Smart HR Template Transactions

Job Aids and Quick References

View a comprehensive list of our locally created Job Aids and Quick References for the Smart HR Template Transactions module.

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Module	Title
Smart HR Template Transactions	How to Initiate a Full Hire Template Transaction This job aid describes how to complete the full hire template.
Smart HR Template Transactions	How to Initiate a Rehire Template Transaction This job aid describes how to complete the rehire template.
Smart HR Template Transactions	How to Initiate a Concurrent Hire Template Transaction This job aid describes how to complete the concurrent hire template.
Smart HR Template Transactions	How to Initiate a Rehire Reinstatement Template Transaction This job aid describes how to complete the rehire reinstatement template to reinstate an employee who was auto-terminated in error.
Smart HR Template Transactions	How to Initiate a Retirement Template Transaction This job aid describes how to complete the retirement template transaction.
Smart HR Template Transactions	How to Process an Academic Retirement and Change to Emeritus Status This job aid describes how to process an Academic retirement and change to Emeritus status.
Smart HR Template Transactions	How to Initiate a Termination Template Transaction This job aid describes how to complete the voluntary and involuntary termination template transactions.
Smart HR Template Transactions	How to Process Terminations for Jobs With End Dates This job aid describes how to process terminations on jobs with end dates for both staff and academics.
Smart HR Template Transactions	How to Use the Transaction Status Page for Template Transactions This job aid summarizes the functionality of the Transaction Status page as well as the system step for accessing and using the page.
Smart HR Template Transactions	How to Use the I-9 Tracker Options in UCPath This job aid describes the Automated and Manual Methods for integrating Tracker and UCPath.
Smart HR Template Transactions	How to Create and Manage Work-Study Jobs This job aid describes how to create work-study positions, hire work-study students, and update existing jobs from non-work study to work-study.
Smart HR Template Transactions	How to Hire a Professor of Practice This job aid describes how to hire a Professor of Practice.
Smart HR Template Transactions	How to Initiate an Intra-Location Transfer This job aid describes when and how to use the UC Transfer template.
Smart HR Template Transactions	How to Initiate An Inter-Location Transfer or Intra-Location Transfer Creating a Different EMPL Record This job aid describes when and how to use the Inter-Location Transfer process.
Smart HR Template Transactions	How to Manage Multi-Location Appointments This job aid describes the system processes for inter-location one-time payment (e.g., Honorarium), temporary inter-location appointments, and multi-location appointments.
Smart HR Template Transactions	How to Hire a Unit 18 Lecturer with a Concurrent Staff or Academic Job This job aid describes how to hire a Unit 18 Lecturer and use Paypath to manage the concurrent Staff or Academic job.
Smart HR Template Transactions	How to Hire a Faculty Administrator This job aid describes how to hire a Faculty Administrator and use PayPath to manage the existing job.
Smart HR Template Transactions	How to Process Summer Salary for Professors, LSOEs, and Recalls This job aid describes how to process Summer Salary for Professors, LSOEs, and Recalls.
Smart HR Template Transactions	How to Process Payments for Lecturers in Summer Session This job aid describes how to process payments for Lecturers in the Summer Session.
Smart HR Template Transactions	How to Process Payments for Graduate Students in Summer Session This job aid describes how to process payments for graduate students in the Summer Session.
Smart HR Template Transactions	Smart HR Templates Matrix This quick reference summarizes the use cases for each of the Smart HR Templates.
Smart HR Template Transactions	Transfer Matrix Learn which templates fit different hiring/transfer situations and which one you should use.
Smart HR Template Transactions	General Campus Compensation Plan This quick reference describes how to set up and manage GCCP pay.
Smart HR Template Transactions	Health Sciences Compensation Plan This quick reference describes how to set up and manage HSCP pay.
Smart HR Template Transactions	Resolving FLSA Conflicts This quick reference summarizes the process for resolving FLSA conflicts for employees with concurrent jobs.
Smart HR Template Transactions	Understanding Contingent Workers This quick reference document summarizes the process for managing Contingent Workers at UC San Diego.
Smart HR Template Transactions	Templates Action and Reason Codes This quick reference lists the action reason code descriptions for templates.