 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 

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.

UCPath Template Transactions Course Placeholder

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

This guide provides step-by-step instructions to enter a voluntary termination for both a staff and academic employee using the Smart HR Template transaction in UCPath.

Enter a Voluntary Termination Template Transaction

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 enter a retirement termination for both a staff and academic employee using the Voluntary Termination Smart HR Template transaction in UCPath.

Enter a Retirement Template Transaction

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

UCPath Termination Template Transactions Resource Guide

Step-by-Step Guides

Terminations

Retirement

Additional Resources

UCPath Center Job Aids