Templates: Complete A Contingent Worker Appointment In UCPath
- Avry Schellenbach |
- 24 steps |
- 2 minutes
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Navigation
1
Navigate to **UCPath**: <https://ucpath.universityofcalifornia.edu/home>
2
On the left navigation pane, click **PeopleSoft Homepage.**
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 complete a CWR appointment, select either the **Complete Contingent Worker Instance** template.
9
Add the appropriate **Effective Date** - this date indicates the Effective Date of Termination.
**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
Add the CWR's **Empl ID**.
12
Select the **CWR Empl record** to complete.
13
Select the appropriate **Action Reason:**
- Completion - Contingent Worker
- Do Not Rehire (Settlement)
14
Click **Continue.**
Complete & Submit Template
15
Ensure the **Last Date Worked** field is correct.
UCPath will auto fill the Last Date Worked field with one business day before the Effective Date put on the template. You can override this field if that date is incorrect.
