Transactional Users // UCPath // UCI

Transactional users are the backbone of UCPath. Their day-to-day processing of payroll, benefits and HR information is foundational to the workings of UCI. This area contains resources and information to aid in their success.

Latest Information

See Transactor Virtual Drop-In Center Hours & Information
Tuesday Training Tips Call-In Sessions
Tuesday Training Tips - Presentations & Recordings
UCPath Changes & Enhancements
UCI UCPath Job Aid for Tracking Remote Workers

Call-In Center Hours

The virtual call-in center for all UCPath transaction questions continues Monday - Friday from 10 a.m. – 12 noon via Zoom. Call in any time during these hours for questions about transactions in UCPath.

Both sessions are available at the following Zoom link: https://zoom.us/j/8519035805
One tap mobile:
+16699006833,,8519035805#

A support team member will answer the call and if possible address your question during the call. If the question requires more analysis or lengthy discussion, they may set an appointment for a zoom session later that day or open an EEC ticket.

Please also continue to open cases with the Employee Experience Center (EEC) at 949-824-0500 or eec.hr.uci.edu

Academic Questions Call-In Support / Daily

9:00 a.m. - Daily 30 minutes for academic questions; this is an opportunity to talk to the UCPath Support team.

The zoom # for these sessions will be: https://zoom.us/j/6485693025
One tap mobile:
+16699006833,,6485693025#

Training Tips & Lessons Learned Call-In Sessions / Bi-Weekly Tuesdays

1:00 p.m. Tuesdays – These bi-weekly 60-minute sessions on specific subjects will bring you up to date on new information, provide answers to frequently asked questions, and share lessons learned. The topics for the upcoming week will be published the day before the meeting.

The Zoom # for these sessions will be: https://zoom.us/j/6485693025
One tap mobile:
+16699006833,,6485693025#

5/30/23 Training Session Agenda:

Lived Name Updates/Reminders
Grad student Y/E- Summer Transactions
Job End Date monitoring
Other Year-end Reminders

Call-In Support for Reports / Twice Weekly

The UCI UCPath Reporting Team holds one-hour office calls twice weekly to assist in any report issues and to answer questions relating to reports. We are available every Tuesday and Thursday from 3:00 p.m. – 4:00 p.m.

**No office hours will be held on 8/27 or 9/1**

Please contact Matt Levin (levinmr@uci.edu) if you would like to be added to the meeting invite.

Zoom dial-in information:

Join from PC, Mac, Linux, iOS or Android: https://uci.zoom.us/j/9498242045
Or Telephone: +1 669 900 6833 US
Meeting ID: 949 824 2045

Notes of Training Tip Sessions

May 2023

5/16 [Presentation] [Recording]
New Expected Job End Date Report | Year-End Information | Training Information

5/2 [Presentation] [Recording]
Introduction to Lived Name Changes | How to Find and Complete UCPath Courses in UCLC | NSTP Changes | Year-End Information | Training Information

April 2023

4/18 [ Presentation] [ Recording]
Ask UCPath Enhancements | Budget Calendar | Updating Extended Absence Process | Security Update | Summer Salary Training

4/4 [ Presentation ] [ Recording]
Reclassification of Earnings Form | Ask UCPath Enhancements | Inter-Location Transfor Information | Reminders on Key Transactions | Summer Salary Training

March 2023

3/21 [ Presentation] [ Recording]
Cognos Report Updates - Matt Levin | Pay Frequency Changes

3/7 [ Presentation] [ Recording]
CWR Auto-Term Capability | Expected Job End Dates & Benefits Reimbursements | Graduate Student Leave of Absence (LOA), Lived Name Update

February 2023

2/21 [ Presentation] [ Recording]
Position Life Cycle | Upcoming Training Refresher

2/7 [ Presentation] [ Recording]
Lived Name Project Update | W-2 Information | PayPath Retroactive Changes

January 2023

1/24 [ Presentation] [ Recording]
When to Use Retro Earn Codes | How to Get Transaction Support | Feedback for UCI UCPath Website

1/10 [ Presentation] [ Recording]
Updates to Edit Extended Absence Process | Updates to PFCB | Additional Pay Notes

December 2022

12/13 [ Presentation] [ Recording]
UCPath Chat Changes | CCOA | End of year Funding | Final Pay Template

November 2022

11/29 [ Presentation] [ Recording)
Upcoming Changes to Final Pay Template | CCOA | Position/Job Data Update Form Tips

11/15 [ Presentation] [ Recording]
Upcoming Changes to Final Pay Template | Worksite ID | Position Pool ID | Training Schedule

