Required Web-Based Training
Access e-course in the UCSB Learning Center under the UCPath Initiator and Approver Training Curriculum
This course provides an overview of PeopleSoft for users who perform transactions beyond self-service at Locations and UCPath Center.
Register for this course - SB-PHCMNAV100: PeopleSoft Overview
This web-based course will teach you best practices before beginning a UCPath Transaction.
Register for this course - SB-PHCMNAV101: UCPath Due Diligence
This web-based training course provides an overview of all standard PeopleSoft functionality
Register for this course - SB-PHCMNAV105: Basics and Navigation
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.
Register for this course - SB-PHCMWFA110: WFA Overview
Required Instructor-Led Training
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 vac
This course teaches how to enter and update the funding sources in a position and how to transfer funds using the Direct Retro module.
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.
This course teaches processing one-time payments, recurring additional payments, and when to request final payment and off-cycle payments
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.
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.