UCPath Online (formerly known as UCPath Portal) Course Offerings

The UCPath Online (UCPath Dashboard) course offerings are intended for all UCR staff and managers.

UCPath Online

 

UCPath Help Site for Portal and Self Service Actions

The UCPath Online Self Service Help Site provides demo videos, system simulations, and comprehensive job aids for all UCPath Employee Actions, including Personal, Payroll, and Benefits information (UCPath resources, self-paced).

 

UCPath Manager Actions

The UCPath Manager Actions course provides an overview and details for manager tasks on the UCPath website (UCPath ecourse, 30 minutes).

UCR FOM Processes and ServiceLink Course Offerings

The local FOM courses are most appropriate for staff who initiate and/or fulfill transactions in ServiceLink and other local systems. These employees work in the following areas:

  • Departments / Organizational Units
  • Shared Services Centers (SSC)
  • Central Human Resources (HR)
  • Academic Personnel Office (APO)
  • Business and Financial Services (BFS) / Central Accounting (CA)
  • Financial and Planning Analysis (FPA) / Central Budget Office (CBO)

 AP Compensation

Additional Compensation for Academic Personnel

The Additional Compensation for Academic Personnel course provides the foundation needed to add additional compensation for an employee. It covers UCPath terminology, earn codes, when to add an additional job and the difference between One-Time pay and Recurring Additional Pay (UCR recorded webinar, 2 hours).

Managing Health Science / HCOMP Transactions

The Managing Health Science / HCOMP Transactions course provides an overview of UCPath terminology and codes for Health Science Compensation for staff who directly access the UCPath system to transact funding entries and Salary Cost Transfers (UCR recorded webinar, 2 hours).

 Extended Leaves

Medical and Non-Medical Extended Leaves for Staff

The Medical and Non-Medical Extended Leaves for Staff course reviews how to transact medical and non-medical leaves for Staff in ServiceLink (UCR recorded webinar, 1 hour).

Medical and Non-Medical Extended Leaves for Academic Personnel

The Medical and Non-Medical Extended Leaves for Academic Personnel course reviews how to transact medical and non-medical leaves for Academic Personnel in ServiceLink (UCR recorded webinar, 1 hour).

Workers’ Compensation Leave Process

The Workers’ Compensation Leave Process training provides an end-to-end overview of the Workers’ Compensation process from local and UC policies, to Departmental submission in ServiceLink to Shared Services’ transaction in the UCPath system. The training also allows participants to interact with advanced Workers’ Compensation scenarios from a policy and process perspective as well as covering the new system processes and entry in both ServiceLink and UCPath (UCR recorded webinar, 3.5 hours).

Offboarding

Offboarding

The Offboarding course provides an overview of voluntary and involuntary termination of employment, retirement, and interlocation transfers in ServiceLink (UCR recorded webinar, 1.5 hours).

 

new Onboarding

Advanced FOM ServiceLink Onboarding

The Advanced FOM ServiceLink Onboarding course reviews advanced scenarios in ServiceLink pertaining to Onboarding, including new hires, rehires, intra- and inter- location transfers, concurrent hires, persons of interest, and contingent workers. Both staff and AP considerations for Onboarding are discussed (UCR recorded webinar, 2 hours).

NEW - Onboarding – Staff New Hire

The Onboarding – Staff New Hire online module gives an end-to-end (ServiceLink to UCPath) overview of the New Hire Onboarding process for Staff employees. Both ServiceLink and UCPath system processes are demonstrated. Additional information is provided to ensure a timely and successful Onboarding transaction. Also demonstrated in the online module are best practices on how Onboarding Accountability Structure Initiators and Onboarding Accountability Structure Fulfillers can follow-up on the status of their request following ServiceLink Onboarding – New Hire request submission (UCR ecourse, 1.25 hours).

NEW - Onboarding – Staff Rehire

The Onboarding – Staff Rehire online module gives an end-to-end (ServiceLink to UCPath) overview of the Rehire Onboarding process for Staff employees. Both ServiceLink and UCPath system processes are demonstrated. Additional information is provided to ensure a timely and successful Onboarding transaction. Also demonstrated in the online module are best practices on how Onboarding Accountability Structure Initiators and Onboarding Accountability Structure Fulfillers can follow-up on the status of their request following ServiceLink Onboarding – Rehire request submission (UCR ecourse, 1.5 hours).

