Links
Guide to Employee Self-Service
Guide to Manager Self-Service
Student (Staff and Academic) Employment Guidelines (UC and Non-UC) – July 2025
Approvers Guide for Transactional Users
UPK - UCPath Help Site
Forms
New Employee I-9 Process Email Template for Departments
Mass Cost Transfer Request Form
Mass Cost Transfer Request Instructions
Job Aids
Additional Compensation
Payroll Adjustments
Final Pay
Retroactive Processing
New Position Funding
Position Funding Updates
Salary Cost Transfers
Training
Additional Pay and Pay Adjustment Requests (updated 5/3/22):
Presentation Deck 
Recorded Video
Funding Entry and Salary Cost Transfers (Direct Retro) (updated 5/2/22):
Presentation Deck Recorded Video
I-9 Compliance: Requirements, Procedures, and Solutions
Presentation Deck Recorded Video
UCPath Mini Tune-Up Sessions
| 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:
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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. |
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| 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. |
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| 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. |
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| What Will Look Different in the GL with UCPath? | **UPDATED**On Tuesday, 10/9 we discussed what looks different with the GL under UCPath. |
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| UCPath Reporting Options | **UPDATED**On Thursday, 9/27 we discussed reporting capabilities that will be available via PeopleSoft and Cognos within UCPath. |
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| ServiceNow Catalogs for HR & BFS | **UPDATED**On September 18, 2018, we discussed the new ServiceNow catalogs for HR & BFS. |