Train the Trainer for UCPath

Training Quick Links

Use these links to access the source libraries for the various content types.

Note: The Pilot content is what is currently being used by UCR, UCM, UCLA, UCSB, UCOP and other locations already using UCPath. The "D1" content is for the Deployment 1 locations, which includes UC Davis. That content is still being developed and the library of content will continue to expand through December.

Online Help for Portal Users: Pilot Locations

Employee & Manager Self-Service Functions. Primary Audience: Employees, Managers. Also Relevant for: Dept HR/AP Staff, Service Channels, UCD/UCDH Central Offices

Online Help for Portal Users: D1 Locations

Employee & Manager Self-Service Functions. Primary Audience: Employees, Managers. Also Relevant for: Dept HR/AP Staff, Service Channels, UCD/UCDH Central Offices

Online Help for HR/AP/Payroll Specialists: Pilot Locations

UCPath Module Training & In-Depth Help on Processing Transactions - includes Classroom Presentations (PDFs), Simulations, and Job Aids. Primary Audiences: Service Channels, UCD Central Offices. Also Relevant for: Dept HR/AP Staff, Dept Finance Staff.

Online Help for HR/AP/Payroll Specialists: D1 Locations

UCPath Module Training & In-Depth Help on Processing Transactions - includes Classroom Presentations (PDFs), Simulations, and Job Aids. Primary Audiences: Service Channels, UCD Central Offices. Also Relevant for: Dept HR/AP Staff, Dept Finance Staff.

UC Learning Center (LMS)

e-Learning courses, also sometimes referred to as Web-Based Training (WBT). To find UCPath D1 courses, search for "UCPath". To find UCPath Pilot courses, look in "Manage My Registrations. Primary Audiences: Service Channels, UCD Central Offices, Dept HR/AP Staff, Dept Finance Staff. Also Relevant for: Managers.

Classroom Presentations & UC Davis Guides

PowerPoints used for classroom sessions (both UCOP and UC Davis versions), as well as UC Davis How-To guides and Job Aids. Primary Audiences: Service Channels, UCD Central Offices, Dept HR/AP Staff, Dept Finance Staff. Also Relevant for: Managers.

UCPath Portal for Employees & Academics (T)

Employee Self-Service Functions

Name	Type	Duration	Source	Status
Employee Actions in UCPath Portal: Simulations and Job Aids		-	UCPC	Pilot

UCPath Portal for Academic & Staff Supervisors (T)

Manager/Supervisor Self-Service Functions

Name	Type	Duration	Source	Status
Manager Actions in UCPath Portal: Simulations and Job Aids		-	UCPC	Pilot
Manager Actions in UCPath Portal: eLearning		30 min	UCPC	Pilot

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Getting Started with UCPath and PeopleSoft

Actions Performed / Knowledge Shared

Understanding PeopleSoft Modules
Navigating in PeopleSoft
Performing HR/Employee Inquiries

Audiences

Service Channels, UCD Central Offices
Depending on Authorizations: Dept HR/AP Staff, Dept Finance Staff

Special Considerations

The UCPath training team will replace or supplement some of this content with materials tailored to UC Davis.

Name	Duration	Source	Status
PeopleSoft Overview (NAV100)	20 min	UCPC	D1
Basics and Navigation (NAV105)	60 min	UCPC	D1
Navigation Job Aids and Simulations	-	UCPC	D1
Employee Data Inquiry (WFA100)	30 min	UCPC	D1
UCPath Training Materials and System Overview: PowerPoint	-	UCD	Davis
UCPath Training Materials and System Overview : Session Recording	1 hr 24 min	UCD	Davis
UCPath Search Options	-	UCPC	D1
Search for People	-	UCPC	D1
View Organizational Relationships: Person Org Summary		UCPC	D1
View Summary of Job Information: Workforce Job Summary		UCPC	D1

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Absence Management - AM

Actions Performed

View, Manage & Adjust Accruals
Submit Leave of Absence Requests: Medical, Workers Comp, Sabbatical, etc.
Return from Leave of Absence

Audiences

Transactions: Service Channels, UCD Central Offices
Overview: Dept HR/AP Staff

UCPath Module(s)

Absence Management (AM)

Special Considerations

Additional direct links will be published in the future - in the interim, please use the Online Help link below to explore available simulations and job aids.

Name	Duration	Source	Status
Absence Management Overview (100)	20 min	UCPC	D1
Absence Management Inquiry (195)	45 min	UCPC	Pilot
Extended Leaves of Absence (200)	4 hours	UCPC	Pilot
Employee Accrual Adjustment s (201)	2 hours	UCPC	Pilot
Online Help for Absence Management: Simulations and Job Aids	-	UCPC	Pilot

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Finance / General Ledger

Actions Performed / Knowledge Shared

GL Integration
Chartfield Configuration
Assessment Grouping
Funding Data Entry
Salary Cost Transfers (Direct Retro)

Audiences

Service Channels, UCD Central Offices
Dept HR/AP Staff, Dept Finance Staff

UCPath Module(s)

Commitment Accounting

Special Considerations

Additional direct links will be published in the future - in the interim, please use the Online Help link below to explore available simulations and job aids.

Name	Duration	Source	Status
Commitment Accounting Overview (100)	15 min	UCPC	D1
C hartfield Configuration (101)	15 min	UCPC	D1
GL Assessment Configuration (112)	20 min	UCPC	D1
Funding Entry Inquiry (110)	20 min	UCPC	Pilot
B udget Inquiry (112)	30 min	UCPC
Direct Retro Inquiry (115) - aka Salary Cost Transfers	20 min	UCPC
Position Funding Entry & Updates (201)	4 hours	UCPC
Budget Distribution (215)	4 hours	UCPC
Online Help for UCPath Finance/GL: Simulations and Job Aids	-	UCPC	Pilot

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PayPath and Additional Pay

PayPath is a special module in PeopleSoft that was designed for University of California to ensure that requirements around funding sources, salary caps, etc. are handled properly. Some types of additional pay are handled in another set of custom transactions in the Payroll module. Training for both types of transactions are listed below.

Actions Performed

Position or Job Data Changes
Academic Merit, Promotion, or Change in Series
Salary/Pay Rate Changes
Summer Compensation
Change from Paid to Without Salary (WOS) or vice-versa
Short Work Breaks
Changes to Concurrent Appointments
Additional Pay: Recurring or One-Time

Audiences

Transactions: Service Channels, UCD Central Offices
Overview: Dept HR/AP Staff, Dept Finance Staff

UCPath Module(s)

PayPath
Payroll

Special Considerations

Text

Name	Duration	Source	Status
PayPath Transactions (270)	4 hours	UCPC	D1
Position Data Change: Staff or Academic	-	UCPC	Pilot
Pay Rate Change: Academic	-	UCPC	Pilot
Pay Rate Change: Staff	-	UCPC	Pilot
Additional Pay via PayPath	-	UCPC	Pilot
Change Position, Job, and Pay Data in one transaction	-	UCPC	Pilot
Initiate Short Work Break	-	UCPC	Pilot
Return from Short Work Break	-	UCPC	Pilot
PayPath Action & Reason Codes: Academic	-	UCPC	Pilot
PayPath Action & Reason Codes: Staff	-	UCPC	Pilot
Additional Compensation and Pay Adjustments (200)	4 hours	UCPC	D1
Submit One-Time Payment Request	-	UCPC	D1
Submit Recurring Additional Pay Request	-	UCPC	D1
Submit Final Pay Request	-	UCPC	D1
Submit Off-Cycle Pay Request	-	UCPC	D1
Submit Overpayment Pay Request	-	UCPC	D1
Update Employee Deduction Details	-	UCPC	D1

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Payroll

Please Note: In UCPath, Payroll refers to actions tied specifically to generating payroll or affecting pay. It does not refer to time administration and related prep before payroll processing.

