template transactions part 2...revised 01/29/2020 about this course template transactions 2 good...
TRANSCRIPT
UCPath Workforce Administration
Critical Concepts & Resources
Human Resources, Administrative Services Division
Rev. 01/29/2020
Template Transactions Part 2
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UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
About this Course
Template Transactions 2
Good Morning!
• Introductions, Class Etiquette, Safety
• Critical Concept Training / Resources
• Questions & Parking Lot
• Learners have a variety of experience
o Academic and/or Staff focused
o Long-time employee
o New to campus
2
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Today’s Course Agenda
3
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Template Transactions 2
The UCPath System
Working with UCPath
Concurrent Hire
Rehire
Transfers
Terminations & Retirement
The Person
Course Review
The UCPath System
4
UCPath Workforce Administration
+
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
UCPath Key Terms
5
Workforce Administration
Who’s Who
Communication
UCPath System
UCPC
The UCPath Center in Riverside fulfills the entire UC system’s UCPath needs
AP Position Administrator
Local team at UCSB, managing UCSB’s academic personnel needs
Central HR Position Administrator
Local HR/WFA team at UCSB, managing UCSB’s non-academic staff needs
UCPC Inquiry/Case
Request corrections to history, submit Job Data /Position Update forms (UC-wide)
Academic Personnel ([email protected])
On-campus help line for questions regarding AP workforce issues in UCPath
HR ServiceNow (Staff only)
On-campus customer-service system for staff-related workforce issues in UCPath
Component: • A specific functional work area within the UCPath system
Tab: • One of several pages in a component
Effective Date: • The date an action or status takes effect
Action Date: • The date an action is created, regardless of effective date
Approval: • Dept confirms details and approves action
Fulfillment: • UCPath action to complete requested transactions
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Types of UCPath Transactions
6
• Position Requests - Use the Position Request Control Form for:
Requesting a new position
Updating a vacant position
Requesting / updating a multi-head count position
• Smart HR Templates are for employee onboarding and
offboarding: - Use Smart HR Templates for:
Hiring
Rehiring
Intra-Business Unit Transfers (within campus)
Inter-Business Unit Transfers (between campuses)
Termination
Retirement
• PayPath is for employee maintenance – Use PayPath for:
Position Updates (filled positions only)
Job Data Updates
Additional Pay (Stipends, etc.)
Workforce Administration from a central HR perspective
Working with UCPath
UCPath Workforce Administration
+
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
HR Units + UCPath System
WFA
EmpComp
HR Units +
the UCPath System Manage
• Compensation
• Position Administration
• Recruitment
• Problem Solving
• Functional User Training
STAFF ONLY
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UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Use UCPath Dashboard to Access Components
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Smart HR Template TransactionsNavigation
PeopleSoft > Workforce
Administration > Smart HR Template >
Smart HR Transaction
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Smart HR Template TransactionsPage
PeopleSoft > Workforce Administration > Smart
HR Template > Smart HR Transaction
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Why Different Hiring Templates?
• The hiring template gathers all the
information UCPath Center (UCPC)
needs to assign an employee ID and
place an incumbent into a Job…all in
one place.
• Hiring Templates require different information depending on if they are for
a rehire, concurrent hire, staff, or
academic, etc. Choose the correct
template.
FYI: Some fields on the Hiring Template
auto-populate based on the Position Number
Template Transactions Overview
13
UCPath Workforce Administration
+
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverview
New PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverview
Full HireConcurrent HireRehireTransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsUCPath SystemPosition Overview Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
OVERVIEW
Revised 01/29/2020
UCPath Workflow Process
14
Position Control(WFA)
Funding Entry(BFS)
Template Transactions
(WFA)
PayPath(WFA)
Additional Pay(BFS)
Budget Distribution
(Budget)
+
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverview
New PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverview
Full HireConcurrent HireRehireTransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsUCPath SystemPosition Overview Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
OVERVIEW
Revised 01/29/2020
Transactions Processed Using Templates
15
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverview
New PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverview
Full HireConcurrent HireRehireTransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsUCPath SystemPosition Overview Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
OVERVIEW
Revised 01/29/2020
Smart HR Template Transactions
16
Template transactions are initiated
through the UCPath component
“Smart HR Transactions”
Templates provide the fields necessary to
complete the transaction all in one place
Navigation: PeopleSoft Menu >
Workforce Administration > Smart HR
Template > Smart HR Transactions
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverview
New PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverview
Full HireConcurrent HireRehireTransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsUCPath SystemPosition Overview Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
