TRAINING RESOURCES & HELP

 

 

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.

In the UCPath Training Resources by Course section below, you will find all available course presentations, UCLA business process guides, and other job aids created by the UCLA UCPath Training Team organized by the UCPath training course they are related to. You can find additional documentations such as our Training Q&A document in the Additional UCPath Training Resources section below.
 

UCLA Health Box Users: Click HERE for tipsheet on how to access Campus Box

Featured Job Aids

Funding at UCLA Job Aids Bundle ImageDOS CodesEmpl classesUCPC Job aid

Funding at UCLA Job Aids Bundle

This job aid is associated with the Funding Entry & Updates course.

Job Aid - DOS Cod to Earn Code Mapping at UCLA 

This job aid is associated with the PayPath course.

Job Aid - UCPath EMPL Classes and Codes at UCLA

This job aid is assocciated with the Template Transactions course.

UCPC Job Aid - Template Transactions Action Reason Codes Descriptions

This job aid is associated with the Template Transactions course.

UCPath Navigation for HCM and GL TransactionsAccrual Adjustments at UCLA - ImageReports To UpdateQuick Reference Guide - UCPath Funding Page at UCLA - Image

Quick Reference Guide - UCPath Navigation for HCM & GL Transactions at UCLA

This job aid is associated with the Basics & Navigation course.

Job Aid - Accrual Adjustments using Manage Accruals Page at UCLA

This job aid is associated with the Employee Accrual Adjustments course.

Job Aid - Reports To Update at UCLA 

This job aid is associated with the PayPath Transactions course.

Quick Reference Guide - UCPath Funding Page at UCLA

This job aid is associated with the Funding Entry & Updates course.

Intra Location Transfer at UCLA Imagejob_aid_-_submit_a_direct_retro_at_ucla_-_image.pngUCPath Help Site User Guide - ImageUCLA UCPath Quick Start Guide Image

Job Aid - Intra-Location Transfers at UCLA

This job aid is assocciated with the Template Transactions course.

Job Aid - Submit a Direct Retro at UCLA

This job aid is associated with the Funding Entry & Updates course.

UCPath Help Site User Guide

This live document is hosted on Google.

It links directly to Job Aids and UPKs relevant to key transactions.

 

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 COURSE

Additional Resources

UCLA Overview

Universe of UCPath at UCLA

UCPath Training Glossary

PeopleSoft OverviewFind Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site
Basics and Navigation

Quick Reference Guide - UCPath Navigation for HCM & GL Transactions at UCLA

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Approval Workflow Engine (AWE) Overview and Approvals

Business Process Documents - AWE and Approvals at UCLA

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Approval Workflow Engine (AWE) AdministrationFind Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site
Position Control

Position Control Training Course Presentation

Job Aid - Position Control vs. Position Administration at UCLA

Job Aid - Salary Grades in a Position vs. Steps in a Job at UCLA

Business Process Documents - Position Control at UCLA

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Position Administration

Business Process Documents - Position Administration at UCLA

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Work Force Administration (WFA) Overview

Transition Readiness Workshop: Adding and Maintaining an Employment Relationship

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Employee Data inquiryFind Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site
Template Transactions

Template Transactions Course Presentation

Job Aid - UCPath EMPL Classes and Codes at UCLA

Job Aid - Concurrent Hire FLSA Status at UCLA

Job Aid - Intra-Location Transfers at UCLA

Job Aid - Contract Pay at UCLA

Quick Reference Guide - UCPath System Inputs for End-to-End Hire

Job Aid - How to Use the Rehire Reinstatement Template at UCLA 

Job Aid - Intra-Location Transfer Between Staff and Academic Positions at UCLA

Job Aid - Template Transaction Changes at UCLA

UCPC Job Aid - Template Transactions Action Reason Code Descriptions

UCPC Job Aid - Smart HR Template Changes

Business Process Documents - Template Transactions at UCLA

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Additional Compensation & Pay Adjustment Requests

Additional Compensation & Pay Adjustment Requests Course Presentation

Job Aid - DOS Code to Earn Code Mapping at UCLA

Business Process Documents - Additional Compensation & Pay Adjustment Requests at UCLA

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

PayPath Transactions

PayPath Transactions Training Course Presentation

Job Aid - DOS Code to Earn Code Mapping at UCLA

Job Aid - Reports To Update at UCLA

Job Aid - Short Work Break at UCLA

Job Aid - Retro or Late Payments as One Time Pay at UCLA

Job Aid - Without Salary (WOS) Additional Pay at UCLA

Job Aid - Salary Grades in a Position vs. Steps in a Job at UCLA

UCPC Job Aid - PayPath Action Reason Codes Academic

UCPC Job Aid - PayPath Action Reason Codes Staff

Business Process Documents - PayPath at UCLA

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Allocate Compensation

Allocate Compensation Training Course Presentation

Business Process Documents - Allocate Compensation at UCLA

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Experience Based Pay

Experience Based Pay Course Presentation

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Mass Update of PayPath Actions

Mass Update of PayPath Actions Training Course Presentation

Business Process Documents - Mass Update of PayPath Actions at UCLA

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Mass HireFind Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site
Funding Entry & Updates

Funding Entry & Updates Training Course Presentation

Quick Reference Guide - UCPath Funding Page at UCLA

Quick Reference Guide - UCPath Navigation for Funding Budgets and Direct Retros at UCLA

