Position Funding and Salary Cost Transfers

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Training Path

Are you responsible for funding positions or submitting salary cost transfers in UCPath? Below you will find the training requirements for the Position Funding (Funding Entry) and Salary Cost Transfer / Direct Retro roles in UCPath. Please note, all Initiator access requires completion of the Intro to UCPath course.

Introduction to UCPath

The Introduction to UCPath is required for all UCPath transactional users, regardless of which module(s) you will be using.

This course covers system basics and need-to-know information about how UCPath functions. If you have already taken this course for another module, it will be marked complete in the UCPath Learning center and you will be able to register for the courses associated with this module. 

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Commitment Accounting (Position Funding and Salary Cost Transfer) Training Courses

Once you have completed the Introduction to UCPath, you may continue to the Commitment Accounting Learning Path. All courses specify which roles they are required for.  

UCPath Commitment Accounting Overview(link is external)

eLearning, 15 minutes

Optional

This class provides an overview of how the commitment accounting module fits into the UCPath system, the primary functions of Commitment Accounting the general ledger (GL) integration process. We will also walk through how GL Assessments are configured.

This eLearning combines content from PHCMGEN100 Commitment Accounting Overview, PHCMGEN101 Chartfield Configuration, and PHCMGEN102 GL Assessment Configuration.

Prerequisite: Introduction to UCPath (BE_UCPath_Intro)

UCPath Position Funding(link is external)

Web-Based Training, 45 minutes

Required for initiators, strongly recommended for approvers

Take this class if you will be initiating Position Funding Entry transactions. This class walks through Position Funding in UCPath. Where it fits within Commitment Accounting, how to use the funding entry inquiry page, and how to enter position funding transactions.

This eLearning combines content from PHCMGEN110D1 Funding Entry Inquiry and PHCMGENL201 Position Funding and Entry Updates.

Prerequisite: Introduction to UCPath (BE_UCPath_Intro)

UCPath Salary Cost Transfer and Direct Retro
(link is external)

Instructor-Led Training through Zoom, 4 hours

Required for initiators, strongly recommended for approvers

Take this class if you will be initiating Salary Cost Transfer and Direct Retro transactions. This course focuses on the Salary Cost Transfer and Direct Retro tools in UCPath.

Prerequisites: Introduction to UCPath (BE_UCPath_Intro) and UCPath Position Funding