Access step-by-step guides, checklists, resources, and reference materials related to Smart HR Templates.
Accessibility Notice
We are committed to ensuring that UCPath training materials are accessible to all users.
At this time, some job aids available on this page do not yet meet current accessibility standards. We are actively working through a backlog of materials and appreciate your patience as we continue this work. These materials remain available to support business continuity while remediation efforts are underway.
Learn more in our UCPath Training Accessibility Statement.
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Job Aids
New User Support
- Smart HR Templates (Parts 1+2) - Instructor Led Training Slide Deck
- 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
- Retirement Transaction Process for July 1 Retirement Date - COLA
Contingent Worker (CWR) Appointments
- Contingent Worker Templates Starter Pack: Basic Step-by-Step Job Aids
- Contingent Worker (CWR) Usage Guide
Advanced User Support
- Multiple Appointments within UCPath: This is a Wiki article that is created and maintained by the SHARE region.
- Earn Code Map
- Pay Group Derivation
Rehired Retirees
Do you need to understand more about Rehired Retiree benefits eligibilty and hiring processes?
- UCPC eCourse Benefits Eligibility for Rehired Retirees*
- UCPC Rehired Retiree Benefits Eligibility Decision Tree*
- UCNet Rehired Retiree Benefits Webinar*
*These resources are maintained by the UCOP and the UCPath Center. For questions about accessibility of their materials, please contact the UCPath Center.
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.