NEW - Onboarding – Staff Transfer

The Onboarding – Staff Transfer online module gives an end-to-end (ServiceLink to UCPath) overview of the Transfer Onboarding (Intra- and Inter- Location Transfers) process for Staff employees. Both ServiceLink and UCPath system processes are demonstrated. Additional information is provided to ensure a timely and successful Onboarding transaction. Also demonstrated in the online module are best practices on how Onboarding Accountability Structure Initiators and Onboarding Accountability Structure Fulfillers can follow-up on the status of their request following ServiceLink Onboarding – Transfer request submission (UCR ecourse, 1.5 hours).

NEW - Onboarding – Contingent Worker (CWR) New Hire

The Onboarding – Contingent Worker (CWR) New Hire online module gives an end-to-end (ServiceLink to UCPath) overview of the New Hire Onboarding process for Contingent Workers (CWR). Both ServiceLink and UCPath system processes are demonstrated. Additional information is provided to ensure a timely and successful Onboarding transaction. Also demonstrated in the online module are best practices on how Onboarding Accountability Structure Initiators and Onboarding Accountability Structure Fulfillers can follow-up on the status of their request following ServiceLink Onboarding – New Hire request submission (UCR ecourse, 1 hour).

NEW - Onboarding – Contingent Worker (CWR) Rehire

The Onboarding – Contingent Worker (CWR) Rehire online module gives an end-to-end (ServiceLink to UCPath) overview of the Rehire Onboarding process for Contingent Workers (CWR). Both ServiceLink and UCPath system processes are demonstrated. Additional information is provided to ensure a timely and successful Onboarding transaction. Also demonstrated in the online module are best practices on how Onboarding Accountability Structure Initiators and Onboarding Accountability Structure Fulfillers can follow-up on the status of their request following ServiceLink Onboarding – Rehire request submission (UCR ecourse, 1 hour).

 

Position Data Management

Advanced FOM ServiceLink Position Data Management

The Advanced FOM ServiceLink Position Data Management course reviews advanced scenarios in ServiceLink on new position creation and updating existing position data. Both staff and AP considerations for Position Data Management are discussed (UCR recorded webinar, 1.5 hours).

TARS

Intro to TARS for Employees

This Intro to TARS for Employees course provides an overview of TARS remediations for both biweekly and monthly employees. This training is geared towards all employees who submit timesheets (UCR recorded webinar, 30 minutes).

Intro to TARS for Staff and Academic Supervisors

The Intro to TARS for Staff and Academic Supervisors course provides an overview for Staff and Academic supervisors to effectively review, correct and approve employee timesheets in the remediated TARS environment and in compliance with the new business rules and deadlines (UCR recorded webinar, 1 hour).

Intro to TARS for Shared Services Centers (SSCs)

The Intro to TARS for Shared Services Centers (SSCs) course provides an overview of TARS business rules for Shared Services Center employees to effectively review timesheets and troubleshoot issues as needed (UCR recorded webinar, 2.5 hours).

 

Tools & Navigation

ServiceLink Navigation for Fulfillers

The ServiceLink Navigation for Fulfillers course provides an overview as well as tips and tricks and best practices for using and navigating the ServiceLink Fulfiller view. The course is designed specifically for those with the ServiceLink role - both Accountability Structure and SSC (UCR recorded webinar, 2 hours).

Intro to DocuSign

The Intro to DocuSign ecourse provides an overview of the eSignature management system, DocuSign. DocuSign is used as part of the Onboarding process. Use of this system and training is geared towards both Departments/Org. Units and Shared Services Centers (UCR ecourse, 1.5 hours).

 

UCPath Inquiry Course Offerings

The UCPath Inquiry courses provide training on UCPath Inquiry pages and components (non-transactional). While Departments/Org. Units, Central Offices and Shared Services Centers have access to various Inquiry roles, UCPath access varies between roles. Restrictions are noted below, alongside course offerings.

Departments & Org. Units

UCPath HR Inquiry Training for Departments

The UCPath HR Inquiry Training for Departments course provides an overview of UCPath Basics and Navigation for departmental users with Inquiry access and role. The training focuses on the following UCPath pages: Person Organizational Summary, Additional Names, Workforce Job Summary, Job Data, Person Profiles, Add/Update Position Info, Person Checklist, Transaction Status, Identification Data, Create Additional Pay, and UC Employee Review (UCR recorded webinar, 2 hours)

UCPath PeopleSoft Overview

The UCPath PeopleSoft Overview course provides an overview of PeopleSoft and the UCPath modules for users who perform tasks beyond Self Service (UCPath ecourse, 20 minutes).

