HR Smart Templates

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Training Path

Are you responsible for processing hires, reinstatements, transfers, and terminations in UCPath? Below you will find the training requirements for the Smart HR Templates role in UCPath. Please note, all Initiator access requires completion of the Intro to UCPath course.

Introduction to UCPath

The Introduction to UCPath is required for all UCPath transactional users, regardless of which module(s) you will be using.

This course covers system basics and need-to-know information about how UCPath functions. If you have already taken this course for another module, it will be marked complete in the UCPath Learning center and you will be able to register for the courses associated with this module. 

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Introduction to UCPath

Introduction to UCPath

eLearning, 65 minutes

Required for all users

This training provides an overview of UCPath, PeopleSoft, and the modules for users who perform transactions beyond self-service. The Introduction to UCPath is a prerequisite course for users who perform transactions beyond self-service within UCPath. This course:

  • 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 

This eLearning combines the former web based trainings:

  • PHCMNAV100 PeopleSoft Overview

  • PHCMNAV105 Basics and Navigation

  • PHCMNAV108 Cognos Reports

  • PHCMNAV106 Reports and Processes

  • PHCMNAV310 AWE Overview and Approvals

HR Smart Templates Training Courses

Once you have completed the Introduction to UCPath, you may continue to the Employment courses. 

Courses listed as Required for all users are required for Employment 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.

Template Transactions - Part I

Instructor-Led Training through Zoom, 3 hours

Required for Initiators

Take this course if you will be initiating hire, concurrent hire, and rehire template transactions.

Template Transactions - Part II

Instructor-Led Training through Zoom, 3 hours

Required for Initiators

Take this course if you will be initiating personal data change, termination, retire, interlocation transfer and intralocation transfer template transactions. This course also reviews how to enter personal data changes directly into the UCPath pages.