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Roles and Access to UCPath

Note

Please keep in mind that new transactors must request UCPath access within 6 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 access to UCPath (Production Environment) should be submitted via case in the Employee Center. Please use the UCPath Transactor Access Request 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 Transactor Access Request Form (link).
  • However, you can request access as you complete each module. This will result in submitting multiple forms.

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Roles Provisioned by Module

UCPath Overview

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

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)

UCSD Business Area Access Type Roles Provisioned
Commitment Accounting, General Ledger Inquiry Access
  • Budget Entry Inquiry
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

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

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

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

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)

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

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