Person of Interest - Training & Resources

What is a Person of Interest (POI)?

A Person of Interest (POI) is someone who Berkeley tracks in UCPath for various reasons, such as a potential hire or potential external resource.

  • For example BKCMP Staff Retiree and BKCMP Potential Hire – Academic. 
  • POIs are neither a UC employee nor a UC contingent worker. 
  • POIs do not have Job Data pages nor Self Service access in UCPath, and do not receive POI compensation through UCPath.

POI Transactor Roles in UCPath

  • The POI Initiator role can add ana maintain POIs in UCPath.
  • The POI Approver role can review, approve, or deny newly created POI* records. This role can also add POIs.

* Approval Workflow Engine (AWE) is not required for adding POI instances to existing Person IDs.

Three outlines of people with text that reads, "Person of Interest."

Person of Interest (POI) Transactor Roles

Eligible Groups Include:
  • Department Users
  • Berkeley Regional Services (BRS) Users
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SARA Roles to Request

If you are responsible for adding and maintaing persons of interest in UCPath, you can submit your SARA request with the respective Initiator and Approver roles. Review our Access webpage for more information about the SARA request process.

SARA request screenshot. The table below provides an accessible version of this text.

Screenshot of a SARA request with the separate the Initiator and Approver roles to select. See table below for a description and more details about what UCPath pages these roles provide access to.

UCPath SARA request: what to select based on your role type.
Business AreaSystem Function/ TransactionAccess LevelGains Access to the following UCPath PagesDescription
WFAPOIInitiatorAdd Person of Interest, Maintain POI Relationship, Person of Interest -Add, Search PersonProvides access to Initiator pages: create and maintain Person of Interest records in UCPath.
WFAPOIApprover1Person of Interest -Add, Person of Interest ApprovalProvides access to add and approve POI records.
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Updating POI Personal Data

If POI personal data needs to be updated, a Smart HR POI Personal Data Change Template must be submitted. That requires the Templates Initiator and Templates Personal Data Approver roles. 

Smart HR Templates roles require training and are usually limited to Regional HR transactors and ERSO AP Analysts. 

  • Connect with your unit to determine who holds this role.
  • If your unit is not eligble for this role, submit a request to your Regional HR Partner via email (ERSO) or Service Hub.
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Training & Resources

There are no required trainings for the POI Transactor Initiator and Approver roles in UCPath. However, optional resources are available to help you understand the role and navigate POI processes with confidence.

Training Slide Deck

An overview of POI use cases, access levels, and UCPath processes.

Training Slide Deck: PHCMWFAL205: Person of Interest

Job Aid

Step-by-step instructions for initiating and maintaining POI records.

Job Aid: Person of Interest Process (Berkeley)

Optional System Training

  • Intro to UCPath on-demand eCourse: (recommended) 
    • This course provides an overview of UCPath, PeopleSoft, and key system modules for users performing transactions beyond self-service.
  • Employee Data Inquiry eCourse:
    • This course provides an overview of how employee data is stored in UCPath and how to view employee information.

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