Information for Managers and Supervisors

Job Aid: Clearing Your Web Browser's Cache (external link)

This UC systemwide job aid explains how to clear your web browser's cache for common Windows, MacOS, and smart device browsers.

Job Aid: Enable UCPath Popups (external link)

This UC systemwide job aid explains how to add the UCPath website as an exception to your web browser's pop-up blocker so you can access UCPath online.

UCPath Earnings (ERN) Code Lookup Tool (external link)

Use this tool to search for Earnings Code values and descriptions.

UCSF network/VPN access and MyAccess authentication is required to access this resource.  Review frequently asked questions for more information about the UCSF VPN.

Job Code Lookup (external link)

Search for specific Job Code values and descriptions used in UCPath.

UCSF network/VPN access and MyAccess authentication is required to log into the Tableau application. If you are connecting remotely, please connect to the UCSF VPN before accessing these resources.  Review frequently asked questions for more information about the UCSF VPN.

Department Functional Roles Lookup (external link)

Use this tool to search for UCPath Funding Entry or Salary Cost Transfer Initiators and Approvers, or Access Administrators in your department.

If you are connecting remotely, you must connect to the UCSF VPN before accessing this resource.  Review frequently asked questions for more information about the UCSF VPN

Job Aid: View Employee Information (external link)

This UC systemwide job aid explains how managers and supervisors can view Employee Information, Team Profiles, Compensation History, and Absence Balance information for their direct reports.

Due to local system configuration, some actions may not be available or in sync with local resources, and other actions may not result in updates within UCPath online:

• Profile (current and historical) information may be available, but may be out of sync and may not update.
• Beginning balances for sabbatical leave credits were not migrated to UCPath.
• UCPath does not have the capability to correctly report leave accrual and balances for employees who receive their full accrual upon appointment. Leave balances shown in UCPath online for residents and clinical fellows will be incorrect.
• Submitting a case on behalf of another employees has been disabled. 

Job Aid: Review My Employees' Absence Balances (external link)

See this job aid for the steps needed to review your employees' information in UCPath. You can see information for your direct reports and their subordinates (indirect reports).

Job Aid: View Compensation History (external link)

See this job aid for the steps needed to view compensation history for your direct reports in UCPath online.

Software Simulation: View Team Profiles (external link)

Profiles may not be available or in sync with local resources, and may not update in UCPath online.

See this job aid for the steps needed to review your current team profiles in UCPath online. Although you can also update and add information to the employee's profile, it may not update in UCPath online.

Software Simulation: Review My Team Historical Profiles (external link)

Profiles may not be available or in sync with local resources, and may not update in UCPath online.

See, try, or print the steps needed to review your team historical profiles (current information only) in UCPath online.

Salary Cost Transfers (Health) (external link)

UCSF Health departments use the Salary Cost Transfer PeopleConnect Management Action form to notify UCSF Health Human Resources of salary and benefits costs requiring correction. UCSF Health managers and supervisors with access to PeopleConnect Management Actions can consult this how-to guide for instructions on completing the PeopleConnect form.

Job Aid: Review My Absence Balances (external link)

This UC systemwide job aid explains how UCPath online displays leave balances for a monthly and biweekly employee.

Office of Academic Affairs Advance web page (external link)

Advance continues as the system of record for tracking sabbatical leave credits. Sabbatical leave credit balances were not migrated to UCPath. As a result, sabbatical leave credit balances displayed in UCPath online will be incorrect. You should continue to use Advance for sabbatical information.

HR Umbrella (external link)

Campus and UCSF Health managers use the Roster feature in HR Umbrella to submit requests for to update supervisor relationships. Updates in HR Umbrella are synchronized with UCPath. HR Umbrella is available from MyAccess.

Job Aid: Tools for Monitoring UCPath End Dates (external link)

This guide highlights key business process implications as end dates are reached for jobs and funding in UCPath. Two reporting tools, the HR Monthly Reports and MyReports, are available to review and monitor HR activity, including managing end dates.

Software Simulation: Submit an Inquiry to UCPath (external link)

See, try, or print the steps needed to submit an inquiry (create a case) to the UCPath Center in UCPath online.

Software Simulation: Update My Inquiries (external link)

See, try, or print the steps needed to review the status of an existing inquiry (case) submitted to the UCPath Center in UCPath online.

Software Simulation: Reopen Closed Inquiry (external link)

See, try, or print the steps needed to reopen a closed inquiry in UCPath online. Inquiries can only be reopened once and only within five days of closure.

Software Simulation: Submit Records and Data Request (external link)

See this job aid for the steps needed to request records from the UCPath Center.

HR Monthly Reports (HRIS) (external link)

HR Monthly reports are used by managers and people leaders to audit employee and affiliate records, help anticipate needed management actions, and to feed local systems.