Refer to the CRU and UCPath pay processing calendars to determine the deadlines for submitting template transactions.
STEP 1 – Create Position
STEP 1 – Create Position
- If not already available, create the position for the appropriate CWR job code.
Follow these step-by-step instructions to Initiate New Position Control Request in UCPath.
Note: CWR positions can be single head count or multiple head count as they are not represented or part of the permanent budget.
- Navigate to Position Control (PeopleSoft Menu > UC Customizations > UC Extensions > Position Control Request)
- Enter the following information:
- Effective Date: Enter the effective date for the transaction. Note: Do not use the same date as the job effective date. Best practice: enter at least 30 days prior to job effective date.
- Status: Active (default)
- Reason: NEW (default)
- Position Status: Approved (default)
- Job Code: Select the appropriate CWR job code.
- Full/Part Time: Variable
- Union: Enter ZZZ – No Union code-CWR
- Department: Enter the department code the CWR should be associated with
- Location: Accept the default from Department or select the appropriate location from the dropdown
- Reports To: Enter the position number of the Reports To
- Salary Admin Plan: Leave Blank
- Salary Grade: Leave Blank
- Max Head Count: Enter the number of incumbents to be added to the position
- FTE: Enter the appropriate FTE
- HR Worksite: Enter N – No I9 Integration Required
- Employee Relations Code: Not applicable – Contingent Wk
- Submit for approval
Note: You may get the following warning message, simply select “OK” to submit.
Figure 1- Position Control CWR warning message
STEP 2 – Submit Add CWR POSN Template
- Add your Contingent Worker/s into the new position/s
Follow these step-by-step instructions to Initiate Add Contingent Worker (With Position) Template Transaction
- Navigate to Smart HR Transactions (PeopleSoft Menu > Workforce Administration > Smart HR Template > Smart HR Transactions)
- Enter the following information:
- Template: UC_ADD_CWR_POSN
- Effective Date: Enter effective date for the transaction
- Reason Code: Add Contingent Worker (default)
- Name: Required
- Date of Birth: Required for campus UID creation
- National ID (SSN): Essential for campus UID creation unless CWR is a foreign national and has not been issued a Social Security Number. If the CWR has not been issued an SSN, leave this field blank and note why in the Initiator Comments section.
- Person Phone Number:
- Person Email Address: A “Home” email is required
- Patent Acknowledgement Sign Dt: Enter the date if paper completed. Note: CWRs are required to complete the paper or electronic Patent Acknowledgment.
- UC External System ID: Always leave this section blank
- Position Number: Enter the Position Number of the CWR Position (ex. CWR003, CWR015, CWR020, etc.) you created as part of Step 1 of this process
- Employee Classification: Select “13” if Staff CWR job code or “14” if an Academic CWR job code
- Expected Job End Date: Enter the end date of the CWR job
- Initiators Comments: Enter the appropriate comments for the transaction
- Save and Submit
Any questions pertaining to transacting in UCPath can be directed to the Central Resource Unit as a case here.