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University of California Santa Barbara
Resources for Department Analysts

UCPath

Understanding UCPath Resources

Where can I find…?

Ask UCPath Center

“Search Solution” allows for a keyword search for support documentation and instructions.

Navigation: https://ucpath.universityofcalifornia.edu

  • Log in to UCPath
  • Select the “Ask UCPath” button in the top right corner
  • Search by keyword, topic, or knowledge type

UCSB UCPath Website

Provides campus-specific job aids, training materials, resource documents, and campus communications.

Navigation: http://ucpath.ucsb.edu

Campus Job Aids & Support Documentation

Provides the most up-to-date campus UCPath training materials, handouts, and Job Aids that include a step-by-step walkthrough of campus transactional processes, including screenshots.

Navigation: https://www.ucpath.ucsb.edu/transactional-users/job-aids-handouts-and-resources

UCPath Users Desk Manual

Provides resources, processes, and best practices from a department perspective.

Navigation: https://www.ucpath.ucsb.edu/ucpath-users-desk-manual

Academic Personnel (AP) Resources and Job Aids

Provides AP-specific job aids and resource documents.

Navigation: https://ap.ucsb.edu/resources.for.department.analysts/ucpath/

The AP-Path team is also available to provide assistance and answer questions related to all academic appointments, including students, in UCPath via the ap-path@ucsb.edu email.

Reporting:

Data Warehouse

Data Warehouse holds PPS and UCPath data before July 1, 2025.

Navigation: https://ezaccess.isc.ucsb.edu/EZaccess

Recommended Reports:

  • Jobs by Group - Displays over 30 job attributes; filters available e.g., union code, paygroup, FLSA.
    • Provides a variety of attributes, and departments should be utilizing this report to audit job records and take corrective action when needed. (e.g. review if Merit and Promotions have been properly applied; review if correct salary appears after Range Adjustments; review if appointments have been extended properly; etc.)
  • Jobs Ending - Displays jobs with an Expected End Date.
    • Jobs with upcoming end dates should be reviewed, and appropriate action taken. (e.g. extension/modification request; termination; etc.)
  • Short Work Break Inquiry - Displays employees with jobs on SWB.
    • Jobs with SWB applied should be reviewed, and appropriate action taken. (e.g. extend/Return from SWB; termination; etc.)
  • Leave Reports:
    • Provides a variety of leave data attributes, and departments should be utilizing this report to audit job records and take corrective action when needed. (e.g. Leave Revision; corrective action; etc.)
    • Employees on Leave ‐ Displays employees on active leave in Job Data.
    • Extended Absence Report ‐ Displays leave transaction data (from Extended Absence module).

Fin Hub

Fin Hub holds UCPath data after July 1, 2025.

Navigation: https://idcs-e14a9c35c6784bd18365d5185c6406ba.identity.oraclecloud.com/ui/v1/signin

Reporting Areas

  • Accounts Payable: Purchasing and payment activity
  • Budget Planning: Operating budgets, expenditures, and account balances to support departmental functions
  • Central Office: UCOP-compliant and high-level view reporting
  • Construction Projects: Budgetary and expense information for construction projects
  • Custom reports: Meeting unique requirements
  • Faculty / PI Dashboard: Award and project-related reports intended for Faculty and PI consumption
  • General Ledger: Transaction-level information for a given period, including current data for unclosed periods
  • Gifts & Endowments: Information related to gifts and endowed funds, including market value and estimated payouts
  • Operating Financials: Actual and budgeted revenues and expenditures
  • PGM Admin: Dashboard Projects and grants information with security provisions for administrative staff
  • Procurement: Purchasing activity
  • Security: Security assignments in financial systems
  • Travel & Entertainment: Faculty and staff travel expenses, including reimbursements and authorizations
  • UCPath Employee: Employee appointments, attributes, and HR data
  • UCPath Payroll: Payroll transactions, pay rates, and compensation details

Cognos

Data is pulled from the UCPath System and provides a wide variety of reports for departments. Note: not all UCPath users have access to Cognos reports ‐ please refer to your department Business Officer if you feel you need access.

Navigation: https://ucpath.universityofcalifornia.edu

  • Log in to UCPath
  • Select Quicklinks > Cognos Reports from the left menu