OVERVIEW
Revised 01/29/2020
Available Records & Templates
17
1. Access to templates is determined by the Initiator’s security level.
2. Access to specific records is determined by:
A. Template selected
B. Employee ID and Record Number entered
Access UC System wide Records
• Full Hire
• Concurrent Hire
• Add Contingent
Worker w/Position
• Add Contingent
Worker w/out Position
Access UCSB Campus Records
• Rehire
• Intra-location Transfer
• Renew Contingent
Worker
Access Department
Records
• Voluntary
Termination
• Involuntary
Termination
• Retirement
• Personal Data
All InitiatorsAll UCSB
Initiators
Dept-Specific
Initiators
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverview
New PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverview
Full HireConcurrent HireRehireTransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsUCPath SystemPosition Overview Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
OVERVIEW
Revised 01/29/2020
Approval Workflow Engine (AWE)
18
AWE is the UCPath functionality that
routes transactions
for review and
approval.
The AWE Process varies based on if the template is
submitted for a Staff or Academic employee
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverview
New PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverview
Full HireConcurrent HireRehireTransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsUCPath SystemPosition Overview Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
OVERVIEW
Revised 01/29/2020
Departments Initiate & ApproveStaff, Student & ASE
Template Transactions
19
Fulfilled by
UCPC
AWE
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverview
New PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverview
Full HireConcurrent HireRehireTransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsUCPath SystemPosition Overview Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
OVERVIEW
Revised 01/29/2020
Two-step Approval for Non-student Academic Template
Transactions
20
Fulfilled by
UCPC
AWE
Human Resources & Academic PersonnelRevised 01/29/2020
Help and Resources Contact Information
21
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverview
New PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverview
Full HireConcurrent HireRehireTransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsUCPath SystemPosition Overview Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
OVERVIEW
Revised 01/29/2020
22
https://www.ucpath.ucsb.edu/functional-
user-support/functional-user-resources
UCSB UCPath Page: Job Aids
Preparing for the Hire
23
UCPath Workforce Administration
++
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Start Here
24
STAFF Walk the (UC)PathStaff Transactions
+
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
25
Start Here
+
ACADEMIC Walk the (UC)PathAcademic Transactions
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
26
Using Person Org SummaryStaff & Academic Transactions
Always review Person Org
Summary to confirm an
employee’s current relationship
to the UC and therefore the
CORRECT HIRING TEMPLATE.
Review:
HR status
Payroll status
Primary job assignment
Other current job assignment details
Navigation: PeopleSoft Menu >
Workforce Administration > Personal
Information > Person Organizational
Summary
* Quick TipKeep an
eye out for
duplicate
names
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Why Person Org Summary?
27
1. Person Org Summary allows you to view job
assignment information for all employee records
across all UC campuses.
2. Person Org Summary displays current employee
information for all organizational relationships.
Employee Contingent Worker (CWR)
Person of Interest (POI)
Historical or future-dated employment details are available in other components … more on that later!
CWRs do not have an
employer /employee
relationship with the University
and are paid by a 3rd party.
Staff Example: Apple One
temp.
NOTE:
An employee may have more than one organizational relationship.
Example: An employee at UCSB who is also a CWR at UCLA.
Example: A staff student employee who is also a TA
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
28
Person Org Summary NavigationNavigation: PeopleSoft Menu > Workforce
Administration > Personal Information > Person
Organizational Summary
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
29
Person Org Summary PageNavigation: PeopleSoft Menu > Workforce
Administration > Personal Information > Person
Organizational Summary
Search
Criteria
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Find Relevant Data on Person Org Summary
30
If there is more than
one row of data, click
the View All link to see all current information.
