UCPath Training: Contingent Worker (CWR) Templates
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Welcome to the Contingent Worker (CWR) Smart HR Templates page! This page is dedicated to providing step-by-step guidance for transactors who are looking to learn about and navigate through basic Contingent Worker Templates.
Whether you are just getting started or need a refresher, this guide will walk you through the process of adding, updating, extending, renewing, and completing Contingent Workers. Let's dive in!
Step 1: Request Details
Ensure you have all the information you will need to submit your Contingent Worker template. This may include:
Personal data: name, birthdate, address, phone number, email, person/employee ID
Job data: job code, position number (only if they will supervise an employee at Berkeley), department, location, supervisor's position number, employee class, expected job end date
CWR Record number: if you are extending, updating, renewing, or completing a CWR record, make sure you know the EMPL Record number.
Effective Date: refers to the date of the change (ex: start date of the CWR appointment, date of the update, etc.)
Step 2: Do Your Research
Person Organizational Summary: allows you to see organizational relationships (Employee, CWR, and POI) across UC locations. Use this research page to learn more about the person you've been asked to submit a CWR template for and their CWR records.
Search Match: this search page allows you to confirm if a person already exists in UCPath and has a Person ID. Every person should only have 1 person ID, so this step is important if you are asked to add a CWR and create their empl ID.
Step 3: Select and Submit your CWR Template
There are various CWR Templates that are used for different scenarios.
Remember! CWRs who supervise someone at UC Berkeley must be added with a position.
Add Contingent Worker (with or without position): use when you need to create a new CWR appointment. This template can create a person ID if the person doesn't have one already.
Update/Extended Contingent Worker (with or without position): use when you need to update certain job data values for active CWR appointments, including:
Extend expected job end date
Data update
Department change/transfer
Job code change
Location Code change
Reports to change
Renew Contingent Worker (with or without position): use to reactivate a CWR record that is inactive and terminated.
Complete Contingent Worker: use to terminate a CWR record. If the CWR has an expected job end date and the "end job automatically" checkbox has been checked, they will auto terminate on their expected job end date -- you don't need to submit a Complete CWR template in this case.
Templates: Add A Contingent Worker Appointment In UCPath
Templates: Update or Extend A Contingent Worker Appointment In UCPath
Templates: Renew A Contingent Worker Appointment In UCPath
Templates: Complete A Contingent Worker Appointment In UCPath
Resources
Need Support?
Explore UCPath Center's Help Site to submit or view an inquiry.
Explore UCPath Center's User Productivity Kit (UPKs) for additional Job Aids, videos, and simulations.
Explore our Berkeley UCPath website for UCPath transactor resources, job aids, news, and updates.
Have a question your team needs support with? Email the Berkeley UCPath Operations Team at: ucbucpath@berkeley.edu.