UCPath Basics and Navigation

The UCPath Basics and Navigation course provides an overview of all standard PeopleSoft functionality (UCPath ecourse, 1 hour).

UCPath WFA Overview

The UCPath WFA Overview course provides an overview of the UCPath Workforce Administration (WFA) module, introduces the UCPath HR template, PayPath, and Extended Leaves of Absence transaction processes and provides a review of the Employee Lifecycle in UCPath (UCPath ecourse, 45 minutes).

UCPath Absence Management Overview

The UCPath Absence Management Overview course provides an overview of the Absence Management (ABM) module, the purpose of ABM and how UC is using the ABM module (UCPath ecourse, 20 minutes).

UCPath Absence Management Inquiry

The UCPath Absence Management Inquiry course provides an overview of the Extended Leaves of Absence system process as well as practice viewing various Absence Management pages (UCPath ecourse, 1 hour).

Central Offices & SSCs

UCPath PeopleSoft Overview

The UCPath PeopleSoft Overview course provides an overview of PeopleSoft and the UCPath modules for users who perform tasks beyond Self Service (UCPath ecourse, 20 minutes).

UCPath Basics and Navigation

The UCPath Basics and Navigation course provides an overview of all standard PeopleSoft functionality (UCPath ecourse, 1 hour).

UCPath WFA Overview

The UCPath WFA Overview course provides an overview of the UCPath Workforce Administration (WFA) module, introduces the UCPath HR template, PayPath, and Extended Leaves of Absence transaction processes and provides a review of the Employee Lifecycle in UCPath (UCPath ecourse, 45 minutes).

UCPath Absence Management Overview

The UCPath Absence Management Overview course provides an overview of the Absence Management (ABM) module, the purpose of ABM and how UC is using the ABM module (UCPath ecourse, 20 minutes).

UCPath Absence Management Inquiry

The UCPath Absence Management Inquiry course provides an overview of the Extended Leaves of Absence system process as well as practice viewing various Absence Management pages (UCPath ecourse, 1 hour).

UCPath Employee Data Inquiry

The UCPath Employee Data Inquiry course provides an overview of how employee data is stored in UCPath and how to view employee information in various UCPath pages (UCPath ecourse, 30 minutes).

UCPath Payroll Inquiry

The UCPath Payroll Inquiry course provides an overview of payroll functionality as well as practice viewing various payroll pages (UCPath ecourse, 45 minutes).

UCPath Funding Entry Inquiry

The UCPath Funding Entry Inquiry course provides an overview of the customized process for funding functionality (UCPath ecourse, 20 minutes).

UCPath Direct Retro Inquiry

The UCPath Direct Retro Inquiry course provides an overview of the customized process of direct retro functionality (UCPath ecourse, 30 minutes).

UCPath Transactions Course Offerings

The systemwide UCPath course are most appropriate for staff who accesses UCPath to transact, approve, and/or monitor transactions. These employees work in the following areas:

  • Shared Services Centers (SSC)
  • Central Human Resources (HR)
  • Academic Personnel Office (APO)
  • Business and Financial Services (BFS) / Central Accounting (CA)
  • Financial and Planning Analysis (FPA) / Central Budget Office (CBO)

UCPath Help

UCPath Help for Locations

The UCPath Help for Locations Site provides demo videos, system simulations, and comprehensive job aids for all UCPath actions, including Basics and Navigation, Absence Management, General Ledger, Payroll and Workforce Administration (UCPath resources, self-paced).

UCPath Help Site Overview

The UCPath Help Site Overview course provides an overview of the UCPath Help site. It explains how to access the site, as well as how to navigate and search the site to locate learning and support resources for the UCPath application (UCPath ecourse, 15 minutes).

Basics & Navigation

Basics and Navigation

The UCPath Basics and Navigation course provides an overview of all standard PeopleSoft functionality (UCPath ecourse, 1 hour).

UCPath Cognos Reports

The UCPath Cognos Reports course introduces Cognos report consumers to the basic layout and navigation of Cognos reports for UCPath, including accessing and running a report, scheduling a report, viewing report output, saving report output and exporting report output to Excel (UCPath ecourse, 30 minutes).

UCPath AWE Overview and Approvals

The UCPath AWE Overview and Approvals course provides an overview of Approval Workflow Engine (AWE) in UCPath. It also reviews the steps from approving various types of UCPath transactions (UCPath ecourse, 30 minutes).

UCPath AWE Administration

The UCPath AWE Administration course review how to manage Approval Workflow Engine (AWE) routing in UCPath (UCPath ecourse, 15 minutes).