October 2022

10/18 [ Presentation] [ Recording]
Updates on Improved Navigation Go-Live and Training Resources | Additional Pay, One-Time Pay | Retro Pay Deadlines | G/L Calendar and KFS Help | Overpayment Year-end Information

September 2022

9/20 [ Presentation] [ Recording]
Multi-headcount Position Impacts | CWR Impact to Hires | Updated Security Information Page | Updates to Position for Reports to Information | Sequence of Transactions Matters

9/6 [ Presentation] [Recording]
Hiring Reminders | Communication Tool | Q&A

August 2022

8/23 [ Presentation] [ Recording]
Access to New Pages in UCPath | Hiring Reminders | SWB to Termination Guidance | CWR Reminders & Tips | Improved Navigation Project Update

8/9 [ Presentation] [ Recording] [ HR Onboarding Mass Processing Request Sheet]
Update on UCPath Project Schedule | Paying Terminated Employees for Missing Pay | Fall Hiring Information

July 2022

7/26 [ Presentation] [ Recording]
Decoupling & Managing Position FTE | Profile Management | Changes to Additional Pay

June 2022

6/28 [ Presentation] [ Recording]
New Job and Position Update Form | Off-Cycle Usage | Fiscal Year-End Reminders | Summer Salary Workshops | Future Training Plans

6/14 [ Presentation] [ Recording]
Cognos Reports Update | Prep Funding Rollovers and SCT | Upcoming Summer Salary Workshops | Future Training Plans

May 2022

5/3 [ Presentation] [ Recording]
Grad Students SWB |Pay and Frequency Changes | Vacation Accrual Update | Training Schedule

5/17 [ Presentation] [ Recording]
Year-End Review | Mass PayPath Process | Final Pay Reminders | Training Schedule

5/31 [ Presentation] [ Recording]
Emereti Processing | Expected Job End Date Monitoring | Direct Retro Processing

April 2022

4/5 [ Presentation] [ Recording]
Vacation Accrual Issues | Rehire or Reinstatement Issues | Direct Retro Reminders | Off-Cycle Dashboard

4/19 [ Presentation] [ Recording]
Retirement Processing | Inter-Location Transfers | Final Pay | Training Schedule

March 2022

3/8 [ Presentation] [ Recording]
New Process for Oath & Patent | Top of Stack – PayPath | Workforce Job Summary

3/22 [ Presentation] [ Recording]
Extended Absence Support | Managing Employee Records | Sample Use Cases for Empl Record Selection

February 2022

2/22 [ Presentation]
Extended Absence Changes | Guidance on New employee Records | Report on Limited Hours Reporting | Bundling Paychecks for Direct Retro

January 2022

1/11 [ Presentation] [ Recording]
Unit 18 Range Adjustment | FLSA Issues | New Hire Training Schedule

1/25 [ Presentation] [ Recording]
Off-Cycle Dashboard | Transfers from Non-Career to Career position | VSP Termination Code Significance | New Hire training Schedule

December 2021

12/07 [ Presentation] [ Recording]
PFCB Questions | UCPath Upgrade Changes | Year-End Reminders

November 2021

11/09 [ Presentation] [ Recording]
UCPath Upgrade | Stipend Transactions |Pay Issue and Troubleshooting

11/16 [ Presentation] [ Recording]
Year-End Reminders | Pay Issues & Troubleshooting | Over Allocated Positions

11/30 [ Presentation] [ Recording]
Year-End Reminders

October 2021

10/5 [ Presentation] [ Recording]
Updating I-9/ Visa information | Location Use End Date – KBM | Post-Doc Paid Direct

10/12 [ Presentation] [ Recording]
FLSA Mismatch | Intra-Location Transfer Information

10/26 [ Presentation] [ Recording]
Open Enrollment | Reporting Update | JED | Y/E Overpayment Dates

September 2021

9/7 [ Presentation] [ Recording]
MCOP | Payroll Requests with GAP Earn Code | Contingent Worker Reminders

9/21 [ Presentation] [ Recording]
External System IDs & Student Status | TRS & UCPath Resources

9/28 [ Presentation] [ Recording]
Analyzing Job Data

August 2021

8/3 [ Presentation] [ Recording]
UCPath Support Resources | Methods to Search & Find Support

8/10 [ Presentation] [ Recording]
Summer Salary & JED Updates | Concurrent Hire Process & Common Uses | CWR Template Updates | Tracking Remote Employees

8/17 [ Presentation] [ Recording]
Recent Lessons Learned

8/24 [ Presentation] [ Recording]
Template Transaction Monitoring | Processing Fall Hires, Return from SWB |Updates to Faculty & Grad Student Salary Scales and What to Look For

