Access step-by-step guides, checklists, resources, and reference materials related to Smart HR Templates.
Job Aids
New User Support
- Need help choosing the correct Smart HR hire template? Try our interactive HR Template Navigator!
- Template Transactions – Action Reason Codes and Descriptions
- Step-by-step: Search Match: How to confirm if a person already exists in UCPath (has a person ID)
- Step-by-step: Person Organizational Summary: View Organizational Relationships for a Person in UCPath
- Summary Graphic of Employee Templates
Contingent Worker (CWR) Appointments
- Contingent Worker Templates Starter Pack: Basic Step-by-Step Job Aids
- Contingent Worker (CWR) Usage Guide
Advanced User Support
Transfers
- Interlocation Transfer Coordinators: list of coordinators across campuses to help with communication needed for an employee to smoothly transfer from one campus to another
- Job Aid: Inter and Intra Location Transfers
- Job Aid: Processing a Transfer in UCpath
Microlearnings
Approver Refresher
- Coming soon!
Additional Resources
Topics
Reports
- CalAnswers: Workforce Detail Dashboard: pull detailed reports of Job Data for employees and contingent workers.