Actions Performed / Knowledge Shared

Data flow to Payroll
Payroll Inquiry functions
Additional Compensation options
Final Pay and Off-Cycle Pay
File Generation and Transfer
Retroactive Payroll

Audiences

UCD Central Payroll

UCPath Module(s)

Payroll

Special Considerations

Some functions described in the Additional Compensation course may be initiated by Service Channels. The training team may split this course into two pieces to accommodate the different audiences.

Name	Duration	Source	Status
Payroll Inquiry (110) - future course	20 min	UCPC	future
Additional Compensation and Pay Adjustment Requests (200)	4 hours	UCPC	D1
Online Help for Payroll - Simulations and Job Aids	-	UCPC	D1

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Performance Management

Note: Performance Management Content is in development; list of content below does not include active links

Actions Performed

Individual Development Plans
Annual or Probationary Performance Evaluations
Performance Improvement Plans
Peer Feedback on Evaluations

Audiences

Employees/Academics
Staff or Academic Supervisors/Managers
Service Channels, UCD Central Offices
Dept HR/AP Staff
Performance Management Administrators

UCPath Module(s)

ePerformance

Special Considerations

ePerformance content is still under development; the planned courses are listed below but content has not yet been published.

Name	Duration	Source	Status
ePerformance Overview	15 min	UCPC	11/9/18
Employee ePerformance Activities	45 min	UCPC	11/16/18
Peer Evaluation Feedback	15 min	UCPC	11/16/18
Supervisor/Manager ePerformance Activities	45 min	UCPC	11/16/18
ePerformance Location Configuration Activities	30 min	UCPC	11/16/18
HR Administrator Performance Activities	-	UCPC	11/12/18

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Position Management

Actions Performed / Knowledge Shared

Understanding of Interdependencies between Position Data and Job Data
Viewing current and historical position data
Creating requests for new positions or to update vacant positions

Audiences

Service Channels, UCD Central Offices (Transactions)
Dept HR/AP Staff (Overviews)

UCPath Module(s)

Workforce Administration (WFA)

Name	Duration	Source	Status
Position Control	3 hours	UCPC	Pilot
Position Control Simulations	-	UCPC	Pilot
View Position Information	-	UCPC	D1
Position Administration	45 min	UCPC	11/30/18
Position Administrator: Add New Position	-	UCPC	Pilot
Position Administrator: Copy Existing Position	-	UCPC	Pilot
Position Administrator: Update Position Information	-	UCPC	Pilot

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Reporting from UC Path: Cognos

Actions Performed

Reporting on UCPath data via the Cognos reporting system.
Includes actions such as Searching for and Running Reports as well as how to Save Report Views or Subscribe to reports.

Audiences

Service Channels, UCD Central Offices, Dept HR/AP Staff, Dept Finance Staff.

UCPath Module(s)

Not Applicable: Cognos is a separate system that runs reports against UCPath data from the prior day.

Special Considerations:

These are preview versions of materials from the UCOP team that reference accessing the central Cognos environment from the UCPath Portal. UC Davis will host its own Cognos environment so the method of accessing Cognos will be different than what you see here - however, the core functionality will be very similar. As we develop the UC Davis versions of these materials, the links below will be updated.

Name	Duration	Source	Status
UCPath: Cognos Reports > See Special Considerations above	30 min	UCPC	D1
Search for Cognos Report	-	UCPC	D1
Run a Cognos Report	-	UCPC	D1
Save a Cognos Report View	-	UCPC	D1
Subscribe to a Cognos Report	-	UCPC	D1
Cognos Toolbars	-	UCPC	D1

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Talent Acquisition Management - TAM / Recruiting

Actions Performed

Creating & Managing Job Openings
Searching for & Managing Applicants and Related Activities
Job Offers & Prepare for Hire

Audiences

Employees/Academics
Staff or Academic Supervisors/Managers
Service Channels, UCD Central Offices
Dept HR/AP Staff

UCPath Module(s)

Talent Acquisition Management (TAM)

Special Considerations

The TAM Recruiting functions will be used for Staff positions only - academic recruiting will use the same processes and tools as today. The information gathered in TAM during recruiting for staff will then feed directly into Workforce Administration hiring functions, making the actual hiring process more streamlined.

