How to Prepare for the UCPath Fluid User Interface Coming October 15

The UCPath Fluid User Interface (UI) will arrive on October 15, 2022, one week earlier than previously announced. The UCPath Center moved the go-live date to minimize impacts to the established payroll processing schedule.

Several resources are now available to help you prepare for using the Fluid UI in UCPath. Review the resources below and take any necessary actions by the dates indicated.

Who Is Affected by this Change?

Only users with a transactor or inquiry role will see a change in UCPath. This includes campus department Funding Entry and Salary Cost Transfer Initiators and Approvers, and central teams in Human Resources, Finance, and Information Technology with inquiry, data entry, or approver roles.

UCSF employees and managers who use the UCPath online portal for self-service functions are not affected by this change.

What's Changing?

Implementing Fluid UI is part of the Improve Navigation roadmap project to enhance the transactor experience and to enable future functionality in UCPath. The goal of this project is to make navigating to data entry pages easier and faster. Other than navigation, transactors will see no changes to procedures for entering or approving transactions.

Transactors who also use UCSF's PeopleSoft Financial System are already familiar with the basics of Fluid navigation as a result of the March 2022 transition to the Fluid UI.

What You Need to Know to Prepare: All Employees, Managers, and UCPath Transactors

UCPath will be unavailable between 6 a.m. and 8 p.m. on Saturday, October 15.

  • This downtime affects all UCPath users, including employees and managers who use UCPath online.
  • The IT Service Desk will send out notifications to the UCSF community ahead of this system downtime.
What You Need to Know to Prepare: UCPath Transactors

Here are the actions that transactors should take before October 15 to prepare for using the new Fluid UI.

  • Learn how to navigate in the UCPath Fluid User Interface.
  • Move any Bookmarks for PeopleSoft data entry pages to Favorites by October 14.
    • Move any Bookmarks for PeopleSoft data entry pages saved in the UCPath online portal to the Favorites function in the UCPath Workcenter.
    • You will no longer access data entry pages from within the online portal, and Bookmarks for these pages will not be available after October 14.
    • Review the Dashboard Bookmarks to PeopleSoft Favorites (opens in new window) job aid for step-by-step instructions on saving Favorites.
For More Information

Information about UCPath's PeopleSoft Fluid UI upgrade will continue to be shared directly with UCPath transactors by email.  Funding Entry and Salary Cost Transfer users can contact the Controller’s Office Solution Center with any questions. Central teams in Human Resources and Finance should direct any questions to their project team member.