UCSF Human Resources has developed new forms for the chart of accounts conversion. Effective March 10, when the new COA goes lives, please begin using the new/revised forms as explained below. Please contact your HR Generalist with any questions or concerns.

New/Revised Form When to use it Where to find it
Employee Funding Worksheet (EFW) For use by departments who pay their employees using the same account(s) for an extended period of time, i.e., departments who do not change funding monthly. Found here and in the SRS as of 3/10
EFW~Funding Projection For use by departments who project salary distributions throughout the year., i.e., departments who change funding for their employees monthly. Found here and in the SRS as of 3/10
One Time PaymentsCOA For use when submitting one-time payments for more than one employee. The spreadsheet can be attached to one ticket rather than submitting individual tickets for each employee. Found here and in the SRS as of 3/10
BYZ PaymentsCOA For use when submitting one-time BYZ payments for more than one employee. The spreadsheet can be attached to one ticket rather than submitting individual tickets for each employee. Found here and in the SRS as of 3/10
BYK PaymentsCOA For use when submitting one-time BYK payments for more than one employee. The spreadsheet can be attached to one ticket rather than submitting individual tickets for each employee. Found here and in the SRS as of 3/10
Faculty Salary Calculator (FSC) For use when submitting faculty funding changes that are out of scope of the MPM. Found here
Job Description/Employment Requisition Form For use when submitting job descriptions. Found here