Training
- Training Requirements | Roles and Access
- Training Hub
- Review and Reinforcement
- Survival Kit
- Training Environment Practice
- Glossary of Terms
Review and Reinforcement
Videos on Demand
Use Videos on Demand to reinforce your knowledge after you complete the required training courses. These are great review resources but be advised that they do NOT satisfy the required training for access to UCPath.
Videos are hosted on UC San Diego's Microsoft Office 365 platform. Upon clicking on the first video if you are not already logged in when prompted please log in with your Active Directory credentials.
Attention UC San Diego Health employees: To watch the videos completely log out of your @health.ucsd.edu account and use your@ucsd.edu account to log in to Office 365.
Pro Tip: To search for a specific video, Click + Expand All below, type Ctrl+F and enter keyword.
UCPath BootCamp | Basics Concepts and Navigation
An overview of UCPath navigation; familiarizes the user with the terminology, and introduces resources available to users.
| Video | Minutes | Transcript Link |
|---|---|---|
| UCPath System Overview | 14.25 |  |
| Training Overview | 10 | |
| UCPath Center (UCPC) and UCPath Online | 8.5 | |
| Vocabulary | 9.75 | |
| Concepts | 19 | |
| Components and Workflows | 5 | |
| Navigation | 4 | |
NOTE: Be advised that watching these videos does NOT satisfy the required training for access to UCPath. To get the training credit required for access to UCPath complete the curriculum via UC Learning Center.
UCPath BootCamp | Position Management
Review Position Management functionality.
| Video | Minutes | Transcript Link |
|---|---|---|
| Position Management | 27 | |
| View Position Information | 7.5 | |
| Add New Positions | 16.5 | |
| Update Vacant Positions | 5 | |
| Summary | 3.25 | |
NOTE: Be advised that watching these videos does NOT satisfy the required training for access to UCPath. To get the training credit required for access to UCPath complete the curriculum via UC Learning Center.
UCPath BootCamp | Position Fund Entry and Updates
Review how to enter new position funding and position funding updates.
| Video | Minutes | Transcript Link |
|---|---|---|
| Funding Entry and Updates | 28 | |
| New Funding Entry | 14 | |
| Funding Update | 14.5 | |
| Summary | 3 | |
NOTE: Be advised that watching these videos does NOT satisfy the required training for access to UCPath. To get the training credit required for access to UCPath complete the curriculum via UC Learning Center.
UCPath BootCamp | Template Transactions 1
Review the template transaction system process and the types of templates that are frequently used.
| Video | Minutes | Transcript Link |
|---|---|---|
| Template Transactions 1 | 26 | |
| Full Hire | 25.5 | |
| Rehire | 7 | |
| Concurrent Hire | 7.25 | |
NOTE: Be advised that watching these videos does NOT satisfy the required training for access to UCPath. To get the training credit required for access to UCPath complete the curriculum via UC Learning Center.
UCPath BootCamp | Template Transactions 2
Review initiating personal data change, termination and retirement, inter-location, and intra-location transfer template transactions.
| Video | Minutes | Transcript Link |
|---|---|---|
| Transfer | 15.75 | |
| Personal Data Change | 8.5 | |
| Termination and Retirement | 7 | |
| View Transaction Status | 8.5 | |
| Summary | 6 | |
NOTE: Be advised that watching these videos does NOT satisfy the required training for access to UCPath. To get the training credit required for access to UCPath complete the curriculum via UC Learning Center.
UCPath BootCamp | Payroll Requests | Final Pay, Off Cycle & Overpayments
Review instructions for entering additional pay requests, final pay, off-cycle pay and overpayment requests.
| Video | Minutes | Transcript Link |
|---|---|---|
| Overview | 8.75 | |
| Final Pay | 23.5 | |
| Off-Cycle Pay | 12.15 | |
| Overpayments | 10.75 | |
| Expedited Pay Card | 3 | |
| Summary | 3.75 | |
NOTE: Be advised that watching these videos does NOT satisfy the required training for access to UCPath. To get the training credit required for access to UCPath complete the curriculum via UC Learning Center.
UCPath BootCamp | PayPath Transactions
Review PayPath transactions.
| Video | Minutes | Transcript Link |
|---|---|---|
| Overview | 31 | |
| Position Data Changes | 11.25 | |
| Job Data Changes | 32.75 | |
| Additional Pay Changes | 15.5 | |
| Combination Changes | 3.25 | |
| Summary | 5.5 | |
NOTE: Be advised that watching these videos does NOT satisfy the required training for access to UCPath. To get the training credit required for access to UCPath complete the curriculum via UC Learning Center.
