Templates: Renew A Contingent Worker Appointment In UCPath | Scribe

    Templates: Renew A Contingent Worker Appointment In UCPath

    • Avry Schellenbach |
    • 36 steps |
    • 2 minutes
    information ordinal icon
    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 **Renew Contingent Worker - with Position** or **Renew Contingent Worker - Without Position** template. **Remember!** CWRs who supervise someone at UC Berkeley typically have a position.
    9
    Add the appropriate **Effective Date** - this is the new appointment's start date.
    alert ordinal icon
    **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
    The Action and Reason code are auto selected. Click **Continue.**
    13
    Click **OK.** This warning acknowledges there is already a person in UCPath with that Empl ID - this is expected because we are reactivating a CWR Empl Record.

    Adjust Personal Data

    14
    There are two tabs: **Personal Data** and **Job Data.**

    Complete Job Data