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.
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.
Review the tables below and the UCPath View-Only SARA Roles job aid to learn more about the available inquiry roles and which would be appropriate for your business use case.
Review our Access webpage for more information about the SARA request process.
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
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.
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:
