Date: 09/14/2021

To: Department Heads, Managers, and Business Officers

From: Amy Arnold, Lead 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, October 2021 

 

   

Who: 

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

What: 

Online Training and Instructor-Led Training 

When: 

October 19 - 22, 2021

October 26 – 28, 2021

 

To implement recommended social distancing measures, Human Resources continues offering UCPath Instructor-Led Classes via Zoom. The next round of training classes begins Tuesday, October 19, 2021, and concludes Thursday, October 28th as outlined below in the “Instructor-Led Required Training.” We ask campus departments to take steps to allow the employees scheduled for training to participate in UCPath Instructor-Led Training sessions remotely via Zoom. The Zoom information is available upon registration for all instructor-led classes.


Training Information:

Training consists of online and in-person training workshops. Participants must complete all the required courses before access to UCPath is granted. There is no order for these training classes, but we strongly recommend finishing the E-Courses prior to the instructor-led training. This will facilitate a general understanding of theUCPath system and terminology, and provide the foundational knowledge and context needed for the instructor-led training. 

 

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 UCPath functional users. 

 

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

 

Training Attendance Requirements

Please read the following expectations carefully as they impact how attendees receive credit for the instructor-led training. 

  • Sign in to Zoom promptly at the start of the training. The expectation is that you arrive ready, and remain actively engaged until the designated break periods. Please also be sure to return from scheduled breaks on time.
  • Turn your camera on during the Instructor-Led Zoom training when possible. 
  • Keep your microphone muted unless you are responding to a question asked by the facilitator, or asking a question of your own. 
  •  Actively participate in the training by asking questions, and responding to facilitator questions verbally, via chat, or using the emoticons in Zoom. Actions in the UCPath system have a direct impact on employee pay and benefits; as such, the training sessions are interactive to ensure attendees gain a solid understanding of the system and processes that are covered.
  • Attendance is taken at the beginning, middle, and end of training.  If an attendee misses one of these attendance ‘check-ins,’ they will not receive credit for attending the class. Please note that this can significantly delay an employee's ability to gain access to the UCPath system as the training classes are only available on a quarterly basis.

We appreciate your attention to these requirements. While we understand that the remote work environment can result in outside distractions, the expectation is that the attendee makes every attempt to engage as if this training were in person. 

E-Course Required Training 

   

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

 

Class Name:  

Description 

 

Location 

PeopleSoft Overview  

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

Online 

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 

Online 

Basics and Navigation 

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

Online 

 

Instructor-Led Required Training 

 

 
 

Class Name / Date/ Time 

Description 

 

 

UCPath Position Management 

  • October 19, 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. 

 

Funding 

  • October 20, 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

  • October 26, 2021 
  • 9:00 a.m. to 12:30 p.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

  • October 27, 2021
  • 9:30 a.m. to 12:30 p.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 

  • October 21, 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 

  • October 28, 2021 
  • 10:00 a.m. to 12:30 p.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 and allows 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.