NEW!
UCPath office hours are held every 2 weeks on Wednesday at 1 pm. This session is a collaborative effort hosted by both HR and Academic Personnel, offering an opportunity to ask questions and receive support on UCPath-related matters. Be sure to subscribe to the office hours calendar by clicking here.
Office hours are open to all, with breakout rooms available for discussing sensitive information in a confidential setting.
- Meeting ID: 852 4600 0207
- Passcode: 890239
- Join by clicking here
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
- 2024 UCPath Payroll Processing Calendar
- 2023 UCPath Payroll Processing Calendar
- Timekeeping Calendar
Human Resources Calendars
- UCSB REVISED (Revised 11/28/2023) 2024 Biweekly Payroll Calendar
- UCSB REVISED (Revised 11/28/2023) 2024 Monthly Payroll Calendar
- UCSB REVISED (Revised 10/23/2023) 2023 Biweekly Payroll Calendar
- UCSB REVISED (Revised 10/23/2023) 2023 Monthly Payroll Calendar
Leave Accrual Calendars
Academic Personnel Calendars
Academic Calendars
Resources for Transactional Users
Position
Management
Training
Handouts
-
Update Single Headcount Vacant Staff and Academic Student Positions
-
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
-
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