Mini Tune-Ups

Money

On 8/28/19, Julie Portillo, Fiscal Manager, Office of Financial Aid & Scholarships, Andrew Height, Fiscal Analyst, Office of Financial Aid & Scholarships, and Steve Kriz, Assistant Director, Accounting Services, discussed Undergraduate Resource Reporting ("UGRR"). UGRR is the campus process for requesting payments to current undergraduate students for a scholarship, or any resource other than wages.

SAASB

On July 29, 2019, Kathleen Yabsley, Gateway Systems Manager, discussed the new commodity codes, with detailed descriptions for categorizing purchases, that were added to the Gateway commodity code list. Accurately categorizing purchases allows us insight into how we spend UC funds, and in turn we can negotiate better discounts to redirect the funds for use in education and research.

UCPath image

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

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]

UCPath

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]

UCPath

On Thursday, 10/4 we discussed trends and issues that we have seen so far in week one of UCPath. We provided information about many resources that you can use now, including websites, job aids, and recorded training sessions. Please download the presentation deck for links and locations of these resources.

UCPath

On September 18, 2018, Jim Corkill, Director, Business & Financial Services, and Cynthia Seneriz, Director, Human Resources, and Shannon Jackson, Payroll Specialist, discussed the new ServiceNow catalogs for HR & BFS.

[Download the presentation deck]

UCPath

On September 17, 2018, Jim Corkill, Director, Business & Financial Services, and Shannon Jackson, Payroll Specialist, talked about what departments can do to prepare for the first week of the UCPath rollout.

[Download the presentation deck]

UCPath

On August 30, 2018, Cynthia Seneriz, Director, Human Resources, and Cindy Doherty, Director, Academic Personnel, discussed procedures and deadlines for hiring employees during the cutover to UCPath.

[Download the presentation deck, updated to include Q&A slides]

Pages