Deans, Department Heads, Management Services Officers, and Administrative Assistants:

 The memo below is being sent to the Dlist-l listserv.  Thank you for serving as one of the representatives for your department to receive this memo.  Please distribute this message to colleagues in your department.



To:       Department Heads, Managers, and Business Officers

Fr:        Amy ArnoldLead UCPath Analyst, Human Resources

Tamara Berton, UCPath Manager, Academic Personnel

Shannon Jackson, Payroll Supervisor, Business & Financial Services

Whitney Hamlin, UCPath Organizational Manager 

Re:      UCPath Functional User Training, April 2021





Employees requiring UCPath functional user access  (i.e., Initiator and Approver roles)


Online Training and Instructor Led Training


April 26 – 29, 2021


To implement recommended social distancing measures, Human Resources continues offering UCPath Instructor Led Classes via Zoom.  The training classes begin Monday, April 26, 2021.  We ask campus departments to take steps to allow their employees scheduled to join the UCPath Instructor Led Training April 26, 27, 28, and 29, 2021 sessions remotely via Zoom.

Training Information:

Training consists of online and in-person training workshops.  There is no order for these training classes, but we recommend finishing the E-Courses prior to the instructor led training.  Participants must complete all of the required courses before receiving access to UCPath.

 Please register for each of these courses via the UC Santa Barbara Learning Center under the UCPath Initiator and Approver Training Curriculum.  These courses are available to all employees, but with priority given to new employees.

 Registration for the UCPath Initiator and Approver Training Curriculum is open. 

 E-Course Required Training



** Access E-Courses **UCSB Learning Center under the UCPath Initiator and Approver Training Curriculum 

Class Name: 




PeopleSoft Overview 

This course provides an overview of PeopleSoft for users who perform transactions beyond self-service at Locations and UCPath Center. 


WFA Overview

This course provides an overview of the UCPath Workforce Administration (WFA) module and the employee lifecycle in UCPath. This course also introduces processes for the UCPath Template, PayPath,

and Extended Leaves of Absence transactions


Basics and Navigation

This web-based training course provides an overview of all standard PeopleSoft functionality



Instructor Led Required Training




Class Name / Date/ Time




UCPath Position Management

•       April 26, 2021•       9:00 a.m. to 11:30 a.m.

Position Management – Maintains effective date history of all UC positions – filled and vacant – and assigns positions to all employees including students.  This course discusses the main points of position management, including creating a new position and updating filled and vacant positions. 



•       April 26, 2021•       1:30 p.m. to 3:30 p.m.

This course teaches how to enter and update the funding sources in a position and how to transfer funds using the Direct Retro module.


UCPath Template Transactions, Part 1

•       April 27, 2021•       8:30 a.m. to 11:30 a.m.

Smart HR Template Transactions initiate the hiring and exit actions for employees at UCSB. This course focuses on full hire templates, including demonstrations of the custom  templates necessary to complete actions specific to both academics and staff, including:  full hire, rehire, intra-location transfer, termination, and more.


UCPath Template Transactions, Part 2

•       April 28, 2021•       8:30 a.m. to 11:30 a.m.

Smart HR Template Transactions initiate the hiring and exit actions for employees at UCSB. This course focuses on the custom templates necessary to complete actions specific to both academics and staff, including concurrent hire, rehire intra-location and Inter-Campus  transfers, termination, retirement, and more.


UCPath Additional Compensation

•       April 28, 2021•       1:30 p.m. to 3:30 p.m.

This course teaches processing one-time payments, recurring additional payments, and when to  request final payment and off-cycle payments.


UCPath PayPath Transactions

•       April 29, 2021•       9:30 a.m. to 11:00 a.m.

PayPath is a custom component of UCPath designed to streamline updates to employee data.  The component provides compliant functionality designed to meet UC's academic and staff  requirements with a tight integration between HR actions and funding requirements. This course  discusses the various types of transactions in PayPath, including changes to position data, job  data, and additional pay.  In addition, we review how to submit multiple actions in a single  transaction.