Payroll Expense Transfer Overview

If you manage funds for sponsored projects or other UCSD activities, you need to know how toprocess payroll expense transfers. Explore the links on this page for information and guidelines.

Unless otherwise noted, this information applies to all funds.

Background

A payroll expense transfer (PET) occurs when payroll charges are moved from oneaccounting distribution to another after they have been recorded in the operating ledger. If yourjob duties include processing PETs, you must follow specified procedures to fulfill federal, state,and UC requirements.

PET process

• How to Process a Payroll Expense Transfer walks you through the PET process.
• Guide to Payroll Expense Transfers (Single Transfer Form) helps you understand the Payroll Expenditure Single Transfer form.
• Guide to Payroll Expense Transfers (Mass Transfer Form) helps you understand the Payroll Expenditure Mass Transfer form.

Additional information

• Payroll Expense Transfer Authorization provides details about approval requirements for expense transfers.
• Payroll Expense Transfer Conditions explains conditions in which you may move expenses from one accounting distribution to another.
• Payroll Expense Transfers to Federal Contracts and Grants describes the criteria for making expense transfers to federal contracts and grants (applies to sponsored projects only).
• High Risk Payroll Expense Transfers shows which expense transfers require additional review (applies to sponsored projects only).
• Record Retention for Payroll Expense Transfers explains the varying retention requirements based on the funding source.
• Payroll Expense Transfer Policies lists the policies that affect expense transfers.
• Ways to Avoid Payroll Expense Transfers provides tips on preventing expense transfers.

Finance

Expense Transfers

• Payroll Expense Transfers
  • Policies
  • Record Retention
  • Authorization
  • Conditions
  • Ways to Avoid
  • Transfers to Federal Contracts and Grants
  • High Risk for Sponsored Projects
  • How to Process
  • Contacts
• Non-Payroll Expense Transfers
• ENPET
• OPAFS Deadlines