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 Intro to UCPath (Live Instructor-Led Training)
Intro to UCPath provides the foundational knowledge needed to successfully navigate UCPath and understand how transactions impact employees, departments, and downstream workflows. This course is required before completing most module-specific UCPath training.
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Format: Live Instructor-Led Training (ILT)
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Length: 5 hours
- Register for the Intro course 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:
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Explore UCPath's core functions, modules, and interconnected workflows.
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Practice navigating UCPath, including inquiry pages like Person Organizational Summary, Job Data, Workforce Job Summary, and Add/Update Position Info.
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Learn key UCPath terminology, concepts, and Berkeley-specific support resources.
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Understand how transactions in one module can impact other areas of UCPath.
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Build a foundation for completing module-specific training and performing transactions with confidence.
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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.