Concurrent Hire Template
31
UCPath Workforce Administration
++
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Situations Using Concurrent Hire Template
32
Adding an additional job
(staff-staff)
Adding an additional job
(academic-academic)
Inter-location Transfer
(between campuses)
Intra-location Transfer
(between depts)
** Academics only **
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Template Transactions Staff Process
33
COMMUNICATE with other department re: Effective Date, FLSA, Pay Group
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Template Transactions Academic Process
34
COMMUNICATE with other department
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Concurrent Hire Overview
35
Concurrent Hire: A staff or academic employee
adds an additional job, which is concurrent to
his or her existing job with UC.
Available
Templates A separate
concurrent hire
template is
available for
academic and for
staff.
Concurrent hire
templates are also
used for
interlocation
transfers (between
campuses).
Interlocation transfers are
discussed later in this presentation.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
36
Populate Select Template, enter the Effective Date, and click the Create Transaction button. (Effective date drives the entire system)
Initiate a Smart HR Transaction
Navigation: PeopleSoft Menu > Workforce Administration > Smart HR Template > Smart HR Transactions
If effective date is incorrect:
A) Cancel your transaction and
Start again … or …
B) Submit a Job Data update form to UCPC.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Concurrent Hire Transaction Details
37
Enter the details for the concurrent hire, beginning with the Employee ID, Effective Date, and Reason Code. Important
• Ensure that you select
the correct Job
Effective Date and
Reason Code.
• These fields are
important entry points
for the employee’s
record and have many
downstream effects.
Enter the employee’s current Employee ID
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
STAFF-ONLY Reason Codes
38
STAFF Full Hire
Reason Codes
STAFF Concurrent Hire
Reason Codes
Dual Employment:
Combined FTE
greater than 100%
Non-Dual Employment:
Combined FTE
less than 100%
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
ACADEMIC-ONLY Reason Codes
39
ACADEMIC Full Hire
Reason Codes
ACADEMIC Concurrent Hire
Reason Codes
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Entering Transaction Information
40
Some existing employee info is automatically displayed.
Enter the remaining details on the template tabs.
You must navigate through all the tabs before the Save and Submit button is available.
When complete, click the Save and Submit button to submit the template for review and approval.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Crossing the aisle…
41
When processing a concurrent hire that “crosses the aisle” between STAFF and ACADEMIC, the template varies depending on if the employee has an existing record in the opposite UCPath table.STAFF
ACADEMIC
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
42
Who has answers?Staff transactions
+
Human Resources & Academic PersonnelRevised 01/29/2020
Help and Resources Contact Information
43
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
UCSB UCPath Page: Job Aids
44Rev. 7/24/2019
https://www.ucpath.ucsb.edu/functional-
user-support/functional-user-resources
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
The Concurrent Hire
45Rev. 7/24/2019
1. In which component can I see an employee’s current relationship with UC?
2. Which template do I use to hire an employee
who already works on campus?
3. Don’t I need to communicate with someone
else….? Who was that? HINT: YES, the other department!
I think my new employee might already have a job on campus… hmmm?
Go to the Job Aid
PERSON ORG SUMMRAY
CONCURRENT HIRE
Rehire Template
46
UCPath Workforce Administration
+ … +
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Rehire Template Transaction
47
Use the UC Rehire template to rehire a previous UCSB
employee, only when there is an existing UCSB
UCPath employee record.
