Training

Job Aids

• Cognos Reports tip sheet
• Operational Alignment Decks vs. UCPath Training
• Inquiry Only Matrix
• UCPath Inquiries - Private Comments

Microlearnings

• What is UCPath?
• Berkeley UCPath Website
• Modules in UCPath
• Operational Alignment Decks & UCPath Training
• Security to UCPath (Need Access?)
• UCPath Basics & Navigation
• Payroll Processing Schedule
• Approving Transactions in UCPath
• Cognos Reports

Job Aids

• CalAnswers Report for Leave of Absence Data
• Full Sabbatical for AY Academics with Service Period Dates and Pay Period Dates
• Partial Sabbatical for AY Academics with Service Period Dates and Pay Period Dates
• Partial Sabbaticals - UCPC Impacts
• Temporary Layoff Process

Microlearnings

• Review Benefits Summary
• Review Absence Balances
• New Leave of Absence
• Dynamic Tab
• Approve Leave Transaction
• Types of Leave
• Paid and Unpaid Fields
• Transaction Status Descriptions
• View-Edit a Leave of Absence
• Return from a Leave of Absence
• Update/Extend leave with a Different Leave/Pay Type
• Cancel a Leave of Absence
• View Absence Request History
• CalAnswers Absence Management - Workforce Details Dashboard
• Absence Management - R177 Cognos Report

Job Aids

• Payroll | Additional Compensation Starter Pack: Basic Step-by-Step Job Aids
• Payroll Requests Starter Pack: Basic Step-by-Step Job Aids
• Job Aid: How to Process a Staff Stipend on a Different Chartstring
• Earn Code Map
• Offcycle Dashboard
• Payroll Forms Matrix
• Retro Pay
• When to Submit Final Pay
• UCPath Center Operational Alignment: Additional Pay One-Time Pay
• Submit Additional Pay
• Review Recurring Additional Pay

Job Aids

• Step-by-Step Job Aid: Position Funding Entry: Adding New Position Funding (Basic, Unrestricted)
• Job Aid: How to Process a Staff Stipend on a Different Chartstring
• Job Aid: Salary Cost Transfer Transaction - Basic / Unrestricted
• Job Aid: Salary Cost Transfer Transaction - Restricted
• Job Aid: Salary Cost Transfer Transaction - Work Study

• Benefit Cost Transfer Process
• CBR Excluded Earn Codes
• Direct Retros impacting Work-Study Funds
• Position Funding Entry Required Fields
• UC Berkeley to UCPath Earn Code Map
• UC Berkeley DOS to Earn Code Map
• Unpaid Cap Gap Processing

Microlearnings

• Position Funding Inquiry
• Enter New Position Funding
• Update Position Funding
• Reviewing a Direct Retro
• Initiating a Direct Retro
• Benefit Cost Transfer

Policy

• Berkeley Regional Services Policy on Cross Region Funding Entry

Webinar

• UCPath Presents: Position Funding & Direct Retro - Mar 2019

Job Aids

• Employee Accrual Adjustments Starter Pack: Basic Step-by-Step Job Aids
• Job Aid: Accrual and Leave Accrual Service Credit Processing Guide for Locations
• CalAnswers Report for Leave of Absence Data
• Catastrophic Leaves in UCPath (Bank)
• Determining Accrual Maximums with R-022
• Accrual Type Matrix

Job Aid from Microlearning (Coming soon)

• Review Absence Balances

Microlearning

• Review Absence Balances

Webinar

• Catastrophic Leave in UCPath - Aug. 2020
  • Catastrophic Leave in UCPath slides

Job Aids

• Need help choosing the correct Smart HR hire template? Try our interactive HR Template Navigator!
• Template Transactions – Action Reason Codes and Descriptions
• Step-by-step: Search Match: How to confirm if a person already exists in UCPath (has a person ID)
• Step-by-step: Person Organizational Summary: View Organizational Relationships for a Person in UCPath

• Contingent Worker (CWR) Usage Guide
• Multiple Appointments within UCPath
• Earn Code Map
• Inter and Intra Location Transfers
• Processing a Transfer in UCpath
• Pay Group Derivation
  • Earn Codes for each Pay Group
• UCPath Reports
• Summer Salary Processing

• GSR Fellow or Trainee Job Setup - Payroll Components
• Retirement Transaction Process for July 1 Retirement Date - COLA

Job Aids

• Required Fields for Person of Interest Transactions

Job Aids

• Position Management Starter Pack: Basic Step-by-Step Job Aids
• Position Management - Required Fields Checklist
• Position Management - Approvers Checklist
• Position Management - Reason Codes
• Position Management - Option Decision Guide
• Need help deciding whether to update an existing position or create a new one? Try our interactive Position Management Navigator!

• Academic Job Codes with Salary Plans
• Change FLSA Status
• FTE to Standard Hours Conversion Table
• Pay Group Derivation
  • Earn Codes for each Pay Group

Webinars

• UCPath Best Practices: Position Management - Aug 2019
• UCPath Presents: Position Management - Mar 2019

Resources

• Employee Relations Codes (ERC)
• Special Training Codes (SCTs)
• Work Location Reporting Requirement for Represented Employees
• Work Location Codes
• HR Region Finder

Job Aids

New User

• PayPath Starter Pack: (STAFF) Basic Step-by-Step Job Aids
• UCPath PayPath Transactions
• How to Process ERIT in UCPath
• Submit Additional Pay
• Review Recurring Additional Pay
• Change FLSA Status
• Benefits Eligibility & Triggers
• Review the Payroll Processing Schedule
• Short Workbreak Matrix

Advanced User

• Job Aid: How to Process a Staff Stipend on a Different Chartstring
• Job Aid: How to Enter Below & Above Salary Scale Pay Rates for Staff
• Temporary Guidance for Entering Out of Classification Assignments (OCA) in UCPath
• PayPath Nuances
• Earn Code Map
• Multiple Appointments within UCPath
• Summer Salary Processing
• Unpaid and Partially Paid Cap Gap Processing
• GSR Fellow or Trainee Job Setup - Payroll Components
• Enter Below & Above Salary Scale Pay Rates for Staff
• Job Aid: Complete the CSV File Template for Mass PayPath Actions

Academic Personnel Compensation

• Academic Student - GSI
• Academic Student - GSR
• Compensation Rate Codes
• Faculty Salary Research Exchange Program (FSREP)
• Lecturer AY - Open Scale
• Lecturer AY-1/10 - Open Scale
• Lecturer, Continuing - Open Scale
• Post-Doc Employee (3252)
• Post-Doc Fellow (3253)
• Post-Doc Paid Direct (3254)
• Professor - .9 Step, Decoupled
• Professor - Above Scale
• Professor - Half Step (.5), Decoupled
• Professor - Whole Step, Decoupled

Microlearning

• PayPath Nuances

Webinar

• ERIT in UCPath - Aug 2020 

  • ERIT in UCPath slides

Microlearnings

• Position Funding Inquiry
• Direct Retro Inquiry

Job Aid

• Inquiry Only Matrix