Inquiry (View-Only) Access

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Training Path

Do you need to use UCPath to research information related to your work? Explore the UCPath modules below that are relevant to your job.

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

Inquiry (View-Only) Training Courses by Module

The courses below are optional for Inquiry users, however, we recommend that users take the training for modules they will be using. All courses are one hour or less, and most are shorter than 30 minutes.

Absence Management

PHCMABM100: Absence Management Overview

Web-Based Training, 20 minutes

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

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

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

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

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

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

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

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