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WFA Initiator

WFA Approver

WFA Inquirer

PFA Initiator

PFA Approver

PFA Inquirer

WFA and PFA Initiator

(Both Roles)

WFA and PFA Approver

(Both Roles)

WFA and PFA Inquirer

(Both Roles)

Budget Manager

Budget Inquirer

BSA Inquirer Case Manager

UCPath Learning Paths for Departmental UsersWFA Initiator

Last Updated 7/6/2018

Learning Path UCPath Module Course Number and Title Course Description Delivery Method

Duration (Minutes)

Basics & Navigation PHCMNAV100: PeopleSoft Overview This web-based course provides an overview of PeopleSoft and the HCM modules for users who perform transactions beyond self-service at locations and UCPath Center. Online 20

Basics & Navigation PHCMNAV105: Basics and Navigation This web based training course is intended as a prerequisite course for all new users of the UCPath HCM application. It provides an overview of all standard PeopleSoft functionality. Online 60

Workforce Administration (WFA) PHCMWFA110: WFA OverviewThis web-based course provides an overview of the UCPath WFA module and provides a review of the Employee Lifecycle in UCPath. It also introduces where the various employee transactions are processed in UCPath.

Online 60

Workforce Administration (WFA) PHCMWFA100: Employee Data Inquiry This web-based course provides an overview of how employee data is stored in UCPath and how to view employee information. Online 30

General Ledger / Commitment Accounting PHCMGEN100: Commitment Accounting Overview This web-based course provides an overview of all sections and functionality on the UCPath

Commitment Accounting module. Online 15

General Ledger / Commitment Accounting PHCMGEN101: Chartfield Configuration This web-based course familiarizes users with configuration setup for ChartFields in Commitment

Accounting at UC. Online 15

General Ledger / Commitment Accounting PHCMGEN110: Funding Entry Inquiry This web-based course provides an overview of the customized process for funding functionality. Online 20

Workforce Administration (WFA) PHCMWFA300: Position Control This course reviews Position Management functionality and provides hands-on practice for users who initiate position control requests and inquire on position summary data. Instructor-led 240

General Ledger (GL) / Commitment Accounting PHCMGENL201: Position Funding Entry and Updates This course reviews how to enter new position funding, position funding updates, and direct retro

updates. Instructor-led 240

Workforce Administration (WFA) PHCMWFA:250: Template Transactions, Part IThis course provides a review of the template transaction system process and the types of template transactions that are initiated by Locations. This course also provides practice on initiating full hire, concurrent hire and rehire template transactions.

Instructor-led 240

Workforce Administration (WFA) PHCMWFA260: Template Transactions, Part IIThis course provides practice 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 and update employee checklists.

Instructor-led 240

Workforce Administration (WFA) PHCMWFA270: PayPath Transactions

This course provides an overview of the PayPath Actions pages and also provides practice on initiating PayPath transactions, including position data changes, job data changes and additional pay. This course also focuses on scenarios involving combinations of changes in relation to position data, job data, and additional pay.

Instructor-led 240

Payroll PHCMPAYL200: Additional Compensation Requests This course reviews how to submit requests for one-time payments and recurring payments. Instructor-led 120

Basics & Navigation PHCMNAV106: Reports and Processes This web based training is intended as a prerequisite course for all users who run reports or processes in UCPath. Online 20

Basics & Navigation PHCMNAV108: Cognos ReportsThis web-based course introduces Cognos report consumers to the basic layout and navigation of Cognos reports for UCPath, including accessing and running a report, scheduling a report, viewing report output, saving report output and exporting report output to Excel.

Online 30

26.50

Learning Path Notes: ▪ Courses are listed in the recommended order in which you should complete them.▪ If you have multiple UCPath system roles, you will have an overlap in courses listed on your learning paths. For example, if two or more roles to which you are assigned indicate that you should completethe PHCMNAV100: PeopleSoft Overview course, you are not required to take the course multiple times; it includes the same course content for all learning paths. ▪ A shaded row indicates the course is optional. All other courses are required.▪ To enroll in and complete and online course, click the appropriate Course Number and Title link below to navigate directly to the course listing in the UCSB Learning Center. Courses are also searchable by course number and title in the UC LearningCenter. ▪ To enroll in an instructor-led course, copy the appropriate Course Number and Title below and paste the text into the search field in the UCSB Learning Center to search for and select the session you want to attend.

Learning Hours

WFA Initiator

Home

https://uc.sumtotal.host/core/pillarRedirect?relyingParty=LM&url=app%2fmanagement%2fLMS_ActDetails.aspx%3fActivityId%3d332406%26UserMode%3d0







https://www.ucpath.ucsb.edu/training/instructor-led-training-schedule







UCPath Learning Paths for Departmental UsersWFA Approver



Duration (Minutes)

Basics & Navigation PHCMNAV310: AWE Overview and Approvals This course provides an overview of Approval Workflow Engine (AWE) in UCPath. It also reviews the steps for approving various types of UCPath transactions. Online 30

Learning Path Note: Click the Course Number and Title link below to navigate directly to the online course. Courses are available in the UCSB Learning Center and are searchable by course number and title.

