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Having trouble running a Cognos report?
If you’re experiencing issues, these resources can help:
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How to Run a Report in IBM Cognos Analytics: Step-by-step instructions for accessing and running reports.
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How to Change Default Output Format in User Profile: Guidance on setting Excel or another default format for reports.
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How to Export a Cognos Report to Excel: Instructions for exporting reports to Excel after running them, or running them directly to Excel.
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 - HRIS page
- HR - Manager + Supervisor Resources
(including links to alternate schedules and paid/unpaid time off)
UCSB Payroll + Personnel Calendars
UCPath Calendars
- 2025 UCPath Payroll Processing Calendar
- 2024 UCPath Payroll Processing Calendar
- Timekeeping Calendar
Human Resources Calendars
- 2025 Biweekly Payroll Calendar
- 2025 Monthly Payroll Calendar
- UCSB REVISED (Revised 11/28/2023) 2024 Biweekly Payroll Calendar
- UCSB REVISED (Revised 11/28/2023) 2024 Monthly Payroll Calendar
Leave Accrual Calendars
Academic Personnel Calendars
Academic Calendars
Resources for Transactional Users
Position
Management
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
UCPath Reference Material
UCPath Reference Material*
- UCPath Introduction
- Position Management
- Template Transaction 1
- Template Transaction 2
- PayPath
- Business and Financial Services
*These materials are for reference only and do not provide credit in the Learning Management System (LMS). They are intended solely for users who have already completed the full UCPath training curriculum. For more details, please visit the UCSB UCPath Training Page.
Walking the UCPath: Tips and Topics