Name	Type	Duration	Source	Status
Talent Acquisition Management Overview (100)		20 min	UCPC	D1
Recruiting Home Page Simulations		-	UCPC	D1
Manage Job Openings and Postings (200)		30 min	UCPC	D1
Job Opening Simulations		-	UCPC	D1
Applicant Search and Add (205)		30 min	UCPC	D1
Manage Applicants (210)		45 min	UCPC	11/2/18
Manage Applicant Interviews (220)		20 min	UCPC	11/2/18
Manage Applicant Job Offers (230)		30 min	UCPC	11/2/18
Prepare for Hire in TAM (240)		20 min	UCPC	11/9/18
Background Checks and OccHealth in TAM (UCD)	TBD	-	UCD	Future
TAM Employee Tasks (250)		-	UCPC	11/16/18
Simulation with link		-	UCPC	Pilot
Job Aid with link		-	UCD	Draft

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Timekeeping with UCPath

Training Content related to Timekeeping for UCPath is under development.

The same Timekeeping systems will be in place with UCPath: TRS, Ecotime, and Kronos.
As many paper timesheet users as possible will be moved to TRS or one of the other system.
There will be new methods of submitting paper timesheet data.
OPTRS functions will be replaced.
There will be some changes to TRS, particularly around tracking of leave time.

More details coming soon!

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Workflow in UCPath

Actions Performed & Knowledge Shared

The Workflow Transaction Approval Process and Related Roles
How to approve, deny and pushback pending transactions

Audiences

Service Channels, UCD Central Offices
Dept HR/AP Staff, Dept Finance Staff.

UCPath Module(s)

Approval Workflow Engine (AWE) interacts with almost all UCPath modules

Name	Duration	Source	Status
Overview of Approval Workflow Engine - AWE (310)	30 min	UCPC	D1
Approval Processes for Key Transactions	-	UCPC	D1
Create Delegation Request	-	UCPC	D1
Reassign Transaction to Different User	-	UCPC	D1
Add Ad Hoc Approver or Reviewer	-	UCPC	D1
View Template Transaction Status: During UC Davis Workflow	-	UCPC	D1
View Template Transaction Status: During UCPC Production Processing	-	UCPC	D1
Approval Workflow Engine (AWE) Administration (320)	15 min	UCPC	D1

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Workforce Administration (WFA) for Employee Lifecycle Actions

Actions Performed

The WFA module in UCPath covers a wide variety of transactions that span the whole employee lifecycle, including:

New Hires and Transfers, including initial funding
Viewing and Updating Employee Data
Terminations / Separations and Retirement
Compensation Updates

The WFA module in PeopleSoft also includes Position Management but we've grouped that into its own training topic area.

Audiences

Service Channels, UCD Central Offices
Overviews for: Dept HR/AP Staff, Dept Finance Staff

UCPath Module(s)

Workforce Administration (WFA)

Special Considerations

There are a considerable number of Online Help simulations and job aids - some are explicitly listed below but please also explore the materials available in the Pilot Online Help and D1 Online Help.

Note: As of 10/18/18, the Template Transaction courses and related simulations listed below are in the process of being updated - see the changes document below for details on what will be changing.

