Position Management - Training & Resources

What is Position Management about?

The Position Management module in UCPath is essential for creating, maintaining, and updating vacant position data. Position data forms the backbone of UCPath operations, influencing job creation, employee assignments, and organizational structure. Positions are essential to the function of many other parts of UCPath.

The Position Management training equips Initiators and Approvers with the knowledge and hands-on experience necessary to confidently create, update, and manage vacant positions in UCPath. This training is structured to ensure confidence in foundational knowledge and practical application. Over time, as you become familiar with the system, you’ll begin to recognize patterns and think about how these transactions fit into the bigger picture.


Eligible for:

  • Department Users
  • Berkeley Regional Services (BRS) Users

Required for:

  • Initiators (submitting transactions)

Recommended for:

  • Approvers (approving and denying transactions)
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SARA Roles to Request:

Once you have completed this training series, 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 with the appropriate Inquiry, Initiator, and Approver roles selected. Read the table below for explicit details.

Screenshot of a SARA request with the separate the Inquiry, 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
WFAWorkforce AdministrationInquiryAdd/Update Position Info, Create Additional Pay , Emergency Contact, Identification Data, Job Data, Manage Job, Modify a Person, Person Checklist, Person Organizational SummaryProcess view-only access to various personal data and job data pages to assist with research, review, and audit.
WFAPosition ManagementInitiatorAdd/Update Position Info, Position Control Approval, Position Control RequestProvides access to Initiator pages.
WFAPosition Control (New)Approver1Position Control ApprovalProvides access to approve new positions.
WFAPosition Control (Existing)Approver1Position Control ApprovalProvides access to approve updates to existing positions.
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Training Requirements:

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Technology Pre-Requisites

  1. Access to Global Protect VPN using the Library Access Full Tunnel gateway.

  2. Comfort with the following technology:
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Training Pre-Requisites

Completion of the Intro to UCPath online eLearning course.

  • 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:

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Live Instructor-Led-Training (ILT)

  • Time required: 3 hours
  • Format: live via Zoom
  • Required for: (vacant) Position Management Iniators & Approvers
  • Recommended for: (vacant) Position Management Approvers
  • Content: A live, instructor-led session in a UCPath training environment to practice key vacant Position Management transactions, such as creating new positions, copying existing positions, and updating position data.
  • 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.