 are used to initiate, review, and approve workforce changes. 

The guides and information below were created to help you 

understand how to initiate common workforce actions using UCPath templates

Refer to the following instructional guides for more information on how to process Smart HR Template transactions.

This guide provides step-by-step instructions to view all organizational relationships for an Employee or Contingent Worker (CWR) in UCPath. The Person Organizational Summary page displays historical, current, and future-dated employment details across all business units.

View Person Organizational Summary

Universityofcalifornia

This guide provides step-by-step instructions to clone a cancelled or denied template transaction.

Clone a Template Transaction

UCPath Hiring Template Transactions Resource Guide

UCPath Termination Template Transactions Resource Guide

UCPath Employee Transfer & Update Template Transactions Resource Guide

UCPath Template Transactions Course Placeholder

This guide provides step-by-step instructions to search for people across all business units in UCPath. The Search Person page allows searches with National ID, name, and date of birth. This action should be taken prior to conducting hiring activities.

Search Person in UCPath

This guide provides step-by-step instructions to view the status of a Smart HR Template transaction while it is within local approval at the location using the SS Smart HR Transactions page in UCPath.

View Template Transaction Status - SS Smart HR Transactions

 are used to initiate, review, and approve workforce changes. The guides and information below are specific to the hiring process and were created to help you 

This guide provides step-by-step instructions for entering contract pay for an Academic hire. Contract Pay applies to certain Academic employees who are paid a set amount over a defined contract period rather than being paid evenly across the fiscal year. Contract Pay affects how compensation is calculated and distributed and should be used only in specific scenarios.

Request Academic Contract Pay for Hire or Rehire Template

This guide provides step-by-step instructions to enter a concurrent hire (non-dual employment) for both a staff and academic employee. Use this guide to create the organizational relationship (Empl Record) using the Smart HR Template transaction in UCPath.

Enter a Concurrent Hire Template Transaction

Dual Employment in UCPath (HR Tasks Tile)

Resolving FLSA Status Conflict for Concurrent Hire

Using the Rehire Reinstatement Template


Smart HR Template Transactions

CFO - CMMI

 are used to initiate, review, and approve workforce changes. The guides and information below are specific to the employee transfer and data update processes and were created to help you 

Intralocation Transfers

This guide provides step-by-step instructions to process an intralocation transfer. The Incoming Department should perform these steps using the appropriate Smart HR Template transaction (e.g., UC_TRANSFER or UC_TRANSFER_AC) in UCPath.

Enter an Intralocation Transfer Template Transaction

Interlocation Transfers

This guide provides step-by-step instructions to hire an employee transferring from another UC Location. The Hiring Location should perform these steps to create the organizational relationship (Empl Record) using the appropriate Smart HR Template transaction (e.g., UC_CONC_HIRE or UC_CONC_HIRE_AC) in UCPath.

Enter a Concurrent Hire Template Transaction for Interlocation Transfer (Hiring Location)

This guide provides step-by-step instructions to enter a voluntary termination for an employee transferring to another UC Location. The Terminating Location should perform these steps using the Smart HR Template transaction (e.g., UC_VOL_TERM) in UCPath.

Enter a Voluntary Termination Template Transaction for Interlocation Transfer (Terminating Location)

This guide provides step-by-step instructions to enter an employee data change for both a staff and academic employee using the Smart HR Template transaction.

Enter Personal Data Change Template Transaction

This guide provides step-by-step instructions to view the status of a Smart HR Template transaction after it has completed local approval at the location and has moved to the UCPath WFA Production processing queue using the Transaction Status page in UCPath.

View Template Transaction Status

 are used to initiate, review, and approve workforce changes. The guides and information below are specific to the termination process and were created to help you 

UCPath Template Transactions Resource Guide

Step-by-Step Guides

Additional Resources

UCLA Job Aids

UCPath Center Job Aids

Support