Inquiry (View-Only) Access Training Courses

UCPath Inquiry Foundation Courses

Foundation courses are required for all UCPath transactional users, regardless of which module(s) you will be using.

Foundation courses cover system basics and need-to-know information about how UCPath functions. If you have already taken the foundation courses for your access to another module, you can skip down to the other courses. 

Please note that the courses listed here are the courses that are required for Inquiry access only. If you require Initiator or Approver access, additional trainings are required. Visit the other training module pages to see which courses are required for Initiators and Approvers.

Inquiry Foundation Courses

PHCMNAV100: PeopleSoft Overview

Web-Based Training, 20 minutes

Required for Inquiry users

This web-based training provides an overview of PeopleSoft and the modules for users who perform transactions beyond self-service. This course:

  • Discusses UCPath, its key benefits and the role of the UCPath Center

  • Recognizes and defines UCPath key terms and acronyms

  • Lists and describes the UCPath system module

PHCMNAV105: Basics and Navigation 

Web-Based Training, 1 hour

Required for Inquiry users

This online training is a prerequisite course for users who perform transactions beyond self-service.

It provides an overview of all standard UCPath functionality including:

  • How to navigate UCPath

  • An overview of the available field types and data entry methods

  • Information on how to access the UCPath Help site

PHCMNAV108: Cognos Reports 

Web-Based Training, 30 minutes

Required for Inquiry users

This course introduces Cognos report consumers to the basic layout and navigation of Cognos reports for UCPath, including accessing and running a report, scheduling a report, viewing report output, saving report output, and exporting report output to Excel. This course teaches users:

  • How to access Cognos from the UCPath portal
  • How to browse for reports
  • How to run reports and navigate report results
  • How to manage report outputs and schedule reports

PHCMWFA110: WFA Overview 

Web-Based Training, 45 minutes

Required for Inquiry users

This course provides an overview of the UCPath Workforce Administration (WFA) module, introduces the UCPath template, PayPath, and Extended Leaves of Absence transaction processes, and provides a review of the Employee Lifecycle.

PHCMWFA100: Employee Data Inquiry 

Web-Based Training, 30 minutes

Required for Inquiry users

This course provides an overview of how employee data is stored in UCPath and how to view employee information. This course teaches users how to locate employee data pages and components, and how to use the various pages and components to view employee information in UCPath.

Inquiry (View-Only) Training Courses by Module

Absence Management

PHCMABM100: Absence Management Overview

Web-Based Training, 20 minutes

Required for Inquiry users

This course provides an overview of the ABM module, the purpose of ABM, and how UC is using the ABM module.

PHCMABML195: Absence Management Inquiry 

Web-Based Training, 1 hour

Required for Inquiry users

This course provides an overview of the ABM module, the purpose of ABM, and how UC is using the ABM module.

Commitment Accounting

PHCMGEN100: Commitment Accounting Overview 

Web-Based Training, 15 minutes

Required for Inquiry users

This course provides an overview of the functionality in the UCPath Commitment Accounting module, outlines the role of Commitment Accounting at UC, lists the primary functions within Commitment Accounting and, describes the need for the general ledger (GL) integration processes.

GL Assessment Configuration

PHCMGEN102: GL Assessment Configuration 

Web-Based Training, 30 minutes

Required for Inquiry users

This course provides information about the creation and grouping of assessments in UCPath.

Funding Entry

BE-PHCMGEN110D1: Funding Entry Inquiry 

Web-Based Training, 20 minutes

Required for Inquiry users

This course provides:

  • An overview of the customized process for funding functionality

  • Describes the use of the funding data at UC

  • Identifies the components of funding data

Direct Retro

PHCMGEN115: Direct Retro Inquiry 

Web-Based Training, 20 minutes

Required for Inquiry users

This course provides an overview of the customized process for direct retro (Payroll Expense transfer) functionality. It describe the use of direct retro at UC and identifies the key information on the Review Retro Distribution page.

Budget

PHCMGEN112: Budget Inquiry 

Web-Based Training, 30 minutes

Required for Inquiry users

This course provides an overview of budget functionality as well as practice viewing various budget and position pages.

Payroll

PHCMPAYL110: Payroll Inquiry 

Web-Based Training, 45 minutes

Required for Inquiry users

This course provides an overview of payroll functionality, as well as practice reviewing various payroll pages.