Job Aid - DOS Code to Earn Code Mapping at UCLA

Job Aid - Create Funding for Positions at UCLA

Job Aid - Update Funding for Positions at UCLA

Quick Reference Guide - Funding for Positions with Salary Caps or MCOP at UCLA

Job Aid - Create Funding for Positions with Salary Caps or MCOP at UCLA

Job Aid - Update Funding for Positions with Salary Caps or MCOP at UCLA

Job Aid - Mass Funding Upload at UCLA

Job Aid - Submit a Direct Retro at UCLA

Quick Reference Guide - Suspense Entries at UCLA

Funding at UCLA Job Aids Bundle

Direct Retro High Risk Approval at UCLA Course Presentation

Business Process Documents - Funding Entry and Updates at UCLA

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Funding Entry Inquiry

Transition Readiness Workshop: Funding and Staffing

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Direct Retro Inquiry

Transition Readiness Workshop: Funding and Staffing

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Budget Distribution

Budget Distribution Training Course Presentation

Business Process Documents - Budget Distribution at UCLA

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Absence Management Inquiry

Transition Readiness Workshop: Managing Leaves and Absences

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Extended Leaves of Absence

Extended Leaves of Absence Course Presentation

UCPC Job Aid - Leave Request to Job Data Mapping

Job Aid - Job Override During a Leave of Absence at UCLA

Job Aid - Benefits Management During a Leave of Absence at UCLA

Business Process Documents - Extended Leaves of Absence at UCLA

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Employee Accrual Adjustments

Employee Accrual Adjustments Course Presentation

Job Aid - Accrual Adjustments using Manage Accruals Page at UCLA

Business Process Documents - Employee Accrual Adjustments at UCLA

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Chartfield Configuration

Find Job Aids and User Productivity Kits (UPKs) on the UCPath Help Site

Updates to Training Materials

  • 10/15/2018: Shared Quick Reference Guide - UCPath Funding Page at UCLA
  • 10/3/2018: Shared Job Aid - Submit a Direct Retro at UCLA
  • 9/23/2018 - Shared Job Aid - Accrual Adjustments using Manage Accruals Page at UCLA
  • 9/21/2018: Shared UCPath Help Site User Guide, Job Aid – Effective Dates at UCLA, Job Aid - How to Use the Rehire Reinstatement Template, Job Aid - Intra-Location Transfer Between Staff and Academic Positions at UCLA, Job Aid - Template Transaction Changes at UCLA, UCPC Job Aid - PayPath Action Reason Codes Academic, UCPC Job Aid - PayPath Action Reason Codes Staff, Job Aid - Retro or Late Payments as One Time Pay at UCLA, Job Aid - Without Salary (WOS) Additional Pay at UCLA, Job Aid - Salary Grades in a Position vs. Steps in a Job at UCLA, and Job Aid - Position Control vs. Position Administration at UCLA
  • 9/20/2018: Shared Job Aid - Contract Pay at UCLA, combined all Business Process Documents into a single PDF file
  • 9/14/2018: Shared Quick Reference Guide - UCPath Navigation for HCM & GL Transactions, Job Override During a Leave of Absence at UCLA, Benefits Management During a Leaves of Absence at UCLA, Reports To Update at UCLA and the UCLA UCPath Quick Start Guide
  • 9/8/2018: Shared Step-by-Step Guide - Update Funding for Positions at UCLA, Navigation Summary - Funding Budgets and Direct Retros at UCLA, Step-by-Step Guide - Mass Funding Upload at UCLA
  • 9/6/2018: Shared Step-by-Step Guide - Create Funding for Positions at UCLA, Step-by-Step Guide - Update Funding for Positions with Salary Caps or MCOP at UCLA
  • 9/5/2018: Shared the Smart HR Template Changes UCPC Job Aid
  • 9/4/2018: Removed documentation related to intra-location transfers, except for Intra-Location Transfers at UCLA
  • 8/31/2018: Shared the following additional supplemental materials: Quick Reference Guide - Funding for Positions with Salary Caps or MCOP at UCLA, Step-by-Step Guide - Create Funding for Positions with Salary Caps or MCOP at UCLA, Direct Retro High Risk Approval at UCLA Course Presentation, and Intra-Location Transfers at UCLA
  • 8/20/2018: Shared the following additional supplemental materials: DOS Code to Earn Code Mapping at UCLA, Short Work Break at UCLA, EMPL Classes and Codes at UCLA, Quick Reference Guide - UCPath System Inputs for End-to-End Hire, Concurrent Hires at UCLA, and UCPC Job Aid - Template Transactions Action Reason Descriptions
  • 8/14/2018: Shared Extended Leaves of Absence course presentation and associated supplemental materials
  • 8/7/2018: Shared Position Administration course presentation
  • 7/16/2018: Shared Experience Based Pay course presentation
  • 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, Funding Entry & Updates, Budget Distribution

 

Below are the descriptions of the different types of documents available in the Business Process Document packets for applicable courses: 

 

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

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.

UCPath Training Q&A  - Those who attended campus-wide, in-person UCPath Training course sessions submitted questions about the courses they attended. The questions and answered have been documented here. This document will be updated weekly, as answers are confirmed. 

Updates to Training Materials

  • 9/10/2018: Updated the UCPath Training Q&A document
  • 8/24/2018: Updated the UCPath Training Q&A document
  • 8/17/2018: Updated the UCPath Training Q&A document
  • 8/10/2018: Updated the UCPath Training Q&A document
  • 8/3/2018: Updated the UCPath Training Q&A document
  • 7/25/2018: Added the UCPath Training Q&A document
  • 6/13/2018: Updated the Follow-Up Questions from Training Pilot  document