Need Access?

UCPath Security Access

All UC Berkeley employees have access to UCPath for self-service. If you need to gain access for processing business transactions, watch the short video on how UCPath access works before moving on to the lists below. 

UCPath access is organized by security roles, which determine the pages you can see, and the actions you can take from those pages. There are different types of security roles, and you may need access to different types of roles depending on your job duties.

UCPath Security Access (Need Access?) Page

1. Determine security roles needed

You'll need different security roles depending on your job duties. 

Security Role Types

  • Initiator - Transactional User
    • Initiates requests / transactions
    • Creates / updates records
  • Approver - Transactional User
    • Approves requests / transactions submitted by Initiators
  • Inquiry - View-Only Access
    • Able to view information directly in UCPath system but cannot take any actions
  • Cognos Reports - Reporting Access
    • Access Cognos reports which use data from UCPath

Note that there are some additional administrator roles that are not widely available.

The UCPath Operations team has compiled a list of recommended roles for some common jobs on campus. Note that while these recommendations will help you get started, the exact roles you will need may vary depending on your individual job duties. 

If you don't know which Region you are in, use the Region Finder.

2. Determine trainings required for your security roles

Review the list of security roles, and see whether training is required. Training requirements are the same across all Regions and departments.

3. Take required UCPath trainings

Modules are listed in the menu on the left. Most modules begin with short online courses in the UC Learning Center, and end with one longer, instructor-led course.

4. Request UCPath security access

After completing training, request UCPath access through the Systems Access Request Application (SARA).

You can review the guide for more information on UCPath SARA requests.

If you have questions about security, contact UCBUCPath@berkeley.edu.


Training Modules

Absence Management

Training for users who will initiate/approve employee leaves of absence, including new leaves, updating current leaves, extending leaves, or returning employees from leave. 

Employee Accrual Adjustment

Training for users who will initiate/approve accrual adjustments in the UCPath system, including catastrophic leave donations.

Position Management

Training for users who will initiate/approve position requests and updates for vacant positions. Also covers reviewing position data information in UCPath.

Additional Compensation and Payroll Adjustment Request

Training for users who will initiate/approve one-time payments, recurring payments and for final/off-cycle payments. 

SMART HR Templates

Training for users who will initiate/ approve hire, concurrent hire or rehire template. As well as a training on initiating personal data change, termination, retire, interlocation transfer and intralocation transfer template transactions. This course also reviews how to enter personal data changes directly into the UCPath pages.

Inquiry (View-Only) Access

Training for users who will need to review transactions via inquiry only access.

Commitment Accounting

Training for users who will initiate/approve new position funding, update position funding, or initiate/approve direct retro transactions.

Person of Interest

Training for users who will initiate/approve new Person of Interest requests, maintaining existing Person of Interest profiles and approving Person of Interest transactions.

PayPath Transactions

Training for users who will initiate/approve PayPath transactions, including position data changes, job data changes, and additional pay requests. This course also focuses on scenarios involving combinations of changes in relation to position, job data, and additional pay.