Manage Accruals - Training Eligibility
The Manage Accruals training equips Initiators and Approvers with the knowledge and hands-on experience to adjust employee accrual balances in UCPath, including sick, vacation, protected leave (FMLA, PDLL, protected sick, etc.), sabbatical credits, and more. Learners will work with the Hours, Takes, Adjustments, Other, and Payout Manage Accruals transaction types to ensure accurate updates. Over time, you’ll develop confidence in identifying the right adjustment method and understanding the broader impact of accrual changes across UCPath.
Eligible Groups Include:
- Certain ERSO and L&S transactors
- Berkeley Regional Services (BRS) Users
Required for:
- Initiators submitting Manage Accruals transactions.
Recommended for:
- Approvers approving and denying Manage Accruals transactions.
Training Requirements
Technology Pre-Requisites
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Access to Global Protect VPN using the Library Access Full Tunnel gateway.
- Comfort with the following technology:
- multiple screens
- Zoom
- Google Suite (Calendar, Docs, Sheets)
- PDFs
- Check out our Technology Skills for UCPath Training webpage for links to technology training.
Training Pre-Requisites
Completion of Intro to UCPath (Live Instructor-Led Training)
Intro to UCPath provides the foundational knowledge needed to successfully navigate UCPath and understand how transactions impact employees, departments, and downstream workflows. This course is required before completing most module-specific UCPath training.
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Format: Live Instructor-Led Training (ILT)
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Length: 5 hours
- Register for the Intro course through the UC Learning Center.
- This course provides an overview of UCPath, PeopleSoft, and key system modules for users performing transactions beyond self-service.
- In this course, you will:
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Explore UCPath's core functions, modules, and interconnected workflows.
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Practice navigating UCPath, including inquiry pages like Person Organizational Summary, Job Data, Workforce Job Summary, and Add/Update Position Info.
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Learn key UCPath terminology, concepts, and Berkeley-specific support resources.
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Understand how transactions in one module can impact other areas of UCPath.
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Build a foundation for completing module-specific training and performing transactions with confidence.
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Manage Accruals Live Instructor-Led Training (ILT)
- Time required: 2.5 hours
- Format: live via Zoom
- Registration Required: sign up for the Manage Accruals ILT through the UC Learning Center.
- Required for: Manage Accruals Initiators
- Recommended for: Manage Accruals Approvers
- Content: A live, instructor-led session in a UCPath training environment to practice key Manage Accruals transactions, such as Takes, Payouts, Hours, Other, and Adjustments.
- Assessment: class transactions submitted in the practice environment to verify skill readiness and ensure transaction accuracy. Requires an 80% or higher precision score to pass.