Absence Management

UCPath Absence Management Overview

The UCPath Absence Management Overview course provides an overview of the Absence Management (ABM) module, the purpose of ABM and how UC is using the ABM module (UCPath ecourse, 20 minutes).

UCPath Absence Management Inquiry

The UCPath Absence Management Inquiry course provides an overview of the Extended Leaves of Absence system process as well as practice viewing various Absence Management pages (UCPath ecourse, 1 hour).

UCPath Extended Leaves of Absence

The UCPath Extended Leaves of Absence course reviews how to initiate, edit, extend, cancel employee leaves of absence as well as retuning employees from leave. This course also reviews the Leave Monitoring report (UCPath resource, self-paced).

UCPath Employee Accrual Adjustments

The UCPath Employee Accrual Adjustments course reviews how to view employee absence balances and enter accrual adjustments, including catastrophic leave donations (UCPath resource, self-paced).

General Ledger

UCPath Commitment Accounting Overview

The UCPath Commitment Accounting Overview course provides an overview of all sections and functionality on the UCPath Commitment Accounting module (UCPath ecourse, 15 minutes).

UCPath Chartfield Configuration

The UCPath Chartfield Configuration course familiarized users with configuration setup for ChartFields in Commitment Accounting at UC (UCPath ecourse, 15 minutes).

UCPath GL Assessment Configuration

The UCPath GL Assessment Configuration course provides users knowledge on how assessments are grouped and created in UCPath (UCPath ecourse, 30 minutes).

UCPath Funding Entry Inquiry

The UCPath Funding Entry Inquiry course provides an overview of the customized process for funding functionality (UCPath ecourse, 20 minutes).

UCPath Direct Retro Inquiry

The UCPath Direct Retro Inquiry course provides an overview of the customized process of direct retro functionality (UCPath ecourse, 30 minutes).

UCPath Position Funding Entry and Updates

The UCPath Position Funding Entry and Updates course reviews how to enter new position funding and position funding updates (UCPath resource, self-paced).

Payroll

UCPath Payroll Inquiry

The UCPath Payroll Inquiry course provides an overview of payroll functionality as well as practice viewing various payroll pages (UCPath ecourse, 45 minutes).

UCPath Additional Compensation and Pay Adjustment Requests

The UCPath Additional Compensation and Pay Adjustment Requests course provides instruction for entering additional pay requests, as well as final pay, off-cycle pay and overpayment requests. It also provides details for using inbound file generators for uploading transactions for multiple employees. This course also explains activities related to retroactive payroll processing (UCPath resource, self-paced).

Workforce Administration

UCPath Employee Data Inquiry

The UCPath Employee Data Inquiry course provides an overview of how employee data is stored in UCPath and how to view employee information in various UCPath pages (UCPath ecourse, 30 minutes).

UCPath WFA Overview

This UCPath WFA Overview course provides an overview of the UCPath Workforce Administration (WFA) module, introduces the UCPath HR template, PayPath, and Extended Leaves of Absence transaction processes and provides a review of the Employee Lifecycle in UCPath (UCPath ecourse, 45 minutes).

UCPath Person of Interest

The UCPath Person of Interest course provides an overview of Person of Interest (POI) system and process and practice on adding and maintaining Person of Interest (UCPath resource, self-paced).

UCPath Experience Based Pay

This UCPath Experience Based Pay course provides an overview of the Experience Based Pay system process as well as practice on entering, updating, and approving an employee’s work experience and step progression (UCPath resource, self-paced).

UCPath Template Transactions – Part I

The UCPath Template Transactions – Part I course provides a review of the template transaction system process and the types of template transactions that are initiated by Locations. This course also provides practice on initiating a hire, concurrent hire and rehire template transactions (UCPath resource, self-paced).

UCPath Template Transactions – Part II

The UCPath Template Transactions – Part II course provides practice on initiating personal data change, termination, retire, interlocation transfer and intralocation transfer template transactions. This course also reviews how to enter personal data changes directly into the UCPath pages and update employee checklists (UCPath resource, self-paced).

UCPath PayPath Transactions

The UCPath PayPath Transactions course provides an overview of the PayPath pages and also provides practice on initiating PayPath transactions, including position data changes, job data changes and additional pay (UCPath resource, self-paced).

UCPath Position Control

The UCPath Position Control course review Position Management functionality and provides hands-on practice for users who initiate position control requests and view position information (UCPath resource, self-paced).