May 28, 2020
A source of updates and information for UCI UCPath Transactional Users

Visit the transactional user page on the website for UCPath support documents, FAQs, call-in center hours, and more.

Summer Salary Worksheet

The Summer Salary Worksheet is available on the AP website:


Cutoff Dates for Direct Retros & Funding Entry Changes

The Direct Retro process runs regularly five to six times per month. After the transactions run in UCPath, the information can be viewed in DOPE report. Transactions are only loaded to KFS after the labor ledger runs.

No funding or budget distribution page entries can be entered June 29/30 due to year-end funding roll over activities.  The system will remain available for other types of transactions. 


Frequently Asked Questions

We have expanded the Frequently Asked Questions section of our Transactional User page of the website to include questions we receive at the weekly Tuesday Training Tips call-in Zoom meetings. If you have other questions, please email us at and we can add these to the list to have answers at your fingertips.


Call-In Center Hours: June and July

Due to continued social distancing and remote work, the virtual drop-in center continues to be available five days a week, from  8:30 a.m. –  3 :00 p.m. Monday – Friday.  A support team member will answer your call, ask what type of question you have, and help you immediately or set an appointment for a zoom session later that day. Also continue to open cases with the EEC at 949-824-0500 or


Weekly Call-In Zoom Sessions

  • Academic Questions
    9:00 a.m. Daily – Call in for a 30-minute session with AP and UCPath support team for academic questions
  • Training Tips & Lessons Learned
    1:00 p.m. Tuesdays – Call in to join this one-hour group session on popular topics based on the kinds of cases we are getting and feedback from previous weeks. Topics are published the day before the meeting at on the transactor page. Notes from each meeting are available there a few days after each session.

The zoom link for these sessions is:
One tap mobile:  +16699006833,,6485693025#


Quick FAQ Facts

Question: Do I still need to track service credits so that I can update an employee’s leave code as they hit 10, 15, 20 years pf service or does UCPath automatically update without department intervention?

Answer: The system will automatically change the accrual when the person moves to the next time period.

Question: How does the year-end funding roll-over affect funding already input for fiscal year 2021?

Answer: Any funding entry that has already been entered for fiscal year 2021 will not be overridden by the Fiscal Year End Roller process; these are any Funding Entry Effective Dates that are greater than 6/30/2020. All funding without an end date will be copied to the next fiscal year June 29/30.

SWB update: When putting Limited Staff or Faculty on Short Work break, it is important to ensure their FTE is reduced to .01 to avoid employee being benefit eligible.


New Information Available Online

  • Looking for information on what roles someone may need in UCPath? See new information on  - here is a link to new security access information. 
  • Need help with Template transactions? A new user guide for Template transactions is available on our website.
  • All employees with an expected job end date can be monitored using the Job Distribution report or the Person Organizational Summary report located on the UCI Zot Portal
    Zot Portal > Decision Support > Select Report

UCI Website Resources for COVID-19 Information

Stay up-to-date on COVID-19 information and FAQs at: COVID-19 Resources and Updates, DFA Operational Updates, and the UCI HR Coronavirus website.  For information on entering extended absences for COVID-19 leaves see the job aid: The Families First Coronavirus Response Act

Thank You!

Questions? Email