UC San Diego Campus Notice
OFFICE OF THE VICE CHANCELLOR AND CHIEF FINANCIAL OFFICER
January 26, 2021
Geisel library at sunset
ALL ACADEMICS AND STAFF AT UC SAN DIEGO (excluding UC San Diego Health)

UCPath and Financial Information System: Focusing on What Matters

Thank you to the many faculty and staff who joined us for the UCPath and Financial Information System Town Hall back on November 4, covering important system updates and efforts to improve department operations. 
In direct response to your feedback, five new dashboards have been published to the reports.ucsd.edu portal since the town hall, a roadmap has been published outlining upcoming reports to be delivered, and a webinar series (referenced below) has been created to support report training. Twenty-three enhancements to existing reports have also been completed.
Additionally, a new fund manager training series has been created to support project and grant management via online videos, available here.   
Support teams from both UCPath and FIS will host webinars that feature subject matter experts discussing and training on the key topics affecting critical activities performed by departments. Visit the following resources to participate in upcoming training and events for UCPath and FIS.
UCPath and Ecotime Training & Events
Office Hours | Bring your questions to our SMEs:
UCPath Transactor Q&A, Tuesdays from 9 – 10 a.m.
Campus Ecotime Q&A, Thursdays from 2 – 3 p.m.
UCPath Finance & Reporting Q&A, 2nd and 4th Tuesday from 1:30 – 2:30 p.m.
UCPath for Graduate Students Employment, 1st and 3rd Wednesday from 2 – 3 p.m.
Upcoming Topic-based Zoom Sessions | Join us on Wednesdays from 11 a.m. - 12 p.m.:
1/27/21: How to Process Intra-Location Transfers
2/10/21: Initiating Payroll Request Transactions and Checking Status
2/24/21: Concurrent Jobs: Aligning FLSA Status & Pay Frequency
3/10/21: Entering Retro Additional Pay
3/31/21: How to Fill Out UCPath Forms  
Self-Service Resources | Take advantage of these valuable resources 24/7:
UCPath Self-Service for All Employees
New Transactor Survival Kit
UCPath Job Aids
UCPath Knowledge Base
UCPath Training Hub
You’ll find Zoom links for all Office Hours and Zoom Sessions here. To listen to previous topic-based zoom sessions or if you miss one of the upcoming zoom sessions visit our Review & Reinforcement webpage to watch and listen on-demand. If you are a transactor, make sure you are subscribed to UCPath Weekly Updates.
Financial Information System Training & Events
Register for an Upcoming Webinar:
You do not want to miss our new BI & Financial Reporting Series, specifically the Project Dashboard webinar which delivers a full look at project financials and is designed to support the PI, the Project Manager, the Fund Manager and the University community.  We look forward to your participation and thoughtful feedback.
1/27/21: Hot Topics: POET Information in Oracle Procurement and Concur
1/28/21: BI & Financial Reporting Series: Project Dashboard
2/11/21: Payables Best Practices to Minimize Cost Transfers
2/18/21: BI & Financial Reporting Series: Project Cost Transfers & Updates
2/25/21: BI & Financial Reporting Series: Transaction/Reconciliation Dashboard  
Office Hours Support
We are here to support you during Office Hours; view schedule here. Oracle and Concur users should consolidate their questions and scenarios, then attend an office hours session with experts to help resolve outstanding issues.
Self-Service Resources: 
BI & Financial Reporting
Budget & Finance Knowledge Base
Known Transitional Issues
News Archive
Training Courses  
Bookmark the Training & Events Calendar to keep an eye out for new Budget & Finance training and events. If you missed a training or live webinar, Recorded Webinars are available to watch on-demand at your convenience. Make sure you are subscribed to the Budget & Finance Weekly Digest.
For questions or inquiries related to UCPath & Oracle Financials Cloud or Concur, please continue to submit tickets through Services & Support at https://support.ucsd.edu. 

Pierre Ouillet
Vice Chancellor and Chief Financial Officer

Vince Kellen
Chief Information Officer
University of California San Diego, 9500 Gilman Drive, La Jolla, CA, 92093