July 2021

7/13 [ Presentation] [ Recording]
PFCB Follow Up | EE Transfer: Exempt to Non-Exempt | Funding Rollover FY22 | PayPath Transaction Lockdown | Work Study Job Code Changes

7/20 [ Presentation] [ Recording]
Multi Headcount & PayPath Actions | JED & Extended Absences | July/August Summer Salary (>1.0 FTE Processing)

7/27 [ Presentation] [ Recording]
Update: Requesting UCPath Security Access | Vacant Positions | Fall Hiring | Importance of Job Data

June 2021

6/1 [ Presentation] [ Recording]
CWR for Graduate Students | NSTP Tips for Summer Salary | Work Study Reminders

6/8 [ Presentation] [ Recording] [ Excel]
Year-End Reminders | DOPE Report Availability | Upcoming Dates/Deadlines, Freezes | Position and Job Data Forms

6/15 [ Presentation] [ Recording]
New Paid Family Care & Bonding information | Extended Absence Review

6/22 [ Presentation] [ Recording]
UCPath Upgrade Project | Student Work Study Title | Early Entry Transactions | Grad Students & CWR Appointments

6/29 [ Presentation] [ Recording]
Staff / Academic Transfers | NSTP Updates | Holiday Updates/Changes |Year End Reminders

May 2021

5/4 [ Presentation] [ Recording]
Year-End Close Reminders | Graduate Student SWB | Upcoming Topics

5/18 [ Presentation] [ Recording]
Fiscal Year End Tasks & Deadlines | Retirement Processing Tips

5/25 [ Presentation]
Retirement Processing Update | Promotion Entry Process in PayPath Actions | SWB (Short Work Break) Transactions for Grad Students

April 2021

4/6 [ Presentation] [ Recording]
Onboarding & Tracker Requests | Reinstatement Process Updates (+ Benefits) | Paycheck View / Access for Employees with Multiple Jobs

4/13 [ Presentation] [ Recording]
Reporting Office Hours Update | Multi-headcount Position Updates | “Disappearing” Transactions? | Survey

4/20 [ Presentation] [ Recording]
Effective Date Hierarchy | Funding Entry

4/27 [ Presentation] [ Recording]
Final Pay Tips | Person Search Match | Department Re-Org Tips

March 2021

3/2 [ Presentation] [ Recording]
UCPath Training Resources | Changes to Final Pay | International Employee Forms

3/9 [ Presentation] [ Recording]
Helpful Tips on UCPC Tickets

3/16 [ Presentation] [ Recording]
Additional Pay – Tips on Effective Dates | Retro Pay Matrix

3/30 [ Presentation] [ Recording]
Update to Call-In Hours | Suggestions on EEC tickets | Tips on submitting a case to UCPC

February 2021

2/2 [ Presentation] [ Recording]
Off-Cycle Dashboard: Additional Information | Accrual Adjustment Process: Follow-up

2/9 [ Presentation] [ Recording]
Revised Post-Doc Salary Scales | Grad Student Process Changes | Employee Transfers

2/16 [ Presentation] [ Recording]
Invalid KFS Account/Suspense Report | Tips to prepare for Fiscal Year End (FYE) | Using Workforce Job Summary

2/23 [ Presentation] [ Recording]
Due Dates on Grad Student Processing | Direct Retro Processing Schedule

January 2021

1/5 [ Presentation] [ Recording]
Payroll Calendar Updates to PayPath Actions | Communication Updates & Future Plans

1/12 [ Presentation] [ Recording]
Post Doc Anniversary Dates - Entry Considerations & Reminders | Tips for Paying Out Vacation Accruals

1/19 [ Presentation] [ Audio]
HR Worksite ID Guidance for Positions | Updating Reports-to

1/26 [ Presentation] [ Recording] [ PDF]
Work Study Guidance & Best Practices | Accrual Adjustment Process & Updates

December 2020

12/1 [ Presentation] [ Audio]
Extending Employee End Dates for 12/31 (system overview) | Viewing Patent Acknowledgement for Employees | Viewing Employee Eligibility Hours (toward career status)

12/8 [ Presentation] [ Audio]
Report Updates | Post Docs Processing & Updates | Anniversary Kahoot!

