icon  UCPath Mini Tune-Up Sessions

MTU Topic
Posted date Subject Content
Fiscal Close Steps for UCPath Suspense Accounts

On 6/12/24, we discussed Suspense Accounts and Salary Cost Transfers, and what actions departments need to take for fiscal close.

Topics included:

  • What is a suspense account, and what are the common errors?
  • What is a Salary Cost Transfer (also known as a Direct Retro)?
  • Reviewing distributions in UCPath
  • Searching for and completing Salary Cost Transfers
  • Current projects
  • Avoiding Suspense Account errors


[View the presentation deck]
[View the recorded session]

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I-9 Remote Section 2 Requirement

**UPDATED**

On Wednesday, October 7th, we discussed the I-9 remote Section 2 requirement for all new hires.

[Click to view the presentation deck]
[Click to view the recorded session video]

Navigating Fiscal Close with UCPath

**UPDATED**

On July 18th, 2019, Jim Corkill and Leslie Griffin presented a discussion about navigating fiscal close with UCPath. Topics included prioritizing General Ledger issues, General Ledger FYE 6/30/19 challenges, General Ledger management plans for FY2020, assessment rates for FY2020, and more.

UCPath Functional Users* can review a recording of the session and copy of the presentation deck here: https://ucsb.app.box.com/folder/82385126609

*UCPath Functional Users are those with UCPath roles (Initiator, Approver, etc.). If you cannot access the files, please consult with a UCPath Functional User in your department.

Salary Cost Transfers

**UPDATED**

On October 17, 2018 we talked about the process for creating Salary Cost Transfers, and the support that will be available for departments when doing transactions.

[Click here for the presentation deck]

[Click here to view the recorded session]

What Will Look Different in the GL with UCPath?

**UPDATED**

On Tuesday, 10/9 we discussed what looks different with the GL under UCPath.

[Click here for the updated presentation deck with Q&A]

[Click here to view the recorded session]

UCPath Reporting Options

**UPDATED**

On Thursday, 9/27 we discussed reporting capabilities that will be available via PeopleSoft and Cognos within UCPath.

[Click here for the presentation deck with Q&A]

[Click here to view the recorded session]

ServiceNow Catalogs for HR & BFS

**UPDATED**

On September 18, 2018, we discussed the new ServiceNow catalogs for HR & BFS.

[Download the presentation deck]

[Click here to view the recorded session]