Templates: Update or Extend A Contingent Worker Appointment In UCPath | Scribe

    Templates: Update or Extend A Contingent Worker Appointment In UCPath

    • Avry Schellenbach |
    • 26 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 **Update/Extend CWR Appointment** or **Extend CWR (with Position) Appointment** template. **Remember!** CWRs who supervise someone at UC Berkeley typically have a position.
    9
    Add the appropriate **Effective Date** - this is the date the update goes into effect.
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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
    Add the CWR's **Empl ID**.
    12
    Select the **CWR Empl record** that needs the update.
    13
    Select the appropriate **Action.** There are two options: 1. **CWR Job Update:** choose this action to update job data, like department, location, job code, supervisor, etc. 2. **Contingent Worker Extension:** choose this action if you need to extend their expected job end date. *In our example, we need to update their supervisor, so we will select CWR Job Update.*
    14
    Select the appropriate **Action Reason.** For CWR Job Updates there are several Reason code options, depending on what needs updating: - Data update - Department change/transfer - Job code change - Location code change - Reports to change *In our example, we need to update their supervisor, so we will select CWR Reports to Change.*
    15
    Click **Continue.**

    Make the Update