Roles and Transactor Access to UCPath

Note

Please keep in mind that new transactors must request UCPath access within 3 months of completing UCPath training, otherwise, you will need to retake the UCPath CORE: Overview Training Module as a refresher.

Once you complete your CORE training, you will then be granted specific access to view data or transact within the UCPath portal. Your UCPath Role is determined by your job responsibilities, your department organizational structure, and your VC area and/or Central Office organizational structure.

After the required training is complete, requests for transactor access to UCPath (Production Environment) should be submitted via case in the Employee Center. Please use the UCPath Access Management Form (HR > Onboarding).

If you plan on completing many or all UCPath CORE training modules, we strongly recommend that you wait until the end of completion before you request access via the UCPath Access Management Form.
However, you can request access as you complete each module. This will result in submitting multiple forms.
Please note this form is for requesting transactor access to UCPath only.

screenshot of UCPath Access Management form tile, with a yellow box and cursor icon hovering over it. An arrow from this box points to another screenshot of the UCPath Access Management form view when fully clicked on it.

Roles Provisioned by Module

UCPath Overview

Table contains roles provisioned after completion of the UCPath CORE: Overview module.
UCPath Overview Course Code: SD-UCP-COVR
UCSD Business Area	Access Type	Roles Provisioned
Benefits	Inquiry Access	Health Care Facilitator Inquiry
Commitment Accounting, General Ledger	Inquiry Access	Benefit Cost Transfer Inquiry Funding Inquiry Work Study Inquiry Direct Retro Inquiry
Payroll	Inquiry Access	PREPSHUP Staging Tables Read Only (E-011, E-012) Payroll Inquiry Review Paycheck Inquiry
Workforce Administration	Inquiry Access	UC External System IDs Inquiry WFA Notepad Inquiry Workforce Administration Inquiry (*No PII Inquiry excludes Personal Identifiable Information) Contract Pay Inquiry HR Location Verify Employment Inquiry I-9 / eVerify Reviewer Inquiry Job Data No Compensation Inquiry Person Org Summary Inquiry
Other	Submitter	GT Forms Submitter Submit on Behalf Of (SOBO) Salesforce

Absence Management

Table contains roles provisioned after completion of the UCPath CORE: Absence Management module.
Absence Management Course Code: SD-UCP-CAMG
UCSD Business Area	Access Type	Roles Provisioned
Absence Management	Inquiry Access	Absence Management Inquiry
	Initiator Access	Extended Absences Initiator Manage Accruals Initiator Mass Manage Accruals Initiator
	Approver Access	Manage Accruals Approver Extended Absences Approver
	Submitter Access	GT Forms Submitter Submit on Behalf Of (SOBO) Salesforce

Budget Distribution Page (BDP)

Table contains roles provisioned after completion of the UCPath CORE: Budget Distribution Page module.
Budget Distribution Page Course Code: SD-UCP-BDP
UCSD Business Area	Access Type	Roles Provisioned
Commitment Accounting, General Ledger	Inquiry Access	Budget Entry Inquiry
Commitment Accounting, General Ledger	Submitter Access	Budget Entry Submitter

To request access to the Budget Distribution Page (BDP) in UCPath, please refer to the How to Request Access to the Budget Distribution Page (BDP) Module in UCPath Knowledge Base Article.

To request Row-Level Access in the Employee Activity Hub, please refer to the How to Request Employee Activity Hub (EAH) Row-Level Access Knowledge Base Article.

PayPath

Table contains roles provisioned after completion of the UCPath CORE: PayPath module.
PayPath Module Course Code: SD-UCP-CPYP
UCSD Business Area	Access Type	Roles Provisioned
PayPath	Initiator Access	Coming Soon: Modernized Job Data Initiator PayPath Initiator - Departmental
	Approver Access	PayPath Approver
	Submitter Access	GT Forms Submitter Submit on Behalf Of (SOBO) Salesforce

Payroll Transactions

Table contains roles provisioned after completion of the UCPath CORE: Payroll Transactions module.
Payroll Transactions Course Code: SD-UCP-CPTX
UCSD Business Area	Access Type	Roles Provisioned
Payroll	Initiator Access	Additional Pay Initiator One-Time Pay Initiator Payroll Request Initiator
	Approver Access	Additional Pay Approver One-Time Pay Approver Payroll Request Approver
	Submitter Access	General Deductions (E-086) Submitter GT Forms Submitter Submit on Behalf Of (SOBO) Salesforce

Position Funding

Table contains roles provisioned after completion of the UCPath CORE: Position Funding module.
Position Funding Course Code: SD-UCP-CPSF
UCSD Business Area	Access Type	Roles Provisioned
Commitment Accounting, General Ledger	Initiator Access	Funding Entry Initiator
	Approver Access	Funding Entry Approver
	Submitter Access	GT Forms Submitter Submit on Behalf Of (SOBO) Salesforce

Position Management

Table contains roles provisioned after completion of the UCPath CORE: Position Management module.
Position Management Course Code: SD-UCP-CPMG
UCSD Business Area	Access Type	Roles Provisioned
Workforce Administration	Initiator Access	Position Management Initiator
	Admin Access	Position Management Admin
	Submitter Access	GT Forms Submitter Submit on Behalf Of (SOBO) Salesforce

Salary Cost Transfer (SCT/DR)

Table contains roles provisioned after completion of the UCPath CORE: Salary Cost Transfer module.
Salary Cost Transfer (SCT/DR) Module Course Code: SD-UCP-CSCT
UCSD Business Area	Access Type	Roles Provisioned
Commitment Accounting, General Ledger	Initiator Access	Direct Retro Initiator
	Approver Access	Direct Retro Approver
	Submitter Access	GT Forms Submitter Submit on Behalf Of (SOBO) Salesforce

Smart HR Template Transactions

Table contains roles provisioned after completion of the UCPath CORE: Smart HR Template Transactions module.
Smart HR Template Transactions Module Course Code: SD-UCP-CTTX
UCSD Business Area	Access Type	Roles Provisioned
Workforce Administration	Initiator Access	HR Templates Initiator
	Approver Access	Termination (Voluntary) Approver Termination (Involuntary) Approver Transfer (Intra-Location) Approver Retire Approver Contingent Worker Add/Renew Approver Contingent Worker Completion Approver Hire Approver Person Profile Approver Personal Data Approver Rehire Approver
	Admin Access	Person Profile Admin
	Submitter Access	GT Forms Submitter Submit on Behalf Of (SOBO) Salesforce