How are UCSB employees trained to use UCPath?
Those that will use UCPath to complete their job duties ("Transactional Users") are required to participate in web-based and instructor-led training. Training at UCSB is currentlyavailable quarterly.
How do I know what training I need to take?
There are nine required UCPath training courses. Three are E-Courses located on the UCSB Learning Center (www.learningcenter.ucsb.edu). The other six are in-person courses scheduled approximately every quarter.
** To Access E-Courses **: Go to UCSB Learning Center under the UCPath Initiator and Approver Training Curriculum
E-Course - Required Training
Class Name: | Description |
PeopleSoft Overview | This course provides an overview of PeopleSoft for users who perform transactions beyond self-service at Locations and UCPath Center. |
WFA Overview | This course provides an overview of the UCPath Workforce Administration (WFA) module and the employee lifecycle in UCPath. This course also introduces processes for the UCPath Template, PayPath, and Extended Leaves of Absence transactions |
Basics and Navigation | This web-based training course provides an overview of all standard PeopleSoft functionality |
Instructor-Led Required Training
Class | Description | ||
UCPath Position Management | Position Management – Maintains effective date history of all UC positions – filled and vacant – and assigns positions to all employees including students. This course discusses the main points of position management, including creating a new position and updating filled and vacant positions. | ||
Funding | This course teaches how to enter and update the funding sources in a position and how to transfer funds using the Direct Retro module. | ||
UCPath Template Transactions, Part 1 | Smart HR Template Transactions initiate the hiring and exit actions for employees at UCSB. This course focuses on full hire templates, including demonstrations of the custom templates necessary to complete actions specific to both academics and staff, including full hire, rehire, intra-location transfer, termination, and more. | ||
| This course teaches processing one-time payments, recurring additional payments, and when to request final payment and off-cycle payments. | ||
UCPath Template Transactions, Part 2 | Smart HR Template Transactions initiate the hiring and exit actions for employees at UCSB. This course focuses on the custom templates necessary to complete actions specific to both academics and staff, including concurrent hire, rehire intra-location and Inter-Campus transfers, termination, retirement, and more. | ||
PayPath Overview | PayPath is a custom component of UCPath designed to streamline updates to employee data. The component provides compliant functionality designed to meet UC's academic and staff requirements with tight integration between HR actions and funding requirements. This course discusses the various types of transactions in PayPath, including changes to position data, job data, and additional pay. In addition, we review how to submit multiple actions in a single transaction. | ||
All UCSB employees have access to Employee Self-Service/Employee Actions in UCPath to maintain personal information, including email and physical mailing addresses, etc.
Manager Self-Service users use UCPath to view information about their direct reports.
Transactional Users use UCPath to complete their job duties. You may be one, two, or all three of these categories of users.
How do I register for web-based training?
You must ‘Register’ to begin taking the course.
To registerfor the web-based training, follow these steps:
- Log into UCSB's UC Learning Center:www.learningcenter.ucsb.edu.
- Click on the Required Training tile on your dashboard.
- Click on the course you would like to ‘Register’ for.
- Click the Register button, the Submit button, then the Done button.
- Return to your dashboard by clicking on Learning Center in the top-center of the page.
- Click on the Manage My Registrations tile.
- Find the course and click the button on the right that labeled START.
- Complete the training.
How can I print the web-based training?
It's not recommended that you print thetraining from the UCPath Help site. If there are further customizations or changes to the UCPath system with the deployment of campuses now that UCSB is live, these changes will be reflected in the online version. A printed copy will be rendered incorrect whenchanges occur.
The web-based training and all of the help documentation in the UCPath Help site continues to be available to you to revisit or reference. Additionally, the UC system is moving towards a more sustainable, less paper-based model, which aligns with these recommendations.
Is there a waitlist for instructor-led training?
No. The default error message in the UC Learning Center makes mention of a waitlist, but a waitlist is not being maintained for UCPath instructor-led training sessions. If the session reads “insufficient capacity,” as shown in the image below, please find another time/date to enroll.
How do I know if the training session is full?
The UC Learning Center will show “insufficient capacity” if the session is full. Please find another time/date to enroll.
I am having trouble registering for instructor-led training.
If the UC Learning Center displays “insufficient capacity,” the session is full. If the UC Learning Center displays an error message stating that the deadline to enroll has passed, the registration has closed, but there may still be room in the session. You have the option of arriving at the time and place listed to check if the session is full. If you do attend a session without registering first, make sure to sign in to receive credit. Once the class is at capacity, the instructors will be unable to accommodate additional drop-ins.
May I still attend if I've missed the registration deadline?
If the UC Learning Center displays an error message stating that the deadline to enroll has passed, the registration has closed, but there may still be room in the session. You mayarrive at the time and place listed to check if the session is full. If you do attend a session without registering first, make sure to sign in to receive credit. Once the class is at capacity, the instructors will be unable to accommodate additional drop-ins.
I am having trouble with the audio in the web-based training courses using the Safari browser.
To temporarily turn on the audio, toggle the audio button in the playbar off/on to enable audio.
To fix the underlying issue, follow these steps:
1. Log in to the UC Learning Center using Safari.
2. Select Safari > Settings for This Website
3. Select Auto-Play: Allow All Auto-Play for the site (UC.sumtotal.host).
I am experiencing technical issues taking the web-based training in the UC Learning Center.
Try clearing the “cache” of your browser. To find out how to clear the cache of the browser you are using, check this website: www.refreshyourcache.com/en/home/.
If this does not resolve your issue, please contact the UCSB Learning Center atinfo@learningcenter.ucsb.edu.
