Templates: Add A Contingent Worker Appointment In UCPath | Scribe

    Templates: Add A Contingent Worker Appointment In UCPath

    • Avry Schellenbach |
    • 40 steps |
    • 3 minutes
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    Want to see the instructions while you walk through a transaction? Add the [**Scribe Chrome extension**](https://get.scribehow.com/install-extension/) (for Chrome browsers only), then click the **Guide Me** button as you hover over Step 1.

    Navigation

    1
    Navigate to **UCPath**: <https://ucpath.universityofcalifornia.edu/home>
    2
    On the left navigation pane, click **PeopleSoft Homepage.**
    Screenshot of the UCPath Online landing page with the "PeopleSoft Homepage" button highlighted.
    3
    On the **Workforce Administration** homepage, click the **HR Tasks** tile.
    4
    This opens you to the **Search/Match** page.
    5
    Click on the **Smart HR Templates** folder.
    6
    Open the **Smart HR Transactions** page.

    Select Template & Start Transaction

    7
    **Select Template** from the lookup menu or type in the template code.
    8
    To add a new CWR appointment, select either the **Add Contingent Worker - No Position Data** or **Add Contingent Worker With Position** template. **Remember!** CWRs who supervise someone at UC Berkeley must be added with a position.
    9
    Add the appropriate **Effective Date** - this date indicates the start date of the CWR appointment.
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    **Note:** this is the only time you will be able to adjust (1) the template choice and (2) the Effective Date. Ensure these values are correct before creating your transaction.
    10
    Click **Create Transaction.**
    11
    If you need to create an Empl ID/Person ID for the CWR, leave the default as **NEW.** If the CWR already has an Empl ID, type it into the Empl ID field.
    12
    Click **Continue.**

    Complete Personal Data

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    There are two tabs: **Personal Data** and **Job Data.**
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    Add **Legal Name** and Lived **Name** values. **Note**: If you do not enter any information into the Lived Name fields, the values will default from Legal Name.
    15
    Add **Date of Birth.**