Smart HR Templates: Hires, Transfers, Terms, Retirements

""

What are Smart HR Templates about?

The Smart HR Template module in UCPath has three categories of templates (or forms) that can be submitted to:

  • put employees in and out of positions (hires, transfers, separations)
  • add, update, and end Contingent Worker (CWR) appointments
  • adjust personal data for Employees, Contingent Workers, and Persons of Interest

Explore our other Smart HR Templates pages:

  • SARA Roles & Access
    Learn which roles to request (Inquiry, Initiator, Approver) and how to get the right access for your job.

  • Training Options & Requirements
    Find available training courses, eligibility requirements, and details on what’s required for UCPath access.

  • Job Aids & Resources
    Access step-by-step guides, checklists, resources, and reference materials related to Smart HR Templates.

  • FAQs
    View answers to common questions related to position creation, updates, and best practices.

""

Position Lifecyle

Smart HR Templates are used during the 'Hiring into a Position' and 'Separating from a Position' stages in the Position Lifecycle.

UCPath Position Lifecycle. Read image description for details.

The image is a circular flowchart illustrating the Position Lifecycle in UCPath. It consists of four interconnected circles, with a central circle labeled Position Funding that connects all stages.

At the top, a circle labeled Vacant Position Management represents the start, covering creating, updating, and inactivating positions. An arrow leads to Hiring into a Position, representing hiring, rehiring, and concurrent hires. Another arrow moves to Filled Position Management, where employee position and job data updates, such as promotions and reclassifications, occur. The final stage, Separating from a Position, involves transfers, terminations, and retirements, leading back to Vacant Position Management to determine if the position remains active.