Former Employee portal. Employees should ensure that a personal email address is included in their personal information on UCPath Online before they separate or retire. If they do, they will receive an email from UCPath Center prompting them to register. They will then access the Former Employee Portal by entering a personal email and the last 4 digits of their Social Security Number. If an employee did not have a personal email address entered into UCPath, they must contact UCPath Employee Services directly for assistance in registering for the Former Employee Portal.

If the employee does not set up an account within 18 months of separation/retirement the employee will have to contact UCPath at 855-982-7284 for assistance.

Former employees will have access for 36 months after effective date of termination

For more information visit UCPath Online for Former Employees on the UCnet website

Current employees can generate an auto-populated employment summary via UCPath by following this menu navigation:

Employee Actions> Income and Taxes> Verification of Employment> Generate Summary Report.

For employment verification using The Work Number follow the steps in this article How to Verify Employment for Current and Former UC San Diego Employees.

• Employees can visit UCPath online and click on Personal Information Summary>DOB update request
• A confirmation of submission email will be sent to the employee and another email will be sent to the employee upon approval or denial of their DOB update request.

• Please refer to the Update My Date of Birth training simulation on the UCPath Help site

As a reminder, to qualify for the Inactive Cost‑of‑Living Adjustment (COLA) increase, eligible UC Retirement Plan (UCRP) benefit recipients must have 1976 Tier service credit or Safety classification and have at least one business day break in service prior to the July 1 retirement date.

• Action Items:
  • Submit retirement templates as appropriate
  • Submit final pay requests for accrual payouts as appropriate
  • Submit Accruals & Service Adjustment eForm for any adjustments needed for sick time that has been converted to service credit
• Note: Transaction templates should be submitted and approved no later than the corresponding location deadlines (see payroll processing calendars linked below:
• Resources (subject to change):
  • Job Aid: Retirement Processing for July 1 Retirement Date - COLA
  • Job Aid: Emeriti Processing for July 1 Retirement Date

Information on the deadlines to submit changed to the voluntary retirement are found below:

• UCPath Online - see navigation below:
  • Quick Links > Benefits Resources, under the header “Location Users – Administrators” > Savings Plans Enrollment / Change Effective Dates (403b/After Tax DC and 457b).
• Employees can set up this deduction at Fidelity:
  • NetBenefits.com
  • Call Fidelity at (866) 682-7787

Recommendation: Employees should take a percentage based deduction for final checks.

Starting May 25, 2022, the UC Retirement Administration Service Center (RASC) has partnered with Call Experts, a call answering center and existing UC vendor, to begin proactive member outreach.

• About Call Experts: Call Experts is a trusted vendor UC has used in the past to handle call volume, most recently at UC Santa Cruz.
• How will Call Experts identify themselves? They will identify themselves to our members as calling from Call Experts, in partnership with the UC Retirement Administration Service Center
• What will they do? Using specific scripts designed by RASC, they will:
  • Triage calls and direct them to the correct department for resolution
  • Make callbacks to members
  • Proactively contact members to provide status updates on where they are in the retirement process

Is UC data protected? Yes. To keep UC data secure, the vendor will not have access to member records or UC systems such as Redwood.

• Subject: “July 1 Retirement/Emeriti Processing”
• Topic: Workforce Administration
• Category: Termination/Retirement