12/15 [ Presentation] [ Audio]
Post Docs Processing & Updates | FTE & Short Work Break

November 2020

11/2 [ Presentation] [ Audio]
Chronological Events in UCPath (Effective Dates) | Using CWR Templates

11/10 [ Presentation] [ Audio]
Approval Workflow | Overpayment Workflow | Inter/Intra Location Transfers | Funding End Dates & Salary Cost Transfers

11/17 [ Presentation] [ Audio]
Position Updates | One Time Payments & Additional Pay

11/24 [ Presentation] [ Audio]
Extended Absences | Over-Allocated Positions | External System ID (Smart HR Template)

October 2020

10/6 [ Presentation] [ Audio]
Approval Delegation and Changes to Date of Birth | Budget Distribution Updates | HR Worksite ID Update & Tracker Profile ID | Kahoot Q&A

10/13 [ Presentation] [ Audio]
New One-Time Payment Process | Auto Terminations Prior to Payroll Cutoff | Terminations with Future Dated Rows

10/20 [ Presentation] [ Audio]
Overpayments | Useful Reports to monitor Job End Dates and other key information | Intra-Location Transfers & Promotions

10/27 [ Presentation] [ Audio]
DOPE Report vs KFS GL Reconciliation Tips

September 2020

9/1 [ Presentation] [ Audio]
UCPath Transaction Key Reminders | Earn Code List: Uses & Demo | HR Worksite ID Requirement

9/8 [ Presentation] [ Audio]
Pre-Hire Process | Employee Relation Codes | Earn Code List: Uses & Demo | HR Worksite ID Requirement

9/15 [ Presentation] [ Audio]
Intermittent Leave | Checking Effective Dates & Expected Job End Dates

9/29 [ Presentation] [ Audio]
Inter-Location Transfers | How to Identify Transactions Not Saved Database

August 2020

8/3 [ Presentation] [ Audio]
EEC vs. UCPath Tickets | Summer Salary Changes | Position Data Update Form | Job Data Update Form

8/11 [ Presentation] [ Audio]
International Grad Students | Funding Entry and Earnings Distribution | Past-Due & Unpaid Additional Pay

8/18 [ Presentation] [ Audio]
Earn Code Change Form | Using JED Values | Summer Salary MCOP

8/25 [ Presentation] [ Audio]
Mass Hire Process Support | Personal Data Changes | Summer Salary

July 2020

7/7 [ Presentation] [ Audio]
Summer Salary Management | Funding Rollover | Recall vs. Emeritus Appts. | Using the Rehire vs. Reinstatement Template

7/14 [ Presentation] [ Audio]
Short Work Break and Union Dues | New Transaction Requirements for BX Employees | Distributions: UCPath vs PPS | Transferring Positions to Another Department

7/21 [ Presentation] [ Audio]
NSTP | Funding Reallocation | Template Transaction User Guide | Inter-location One-Time Payments

7/28 [ Presentation] [ Audio]
Emails in Smart HR Templates | Effective Dates in UCPath | Payroll Requests and Final Pay

June 2020

6/2 [ Presentation]
Funding Corrections | Changing Pay Frequencies o FLSA Changes / Mismatches | Additional Pay Support | New Off-Cycle Process

6/9 [ Presentation]
Direct Retro Splits | Grad Student Processing o WOS & Paid Appointments - Mass Hire Plans | Short Work Break | Summer Salary Quick Tips

6/16 [ Presentation]
Direct Retro & Work Study | Changing Salary Admin Plans | UCPath Grad – WOS Jobs | UCPC Discrepancies

6/23 [ Presentation]
Terminations & Final Pay | Fiscal Year End Funding | Direct Retro Reminders- Work Study | WOS Processing -BYA Salary Admin Plan

May 2020

5/12 [ Presentation]
COVID-19 Leave Process -TRS & UCPath Updates | Comp Time Payouts | Budget Distribution Updates - Reclassification, Promotions and Pay & Merit Increases | Pre-Conversion Pay for Employees

April 2020

4/7 [ Presentation]
Job Data Update - Effective Dates and Position vs. Job Data Tab | Appointment Extensions | Submitting Position Update & Job Data Update Forms

4/14 [ Presentation]
Extended Absences - Returning Employees from Leave | TRS Resources | Payroll Deadline Calendar | Transferring Position to Another Department | Additional Pay (Repeat from 4/7)

4/21 [ Presentation]
JED & Extended Absences - How by Percent & by Amounts Impact Transaction Entry | Position Update Form & Job Data Update Form (When Should They be Used and New Position vs. Correcting Position) | Without Salary (WOS) Appointments | Academic Post Doc Processing

4/28 [ Presentation]
Academic Post Doc Processing | Auto Termination Rules | Changing Position Title Names

Newsletter/Digest Archives

for Transactional Users

2023

2022

2021

2020

2019

Archival information; some information may be out of date.

Changes and Enhancements