Name	Duration	Source	Status
WFA Overview (110)	45 min	UCPC	D1
Overview of WFA in Context of Employee Lifecycle	-	UCPC	D1
Template Transactions, Part 1 (250): Full Hire, Concurrent Hire, Rehire	4 hours	UCPC	Pilot
Full Hire Template Transaction: Academic	-	UCPC	Pilot
Full Hire Template Transaction: Staff	-	UCPC	Pilot
Concurrent Hire Template Transaction: Academic	-	UCPC	Pilot
Concurrent Hire Template Transaction: Staff	-	UCPC	Pilot
Rehire Template Transaction: Academic	-	UCPC	Pilot
Rehire Template Transaction: Staff	-	UCPC	Pilot
Template Transactions, Part 2 (260): Personal Data Changes, Termination, Retirement, Transfers	4 hours	UCPC	Pilot
Personal Data Change Template Transaction	-	UCPC	Pilot
Voluntary Termination Template Transaction	-	UCPC	Pilot
Involuntary Termination Template Transaction	-	UCPC	Pilot
Retirement Template Transaction	-	UCPC	Pilot
Intralocation Transfer Template Transaction: Academic (within UCD/UCDH)	-	UCPC	Pilot
Intralocation Transfer Template Transaction: Staff (within UCD/UCDH)	-	UCPC	Pilot
Interlocation Transfer Template Transaction: Terminate (to another UC)	-	UCPC	Pilot
Interlocation Transfer Template Transaction: Concurrent (to another UC)	-	UCPC	Pilot
Contingent Worker Add -Template Transaction (No Position)	-	UCPC	Pilot
Template Transactions Action Reason Codes	-	UCPC	Pilot
Template Transactions: Changes Coming to Materials above	-	UCPC	Pilot
Template Transaction Status: UC Davis Workflow		UCPC
Template Transaction Status: UCPC Production Processing		UCPC
Person of Interest (205)	2 hours	UCPC	D1
Person of Interest Simulations	-	UCPC	D1
Allocate Compensation (210)	2 hours	UCPC	D1
Submit Proposed Compensation	-	UCPC	D1
Review and Update Proposed Compensation	-	UCPC	D1
Approve or Deny Proposed Compensation	-	UCPC	D1
Experience-Based Pay (220)	2 hours	UCPC	Pilot
Enter Employee's Work Experience	-	UCPC	Pilot
Mass Hires (215)	30 min	UCPC	Pilot
Completing the CSV File Template for Mass Hires	-	UCPC	Pilot

Train the Trainer for UCPath

Let's start learning

Training Quick Links

Online Help for Portal Users: Pilot Locations

Online Help for Portal Users: D1 Locations

Online Help for HR/AP/Payroll Specialists: Pilot Locations

Online Help for HR/AP/Payroll Specialists: D1 Locations

UC Learning Center (LMS)

Classroom Presentations & UC Davis Guides

UCPath Portal for Employees & Academics (T)

Employee Self-Service Functions

UCPath Portal for Academic & Staff Supervisors (T)

Manager/Supervisor Self-Service Functions

Getting Started with UCPath and PeopleSoft

Actions Performed / Knowledge Shared

Audiences

Special Considerations

Absence Management - AM

Actions Performed

Audiences

UCPath Module(s)

Special Considerations

Finance / General Ledger

Actions Performed / Knowledge Shared

Audiences

UCPath Module(s)

Special Considerations

PayPath and Additional Pay

Actions Performed

Audiences

UCPath Module(s)

Special Considerations

Payroll

Actions Performed / Knowledge Shared

Audiences

UCPath Module(s)

Special Considerations

Performance Management

Actions Performed

Audiences

UCPath Module(s)

Special Considerations

Position Management

Actions Performed / Knowledge Shared

Audiences

UCPath Module(s)

Reporting from UC Path: Cognos

Actions Performed

Audiences

UCPath Module(s)

Special Considerations:

Talent Acquisition Management - TAM / Recruiting

Actions Performed

Audiences

UCPath Module(s)

Special Considerations

Timekeeping with UCPath

Workflow in UCPath

Actions Performed & Knowledge Shared

Audiences

UCPath Module(s)

Workforce Administration (WFA) for Employee Lifecycle Actions

Actions Performed

Audiences

UCPath Module(s)

Special Considerations