PayPath Transactions

UCPath 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 courses for this module. 

We recommend taking the foundation courses in the order they are listed below. Click "expand all" below to view Foundation Courses.

Foundation Courses

PHCMNAV100: PeopleSoft Overview

Web-Based Training, 20 minutes

Required for all 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 all 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 all 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

PPHCMNAV106: Reports and Processes

Web-Based Training, 20 minutes

Required for all users

This web-based training is a prerequisite course for users who run reports or processes in UCPath. This course describes standard functionality for reports and processes in UCPath and teaches users how to run reports and processes.

PHCMNAV310: AWE Overview and Approvals

Web-Based Training, 30 minutes

Required for Initiators and Approvers

This course provides an overview of Approval Workflow Engine (AWE) in UCPath. It also reviews the steps for approving various types of UCPath transactions.

PayPath Training Courses

Once you have completed the Foundation Courses above, you may continue to the PayPath courses. 

Courses listed as Required for all users are required for PayPath Initiator, Approver, and Inquiry (view-only) roles. All courses specify which roles they are required for.

PHCMWFA100: Employee Data Inquiry 

Web-Based Training, 30 minutes

Required for all 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.

PHCMWFA110: WFA Overview

Web-Based Training, 45 minutes

Required for Initiators and Approvers

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.

PHCMWFAL270: PayPath Transactions

Instructor-Led Training, 4 hours

Required for Initiators

Take this course if you will be initiating PayPath transactions, including position data changes, job data changes, and additional pay request. This course also focuses on scenarios involving combinations of changes in relation to position, job data, and additional pay.