Smart HR Templates - Training Eligibility
The Smart HR Templates training equips Initiators and Approvers with the knowledge and hands-on experience to confidently process hires, transfers, separations, and personal data changes in UCPath. This training emphasizes the decision-making process for selecting the correct template—whether creating a new employee record or reusing an existing one—and choosing the appropriate reason codes to ensure transactions are accurate from the employee’s first day. With this foundation, learners will also be prepared to manage Contingent Worker templates, which closely mirror employee templates. Over time, as you gain experience, you’ll begin to recognize patterns, streamline your research process, and see how these transactions fit into the larger UCPath ecosystem.
Eligible Groups Include:
- Certain ERSO and L&S transactors
- Berkeley Regional Services (BRS) Users
Required for:
- Initiators submitting Smart HR Template transactions.
Recommended for:
- Approvers approving and denying Smart HR Template transactions.
Training Requirements
Technology Pre-Requisites
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Access to Global Protect VPN using the Library Access Full Tunnel gateway.
- Comfort with the following technology:
- multiple screens
- Zoom
- Google Suite (Calendar, Docs, Sheets)
- PDFs
- Check out our Technology Skills for UCPath Training webpage for links to technology training.
Training Pre-Requisites
Completion of the Intro to UCPath online eLearning course.
-
On-demand, 65 minutes
- Complete the Intro eCourse through the UC Learning Center.
- This course provides an overview of UCPath, PeopleSoft, and key system modules for users performing transactions beyond self-service.
- In this course, you will:
- Understand UCPath’s key benefits and the role of the UCPath Center.
- Learn key terms, acronyms, and system modules.
- Navigate UCPath, including field types, data entry, and help resources.
Additional optional on demand courses for more information:
-
Employee Data Inquiry eCourse: this course provides an overview of how employee data is stored in UCPath and how to view employee information.
-
WFA Overview eCourse: this course provides an overview of the UCPath Workforce Administration (WFA) module.
Smart HR Templates Live Instructor-Led Training (ILT)
- Time required: 6 hours
- Format: live via Zoom
- Registration Required: must complete both sessions in the same month
- Required for: Smart HR Template Initiators
- Recommended for: Smart HR Template Approvers
- Content: A live, instructor-led session in a UCPath training environment to practice key Smart HR Templates transactions, such as Full Hire, Rehire, Concurrent Hire, Termination, Transfer, and Personal Data Change templates.
- Assessment: class transactions submitted in the practice environment to verify skill readiness and ensure transaction accuracy. Requires an 80% or higher precision score to pass.