Training Preview Page is Retiring!

New Training Resources Page!

I will leave this page up as is for a few more days but please use the new Training Resources page as your starting point for getting content - it has the most up to date versions of everything listed.

The Train the Trainer page will remain and I'll be adding more information to it, including a link to the Box folder, which you all have access to.

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

Curricula & Schedule

Below are links to the curricula planned for "Power Users" (Service Channels and HR/PY/AP COEs) and Department Users.  These are living documents and subject to change as processes and security role assignments are clarified.

Please click here to view Curricula and the "Power User" Schedule

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

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)

Category: UCPath Portal: Manager Actions

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

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.  

Category: UCPath Overview

PeopleSoft Overview (NAV100)

eLearning Icon

20 min UCPC D1

Category: Navigation & Inquiries

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

Train the Trainer Materials

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   
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  

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 (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.

 

TRAINING MATERIALS

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

Introduction to Absence Management for UC Davis

Learning Path for Absence Management (Draft/Working Document)

Category: Absence Management

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 

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.

 

 

Category: Funding Entry & Cost Transfers

JOB AIDS

Funding Entry (Quick Reference Guide)

Salary Cost Transfer (Quick Reference Guide)

Salary Cost Transfer Update for MCOP (Quick Reference Guide)

Salary Cost Transfer - Review (Quick Reference Guide)

UCPath Navigation for Finance/GL Functions 

COURSES

Funding Entry Overview and Inquiry (110) eLearning Icon 20 min UCPC D1
Direct Retro Inquiry (115) - aka Salary Cost Transfers eLearning Icon 30 min  UCPC D1

 

Category: Finance in UCPath

COURSES

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
Budget Inquiry (112) eLearning Icon 30 min UCPC D1
Budget Distribution (215) Classroom Icon 4 hours UCPC D1

 

Train the Trainer Materials

Train the Trainer Materials (from 12/18/18 session)

Learning Path for Finance/General Ledger (Draft/Working Document) 

Introduction to UCPath Funding Entry and Salary Cost Transfers (PowerPoint)

Name

 

Type

Duration Source Status
Position Funding Entry & Updates (201) Classroom Icon 2.5 hours UCPC D1
Direct Retro Funding Updates (202)  Classroom Icon 1.5 hours UCPC D1
Benefit Cost Transfers (203)  Classroom Icon 1.5 hours UCPC D1
Online Help for UCPath Finance/GL: Simulations and Job Aids Simulation Icon - UCPC D1

PayPath: Position, Job and Pay Administration

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.  

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 (Part of Workforce Administration - WFA)
 
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

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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
 
Name Type Duration Source Status
Payroll Inquiry (PAYL110)  eLearning Icon 20 min UCPC D1
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

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

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 (WFAL300) Classroom Icon 3 hours UCPC D1
Position Control Simulations  Simulation Icon - UCPC D1
View Position Information Simulation Icon - UCPC D1
Position Administration (WFAL301) eLearning Icon 30 min UCPC D1

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

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.

TRAINING MATERIALS

Train the Trainer Materials (from 12/7/18 Session)

Learning Path for TAM (Draft/Working Document)

Introduction to Talent Acquisition Management (TAM) for UC Davis

 

Name Type Duration Source Status
Talent Acquisition Management Overview (TAM100) eLearning Icon 30 min UCPC D1
Recruiting Home Page Simulation Simulation Icon - UCPC D1
Manage Job Openings and Postings (TAM200) eLearning Icon 1 hour UCPC D1
Job Opening Simulations Simulation Icon - UCPC D1
Applicant Search and Add (TAM205) eLearning Icon 30 min UCPC D1
Manage Applicants (TAM210) eLearning Icon 45 min UCPC D1
Manage Applicant Interviews (TAM220) eLearning Icon 30 min UCPC D1
Manage Applicant Job Offers (TAM230) eLearning Icon 45 min UCPC D1
Prepare for Hire in TAM (TAM240) eLearning Icon 30 min UCPC 11/9/18
Background Checks and OccHealth in TAM (UCD) TBD - UCD Future
TAM Employee Tasks (TAM250) Simulation Icon - UCPC 01/2019
Simulation with link   - UCPC Pilot
Job Aid with link Job Aid Icon - UCD  Draft

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!

 

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

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