NEW!
REMINDER:
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Retirement transactions should be initiated proactively to ensure a smooth transition for incumbents as they shift from employee to retiree status.
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As a reminder, to qualify for the inactive cost of living adjustment (COLA) increase, eligible UC Retirement Plan (UCRP) benefit recipients must have 1976 Tier service credit or safety classification and have at least one business day break in service before a July 1 retirement.
- Resource: 2023 Retirement Matrix
Working with UCPath
The documents and resources on this web page are designed to assist UCPath transactional users - including initiators, approvers, and view-only roles - in their day-to-day tasks. Resources are updated on a regular basis. Therefore, they are best viewed online rather than downloaded or printed.
Use the menu on the right to find a resource specific to various actions in UCPath.
The Basics
- UCPath Portal Basics
- Clear Your Browser Cache
- Disable Pop-up Blocker
- Who Does What
- Desk Reference: Approval Workflow Engine (AWE)
- Transaction Lifecycle
- Effective Date
How To Submit a Case/Inquiry
Special Circumstances
Our Favorite Resources
- Handout: Recommended Favorites
- Academic Personnel - UCPath page
- HR - Workforce Administration page
- HR - Manager + Supervisor Resources
(including links to alternate schedules and paid/unpaid time off)
UCSB Payroll + Personnel Calendars
UCPath Calendars
- 2023 UCPath Payroll Processing Calendar
- 2022 UCPath Payroll Processing Calendar
- Timekeeping Calendar
Human Resources Calendars
- 2023 Biweekly Payroll Calendar
- 2023 Monthly Payroll Calendar
- 2022 Biweekly Payroll Calendar
- 2022 Monthly Payroll Calendar
Leave Accrual Calendars
Academic Personnel Calendars
Academic Calendars
Resources for Transactional Users
Position
Management
Training
Handouts
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Update Single Headcount Vacant Staff and Academic Student Positions
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Reason Codes Explained (Position)
Job Aids
Position
Funding
Smart HR Template Transactions
Job Aids
- New Hire - STAFF
- New Hire - ACADEMIC
- Concurrent Hire
- Rehire - Change Employee Class
- Rehire - Same Employee Class (Staff)
- Rehire - Same Employee Class (Academic)
- Rehire - REINSTATEMENT (Staff)
- Rehire - REINSTATEMENT (Academic)
- Inter-Location Transfer
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Smart HR Template Action/Action Reason Codes and Descriptions
- Transaction Status - SS Smart Transactions Page
- Transaction Status - Transaction Status Page
- Retirement Matrix
Other Pay-
Impacting Actions
Understanding Job Data and Workforce Job Summary
Job Data + Workforce Job Summary
Walking the UCPath: Tips and Topics