WFA ApproverFollow the WFA Initiator learning path and also complete the following:

Home


UCPath Learning Paths for Departmental UsersWFA Inquirer


Learning Path UCPath Module Course Number and Title Description Delivery Method

Duration (Minutes)









Online 60




Online 30

4.50

Learning Path Notes: ▪ Courses are listed in the recommended order in which you should complete them.▪ A shaded row indicates the course is optional. All other courses are required.▪ Click a Course Number and Title link below to navigate directly to the online course. Courses are available in the UCSB Learning Center and are searchable by course number and title.

WFA Inquirer

Learning Hours

Home










UCPath Learning Paths for Departmental UsersPFA Initiator



Duration (Minutes)




Online 60






General Ledger / Commitment Accounting PHCMGEN115: Direct Retro Inquiry This web-based course provides an overview of the customized process for direct retro functionality. Online 20

General Ledger / Commitment Accounting PHCMGENL201: Position Funding Entry and Updates This course reviews how to enter new position funding, position funding updates, and direct retro




Online 30

8.50Learning Hours

PFA Initiator

Learning Path Notes: ▪ Courses are listed in the recommended order in which you should complete them.▪ If you have multiple UCPath system roles, you will have an overlap in courses listed on your learning paths. For example, if two or more roles to which you are assigned indicate that you should completethe PHCMNAV100: PeopleSoft Overview course, you are not required to take the course multiple times; it includes the same course content for all learning paths. ▪ A shaded row indicates the course is optional. All other courses are required.▪ To enroll in and complete an online course, click the appropriate Course Number and Title link below to navigate directly to the course listing in the UCSB Learning Center. Courses are also searchable by course number and title in the UC LearningCenter. ▪ To enroll in an instructor-led course, copy the appropriate Course Number and Title below and paste the text into the search field in the UCSB Learning Center to search for and select the session you want to attend.

Home











UCPath Learning Paths for Departmental UsersPFA Approver

Last updated 6/29/2018


Duration (Minutes)



PFA ApproverFollow the PFA Initiator learning path and also complete the following:

Home


UCPath Learning Paths for Departmental UsersPFA Inquirer



Duration (Minutes)



Absence Management PHCMABM100: Absence Management Overview This web-based course provides an overview of ABM module, the purpose of ABM and how UC is using the ABM module Online 20

Absence Management PHCMABML195: Absence Management Inquiry This web-based training course provides an overview of the Extended Leaves of Absence system process as well as practice viewing various Absence Management pages. Online 45







Online 60


Payroll PHCMPAYL110: Payroll InquiryAvailable in August

This web-based training course provides an overview of payroll functionality as well as practice viewing various payroll pages. Online 20



Online 30

5.92


Learning Hours

PFA Inquirer

Home












UCPath Learning Paths for Departmental UsersWFA Initiator - PFA Initiator (Both Roles)



Duration (Minutes)




Online 60








Workforce Administration (WFA) PHCMWFA300: Position Control This course reviews Position Management functionality and provides hands-on practice for users who initiate position control requests and inquire on position summary data. Instructor-led 240

General Ledger / Commitment Accounting PHCMGENL201: Position Funding Entry and Updates This course reviews how to enter new position funding, position funding updates, and direct retro


Workforce Administration (WFA) PHCMWFA:250: Template Transactions, Part IThis course provides a review of the template transaction system process and the types of template transactions that are initiated by Locations. This course also provides practice on initiating full hire, concurrent hire and rehire template transactions.

Instructor-led 240

Workforce Administration (WFA) PHCMWFA260: Template Transactions, Part IIThis course provides practice 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 and update employee checklists.

Instructor-led 240

Workforce Administration (WFA) PHCMWFA270: PayPath Transactions

This course provides an overview of the PayPath Actions pages and also provides practice on initiating PayPath transactions, including position data changes, job data changes and additional pay. This course also focuses on scenarios involving combinations of changes in relation to position data, job data, and additional pay.

Instructor-led 240

Payroll PHCMPAYL200: Additional Compensation Requests This course reviews how to submit requests for one-time payments and recurring payments. Instructor-led 120



Online 30

26.83Learning Hours

WFA Initiator - PFA Initiator

Learning Path Notes: ▪ Courses are listed in the recommended order in which you should complete them.▪ If you have multiple UCPath system roles, you will have an overlap in courses listed on your learning paths. For example, if two or more roles to which you are assigned indicate that you should complete thePHCMNAV100: PeopleSoft Overview course, you are not required to take the course multiple times; it includes the same course content for all learning paths. ▪ A shaded row indicates the course is optional. All other courses are required.▪ To enroll in and complete an online course, click the appropriate Course Number and Title link below to navigate directly to the course listing in the UCSB Learning Center. Courses are also searchable by course number and title in the UC LearningCenter. ▪ To enroll in an instructor-led course, copy the appropriate Course Number and Title below and paste the text into the search field in the UCSB Learning Center to search for and select the session you want to attend.

