UCPath Upgrade Effective June 20: What You Need to Know and Do in Advance
An employee's lived name will now display in UCPath as part of a larger system upgrade.
As part of the Gender Recognition and Lived Name Policy, UCPath will be upgraded on June 20, 2023 to display an employee’s lived name. Embracing this policy and its accompanying culture changes ensures we are living up to our stated values in which inclusivity and belonging matter. The policy exemplifies UCSF’s Pride values in building a culture centered in respect, diversity, and equity. Utilizing someone’s correct name and pronouns honors their identity and establishes trust and respect.
With the UCPath upgrade, employees who use a lived name recorded in UCPath will see their lived name display in “Name” fields throughout the system and that name will be visible to the employee, managers, UCSF transactors and UCPath Center staff. Legal names will only be visible to authorized users and on pages where the use of the legal name is required. Anyone with access to legal name for individuals with a lived name will be expected to keep legal name confidential.
Transactors (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) will experience some additional changes, noted below.
Implementation Timing
Implementing the lived name changes in UCPath is one component of a larger upgrade to UCPath’s underlying Oracle PeopleSoft Human Capital Management (HCM) platform, scheduled to go live on June 20, 2023. This upgrade will require a cutover period during which all employees, managers, and transactors across all UC locations will not have access to UCPath. The IT Service Desk will send out notifications to the UCSF community ahead of this system downtime.
UCPath Outage Begins: 3 p.m. on Friday, June 16, 2023
UCPath Outage Ends: 9 p.m. on Monday, June 19, 2023
Important Deadlines
- Friday, June 9 by 5 p.m.: Deadline for departments to submit PCMA cases to HR for the monthly pay date of June 30.
- Thursday June 15 by 5 p.m.: Deadline for adding lived name to UCPath before lived name goes live.
Employees who have a lived name in the UCSF identity system but not in in UCPath, and who don’t update their UCPath information will have their legal name populate the lived name field in the UCSF Identity system.
Employees who use a lived name were sent instruction on how update their lived name in UCPath prior to the UCPath outage.
How to Prepare: UCPath Transactors
Beginning June 20, all UCSF users with a transactor role will see changes to how names are displayed in UCPath.
Best practice: the best way to search for employees in UCPath beginning June 20 is to use the UCPath Employee ID, also known as EMPLID. Transactors should use the name that is provided in the Name field in UCPath to identify employees. An employee's Name could be a lived name, preferred name, or legal name.
- Department Funding Entry and Salary Cost Transfer Initiators and Approvers will no longer see legal names when searching for, reviewing, initiating, or approving transactions for employees who have recorded a lived name in UCPath.
- For central teams in Human Resources, Finance, and Information Technology with inquiry, data entry, or approver roles, legal names can only be accessed based on specifically developed criteria to ensure privacy. Each central team’s project representative is sharing additional details.
Transactors should review the Gender Recognition and Lived Name policy and additional resources available on the Office of Diversity and Outreach website.
For general employee guidance/questions, refer to the Lived Name resources outlined in the email sent to all employees on May 31, or refer to the Gender Recognition and Lived Name policy website.