Training Preview

Let's start learning

We have a lot to learn between now and our UCPath go-live date!  If you're a UCPath Trainer or Project team member, bookmark this page so that you can easily find training content.  Trainers: click the Train the Trainer box at right to find more about the logistics of training and the Train the Trainer program.

As a UCPath Trainer or Project Team Member, you have preview access to materials that are in their pilot and draft forms - both content from the central UCPath team as well as materials we're creating specifically for UC Davis.  With your help, we'll keep refining these materials and the corresponding Learning Paths to help everyone at UC Davis be ready for UCPath.

Can't access content or have a question?  Contact Ann Foley, UCPath Training Lead.

Classroom Icon  Classroom eLearning Icon  eLearning    Simulation Icon  Simulations Job Aid Icon Job Aid How-To Guide Quick Reference

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

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

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

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

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.
eLearning Icon

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 Icon

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

Simulation Icon

 - 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

Simulation Icon

 - UCPC Pilot
Manager Actions in UCPath Portal: eLearning eLearning Icon 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 Type Duration Source Status
UCPath System Overview: PowerPoint (w/ Trainer Update) Classroom 1 hr 30 min UCD  
     UCPath System Overview : Session Recording (w/ Trainer Update) eLearning Icon 1 hr 24 min UCD   
     PeopleSoft Overview (NAV100)

eLearning Icon

 20 min UCPC D1
Navigation, Inquiries & Workflow Overview: PowerPoint (w/ Trainer Update) Classroom 1 hr 30 min UCD  
    Navigation, Inquiries & Workflow Overview: Session Recording (w/ Trainer Update) eLearning Icon 1 hr 26 min UCD  
    Basics and Navigation (NAV105)

eLearning Icon

 60 min UCPC D1
    Navigation Job Aids and Simulations Simulation Icon - UCPC D1
    Employee Data Inquiry (WFA100)		 eLearning Icon 30 min UCPC D1
    UCPath Search Options

Job Aid Icon

 - UCPC D1
    Search for People (Search/Match  - using SSN) Simulation Icon - UCPC D1
    View Organizational Relationships: Person Org Summary (view across all UCs) Simulation Icon   UCPC D1
    View Summary of Job Information: Workforce Job Summary Simulation Icon   UCPC D1
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Absence Management - ABM 

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 (ABM)
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.

Train the Trainer Materials (from 12/5/18 Session)

Introduction to Absence Management for UC Davis

Learning Path for Absence Management (Draft/Working Document)

TRAINING MATERIALS

Name Type Duration Source Status
Absence Management Overview (100) eLearning Icon 20 min UCPC D1 
Absence Management Inquiry (195) eLearning Icon 60 min UCPC D1 
Extended Leaves of Absence (200) Classroom Icon 4 hours UCPC D1 
Employee Accrual Adjustments (201) Classroom Icon 2 hours UCPC D1 
Online Help for Absence Management: Simulations and Job Aids Simulation Icon - 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 Type Duration Source Status
Commitment Accounting Overview (100) eLearning Icon 15 min UCPC D1
Chartfield Configuration (101) eLearning Icon 15 min UCPC D1
GL Assessment Configuration (102) eLearning Icon 20 min UCPC D1
Funding Entry Inquiry (110) eLearning Icon 20 min UCPC Pilot
Budget Inquiry (112) eLearning Icon 30 min UCPC D1
Direct Retro Inquiry (115) - aka Salary Cost Transfers eLearning Icon 30 min  UCPC D1
Position Funding Entry & Updates (201) Classroom Icon 4 hours UCPC D1
Budget Distribution (215) Classroom Icon 4 hours UCPC D1
Online Help for UCPath Finance/GL: Simulations and Job Aids Simulation Icon - UCPC D1

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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 Type Duration Source Status
PayPath Transactions (270) Classroom Icon 4 hours UCPC D1

Position Data Change: Staff or Academic

 Simulation Icon - UCPC Pilot

Pay Rate Change: Academic

 Simulation Icon - UCPC Pilot

Pay Rate Change: Staff

 Simulation Icon - UCPC Pilot

Additional Pay via PayPath

 Simulation Icon - UCPC Pilot

Change Position, Job, and Pay Data in one transaction

 Simulation Icon - UCPC Pilot

Initiate Short Work Break

 Simulation Icon - UCPC Pilot

Return from Short Work Break

 Simulation Icon - UCPC Pilot

PayPath Action & Reason Codes: Academic

 Job Aid Icon - UCPC Pilot

PayPath Action & Reason Codes: Staff

 Job Aid Icon - UCPC Pilot
Additional Compensation and Pay Adjustments (200) Classroom Icon 4 hours UCPC D1

Submit One-Time Payment Request

 Simulation Icon - UCPC D1

Submit Recurring Additional Pay Request

 Simulation Icon - 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 Type Duration Source Status
Payroll Inquiry (110) - future course eLearning Icon 20 min UCPC future
Additional Compensation and Pay Adjustment Requests (200) Classroom Icon 4 hours UCPC D1
Online Help for Payroll - Simulations and Job Aids eLearning Icon - 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 Type Duration Source Status
ePerformance Overview eLearning Icon 15 min UCPC D1
Employee ePerformance Activities eLearning Icon 45 min UCPC 11/16/18
Peer Evaluation Feedback eLearning Icon 15 min UCPC 11/16/18
Supervisor/Manager ePerformance Activities eLearning Icon 45 min UCPC 11/16/18
ePerformance Location Configuration Activities eLearning Icon 30 min UCPC 11/16/18
HR Administrator Performance Activities Simulation Icon - 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 Type Duration Source Status
Position Control  Classroom Icon 3 hours UCPC Pilot
Position Control Simulations  Simulation Icon - UCPC Pilot
View Position Information Simulation Icon - UCPC D1
Position Administration  eLearning Icon 30 min UCPC D1
Position Administrator: Add New Position Simulation Icon - UCPC Pilot
Position Administrator: Copy Existing Position Simulation Icon - UCPC Pilot
Position Administrator: Update Position Information Simulation Icon - 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 Type Duration Source Status
UCPath: Cognos Reports > See Special Considerations above

eLearning Icon

 30 min UCPC D1
Search for Cognos Report  Simulation Icon - UCPC D1
Run a Cognos Report

