Transactional FAQs

Getting Started

You will be able to use your SSO UCSBNetID to access and log into the UCPath Portal.

The URL is: https://ucpath.universityofcalifornia.edu

  1. If you can log on to the BOX service at https://ucsb.box.com, you should be able to logon to UCPath.
     
  2. If you are unable to log into UCPath or Box, you may need to reset your UCSBNetID password. Contact the ETSC service center via http://etsc.ucsb.edu or call (805) 893-5000.
  3. Your UCSBNetID can be managed at this page: https://im.ucsb.edu/idm/manage, however, the page requires your UCPath employee ID.
  1. Contact your Department Security Administrator (DSA) to review your job title, role and responsibility to determine what access you should have.  Your UCPath "role" security profile might not be enabled.
  2. Clear browser cache/cookies first and/or our use a different browser. See the Job Aid: Clear Your Web Browser's Cache. 

Contact your Department Security Administrator (DSA) to review your department row level security.

Log into the UCPath Portal, then navigate to:

Dashboard > Personal Information >
Personal Information Summary for personal data inquiries and updates.

Dashboard > Income and Taxes >
Direct Deposit for direct deposit inquiry and updates.

Dashboard >
View Paycheck to view your pay statements.

PPS information will not be available in UCPath.
PPS historical information (i.e. paycheck details, W2 information) will be stored in Data Warehouse.

Reports To information is located in position data. Check to ensure the Reports To field, in the Position Data page are populated with accurate information.

A Contingent Worker is a Non UCSB employee providing services on a non-permanent basis. They are potentially paid by a 3rd party, required to sign patent agreement, but not required to sign an Oath.

AWE is an acronym for Approval Workflow Engine. AWE is used to route transactions for review and approval through UCPath.

For more information about approvals, access the AWE Overview and Approvals course.

The Worklist is a page in UCPath that lists transactions that are pending your review and approval.

Your Worklist is displayed on the home page in the UCPath portal.

First check with your supervisor or departmental Business Officer. For additional information about pay, review the information on the Help for All Employees page.

Payroll Calendar: Click on this link to view the payroll calendar.

If your benefits information is incorrect in UCPath:

Faculty, Staff, and non-student Academic Employees
contact the UCSB Benefits Office at 805-893-2499.

Graduate Student Employees and Post Docs contact the UCSB Academic Personnel Office at 805-893-5429.

Log into the UCPath Portal, and click on the Employee Actions link on the navigation pane. Click on the appropriate links to enter pages to display your personal information.

You can locate UCPath online training from the UCSB UCPath Training pages. Access the UCPath Training pages. For Functional users, access the Functional Users Resources and Help page. For employee or manager self service user, access the Employee and Manager Self-Service Training and Resources page.

Per UCSB Kronos process, contact your departmental payroll manager and or department timekeeper.

Employees can expect to receive two (2) W-2s for 2018. Employees can view and download their W-2s in the UCPath portal for earnings generated after UCPath goes live. For W-2s produced before UCPath, employees will continue to access them through AYSO.

For more information, review this document.

Transaction Entry

There are several job aids that have been created to show you how to hire, terminate, or transfer employees.

See the following:
Job Aid: UCPath WFA Navigation
Job Aid: Hires
Job Aid: Student Hires
Job Aid: Terminations
Job Aid: Intralocation Transfers

For more in-depth information, you can access the Functional Users Resources and Help page.

Effective Dates indicate the date a transaction begins. For example, the effective date for a hire is the day the employee begins their job.
For more information on effective dates, see the Job Aid: Effective Dates.

Effective sequencing occurs when multiple transactions are entered on the SAME Effective Date. Effective sequencing is used to determine which transaction should occur prior to the other. For example, an employee is promoted and their pay is increased.

Campus Process

To understand the steps or how the various transactions are connected, see the Job Aid: Transaction Lifecycle. This document defines the processes and how transactions are connected.

Other

Yes, we have a PPS to UCPath Terminology Crosswalk that can show you the comparison in terms between the two systems.