UCPath BootCamp | Leave of Absence Administration
Review how to initiate, edit, extend, cancel leaves of absence, and return employees from leave.
| Video | Minutes | Transcript Link |
|---|---|---|
| Overview | 19.5 | |
| Initiate Extended Absence | 24 | |
| View Absence Request History | 4 | |
| Administer Extended Leave of Absence | 14 | |
| Leave Absence Reports | 0.5 | |
| Summary | 3.75 | |
NOTE: Be advised that watching these videos does NOT satisfy the required training for access to UCPath. To get the training credit required for access to UCPath complete the curriculum via UC Learning Center.
UCPath BootCamp | Accrual Management
Review how to view employee absence balances and enter accrual adjustments, including catastrophic leave donations.
| Video | Minutes | Transcript Link |
|---|---|---|
| Overview | 16 | |
| View Absence Eligibility | 3.75 | |
| Enter Accrual Adjustment | 9.5 | |
| Catastrophic Leave Donations | 6 | |
| Summary | 3.5 | |
NOTE: Be advised that watching these videos does NOT satisfy the required training for access to UCPath. To get the training credit required for access to UCPath complete the curriculum via UC Learning Center.
Funding Fundamentals
Review core Funding concepts as well as basic UCPath Funding Entry transactions.
| Video | Minutes | Transcript Link |
|---|---|---|
| Training Overview | 4.75 | |
| Training Materials | 5 | |
| UCPath Center (UCPC) & UCPath Online | 8.5 | |
| UCPath Vocabulary | 9.75 | |
| UCPath Concepts | 19.5 | |
| UCPath Components and Workflows | 5 | |
| UCPath Navigation | 3 | |
| Funding Introduction and Concepts | 27.5 | |
| New Position Funding Entry | 14 | |
| Position Funding Updates | 14.5 | |
| Summary | 3 | |
NOTE: Be advised that watching these videos does NOT satisfy the required training for access to UCPath. To get the training credit required for access to UCPath complete the curriculum via UC Learning Center.
Funding Deep Dive
Review advanced funding concepts, as well as instruction in the use of the Salary Cap/MCOP Funding Worksheet for complex position funding and direct retro transactions.
| Video | Minutes | Transcript Link |
|---|---|---|
| Introduction and Advance Funding Concepts | 12.25 | |
| Funding Entry Review | 18 | |
| Pay vs. Funding | 11.5 | |
| MCOP Worksheet Overview | 12 | |
| Scenario 1 - Funding with MCOP (GCCP) | 16 | |
| Scenario 2 - Funding Capped Funds | 12 | |
| Scenario 3 - MCOP (GCCP) Funding with Capped Funds | 9 | |
| Process a Direct Retro | 12 | |
| Direct Retro and Capped Funds | 11.75 | |
| Summary | 3.25 | |
NOTE: Be advised that watching these videos does NOT satisfy the required training for access to UCPath. To get the training credit required for access to UCPath complete the curriculum via UC Learning Center.
Direct Retro
Review core funding concepts as well as basic and complex UCPath direct retro transactions.
| Video | Minutes | Transcript Link |
|---|---|---|
| Training Overview | 4.75 | |
| Training Materials | 5 | |
| UCPath Center (UCPC) & UCPath Online | 8.5 | |
| UCPath Vocabulary | 9.75 | |
| UCPath Concepts | 25.15 | |
| UCPath Components and Workflows | 5 | |
| UCPath Navigation | 4 | |
| Direct Retro Introduction | 3 | |
| Funding and Direct Retro Concepts | 25.5 | |
| Process a Direct Retro | 12 | |
| Direct Retro and Capped Funds | 11.5 | |
| Advanced Funding Concepts | 9 | |
| Summary | 3.25 | |
NOTE: Be advised that watching these videos does NOT satisfy the required training for access to UCPath. To get the training credit required for access to UCPath complete the curriculum via UC Learning Center.
"How To" Zoom Appointments
Book a 15-minute timeslot to review how to enter a specific transaction you are currently trying to start or complete. If this is time-sensitive and pay-impacting, contact your department or central office immediately. Appointment slots are released weekly and are limited, please reserve only one per week. If you and others in your department have the exact same question you can reserve one appointment and share the Zoom info with your small group.
Recorded Zoom Sessions
Keep your knowledge fresh and the details crisp. Watch 60-minute UCPath transaction demos to review and reinforce your knowledge.
Recent Topic Based Zooms
| Date | Title | PowerPoint Slides | Watch Recording |
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11/15/2023 |
Using the New Salary Cost Transfer Tool in UCPath | PowerPoint | Recording |
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11/08/2023 |
UCPath Projects: November Release | PowerPoint | Recording |
Watch our Micro Learning Videos
Our Micro Learning Videos is a series of short, 5-minute videos that provide a quick snippet of best practices for transactors, fundamental processes, and previews for our Topic Based Zoom sessions.
