Posts Tagged: Payroll
On Aug. 8, 2020, President Trump signed an executive order for U.S. employers to have the option to defer the collection of employee payroll taxes through Dec. 31, 2020.
Two weeks ago, the Internal Revenue Service issued guidance on this optional program. This program would call for the OASDI Social Security taxes deferred from the employees' wages through Dec. 31, 2020, to be repaid by the employees during the January through April pay period of 2021 in addition to their regular OASDI Social Security withholdings for that period.
After this guidance from the IRS and the National Association of College and University Business Officers (NACUBO), and in consultation with the controllers at every UC location, UCOP has decided that the University of California system should not participate in this optional program at this time.
As you begin holiday celebrations and look forward to the new year, the UCPath Center has some important year-end and new-year reminders to share. Please read closely and mark your calendar for upcoming deadlines.
2020 payroll notices
- Employees paid monthly will receive payment for December 2019 earnings on January 2, 2020. View the 2020 monthly payroll calendar.
- Employees paid biweekly will receive the first paycheck of 2020 on January 8. View the 2020 biweekly payroll calendar.
New year, new benefit enrollments
It is important to make sure that the benefits you enrolled in during Open Enrollment are reflected correctly in your paycheck. Here's a checklist to compare against.
The following table illustrates the coverage begin date for Open Enrollment changes and the paycheck on which new benefit rates take effect.
Open Enrollment Coverage Begin Date
Paycheck Deduction begin date
*2020 Disability premiums for January and Flexible Spending Account contributions deduct from the 1/8/2020 paycheck for bi-weekly employees.
** 2020 Flexible Spending Account contributions deduct from the 1/2/2020 paycheck for monthly employees. 2020 Disability premiums for January deduct from the 2/1/2020 paycheck for monthly employees.
Jan. 18, 2020: Tax information deadline
The UCPath Center will begin processing W-2s in late January. In order to ensure that the information on your W-2 is complete, accurate and reaches you, please take the following steps by January 18.
- Verify your home mailing and personal email address in UCPath online. Even if you plan to opt for a digital W-2, it's important that UC can reach you.
- Verify your dependents. UC needs the social security numbers of your spouse/domestic partner and any dependents. To review and update, log into UCPath online and go to Employee Actions > Health and Welfare > Dependent Coverage.
- International workers: Verify your GLACIER account information. International persons receiving UC wages may receive either a W-2 or 1042-S. Verify that your email and home mailing addresses match exactly in UCPath online and in the GLACIER database to ensure that your tax information is sent correctly. You can also opt for an electronic 1042-S through GLACIER.
W-2s for the 2019 tax year
For the 2019 tax year, UCANR employees will receive two W-2 statements:
- W-2 statement from AYSO will cover your January – September 2019 paychecks.
- W-2 statement from UCPath will cover your October - December 2019 paychecks.
- If your first paycheck was after September 30, 2019, you will only receive one W-2 from UCPath.
- Opt-in to receive your W-2 electronically. It's easy, safe and convenient! Sign up today at UCPath online and click on Employee Actions >Income and Taxes> Enroll to Receive Online W-2.
- Box C of the 1095 Affordable Care Act form will display the UCPath address as your employer.
Federal and State Earned Income Tax Credit (EITC)
- All W-2 notifications include IRS Notice 797, alerting you that you may be eligible for the federal EITC, a benefit for working people with low to moderate income. To qualify, you must meet certain requirements and file a tax return, even if you do not owe any tax or are not required to file. The federal EITC reduces the amount of tax you owe and may give you a refund. For more information, visit the IRS website or contact the IRS at (800) 829-3676.
- Similarly, you may be eligible for the California EITC. To claim this credit, you must file a CA income tax return, and complete and attach the CA EITC form (FTB 3514). For more information visit the Franchise Tax Board website or call (800) 852-5711.
Claiming exemption from withholding
The IRS requires you to complete a new W-4 form each year if you are claiming exemption from tax withholding. If you wish to claim exemption from withholding in 2020, you must make this choice on UCPath online before Feb. 15, 2020.
Have questions or need help?
Please visit UCPath and click on “Ask UCPath Center” to submit an inquiry. You can also speak with an associate by calling the UCPath Center at (855) 982-7284 from 8 a.m. to 6 p.m., Monday through Friday.
In preparation for UCPath, a new version of the time reporting system (TRS) will be deployed in early September for August monthly timesheets.
- Monthly paid employees will use the new TRS to report August vacation and sick leave
- Wait until Monday, Sept. 9, to log into TRS (trs.ucdavis.edu) to enter your August leave usage
- Submit your August timesheet by Friday, Sept. 13
- Supervisors approve by Tuesday, Sept 17, 10 a.m.
If monthly paid employees submit their time before Sept. 9 in the old TRS, the timesheet WILL NOT be saved or processed!
Bi-weekly timesheets will process as normal during this time. Send questions to firstname.lastname@example.org.
On Nov. 27, ANR is once again participating in #GivingTuesday—a 24-hour global giving challenge—a movement about ordinary people coming together to do extraordinary things. Celebrated on the Tuesday after Thanksgiving, #GivingTuesday kicks off the charitable season. For ANR, Giving Tuesday is an opportunity to raise funds for UC Cooperative Extension county programs, research and extension centers and statewide programs. To help Californians recover from recent wildfires, adapt to climate change and escape persistent pockets of poverty, the needs in the coming year will be great, and year-end giving is an opportunity for donors to assist.
