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


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


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


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?


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


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


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

[Download the presentation deck]

[Click here to view the recorded session]