Funding Entry - Training Eligibility
The Funding Entry / Position Funding training equips Initiators and Approvers with the knowledge and hands-on experience necessary to confidently establish and maintain position funding in UCPath.
This training consists of two required components:
- Funding Entry / Position Funding eCourse — Build foundational knowledge of funding concepts, chartstrings, effective dating, funding distributions, and Berkeley-specific best practices.
- Funding Entry / Position Funding Live Practice Session — Apply concepts in the UCPath training environment and complete the required practical assessment.
This approach combines the flexibility of self-paced learning with dedicated opportunities for hands-on practice and feedback. Over time, as you become familiar with the system, you'll begin to recognize patterns, anticipate downstream impacts, and understand how position funding supports payroll processing and other UCPath transactions.
Eligible Groups Include:
- Department Users
- Berkeley Regional Services (BRS) Users
Required for:
- Initiators submitting Funding Entry transactions (adding funding to positions).
- Approvers approving and denying Funding Entry transactions.
Training Requirements
Technology Pre-Requisites
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Access to Global Protect VPN using the Library Access Full Tunnel gateway.
- Comfort with the following technology:
- multiple screens
- Zoom
- Google Suite (Calendar, Docs, Sheets)
- PDFs
- Check out our Technology Skills for UCPath Training webpage for links to technology training.
Training Pre-Requisites
Completion of Intro to UCPath (Live Instructor-Led Training)
Intro to UCPath provides the foundational knowledge needed to successfully navigate UCPath and understand how transactions impact employees, departments, and downstream workflows. This course is required before completing most module-specific UCPath training.
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Format: Live Instructor-Led Training (ILT)
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Length: 5 hours
- Register for the Intro course through the UC Learning Center.
- This course provides an overview of UCPath, PeopleSoft, and key system modules for users performing transactions beyond self-service.
- In this course, you will:
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Explore UCPath's core functions, modules, and interconnected workflows.
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Practice navigating UCPath, including inquiry pages like Person Organizational Summary, Job Data, Workforce Job Summary, and Add/Update Position Info.
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Learn key UCPath terminology, concepts, and Berkeley-specific support resources.
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Understand how transactions in one module can impact other areas of UCPath.
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Build a foundation for completing module-specific training and performing transactions with confidence.
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Funding Entry 2-Part Training Series
Part 1: On Demand eCourse
- Time required: 90 - 120 minutes
- Format: online eCourse
- Required for: Funding Entry Initiators & Approvers
- Content: A self-paced eCourse that provides the foundational knowledge needed to establish and maintain position funding in UCPath. Learners will explore key funding concepts and terminology, learn how to navigate and use the Funding Entry Inquiry page, and develop an understanding of funding distributions, effective dating, and common funding workflows.
- Assessment: Learners will complete a knowledge assessment to verify understanding of Funding Entry concepts, terminology, workflows, and best practices. Successful completion requires a score of 80% or higher.
Part 2: Live (Zoom) Practice Session
- Time required: 90 minutes
- Format: live instructor-led training on Zoom
- Register for a practice session through the UC Learning Center.
- Important: The UC Learning Center requires learners to complete the eCourse before they can register for a live practice session.
- Required for: Funding Entry Initiators & Approvers
- Content: A live practice session designed to reinforce and apply concepts introduced in the Funding Entry / Position Funding eCourse. Learners will practice entering and updating position funding transactions in the UCPath training environment while working through common funding scenarios and effective-dated changes.
- 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.