6.13 - PPS - University of California, Santa Cruz
Contents
1. 2287 Grade Full FZU Ann Hr Rate Rt Sch Time Ly ASSISTANT I 1 66 F _24600 00 A NO I A cC Fund PC S FTE Dis x 1 6886 3 UNEX FACILITIES Pay Begin Pay End Step 07A Rate Amount DOS PRQ DUC WSP 696196 999999 1 4 2050 00 REG Actions L Acct CC Fund PC S FTE Dis z Pay Begin Pay End Step O A Rate Amount DOS PRQ DUC WSP Next Func I Name SSN D UG661 Input accepted F T Help 2Cancel Print 5 Update F Backuard 9 Jump 11 NextFunc IBM 3278 2 E 14 16 35 Appointment Level Procedure 1 End current appointment and distributions the day before the reclassification action is effective 2 If current appointment is Indefinite enter an asterisk in the Dur field to delete the I 3 F9 Jump to the command line and use the copy xx to xx command to set up the next available appointment 4 Enter data in the following fields as applicable Actions Enter the appropriate personnel action code Action Code associated with the reclassification PGM Leave Blank System derived personnel program type Enter the Code indicating the appointment type 6 13 2 Staff Reclassification SCLS PPS User Manual STAFF ACTIONS For partial year staff career employees only Enter the code that indicates whether the rate Enter the code which indicates the number of of pay is months in a year the employee will work Annual A Hourly H or Pd Ovr Leave Blank By agreement B Enter the code that indi2. STAFF ACTIONS 6 13 STAFF RECLASSIFICATION SCLS Overview The procedures described in this section are for processing a permanent reclassification of an employee s position Policy Summary Positions are classified on the basis of the level of assigned duties and responsibilities A reclassification occurs when a staff employee s current position is reviewed and as a result a new job title and classification has been assigned When an employee s position is classified upward laterally or downward certain terms and conditions of the appointment may provide additional benefits and entitlements to the employee e Merit or salary review eligibility Merit and or salary eligibility may be based upon qualifying service appointment type duration and percent of time e Employee Relations Code Employee Relations Unit A reclassification may result in an employee moving into or out of specific collective bargaining agreements or personnel policies Payroll Personnel System July 2011 University of California Santa Cruz Before You Start Prior to processing the OEU for a reclassification Refer to the SHR Procedures Manual This will give you guidance to determine the delegations of authority and policy procedure The data collection document that you will use to process the reclassification is the Employee Action Request EAR form The EAR was the initiating document from the unit requesting a classification review of th
3. cates which pay Appt Begin Enter the date on which the reclassification i ae one aa ae schedule the appointment will be paid either action is effective in the format MMDDYY Monthly Current MO or Bas Appt End Enter the date on which the appointment is Monthly Arrears MA expects a eee ae Enter T for Exception Time Reporting or If indefinite enter 999999 We Enter A for Positive Time Reporting Dur If appointment is indefinite enter I This code represents the method or reporting If appointment is career but has an ending time for the appointment date for budgetary purposes only enter B Enter the leave accrual code that indicates the Otherwise leave blank rate at which vacation and sick leave will be accrued Title Enter the title code resulting from the reclassification 5 Press Enter invoke range value edits If the employee is appointed to a grade based Distribution Level Procedures title then enter the appropriate pay grade for the title 1 F9 Jump to the command line and type add d or use the copy xx to xx command to set up the next available FULL Enter the percentage of time that the distribution and then press Enter employee is expected to work in the nee appointment 2 Enter data in the following fields as applicable Full time 100 is entered as 1 00 Actions No required action code at the distribution Action Code level for a reclassification action F V Enter the
4. code representing whether the amount of time worked in the appointment is Fixed F or Variable V Annual Leave Blank The annual rate is derived by an the system after you update this action CC Enter 7 for UCSC location number Enter organization FOAPAL number Enter cost center Enter fund number Enter activity code optional not required 6 13 3 Payroll Personnel System Staff Reclassification SCLS July 2011 University of California Santa Cruz PPS User Manual STAFF ACTIONS Enter 1 or 2 as applicable Enter the percentage of the budgeted position which the distribution represents if applicable Full Time FTE 100 is entered as 1 00 Dist Rate Amount DOS DUC Enter the anticipated time which is chargeable to the distribution accounting unit resulting from the reclassification action 100 is entered as 1 000 Enter the date on which the salary begins resulting from the reclassification action in the format MMDDYY For indefinite distributions enter 999999 Otherwise enter the date on which the pay is expected to end in the format MMDDYY If employee is reclassified to a step based title code then enter the step within the salary range associated with the title code in the format 1 0 1 5 2 0 2 5 3 0 3 5 4 0 4 5 5 0 Enter an R if the employee salary rate is off step or above the maximum of the salary range Red Circle Salary Enter
5. continue to the next function The EPD1 Personal Data 1 function should be displayed Payroll Personnel System July 2011 University of California Santa Cruz Completing the EPD1 Function THE EPD1 EMPLOYEE PERSONAL DATA 1 FUNCTION TN3270 uccmysb to host uccmysb ucop edu zl Session Edit Commands Settings Help PPEPD10 E0964 SCT EDE Entry Update 08 03 95 15 19 51 07 28 95 10 21 22 Employee Personal Data 1 Userid SCPPSLHBJ D 222334444 Name SLUG B ANNA Pri Pay MA Permanent Address Line 1 P O BOX 458 Line 2 City SANTA CRUZ State CA Zip 95861 Foreign Addr Ind _ Prov Cntry Postal Code Campus Address Room 8462 Building Campus Phone 1 Phone 2 Date of Birth 070775 Home Phone Spouse Name UC Directory Disclosures Perm Addr _ Home Phone _ Spouse Name _ Employee Organization Home Address Disclosure _ Sex F Ethnic F Disability N Veteran N Veteran Disability N Citizenship C Student Status 3 No of Reg Units Next Func ID Name SSN gt Fi 1 Help 3 PrevMenu 4 Print 5 Update Fi 3 Jump 12 Exit IBM 3278 2 E 15 19 31 EPD1 Notes and Tips There should be no changes to the data on this function Proceed to the Review section Review Use F10 Prev Func and F11 Next Func to navigate through the bundle 1 Make sure you have completed all the required data elements 2 Review all entered data for accuracy and consistency Updating the Employ