Remember:Always start with Person Org
Summary to confirm an employee’s
current relationship to the UC and
therefore the CORRECT HIRING
TEMPLATE. Review:
HR status
Payroll status
Primary job assignment
Other current job assignment details
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
48
Start Here
STAFF Walk the (UC)PathStaff Transactions
+
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
49
Start Here
+
ACADEMIC Walk the (UC)PathAcademic Transactions
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
50
AVAILABLE TEMPLATES NOTE:
Use the Full Hire Template to process a
rehire if the employee
has…
Their only
termination record
at a different UC
A UCPath ID, but
never worked in
UCPath or
Worked at UCSB,
but does not have
a UCPath ID
Rehire Templates
+ … +
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Smart HR Transactions Navigation
51
Navigation: PeopleSoft Menu > Workforce Administration > Smart HR Template > Smart HR Transactions
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Entering Transaction Details
52
Enter the details for the rehire, beginning with the Employee ID, Job Effective Dateand the Reason Code.
Important
• Ensure that you select the correct Job Effective Date, Action and Reason Code.
• These fields are important entry points for the employee’s record and have many downstream effects.
Click the Employee ID
search button to locate
the employee. If the
rehired employee does
not exist in UCPath, they
must be processed as a
full hire.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
STAFF-ONLYReason Codes
53
STAFF Full Hire
Reason Codes (for Rehire)STAFF Rehire
Reason Codes
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
ACADEMIC-ONLY Reason Codes
54Rev. 7/2/2019
ACADEMIC Full Hire
Reason Codes
ACADEMIC Rehire
Reason Codes
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Entering Transaction Information
55
Some of the employee’s existing personal information is automatically populated.
Enter remaining details for the rehire on the templatetabs.
You must navigate through all the tabs before the Save and Submit button is available.
When complete, click the Save and Submit button to submit the template for review and approval.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
56
Who has answers?Staff transactions
+
Human Resources & Academic PersonnelRevised 01/29/2020
Help and Resources Contact Information
57
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
UCSB UCPath Page: Job Aids
58
https://www.ucpath.ucsb.edu/functional-
user-support/functional-user-resources
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
The Re-Hire Process
59
1. How can I find out if my new employee already has an Employee ID?
2. They DO have an EMPL ID, and they are inactive (as expected), which template should I use?
3. Uh Oh! My staff employee auto-
terminated. Which template should I use
to Rehire?
Go to the Job Aid
PERSON ORG SUMMARY
REHIRE TEMPLATE
REHIRE/REINSTATEMENT TEMPLATE
Intra- & Inter-Campus Transfer Templates
60
UCPath Workforce Administration
+ +
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Types of Transfers
61
1. Intra-Campus Transfer - same departmentAn employee transfers from one position to another at UCSB, within the same department.
3. Inter-Campus Transfer – different CAMPUS
An employee transfers from one position to another at a different CAMPUS.
2. Intra-Campus Transfer - different departmentAn employee transfers from one position to another at UCSB, between different departments.
Regardless of Staff or Academic, there are 3 types of transfers:
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
62
Start Here
STAFF Walk the (UC)PathSTAFF Transactions
+
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
63
Start Here
+
ACADEMIC Walk the (UC)PathAcademic Transactions
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
64
Intra-campus transfers
within the same
department or to a
different department on
campus, use the Intra-
Business Unit Transfer
Template
A separate transfer
template is available for
academic and staff.
STAFF Intra-Campus Transfers
+ +
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
65
Navigation: PeopleSoft Menu > Workforce Administration >Smart HR Template > Smart HR Transactions
STAFF Intra-Campus Transfers
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
66
Important
• Ensure you select the correct Job Effective Date and Reason Code.
• These fields are important entry points for the employee’s
record and have many downstream effects.
Select the correct
Employment Record
Number for the job to
transfer.
Reason Codes
STAFF Intra-Campus Transfers
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
67
Enter the details for the staff intralocation transfer on the Job Data and Job Earnings Dist tabs, as needed.
When complete, click the Save and Submit button to submit the template for review and approval.
DONE
STAFF Intra-Campus Transfers
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
68
Academics and Staff process intra-campus
transfers differently.
ACADEMIC ONLY: Process a Concurrent
Hire/Termination template
ACADEMIC Intra-Campus Transfer
+ +
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
69
COMMUNICATE with other department/campus regarding effective date.
