Date: Janurary 24, 2023

To: Department Heads, Managers, and Business Officers

From: Amy Arnold, Workforce Administration Supervisor, Human Resources & Whitney Hamlin, UCPath Organizational Manager 

 

Re: UCPath Functional User Training, January/February 2024

 

Who: Employees requiring UCPath functional user access (i.e., initiator/approver roles)

What: Online and Instructor-Led Training

When: January 29 through February 1, 2024


UCPath Instructor-Led Classes are offered via Zoom. The next round of training classes begins Monday, January 29, 2024, and concludes Thursday, February 1, 2024, 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 the UCPath 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

 

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.  The first attendance is taken within the first 15 minutes of the class.  To ensure you receive credit for the class, please arrive on time. 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 remote training 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 the 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 

Due Diligence

This course provides the steps for the necessary due diligence for each Workforce Administration Component before initiating any transaction.
 

Online

Position Funding 

& Additional Compensation

This course teaches how to enter and update the funding sources in a position and how to transfer funds using the Direct Retro module. It also teaches processing one-time payments, recurring additional payments, and when to request final payment and off-cycle payments.
 

Online 

 

Instructor-Led Required Training 

 

 
 

Class Name / Date/ Time 

Description 

 

 

UCPath Position Management (Zoom)

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.  WFA Zoom Link

 

UCPath Template Transactions, Part 1 (Zoom)

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.  WFA Zoom Link

 

UCPath Template Transactions, Part 2 (Zoom)

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.   WFA Zoom Link

 

UCPath PayPath Transactions (Zoom)

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.  WFA Zoom Link