On-campus

When will work-study appear on the ledger?

Work-study splits will not appear on your ledger until the award has been approved by the work-study manager and the Position Pool ID (PPID) is effective in UCPath. To ensure accuracy, check your ledgers monthly to catch any discrepancies and make corrections quickly.

Account reconciliation and discrepancy process

• Departments are responsible for the monthly ledger and account review to ensure that work-study funds are appropriately expended and split. The appropriate split for undergraduate students is 75% work-study and 25% departmental funding.
• When a discrepancy is found by the department, they work with the work-study manager to identify the problem. Before a Direct Retro, or DR, or Salary Cost Transfer, or SCT, is processed, the department must contact the work-study manager for permission to process the DR/SCT in UCPath.
• When a discrepancy is found by the funds manager, they will notify the work-study manager to contact the department with the identified problem.
• If the departmental staff can resolve the problem, they must do so in a timely fashion. If they cannot, they need to call Payroll Services to obtain assistance in resolving the UCPath problem.

Each year during the spring quarter, departments will receive the deadline for reconciling year-end discrepancies. This deadline is non-negotiable due to the aid year close-out process. Therefore, DRs/SCTs will not be processed after the deadline. It is imperative for each department to assure monthly reconciliation of their accounts and alert the work-study manager of any discrepancies before the deadline.

Transfers of work-study funds

Departments transferring funds involving work-study accounts should process the DR/SCT in UCPath. Note: You must obtain approval from the work-study manager before processing the DR/SCT. Approvals for transfers are not guaranteed if you did not follow the process outlined on the Work-Study Employment Request Form. Ultimately, it is the responsibility of the department to ensure work-study is charged correctly and in a timely manner.

Changes that may affect work-study eligibility

Work-study funding is subject to change based on changes to the student’s financial aid eligibility, such as not meeting Satisfactory Academic Progress, or SAP, or changes in the student’s Student Aid Index, or SAI,  or financial need. In addition, if the student participates in the Planned Education Leave Program, or PELP, reduces course units, withdraws, or is dismissed from school, they will no longer be eligible for work-study funds. The student should also notify Financial Aid and Scholarships of any changes in enrollment. Once the work-study manager is notified, an email will be sent to the department of the change made to the award. The department should check for the new award limits in UCPath using Cognos report 208.

Verification

Students whose financial aid applications are selected for verification will not have their work-study awards processed until verification of the Free Application for Federal Student Aid, or the FAFSA, or the California Dream Act Application, the CADAA, information has been processed. These students are notified of verification requirements and need to submit the necessary paperwork to Financial Aid and Scholarships before work-study can be awarded. Advise your students to submit the necessary paperwork as quickly as possible. The work-study award will not be retroactive to July 1, but only to the date that verification is completed and work-study can be accepted. If the student does not meet the posted verification deadline, it is possible that work-study eligibility will be lost.