ACADEMIC Transfers Intra-Campus
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
70
Navigation: PeopleSoft Menu > Workforce Administration > Smart HR Template > Smart HR Transactions
ACADEMIC Transfers Intra-Campus
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
71
Concurrent Hire:
Step1: to transfer an
academic employee from
an academic job in one
department to another
department at UCSB.
Available
Templates
ACADEMIC Transfers Intra-Campus
Concurrent Hire
Reason Codes
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
72
Some of the employee’s existing personal information is automatically displayed.
Enter the remaining details for the concurrent hire on the template tabs.
You must navigate through all the tabs before the Save and Submit button is available.
When complete, click the Save and Submit button to submit the template for review and approval.
ACADEMIC Transfers Intra-Campus
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
73
Termination TemplateStep 2: Initiate a voluntary termination template as the second part of an Academic Intra-Campus Transfer.
Navigation: PeopleSoft Menu > Workforce Administration > Smart HR Template > Smart HR Transactions
ACADEMIC Transfers Intra-Campus
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
74
ACADEMIC Transfers Intra-Campus
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
75
If the Job Termination Effective Date is a Monday, the Last Date Worked defaults to the previous workday (Friday).
The Last Date Worked field can be changed, if needed; however, the Last Date Worked must be prior to the Job Termination Effective Date.(Not the same date)
Update the Last Date
Worked if needed
and enter a
Comment.
The Last Date Worked automatically populates with a
date that is one business day prior to the Job
Termination Effective Date.
When complete, click the Save and Submit button.
ACADEMIC Transfers Intra-Campus
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
76
Inter-Campus Transfer
STAFF or ACADEMIC
When an employee transfers from one campus to
another without a break in service, initiate the
Inter-Campus Transfer process..
The inter-campus transfer process is the same
for both staff and academic personnel
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
77
• A concurrent hire
template is initiated by
the New Campus to
which the employee is
transferring,
• A voluntary termination
template is initiated by
the Former Campus
from which the
employee is
transferring.
• There should be no
break in service.
The Job Termination Effective Date should be the same as
the Job Effective Date for the concurrent hire.
This process must be coordinated
between the two campuses.
Inter-Campus Transfer
STAFF or ACADEMIC
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Who has answers?Staff Transactions
78
+
Human Resources & Academic PersonnelRevised 01/29/2020
79
Contact Information / Help & Resources
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
UCSB UCPath Page: Job Aids
80
https://www.ucpath.ucsb.edu/functional-
user-support/functional-user-resources
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Transfer Pop Quiz!
81
1. I am hiring a lab assistant away from Chemistry and in to
Physics… Which templates could I use?
I need to transfer an employee between departments on the UCSB campus …
Go to the Job Aid
2. I don’t have to pick up the phone …do I ?
Yes you do! … Who are YOU gonna call?
(It’s not ghost busters!)
3. Our department analyst was just promoted to be our
department business officer…. Which template do I use?
STAFF: INTRA-CAMPUS TRANSFER TEMPLATE OR
ACADEMIC: CONCURRENT HIRE + TERMINATION TEMPLATE
IT’S THE OTHER DEPARTMENT
INTRA-CAMPUS TRANSFER
Termination Template
82
+
UCPath Workforce Administration
=
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Termination Template Overview
83
Initiate a voluntarytermination template when:
An employee resigns their UC employment.
As one part of an Inter-Campus or Inter-
Department transfer.
Initiate an involuntary termination template when:
It is necessary to terminate an employee, lay off an employee or you learn of the death of an employee.
Available
Templates
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Using the Termination Template
84
• Initiators submit templates only for employees within departments for which they have security access. If needed, you must
coordinate with other departments for terminating other UC jobs.
• If the termination reason is Death, only one termination template is initiated (Involuntary Termination); UCPC WFA Production terminates all other jobs for
the employee.
