UCPath View-Only Role - Support & Resources

This webpage is a resource hub designed to support view-only (inquiry) UCPath users, providing guidance and answers to common questions about navigating UCPath to locate essential information, including employee job details, position data, and payroll records.

While there are no formal training requirements for inquiry-only users, check out our suite of recommended and optional courses that can strengthen your understanding of UCPath and its functions.

Whether you're seeking quick navigation tips or looking to deepen your system knowledge, this page serves as a go-to resource for all view-only users.

"How do I find ..."

Need to find a particular piece of job, position, or payroll data? Review the tables below to learn where to find that information in UCPath.

Tip: use the Ctrl+F (Control Find) shortcut to search for a specific word or phrase to jump right to that place in the table.

Workforce Administration - (Job Data, Personal Data, & Position Data)


Field	Page	Description	Navigation
Original Start Date	Job Data - Employment Data	On any tab, click the Employment Data link to view employee’s original start date. Unless adjusted, this will show the first date of employment for an employee at UCB while the UCPath system has been in place.	WFA homepage > HR Tasks tile > Job Data Related folder > Job Data page
Union Code	Job Data	The union code is displayed on the Job Labor tab of the Job Data page. The description attached to the code will outline the union (if any) that the employee is covered under.	WFA homepage > HR Tasks tile > Job Data Related folder > Job Data page
Earnings Distribution (including ERIT)	Job Data - Earnings Distribution hyperlink	In Job Data, on any tab, click the Earnings Distribution link	WFA homepage > HR Tasks tile > Job Data Related folder > Job Data page
Complete Job History	Workforce Job Summary	View a summary of an employee’s complete job history. Includes the following tabs: General, Job Information, Work Location, Salary Plan, Compensation and UC Job.	WFA homepage > HR Tasks tile > Job Data Related folder > Workforce Job Summary page
Employment Records / Organizational Relationships	Person Organizational Summary	View all current organizational relationships for a person: Employee, Contingent Worker (CWR), and Person of Interest (POI). This page does not display historical details.	WFA homepage > HR Tasks tile > Person Organizational Summary page
Confirm Person ID	Search/Match	Confirm if a person already exists in UCPath and has a Person / Empl ID. Search by either (1) full Social Security number, (2) Legal First and Last Name, or (3) Legal First Name and Date of Birth.	WFA homepage > HR Tasks tile > Search Person page
Qualifications, Education, Degrees	Person Profile	View employee’s qualifications, education, oath and patent dates, multi-location appointment, UC Student Status and I9 Tracker information.	WFA homepage > HR Tasks tile > Personal Data Related folder > Person Profile page
Multi-Location Appointment	Person Profile	View employee’s qualifications, education, oath and patent dates, multi-location appointment, UC Student Status and I9 Tracker information.	WFA homepage > HR Tasks tile > Personal Data Related folder > Person Profile page
Employee Student Status	Person Profile	View employee’s qualifications, education, oath and patent dates, multi-location appointment, UC Student Status and I9 Tracker information.	WFA homepage > HR Tasks tile > Personal Data Related folder > Person Profile page
I9 Tracker Information	Person Profile	View employee’s qualifications, education, oath and patent dates, multi-location appointment, UC Student Status and I9 Tracker information.	WFA homepage > HR Tasks tile > Personal Data Related folder > Person Profile page
Personal Data	Modify a Person	View employee’s personal data, including date of birth, address, phone numbers, and education, current address, phone information, and email addresses. View ethnic group, proof of citizenship, and veteran status, UC Office of the President Disclosure options and citizenship or visa status.	WFA homepage > HR Tasks tile > Personal Data Related folder > Modify a Person page
Security Clearance	Security Clearance	Use this page to view an employee's security clearance information, including I-9 information.	WFA homepage > HR Tasks tile > Personal Data Related folder > Security Clearance page
HR Worksite ID / e-Verification	Add/Update Position Info	On the UC Position Data tab, view the position's HR Worksite ID which drives the majority of UCPath and Tracker integration functionality. This field determines if the worksite (1) is configured to send automatic emails or not, (2) has e-Verify turned on or not, and (3) requires a new I-9 for all rehires.	WFA homepage > Position Management tile > Add/Update Position Info page
Employee Relations Code (ERC)	Add/Update Position Info	On the UC Position Data tab, view the ERC for the position. This value drives important union deductions.	WFA homepage > Position Management tile > Add/Update Position Info page

General Ledger / Commitment Accounting - (Funding Entries, Benefit & Salary Cost Transfers)


Field	Page	Description	Navigation
Benefit Cost Transfers	Review Benefit Cost Transfer	Review Benefit Cost Transfer transactions that have been saved, submitted, or processed (approved or denied).	GL Admin homepage > General Ledger Tasks tile > Benefits Cost Transfer folder > Review Benefit Cost Transfer page
Funding Information	Funding Entry Inquiry	View position funding that has been approved, processed, and committed to UCPath.	GL Admin homepage > General Ledger Tasks tile > Funding folder > Funding Entry Inquiry page
Salary Cost Transfers	Review Salary Cost Transfer	Review Salary Cost Transfer page provides an audit trail of chnages made on a particular salary cost transfer transaction.	GL Admin homepage > General Ledger Tasks tile > Direct Retro folder > Review Salary Cost Transfer page

Payroll - (paychecks)


