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

 

Re:                  UCPath Functional User Training, January 2020

 

   
Who: Employees requiring UCPath functional user access  (i.e., Initiator and Approver roles)
What: Online Training and Instructor Led Training
When: January 29-31, 2020

 

Training consists of online and in-person training workshops.  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.

 

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 employees.

 

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

 

E-Course Required Training
   

** Access E-Courses **

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
   

** Location for all Instructor Led Classes **

Human Resources SAASB Learning Center -- (Rm 3101dd)

 

Class Name / Date/ Time Description
UCPath Position Management
•       January 29, 2020
•       8:30 am to 12:00 pm
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
•       January 29, 2020
•       1:30 pm to 3:30 pm
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
•       January 30, 2020
•       8:00 a.m. to 12:00 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 Additional
Compensation
•       January 30, 2020
•       1:30 pm. to 3:30 pm
This course teaches processing one-time payments, recurring additional payments, and when to request final payment and off-cycle payments.
UCPath PayPath Transactions
•       January 31, 2020
•       8:30 am to 12:00 pm
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 Template Transactions, Part 2
•       January 31, 2020
•       1:30 pm to 3:30 pm
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.