TRAINING RESOURCES & HELP

 

If you have a question about UCLA UCPath training, please submit it via our UCLA UCPath Training Inquiry Form  and someone from our team will be in contact with you within 48 hours.

 

The UCLA UCPath Training Team has worked closely with UCOP and Organizations and Departments across UCLA to create materials that document how UCPath system changes terminology and business processes for the campus. The team is also available to answer your questions.

The following documentation is also available for your reference in the UCPath Training Resources by Course section below:

 

Business Process Guides/Inserts

Detailed description future-state business processes, including applicable standards and policy, and organization and department considerations
Business Process Maps

Flowchart detailing the core activities, roles and responsibilities of various stakeholders including UCLA, UCPath Center and others

At-A-Glance DocumentsSnapshot of high level current state (as-is) process to future state (to-be), which provide context for future state terms and concepts
Transition Readiness Workshop DocumentsHigh-level review of multiple business processes grouped to reflect stages of the employee lifecycle; decks include considerations for current state and changes to terminology, system functionality, and business process 
Business Process RoadmapOverview of all future-state business processes sequenced to provide holistic view of the employee lifecycle
Foundational Concept DocumentsHigh-level Introductions to new concepts/functionality in UCPath
Decision Tree

Helps users determine best course of action by walking through various scenarios

UCPath Training GlossaryProvides definitions to important UCPath terms and concepts using language and examples specific to UCLA systems and processes. Wherever possible comparisons to current state
Note: In addition to the courses and supporting materials shared here, you can access the University of California Office of the President (UCOP) materials, such as Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site.
 

 

Please note that if you don't see a link for a particular course presentation, that training may not yet have been released. If the training has been released and you don't see a link to the course presentation below, you will be able to find it on the UCPath Help Site along with the  Job Aids and User Productivity Kits (UPKs) associated with each course.

 

UCPath Training COURSEAdditional Resources
UCLA Overview

Universe of UCPath at UCLA

UCPath Training Glossary

PeopleSoft Overview 
Basics and Navigation 
Approval Workflow Engine (AWE) Overview and Approvals

Transition Readiness Workshop: Cross Functional (AWE)

Business Process Insert: AWE

At-a-Glance: AWE

Approval Workflow Engine (AWE) Administration 
Position Control

Position Control Training Course Presentation

At-A-Glance – Position Management

Foundational Concept Guide – Position Management

Business Process Map – Position Management

Business Process Guide – Position Management

Business Action Matrix – Position Management

Foundational Concept Guide – Multiple-Headcount Positions

Foundational Concept Guide – Contingent Workers

Business Process Map – Contingent Workers

Business Process Guide – Contingent Workers

Position Administration

Business Process Guide – Delivered Position Management

Foundational Concept Guide – Multiple-Headcount Positions

Work Force Administration (WFA) OverviewTransition Readiness Workshop: Adding and Maintaining an Employment Relationship
Employee Data inquiry 
Template Transactions

Template Transactions Course Presentation

At-A-Glance – Hire/Rehire

Business Process Map – Hire/Rehire

Business Process Guide – Hire/Rehire

At-A-Glance – Personal Data Changes

Business Process Map – Personal Data Changes

Business Process Guide – Personal Data Changes

At-A-Glance – Termination and Final Pay

Business Process Map – Termination and Final Pay

Business Process Guide – Termination and Final Pay

At-A-Glance – Intralocation Transfer

Business Process Map – Intralocation Transfer

Business Process Guide – Intralocation Transfer

At-A-Glance – Inter-Location Transfer

Business Process Map – Inter-Location Transfer

Business Process Guide – Inter-Location Transfer

Additional Compensation & Pay Adjustment Requests

Additional Compensation & Pay Adjustment Requests Course Presentation

At-A-Glance – One Time Payments

Business Process Guide – One Time Payments

Business Process Map – One Time Pay

At-A-Glance – Terminations and Final Pay

Business Process Guide – Terminations and Final Pay

Business Process Map – Terminations

PayPath Transactions

PayPath Transactions Training Course Presentation

Foundational Concept Guide - PayPath

At-A-Glance - Individual Actions in PayPath

Business Process Guide - Individual Actions in PayPath

Foundational Concept Guide - Job Data

At-A-Glance - Job Data Changes

Allocate Compensation

Allocate Compensation Training Course Presentation

At-A-Glance – Merit Pay Plan for PPSM-Policy Covered Staff

Business Process Map – Merit Pay Plan for PPSM-Policy Covered Staff

Business Process Guide – Merit Pay Plan for PPSM-Policy Covered Staff

Business Process Map – Academic Compensation and Funding

Business Process Guide – Academic Compensation and Funding

Experience Based Pay 
Mass Update of PayPath Actions

Mass Update of PayPath Actions Training Course Presentation

Foundational Concept Guide – PayPath

At-A-Glance – Mass Actions in PayPath

Business Process Map – Mass Actions in PayPath

Business Process Guide – Mass Actions in PayPath

Mass Hire
Funding Entry & Updates

Funding Entry & Updates Training Course Presentation

Foundational Concept Guide – Funding Method Decision

At-A-Glance – Manage Funding

Business Process Guide – Manage Funding

Business Process Map – Manage Funding

Suspense Entries at UCLA

Funding Entry InquiryTransition Readiness Workshop: Funding and Staffing
Direct Retro InquiryTransition Readiness Workshop: Funding and Staffing
Budget Distribution

Budget Distribution Training Course Presentation

Foundational Concept Guide – Budget and Staffing

At-A-Glance – Budget and Staffing

Business Process Map – Budget Entry

Business Process Guide – Budget Entry

Business Process Map – Staffing List

Business Process Guide – Staffing List

Absence Management InquiryTransition Readiness Workshop: Managing Leaves and Absences
Extended Leaves of Absence 
Employee Accrual Adjustments

Employee Accrual Adjustments Course Presentation

At-A-Glance – Hours and Accruals Adjustments

Business Process Map – Hours and Accruals Adjustments

Business Process Guide – Hours and Accruals Adjustments

Business Process Map – Catastrophic Leave

Business Process Guide – Catastrophic Leave

Chartfield Configuration

 

 

Updates to Training Materials

  • 6/19/2018: Shared the Template Transactions course presentation, and a new additional resource for Funding Entry and Updates: Suspence Entries at UCLA
  • 6/13/2018: Shared the following course presentations: Additional Compensation & Pay Adjustment Requests, Employee Accrual Adjustments
  • 6/4/2018: Shared the following course presentations: Position Control, PayPath Transactions, Allocate Compensation, Mass Update of PayPath Actions, Fudning Entry & Updates, Budget Distribution

 

In addition to the resources associated with each course, the following materials are also available to help prepare you to interact with the UCPath system:

Follow-Up Questions From the Training Pilot - Those who attended the UCPath Training Pilot program submitted questions about the courses they attended. The questions and answers have been documented here.

Updates to Training Materials

  • 6/13/2018: Updated the Follow-Up Questions from Training Pilot  document