NEW!
Effective July 27th 2021, a new system change will prevent certain transactions from being submitted between the "Stop" and "Resume" dates/times listed on the payroll processing schedule. For more detail, see the links below:
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 Bookmarks
- 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
Human Resources Calendars
- 2021 Monthly Payroll Calendar
- 2021 Biweekly Payroll Calendar
- 2021 Vacation and Sick Leave Accrual Chart
- Timekeeping Calendar
Academic Personnel Calendars
Academic Calendars
Resources for Transactional Users
Position
Management
Position
Funding
Smart HR Template Transactions
Training
Handouts
- Common Smart HR Template Pitfalls to Resolve
- Employee Classification + Pay Groups
- Hire Process - Walk the UCPath - Visual Guide
- Hire Template Matrix
- Work Authorization Verification
- Concurrent Jobs Supplemental Chart with FLSA status
- Prepare for Hire or Template Based Hire (PFH v TBH)
PayPath
Actions
Other Pay-
Impacting Actions