January 6, 2021
TO: Department Heads, Managers, and Business Officers
FR: Amy Arnold, Lead UCPath Analyst, Human Resources
Tamara Berton, UCPath Manager, Academic Personnel
Shannon Jackson, Payroll Supervisor, Business & Financial Services
RE: UCPath Transactional User Training, January 2021
Who: Employees requiring UCPath transactional user access (i.e., Initiator and Approver roles)
What: Online and Instructor-Led Training
When: January 25-28, 2021
To implement recommended social distancing measures, Human Resources will offer UCPath Instructor-Led Classes via Zoom starting on Monday, January 25. We ask campus departments to take steps to allow their employees scheduled to join the UCPath Instructor-Led Training January 25, 26, 27, and 28 sessions remotely via Zoom.
Training consists of online and in-person training workshops. There is no order for these training classes, but we recommend finishing the E-Courses before 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 online: UCSB Learning Center under the UCPath Initiator and Approver Training Curriculum
|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 & Navigation||This web-based training course provides an overview of all standard PeopleSoft functionality.|
Instructor-Led Required Training
|UCPath Position Management
||Position Management: Maintains effective date history of all UC positions - filled and vacant - and assigns positions to all employees, including students. This course discusses position management's main points, including creating a new position and updating filled and vacant positions.|
||This course teaches how to enter and update the funding sources in a position and transfer funds using the Direct Retro module.|
|UCPath Template Transactions, Part 1
||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 academics and staff, including full hire, rehire, intra-location transfer, termination, and more.|
|UCPath Additional Compensation
||This course teaches processing one-time payments, recurring additional payments, and when to request final payment and off-cycle payments.|
|UCPath Template Transactions, Part 2
||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 academics and staff, including concurrent hire, rehire location and inter-campus transfers, termination, retirement, and more.|
|UCPath PayPath Transactions
||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 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. We also review how to submit multiple actions in a single transaction.|