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
-
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 the Intro to UCPath online eLearning course.
-
On-demand, 65 minutes
- Complete the Intro eCourse 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:
- Understand UCPath’s key benefits and the role of the UCPath Center.
- Learn key terms, acronyms, and system modules.
- Navigate UCPath, including field types, data entry, and help resources.
Additional optional on demand courses for more information:
- Absence Management Overview eCourse: this course provides an overview of the ABM module, the purpose of ABM, and how UC is using the ABM module.
- Absence Management Inquiry eCourse: this course provides an overview of payroll functionality, as well as practice reviewing various payroll pages.
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.