UC Cooperative Extension staff and 4-H members took care of evacuated farm animals at the fairgrounds, and in Siskiyou County, partnered with local agencies to create and distribute Pet Emergency Evacuation Plan pamphlets.
For UC ANR stakeholders, #GivingTuesday presents an opportunity to support the many programs and services that strengthen California communities each day and more importantly, during times of crisis. Last year, over $76,000 was raised on #GivingTuesday to support UC ANR programs including the 4-H Youth Development Program and UC Master Gardener Program.
“As residents of California, we're all each other's neighbors—we lend a helping hand, we share information, we care about our community. That's what our #GivingTuesday #NeighborCA campaign is all about.” said Emily Delk, director of annual giving for UC ANR.
A website is up with links to all of ANR's programs, Research and Extension Centers and UCCE offices: ucanr.edu/givingtuesday. It invites donors to designate programs or locations to which they wish to donate.
The website contains a toolkit for county offices and programs to participate. It includes:
- Sample tweets and social media posts
- Custom images to include in social posts
- Templates for “unselfies.” Donors may take photos of themselves holding an unselfie sign and share on social media how they are giving.
The 4-H Youth Development Program also has its own website at http://4h.ucanr.edu/GivingTuesday.
Although not as well-known as the shopping events Black Friday and Cyber Monday, #GivingTuesday appeals to people who are swept up in the spirit of giving at the end of the year.
This year Development Services has set a goal of collecting a total of $100,000 for 4-H and UC ANR from 300 or more donors on #GivingTuesday. Last year UC ANR and 4-H received nearly 300 gifts.
“The #GivingTuesday #NeighborCA campaign is a fun way for people in all ANR programs to give to the programs most important to them,” said Delk.
When ANR joins UCPath in the spring, it will introduce new technology that will ultimately unify and standardize payroll, benefits and human resources systems for all UC employees. As we adopt new technology to modernize ANR business systems, we are strengthening our online security measures.
In a recent webinar to prepare ANR office managers and others for the transition to UCPath in the spring, John Fox, Human Resources executive director, brought in Dave Krause, manager of web development and applications programming, to discuss multi-factor authentication to access online systems, and Emily LaRue, associate director of the Business Operations Center, to discuss the impact of UCPath on the Business Operations Center.
To use an online system that is operated by UC Davis for ANR, such as the time reporting system, KFS, Aggie Buy or AggieTravel, an ANR employee logs into a form. Historically, once your credentials are “authenticated” against a database hosted by UC Davis, you are redirected to the system and off you go. Another step is being added to protect the system from hackers. A tool called “Duo” will ask you for a second form of authentication.
“Duo seamlessly adds this second form of authentication right in the login form,” Krause said. “For this example, I have preset Duo to send the second authentication to my phone as a 'push notification' (a mobile phone alert that appears onscreen while the phone is still in locked mode). Duo will also happily call you or send you a code to use instead.”
Once the user clicks “approve,” the website immediately accepts the second authentication and opens the site.
Mobile phones, tablets and Apple watches are among the devices supported by Duo. “It doesn't take up much space on your device,” Krause said.
For employees who don't have mobile devices for authentication, physical tokens that connect directly to your computers will be available. Currently, only mobile devices are eligible for enrollment. More information about tokens will be available soon.
If you lose or forget your device or token, UC Davis IET Express help desk can send you a temporary access code.
UC ANR will be rolling out Duo for its identity management system next year. Volunteers, affiliates and collaborators will have unchanged access.
“We are now inviting all UC ANR employees who use UC Davis systems to enroll in Duo via a smartphone or tablet,” Krause said. “Be sure you use a device that is with you when you work!”
For details on Duo enrollment and setting it up, go to http://ucanr.edu/mfa.
Impact of UCPath on Business Operations Center
Becoming its own business unit with UCPath will increase ANR's visibility as equivalent to the 10 campuses and change its business relationship with UC Davis. In addition, ANR's responsibility for compliance and accountability will take on even greater importance. Implementation of UCPath will create some changes to ANR's Business Operations Center, including the location of ANR's UCPath payroll team, work assignments and responsibilities, and systems and processes.
“For the first several weeks, everything will seem different!” LaRue said.
Personnel action entry functions for new hires, terminations and pay changes will be performed by ANR HR or the UCPath Central Team. A single ANR BOC Payroll unit composed of a payroll manager and three staff members will be located in Davis. The BOC will be responsible for audits and additional reporting and there will be new terms, different business processes, and different routing of forms and documentation.
LuRue expects the following to remain the same:
- Payroll (time and leave reporting) processing
o Timely submission for all organizational units
o Time Reporting System review and corrections as needed
- Service level
o ANR UCPath Hypercare Team – Group devoted to resolution of ANR employee issues
- Processing of financial transactions
o BOC-Kearney – UCCE (Gifts excluded)
o BOC-Davis – Statewide programs, Research and Extension Centers and administrative units
For more information about UCPath changes, visit the website at https://ucanr.edu/ucpath.