Available
Templates
The termination template is used for both academic
and staff terminations.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Termination Key System Steps
85
** Initiate
Final Pay if
Needed
(BFS)
COMMUNICATE with other department regarding effective date.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Smart HR Transactions Navigation
86
Navigation: PeopleSoft Menu > Workforce Administration > Smart HR Template > Smart HR Transactions
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Entering Transaction Details
87
Select the correct
Employment Record
Number
Important
• Ensure you select the correct Job Effective Dateand Reason Code.
• These fields are important entry points for the employee’s record and have many downstream effects.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Entering Transaction Information
88
If the Job Termination Effective Date is a Monday, the Last Date Worked defaults to the previous workday (Friday).
The Last Date Worked field can be changed, if needed; however, the Last Date Worked must be prior to the Job Termination Effective Date.
Update the Last Date
Worked if needed
and enter a
Comment.
“Last Date Worked”
automatically populates with a date
that is one business day prior to
“Job Termination Effective Date.”
When complete, click the Save and Submit button.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Termination Final Pay
89
Final pay is required when all jobs are terminated or retired.
While the termination and retirement templates provide a link for initiating final pay after entering the template, UCSB does not use this component.
Request final pay through BFS ServiceNow portal: https://ucsb.service-now.com/payroll
For additional information on final pay, refer to the Payroll course: PHCMPAYL200: Additional Compensation and Pay Adjustments Requests.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
The Termination Process
90
1. Is a termination processed in PayPath?
2. Which component do I use to process a
Termination?
3. Do I manually enter the last day worked or is it
auto-populated based on the termination date?
4. Is a Termination Template used as part of an
inter-campus transfer?
NO
SMART HR TRANSACTIONS
NO, IT AUTO-POPULATES
YES
Retirement Template
91
UCPath Workforce Administration
+ =
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Retirement Overview
92
One retirement template is used for
both academic
and staff
employees.
When UCPC WFA
Production
receives a
retirement
transaction, they
retire the employee
from all UC jobs.
Available
Templates
Initiate a retirement template when an employee
decides to retire.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Retirement Key System Steps
93
** Initiate
Final Pay if
Needed
(BFS)
COMMUNICATE with other department regarding effective date.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Smart HR Transactions Navigation
94
Navigation: PeopleSoft Menu > Workforce Administration > Smart HR Template > Smart HR Transactions
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Entering Retirement TransactionDetails
95
When an employee retires from UC, only one retirement template needs to be initiated; UCPC WFA Production will retire all other jobs for the employee, as needed.
There is only
one Reason
Code for the
retirement
template.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Update the
Last Date
Worked if
needed and
enter a
Comment.
Entering Transaction Information
96
If the Job Retirement
Effective Date is a
Monday, the Last
Date Worked defaults to the previous
workday (Friday).
The Last Date Worked
field can be changed
if needed; however,
the Last Date Worked
must be prior to the
Job Retirement
Effective Date.
When complete, click the Save and Submit button.NOTE: End of FY retirements have specific requirements
for termination date, last day work, and effective date.
“Last Date Worked”
automatically populates with a date
that is one business day prior to
“Job Retirement Effective Date.”
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Retirement Final Pay
97
• Request final pay via BFS ServiceNow https://ucsb.service-now.com/payroll.
• For additional information on final pay, refer to the Payroll course: Additional Compensation and Pay Adjustments Requests.
Final pay is required when an employee retires.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
The Retirement Process
98
1. How many Retirement Templates are there to
choose from, whether staff or academic?
2. How many Reason Codes are there to choose
from on a Retirement Template?
3. My retiring employee has 2 jobs, how many
Retirement templates do I need to submit?
ONE
ONE
ONE
Person Data Template
99
UCPath Workforce Administration
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UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Personal Data Changes Overview
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1. UCPath Portal
o In most cases, employees enter their own personal data changes using the UCPath portal. Updates that can be made from the Portal include:
• name, • personal email, • emergency contacts, • home and mailing address, • employee disclosures, • phone number, • ethnic groups, • military status and • disability status.