Home

















UCPath Learning Paths for Departmental UsersWFA Approver - PFA Approver (Both Roles)



Duration (Minutes)



WFA ApproverFollow the WFA-PFA Initiator (Both Roles) learning path and also complete the following:

Home


UCPath Learning Paths for Departmental UsersWFA Inquirer - PFA Inquirer (Both Roles)



Duration (Minutes)



Absence Management PHCMABM100: Absence Management Overview This web-based course provides an overview of ABM module, the purpose of ABM and how UC is using the ABM module Online 20

Absence Management PHCMABML195: Absence Management Inquiry This web-based training course provides an overview of the Extended Leaves of Absence system process as well as practice viewing various Absence Management pages. Online 45








Online 60


Payroll PHCMPAYL110: Payroll InquiryAvailable in August

This web-based training course provides an overview of payroll functionality as well as practice viewing various payroll pages. Online 20



Online 30


PFA Inquirer

Home













UCPath Learning Paths for Departmental UsersBudget Manager



Duration (Minutes)








General Ledger / Commitment Accounting PHCMGENL215: Budget Distribution This course provides instruction for data entry related to GL budgeting. Instructor-led 120



Online 30

5.00

Budget Manager

Learning Hours

Learning Path Notes: ▪ Courses are listed in the recommended order in which you should complete them.▪ If you have multiple UCPath system roles, you will have an overlap in courses listed on your learning paths. For example, if two or more roles to which you are assigned indicate that you should completethe PHCMNAV100: PeopleSoft Overview course, you are not required to take the course multiple times; it includes the same course content for all learning paths. ▪ A shaded row indicates the course is optional. All other courses are required.▪ To enroll in and complete an online course, click the appropriate Course Number and Title link below to navigate directly to the course listing in the UCSB Learning Center. Courses are also searchable by course number and title in the UC LearningCenter. ▪ To enroll in an instructor-led course, copy the appropriate Course Number and Title below and paste the text into the search field in the UCSB Learning Center to search for and select the session you want to attend.

Home









UCPath Learning Paths for Departmental UsersBudget Inquirer



Duration (Minutes)

Basics & Navigation PHCMNAV100: PeopleSoft OverviewThis web-based course provides an overview of PeopleSoft and the HCM modules for users who perform transactions beyond self-service at locations and UCPath Center. Online 20

Basics & Navigation PHCMNAV105: Basics and NavigationThis web based training course is intended as a prerequisite course for all new users of the UCPath HCM application. It provides an overview of all standard PeopleSoft functionality. Online 60

General Ledger / Commitment Accounting PHCMGEN100: Commitment Accounting Overview

This web-based course provides an overview of all sections and functionality on the UCPath Commitment Accounting module. Online 15

General Ledger / Commitment Accounting PHCMGEN101: Chartfield Configuration

This web-based course familiarizes users with configuration setup for ChartFields in Commitment Accounting at UC. Online 15

General Ledger / Commitment Accounting PHCMGEN112: Budget Data Inquiry

This web-based course provides an overview of budget functionality as well as practice viewing various budget and position pages. Online 30

Basics & Navigation PHCMNAV106: Reports and ProcessesThis web based training is intended as a prerequisite course for all users who run reports or processes in UCPath. Online 20


Online 30

3.17Total Learning Hours


Budget Inquirer

Home








UCPath Learning Paths for Departmental UsersBSA Inquirer


Learning Path UCPath Module UCPath Help Site Topic Description Delivery Method

Duration (Minutes)

BSA Inquirer Workforce Administration View Benefits Summary Use this task to view historic, current and future-dated benefits for an employee, and to view the last paycheck benefit deductions for an employee. Online N/A

Learning Path Note:This role is typically combined with other roles. Follow your other assigned learning path(s) and also refer to the following UCPath Help site topic. Click the link below to navigate directly to the recommended topic on the UCPath Help site. Home Home

https://sp.ucop.edu/sites/ucpathhelp/Pilot_Location/LOCplayer/index.html?Guid=be200ecf-9e21-4439-8a17-61f8bb15ee57

UCPath Learning Paths for Departmental UsersCase Manager


Learning Path UCPath Module UCPath Help Site Topic Description Delivery Method

Duration (Minutes)

Case Manager Portal and Self Service Submit Inquiry on Behalf of Employee Use this task to submit an inquiry on behalf of another employee to the UCPath Center via the UCPath website. Online N/A

Learning Path Note: This role is typically combined with other roles. Follow your other assigned learning path(s) and also refer to the following UCPath Help site topic. Click the link below to navigate directly to the recommended topic on the UCPath Help site. Home Home

https://sp.ucop.edu/sites/ucpathhelp/Pilot_Portal/PORplayer/index.html?Guid=ad502047-5ef1-4792-8478-1607efe99352

get ready to learn! select a ucpath role to begin wfa and ... · this web based training is...

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