Training is Required for UCPath Transactional User Access

Training is provided for UCSB employees who perform specific 'transactional' tasks in UCPath, including initiators, approvers, and inquiry-only users. A series of web-based and instructor-led courses provides each UCSB learner with the necessary skills and training to ensure system proficiency. 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.

Register for Instructor-Led Courses and complete On-line Courses by logging-in to the UC Santa Barbara Learning Center  and searching for
UCPath Initiator and Approver Training Curriculum.  These courses are available to all employees, but with priority given to new employees.

Instructor-Led Training Schedule

Next Training Series:  Fall 2021

Position Management Wednesday October 19  9:00 AM - 11:30 AM
Position Funding Thursday October 20  1:30 PM -   3:30 PM
Additional Compensation Friday October 21  1:30 PM -   3:30 PM
Template Transactions - 1 Tuesday October 26  9:00 AM - 12:30 PM
Template Transactions - 2 Wednesday October 27  9:30 AM - 12:30 PM
PayPath Actions Thursday October 28 10:00 AM - 12:30 PM

Quick Links

Required Training

To implement recommended social distancing measures, Human Resources continues offering UCPath Instructor Led Classes via Zoom.  We ask campus departments to take steps to allow their employees scheduled to join the UCPath Instructor Led Training sessions remotely via Zoom. A Zoom link will be sent to registered participants.

Working online

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.

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.

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




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.

UCPath Access in 4 Easy Steps

Training is required before an employee may access UCPath and conduct transactions. As you plan for training, consider with your supervisor what your role in UCPath should be. View a description of UCPath roles.

Once you complete UCPath training, inform your supervisor or Department Security Administrator (DSA) and they will submit a ticket to ETS requesting your UCPath access. Training is typically held in January, April, July, and October. Keep an eye out for announcements and registration opportunities.

Step 1

web-based training:
UC Learning Center

Step 2

Register for 
instructor-led training:
UC Learning Center

Step 3 

Instructor-Led Training

Step 4

Dept System Administrator: Submit ticket to ETS requesting access for trained employee

Need help?

View a tutorial on enrolling in instructor-led training for UCPath


Getting Help

For questions about logging into or navigating the UC Learning Center, signing up for courses, or technical difficulties, please contact:

For questions about your UCPath system role(s), learning path(s), and how they relate to your job duties, contact your Business Officer/MSO/supervisor.

Access Web-Based Training

UC Learning Center Employee Login