Field	Page	Description	Navigation
Paycheck	Review Paycheck Summary	Use the Review Paycheck Summary page to view paycheck information on earnings, deductions, and taxes.	WFA homepage > Payroll Tasks Tile > Paycheck Folder > Review Paycheck Summary page
Overpayment, Off-Cycle, Final Pay	Self Service Transaction Links (Approve)	On the Self Service Transaction Links page, click Approve next to Payroll Request to view information about an employee's overpayment, off-cycle, or final pay request.	WFA homepage > Payroll Tasks Tile > Payroll Transactions filder > Self Service Transaction Links page > Payroll Request (Approve) link
Outside UCPath Payroll Info	Update PREPSHUP Staging1 Trans	Use the PREPSHUP Staging table to enter search criteria to search for payroll data, such as time, attendance, earnings, deductions and so on what have been loaded as paysheet data into payroll from sources outside of the application. At a minimum, the Process Name or Empl ID is required.	WFA homepage > Payroll Tasks tile > Review Payroll Data folder > Update PREPSHUP Staging1 Trans page

Benefits - (Eligibility, elections)


Field	Page	Description	Navigation
Benefit Status & Eligibility	Job Data – Benefits Program Participation	On any tab, click the Benefits Program Participation link to view employee’s benefits administration eligibility.	WFA homepage > HR Tasks tile > Job Data Related folder > Job Data page
Benefits Elections	Benefits Summary	View employee’s benefits selections, deductions, and the coverage dates.	WFA homepage > Benefits Administration tile > Review Employee/Dependent Info folder > Benefits Summary page

Absence Management (Accruals, Extended Leaves, Catastrophic Leave)


Field	Page	Description	Navigation
Extended Leave Absence Request	Extended Absence Trans History	View extended absence requests for a specific employee within your business unit. This data will include the UCPath User ID for the initiator and a date and time stamp so you can identify who made the change and when.	WFA homepage > Absence Administration tile > Extended Absence folder > Extended Absence Trans History
Accrual Balances	Admin - Review Absence Balance	View employee accruals, including takes, adjustments, and accrual factors an for a given pay period.	WFA homepage > Absence Administration tile > Manage Accruals/Balances folder > Admin - Review Absence Balance
Accrual Adjustments (including Sabbatical)	Manage Accrual Transactions	View requests entered as a Manage Accrual transaction, including sabbatical adjustments, protected leave adjustments (FLMA, CFRA, PDLL), and Catastrophic Leave transactions.	WFA homepage > Absence Administration tile > Manage Accruals/Balances folder > Manage Accrual Transactions
Catastrophic Leave Transactions	Manage Accrual Transactions	View requests entered as a Manage Accrual transaction, including sabbatical adjustments, protected leave adjustments (FLMA, CFRA, PDLL), and Catastrophic Leave transactions.	WFA homepage > Absence Administration tile > Manage Accruals/Balances folder > Manage Accrual Transactions

Support & Resources

Support

Simulations & Job Aids

UCPath Center Simulations and Job Aids (UPKs)

Information About Important Fields

Want to learn more about UCPath?

This training is highly recommended for inquiry users who want to understand the fundamentals of UCPath.

Take our on-demand Intro Course, 65 minutes

Learn the system basics and need-to-know information about how UCPath functions. This training provides an overview of UCPath, PeopleSoft, and the modules for users who perform transactions beyond self-service.

Discusses UCPath's key benefits and the role of the UCPath Center
Recognizes and defines UCPath key terms and acronyms
Lists and describes the UCPath system modules
Provides an overview of all standard UCPath functionality including:
- Navigation
- An overview of the available field types and data entry methods
- Information on how to access the UCPath help site
Provides an overview of Approval Workflow Engine (AWE) in UCPath and reviews the steps for approving various types of transactions
Introduces the basic layout and navigation of Cognos reports for UCPath

Coming Soon!

A new live (via Zoom) Instructor Led Training Intro to UCPath course will be replacing the current eCourse. Stay tuned for more updates! New users will benefit from:

Hands-On Navigation Practice: Learn tips and tricks to efficiently find employee, position, and payroll data.
Understanding System Connections: Discover how UCPath’s modules work together to provide a holistic view of HR and payroll processes.
Support Resources: Get introduced to the tools and resources available to assist with your day-to-day UCPath inquiries.
Live Interaction: Ask questions and connect with knowledgeable instructors and peers in a supportive, collaborative environment.

Additional optional on demand courses by UCPath module:

Want to learn more? These courses provide more information about the different inquiry pages available in UCPath. They are all offered on demand through the Learning Center.

Play button with a mouse hovering over it.

Topics

Workforce Administration

Employee Data Inquiry: this course provides an overview of how employee data is stored in UCPath and how to view employee information.

WFA Overview: this course provides an overview of the UCPath Workforce Administration (WFA) module.

Payroll

Payroll Inquiry: this course provides an overview of payroll functionality, as well as practice reviewing various payroll pages.

General Ledger (also known as Commitment Accounting):

Commitment Accounting Overview: this course provides an overview of the UCPath Commitment Accounting module, its role at UC, key functions, and the importance of general ledger (GL) integration.
GL Assessment Configuration: this course provides information about the creation and grouping of assessments in UCPath.
Funding Entry Inquiry: this course provides an overview of the customized funding process, its use at UC, and the components of funding data.
Budget Inquiry: this course provides an overview of budget functionality as well as practice viewing various budget and position pages.

UCPath View-Only Role - Support & Resources