Simulation Icon

 - UCPC D1
Save a Cognos Report View Simulation Icon - UCPC D1
Subscribe to a Cognos Report Simulation Icon - UCPC D1
Cognos Toolbars

Job Aid Icon

 - 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) eLearning Icon 20 min UCPC D1
Recruiting Home Page Simulations Simulation Icon - UCPC D1
Manage Job Openings and Postings (200) eLearning Icon 30 min UCPC D1
Job Opening Simulations Simulation Icon - UCPC D1
Applicant Search and Add (205) eLearning Icon 30 min UCPC D1
Manage Applicants (210) eLearning Icon 45 min UCPC D1
Manage Applicant Interviews (220) eLearning Icon 20 min UCPC D1
Manage Applicant Job Offers (230) eLearning Icon 30 min UCPC D1
Prepare for Hire in TAM (240) eLearning Icon 30 min UCPC 11/9/18
Background Checks and OccHealth in TAM (UCD) TBD - UCD Future
TAM Employee Tasks (250) Simulation Icon - UCPC 11/16/18
Simulation with link   - UCPC Pilot
Job Aid with link Job Aid Icon - 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 Type Duration Source Status
Overview of Approval Workflow Engine - AWE (310) eLearning Icon 30 min UCPC D1
Approval Processes for Key Transactions Simulation Icon - UCPC D1
Create Delegation Request Simulation Icon - UCPC D1
Reassign Transaction to Different User Simulation Icon - UCPC D1
Add Ad Hoc Approver or Reviewer Simulation Icon - UCPC D1
View Template Transaction Status: During UC Davis Workflow Simulation Icon - UCPC D1
View Template Transaction Status: During UCPC Production Processing Simulation Icon - UCPC D1
Approval Workflow Engine (AWE) Administration (320) eLearning Icon 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 Type Duration Source Status
WFA Overview (110) eLearning Icon 45 min UCPC D1

Overview of WFA in Context of Employee Lifecycle

 Simulation Icon - UCPC D1
Template Transactions, Part 1 (250): Full Hire, Concurrent Hire, Rehire Classroom Icon 4 hours UCPC D1

Full Hire Template Transaction: Academic

 Simulation Icon - UCPC D1

Full Hire Template Transaction: Staff

 Simulation Icon - UCPC D1

Concurrent Hire Template Transaction: Academic

 Simulation Icon - UCPC D1

Concurrent Hire Template Transaction: Staff

 Simulation Icon - UCPC D1

Rehire Template Transaction: Academic

 Simulation Icon - UCPC D1

Rehire Template Transaction: Staff

 Simulation Icon - UCPC D1
Template Transactions, Part 2 (260): Personal Data Changes, Termination, Retirement, Transfers Classroom Icon 4 hours UCPC D1

Personal Data Change Template Transaction

 Simulation Icon - UCPC D1

Voluntary Termination Template Transaction

 Simulation Icon - UCPC D1

Involuntary Termination Template Transaction

 Simulation Icon - UCPC D1

Retirement Template Transaction

 Simulation Icon - UCPC D1

Intralocation Transfer Template Transaction: Academic (within UCD/UCDH)

 Simulation Icon - UCPC D1

Intralocation Transfer Template Transaction: Staff (within UCD/UCDH)

 Simulation Icon - UCPC D1

Interlocation Transfer Template Transaction: Terminate (to another UC)

 Simulation Icon - UCPC D1

Interlocation Transfer Template Transaction: Concurrent (to another UC)

 Simulation Icon - UCPC D1

Contingent Worker Add -Template Transaction (No Position)

 Job Aid Icon - UCPC D1

Template Transactions Action Reason Codes

 Job Aid Icon - UCPC D1

Template Transactions

 Job Aid Icon - UCPC D1

View Workflow Status of Template Transaction

 Simulation Icon   UCPC Pilot

View UCPC Processing Status of Template Transaction

 Simulation Icon   UCPC Pilot
Person of Interest (205) Classroom Icon 2 hours UCPC D1

Person of Interest Simulations

 Simulation Icon - UCPC D1
Allocate Compensation (210) Classroom Icon 2 hours UCPC D1

Submit Proposed Compensation

 Simulation Icon - UCPC D1

Review and Update Proposed Compensation

 Simulation Icon - UCPC D1

Approve or Deny Proposed Compensation

 Simulation Icon - UCPC D1
Experience-Based Pay (220) Classroom Icon 2 hours UCPC Pilot

Enter Employee's Work Experience

 Simulation Icon - UCPC Pilot
Mass Hires (215) eLearning Icon 30 min UCPC D1

Completing the CSV File Template for Mass Hires

 Job Aid Icon - UCPC Pilot