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Support for Transactional Users
Within UCPath, use the "Help" link to find support documentation in the UCPath Help site, which is specific to the page you are working on.
VIsit our CONTACTS page to see the resources available to you and let us know how we can support you. Transactional users are the foundation of UCPath at UCSB. Their daily processing of payroll, benefits, and HR information is integral to the workings of UCSB.
News, Updates, & Alerts
To receive email alerts contact: Amy Arnold if you support UCSB staff or Tamara Berton if you support Academic Personnel
TAM Training and Hiring Managers Guide
UCPath Training and Access
UCPath Job Aids, Handouts, and Resources
UCPath Users Desk Manual
"By Campus ... For Campus"
UCSB Payroll & Personnel Calendars
- Human Resources Calendars
- Academic Personnel Calendars
- Academic Calendars
UCPath Support Documents
Employee Data
Smart HR Transactions
- View Template Transaction Status - SS Smart Transactions Page
- View Template Transaction Status - Transaction Status Page
- Training Slideshow: Template Transactions Part 1
- Training Slideshow: Template Transactions Part 2
Position Data
- View Position Information
- View Position Summary
- View Position History
- View Vacant Budgeted Positions
Funding Entry Data
Direct Retro/Salary Cost Transfers
WFA Basics
- UCPath WFA Navigation
- UCPath PayPath and Additional Pay Navigation
- WFA Campus Reference Guide
- WFA Quarter Transition
- WFA Recruit to Paycheck
- WFA Stabilization Session
- Workforce Administration Overview - Session 1 Recording
- Workforce Administration Overview - Session 2 Recording
Smart HR Templates
- Concurrent Jobs Supplemental Chart with FLSA status
- UCPath Hire Template Matrix
- UCPath New Hire
- UCPath Rehire - Change Employee Class
- UCPath Rehire - Same Employee Class
- UCPath Concurrent Hire
- UCPath Transfer Intra-Location No Break in Service, Same Employee Class
- UCPath Transfer Inter-Location
- Desk Reference: Work Authorization Verification
- Desk Reference: Common Smart HR Template Pitfalls to Resolve
PayPath
Additional Pay
Direct Retro/Salary Cost Transfers
- KTS Summer Transitions Presentation
- KTS Summer Transitions Recording
- KTS Summer Transitions Zoom Q&A (coming soon)
- KTS Fall Transitions Presentation
- KTS Fall Transitions Recording
- KTS Fall Transitions Zoom Q&A (coming soon)
- KTS UCPath Hire Process Overview Session Recording
- KTS UCPath New Hire Process Overview Session Zoom Q&A (coming soon)
- KTS UCPath Hire Process Part 2: Beyond the Basic Hire Transaction Recording
- KTS UCPath Hire Process Part 2: Beyond the Basic Hire Transaction Zoom Q&A
- KTS WFA Quarter Transition Student Employment Issues Recording
- KTS WFA Quarter Transition Student Employment Issues Zoom Q&A
- KTS PayPath Overview Presentation
- KTS PayPath Overview Recording
- KTS Understanding and Resolving Pay Issues Presentation
- KTS Understanding and Resolving Pay Issues Recording
- KTS Understanding and Resolving Pay Issues Zoom Q&A (coming soon)
- KTS: Hiring Scenarios Explained