2. UCPath Template Transaction
o Use this method to update the personal data mentioned above, but must be used to update:
• Date of birth or Social Security Number.
• Require Social Security Number Verification (SSNVS) before processing into UCPath.
Three methods to update personal data in
UCPath.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Personal Data Changes Overview
101
3. Case Management
o Use this method for transactions that require document verification.
o UCPC WFA Production performs the verification.
o Department initiates a case and WFA Production enters the update directly in UCPath.
For example, for a name change, the employee must submit a copy of a government issued ID, which indicates gender, to substantiate the request.
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UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Personal Data Template Transaction
102
Initiate the UC
Personal Data template for staff or
academic
employees.
If the employee has
jobs on multiple
campuses, the
employee’s primary-
job updates the
personal data.
Available
Templates
Initiate the UC Personal Data template to update an
employee’s personal information.
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Personal Data Key System Steps
103
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Person Profile Overview
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• The Person Profile component contains several tabs that store a variety of information about an employee.
• Template Initiators can view and update information in the Person Profile component for employees for which they have security access.
• Honors and Awards
• License and Certificates
• Degrees
• UC Specialty Codes
• UC Prior Service Code
• UC Separation
Destination Code
• Oath Signature Date
• Patent Amendment Date
• Patent Acknowledgment• UC Student Status
• Credit Card
Person Profile Information Examples
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Person Profile Navigation
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Navigation: PeopleSoft Menu > Workforce Development > Profile Management > Profiles > Person Profiles
The Oath Signature Date, Patent
Amendment Date and Patent
Acknowledgment fields are completed on
the hire/rehire templates and
automatically transfer to the Oath/Patent
Signature Date tab after the template is
processed.
Course Review
106
Template Transactions Part 2
UCPath Workforce Administration
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UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Course Review
107
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Template Transactions 2
The UCPath System
Working with UCPath
Concurrent Hire
Rehire
Transfers
Terminations & Retirement
The Person
Course Review
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Putting It All Together
108
Action Reason Codes: Refer to the Template Transactions –
Action Reason Codes and Descriptions job aid for a list of all
the templates, associated Reason Codes and a description.
Intra-location transfers: These are initiated when an employee
transfers within the same department (changing jobs) or from
one department to another on the same campus.
Inter-location transfers: These are initiated when an employee
transfers from one campus to another without a break in
service.
Academic Transfers: ALL ACADEMIC employee transfers inter-
or intra-, require coordination to submit two separate
templates with coordinated effective dates and comments
on each template:
• Concurrent Hire
• Voluntary Termination
Final Pay: Initiate the final pay process for termination and retirement template transactions if an employee is separated from the University (and all other jobs are terminated or retired).
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Who has answers? Staff Transactions
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Human Resources & Academic PersonnelRevised 01/29/2020
Help and Resources Contact Information
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UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
111
UCSB UCPath Page: Job Aidshttps://www.ucpath.ucsb.edu/functional-
user-support/functional-user-resources
UCPath
Position ControlIntroductions & LogisticsUCPath SystemOverviewNew PositionsUpdate Positions Course Review
Template TransactionsIntroductions & LogisticsUCPath SystemOverviewFull HireConcurrent HireRehire
TransfersTerminationRetirementThe PersonTransaction StatusCloning a TransactionCourse Review
PayPath TransactionsIntroductions & LogisticsOverviewPosition Data ChangesJob Data ChangesAdditional payCourse Review
Workforce Administration
Human Resources & Academic Personnel
Revised 01/29/2020
Parking Lot
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• Review parking lot
o Have all questions been answered during our class?
o Are there any new questions to add to the list?
Template Transactions 2
UCPath Workforce Administration
https://www.ucpath.ucsb.edu/functional-user-support/functional-user-resources
Academic Personnel Contacts• [email protected]
• Tamara Berton
• Danica Acosta
• Monique Chaidez
Staff Contacts• UCSB.service-now.com/hr• Amy Arnold
• Sarah Soto
• Edna Arrellano / Karen Reynolds-Moreno
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