Pro Tip: To search for a specific video, Click + Expand All below, type Ctrl+F and enter keyword.
Global Reference
| Date | Title | PowerPoint Slides | Watch Recording | Watch Micro Learning |
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5/31/2023 |
UCPath Projects: June Release | Recording |
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3/22/2023 |
How the Enterprise Work Location and AB-119 Compliance Project Impact the UCPath System | Recording |
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12/14/2022 |
Contingent Workers | Recording | ||
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9/14/2022 |
Understanding Benefits in UCPath | Recording | ||
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7/29/2022 |
How to Create Favorites for Bookmarks | |||
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7/13/2022 |
Navigating the Local UCPath Website |
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11/17/2021 |
Action and Reason Codes |
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11/3/2021 |
Effective Dates and Sequencing |
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7/10/2020 |
Approving Transactions |
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Accruals Management
| Date | Title | PowerPoint Slides | Watch Recording | Watch Micro Learning |
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1/25/2023 |
Manage Accruals |
Extended Leave of Absence
| Date | Title | PowerPoint Slides | Watch Recording | Watch Micro Learning |
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10/26/2022 |
Entering PFCB and Correcting Pay for Retroactive PFCB | |||
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10/12/2022 |
Leave Transactions |
Funding
| Date | Title | PowerPoint Slides | Watch Recording | Watch Micro Learning |
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6/21/2023 |
Funding vs. Pay |
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6/7/2023 |
Preparing for Fiscal Year End in UCPath |
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8/24/2022 |
Understanding the DOPE Report | |||
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6/29/2022 |
Fiscal Year End (FYE) Funding Rollover: Process Overview |
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4/11/2022 |
What To Do With The Funding Issues Report |
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3/16/2022 |
Salary Cap / MCOP Workshop Critical Concepts |
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12/15/2021 |
Funding and Direct Retro Critical Concepts |
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8/25/2021 |
Direct Retro Scenarios |
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7/28/2021 |
Reconcile Salary Expenses in Oracle |
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7/21/2021 |
Read and Reconcile the DOPE Report |
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12/16/2020 |
Vacation Accounting |
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8/6/2020 |
Salary Cap/MCOP Worksheet |
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6/26/2020 |
Basic Funding Entry |
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5/21/2020 |
Funding Entry Overview |
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PayPath Transactions
| Date | Title | PowerPoint Slides | Watch Recording | Watch Micro Learning |
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4/19/2023 |
Retro Pay vs. Missed Pay |
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4/5/2023 |
FLSA and Pay Frequency Changes in UCPath |
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9/28/2022 |
Additional Pay | |||
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5/4/2022 |
Summer Salary |
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4/13/2022 |
Academic Merits & Promotions |
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3/30/2022 |
Short Work Break |
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12/1/2021 |
Position vs Job Updates |
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3/10/2021 |
Entering Retro Additional Pay |
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2/24/2021 |
Concurrent Jobs | Aligning FLSA Status and Pay Frequency |
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9/16/2020 |
Updating Position and Job Data |
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6/25/2020 |
PayPath & Data Forms |
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Payroll Requests
| Date | Title | PowerPoint Slides | Watch Recording | Watch Micro Learning |
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5/24/2023 |
Retirement & Final Pay | |||
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4/19/2023 |
Retro Pay vs. Missed Pay | |||
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11/9/2022 |
Payroll Requests & Checking Status | Micro Learning | ||
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6/8/2022 |
Final Pay | |||
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2/16/2022 |
Pay Frequency Changes |
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10/21/2021 |
Payroll Request and Processing Schedule |
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2/10/2021 |
Payroll Requests & Checking Status |
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Position Management
| Date | Title | PowerPoint Slides | Watch Recording |
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5/18/2020 |
Position & Hires |
Template Transactions
| Date | Title | PowerPoint Slides | Watch Recording | Watch Micro Learning |
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4/5/2023 |
FLSA and Pay Frequency Changes in UCPath |
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2/22/2023 |
Hiring Undergraduate Students in UCPath |
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12/14/2022 |
Contingent Workers | |||
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6/22/2022 |
Transfers - Choosing the Correct Template | |||
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5/18/2022 |
7/1 Retirement | |||
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9/22/2021 |
I-9 & Tracker Integration with UCPath |
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2/24/2021 |
Concurrent Jobs | Aligning FLSA Status and Pay Frequency | PowerPoint |
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1/27/2021 |
Intra-Location Transfer | PowerPoint |
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8/14/2020 |
Hire Template Transactions | PowerPoint |
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Campus Timekeeping
| Date | Title | PowerPoint Slides | Watch Recording |
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9/15/2021 |
Ecotime Reports |