Access Role Types:
Discuss with your supervisor and/or unit what you need to be able to see and do within Smart HR Templates, also known as Templates, in UCPath.
- Inquiry: Do you need to be able to look up templates submited for your department(s)?
- Initiator: Do you need to be able to hire, transfer, separate employees? Do you need to be able to add, update, and end Contingent Worker appointments? Do you need to be able to update personal data for employees, Contingent Workers, and Persons of Interest?
- Approver: Do you need to be able to approve a colleague's Smart HR Template transaction?
Training Requirements
Depending on the type of access you need, there may or may not be required training.
Inquiry: no required training.
Initiator: Smart HR Templates training is required.
Approver: Smart HR Templates training is recommended.
SARA Roles to Request
Once you have decided what access is needed for your job and you have completed any required or recommended training, you can submit your SARA request with the respective roles for Inquiry, Initiator, and/or Approver.
Review our Access webpage for more information about the SARA request process.
Screenshot of a SARA request with the separate the Inquiry, Initiator, and Approver roles to select. See table below for a description and more details about what UCPath pages these roles provide access to.
| Business Area | System Function/ Transaction | Access Level | Gains Access to the following UCPath Pages | Description |
|---|---|---|---|---|
| WFA | Workforce Administration | Inquiry | Add/Update Position Info, Create Additional Pay, Emergency Contact, Identification Data, Job Data, Manage Job, Modify a Person, Person Checklist, Person Organizational Summary, Person Profiles, Search Person, Security Clearance, Smart HR Transaction Status, UC Employee Review, Workforce Job Summary | Process view-only access to various personal data and job data pages to assist with research, review, and audit. |
| WFA | Contract Pay | Inquiry | Contract Payment Details, Update Contract Pay NA | Review contract payment details. |
| WFA | 1-9/ eVerify | Inquiry | Identification Data, Security Clearance | Review I-9 Security Clearance. |
| WFA | External Systems ID | Inquiry | UC External System IDs | Review UC External System IDs. |
| WFA | HR Templates | Initiator | Activities, Add/Update Position Info, Emergency Contact, Identification Data, Modify a Person, Person Checklist, Person Organizational Summary, Person Profiles, Search People, Security Clearance, Smart HR Transaction Status, Smart HR Transactions, SS Smart HR Transactions, UC Employee Review, UC External System IDs, Workforce Job Summary | Provides access to the necessary research inquiry pages as well as the Initiator pages. |
| WFA | Contingent Worker Add/Renew | Approver1 | Search for People, Smart HR Transaction Status, SS Smart HR Transactions, UC External System IDs | Provides access to Approver pages for CWR Add and Renew Templates. |
| WFA | Contingent Worker Completion | Approver1 | Search for People, Smart HR Transaction Status, SS Smart HR Transactions, UC External System IDs | Provides access to Approver pages for CWR Completion Templates. |
| WFA | Hire | Approver1 | Search for People, Smart HR Transaction Status, SS Smart HR Transactions, UC External System IDs | Provides access to Approver pages for Hire Templates. |
| WFA | Personal Data | Approver1 | Search for People, Smart HR Transaction Status, SS Smart HR Transactions, UC External System IDs | Provides access to Approver pages for Personal Data Change Templates. |
| WFA | Rehire | Approver1 | Search for People, Smart HR Transaction Status, SS Smart HR Transactions, UC External System IDs | Provides access to Approver pages for Rehire Templates. |
| WFA | Retire | Approver1 | Search for People, Smart HR Transaction Status, SS Smart HR Transactions, UC External System IDs | Provides access to Approver pages for Retirement Templates. |
| WFA | Termination (Involuntary) | Approver1 | Search for People, Smart HR Transaction Status, SS Smart HR Transactions, UC External System IDs | Provides access to Approver pages for Termination (Involuntary) Templates. |
| WFA | Termination (Voluntary) | Approver1 | Search for People, Smart HR Transaction Status, SS Smart HR Transactions, UC External System IDs | Provides access to Approver pages for Termination (Voluntary) Templates. |
| WFA | Transfer (Intra-Location) | Approver1 | Search for People, Smart HR Transaction Status, SS Smart HR Transactions, UC External System IDs | Provides access to Approver pages for Transfer Templates. |