6. e employee s appointment The SHR analyst has completed their classification review and the Employee Request EAR form has been returned to your service center for processing Notify the employee of the effective date of the reclassification changes in pay rate and any changes to existing conditions of employment The employee should sign the approved Employee Action Request Form EAR 6 13 1 Staff Reclassification SCLS PPS User Manual STAFF ACTIONS Permanent Reclassification Procedure Data Entry Enter data for the employee s reclassification via the SCLS bundle This bundle contains the following functions EAPP Appointments Distributions EPER Personnel Miscellaneous EPD1 Employee Personal Data Accessing the SCLS Bundle 1 2 3 4 Log on the Payroll Personnel System At Next Function type EEDB and press Enter Type BUND and press Enter to display the bundle menu Type SCLS employee ID number and press Enter The EAPP function is displayed for the selected employee Payroll Personnel System July 2011 University of California Santa Cruz THE EAPP APPOINTMENT DISTRIBUTIONS FUNCTION TN3270 uccmvsb to host uccmvsb ucop edu Session Edit Commands Settings Help PPEAPPO E1093 SCT EDB Entry Update 12 26 96 14 06 08 Appointments Distributions ID 010000700 Name RECLASS RITA R PAF Gen No 4 Appt Actions Pom Typ Bas Pd Ovr Appt Begin Appt End Dur Dept 26 38 1 3 pes 090196 999999 I 68
7. ee Database 1 Press F5 Update to display the PAN Subsystem Notification Preparation screen 6 138 5 Staff Reclassification SCLS PPS User Manual STAFF ACTIONS Consistency Edit Errors If there are consistency edits the Consistency Edit ECON screen is automatically displayed Review all error messages and make necessary corrections How to Correct Consistency Errors From the ECON screen you may e Correct errors directly on the ECON screen e F3 Return to the EAPP screen make any corrections then do one of the following e Press F5 Update to invoke PAN e Press F2 Cancel twice to cancel the update and leave the EDB unchanged See Consistency Edit Messages ECON in Section 1 6 System Messages in this manual for more information and instructions PAN Preparation After pressing F5 Update from a data entry screen if there are no consistency edits or an ECON screen you are automatically positioned at the PAN Comments Entry screen From here you can add comments and additional reviewers to the PAN 1 Add a description of the action and any significant details in the Comments Entry screen 2 Press F10 NotfPrep to display the Notification Preparation screen where you can add reviewers as desired 3 Press F11 Detail to display the Activity Review screen where you can review the notification before sending it 4 Press F5 Update to complete the update and send the notification Payroll Personnel Syst
8. ee Distribution Unit Code _ Job Group ID 999 Alternate Department Code Academic Programmatic Unit Cd Next Func ID Name SSN gt Fi 1 Help 3 PrevMenu 4 Print 5 Update Fi 3 Jump 12 Exit IBM 3278 2 E_ 16 40 18 EPER Notes and Tips A reclassification to an employee may change certain conditions of employment The following fields may require data entry e Employee Relations Code e Next salary Review Date and Type Code 6 13 4 Staff Reclassification SCLS PPS User Manual STAFF ACTIONS The EPER Procedure 1 Enter data in the following fields as applicable Employee If the reclassification resulted in a change to Relations the Employee Relations Code then enter the Code appropriate code This code indicates the employee s designation for the purpose of collective bargaining Employee Leave Blank System derived After the Relations OEU is processed for the reclassification the Unit system will derive the appropriate Employee Relations Unit from the dominant title code Next Salary Enter the Next Salary Review Date resulting Review Date from the change in classification Next Salary Enter the code that represents the type of Review Type salary increase for which the employee is next eligible resulting from the change in classification Home No need to change if the employee s home Department department remains the same 2 Press Enter to invoke range value edits 3 Press F11 Next Func to
9. em July 2011 University of California Santa Cruz If the update is successful the first function in the bundle appears and displays U0007 UPDATE PROCESS COMPLETE For more information about PANs and additional PAN features please refer to Section 1 8 Post Authorization Notification PAN Accessing IMSG 1 To access the Message Report Screen go to the Next Function field type IMSG and press Enter 2 When the IMSG screen is displayed review any remaining messages and take the appropriate action Disposition of Forms e Forward the appropriate approval document to the mandatory reviewer e Retain the data collection document in the Service Center employee file 6 13 6 Staff Reclassification SCLS PPS User Manual
10. the monthly hourly or by agreement rate associated with the distribution after the reclassification Hourly is entered as 10 0000 four decimal places are entered description of payment Leave Blank Leave Blank Enter REG for regular pay This is the Payroll Personnel System July 2011 University of California Santa Cruz WSP Leave Blank 3 Press Enter to invoke range value edits 4 Press F11 to continue to the next function The EPER Personnel Miscellaneous function is displayed Completing the EPER Function THE EPER PERSONNEL MISCELLANEOUS FUNCTION TN3270 uccmysb to host uccmysb ucop edu l Session Edit Commands Settings Help PPEPERO EH943 SCT EDE Entry Update 08 02 95 16 40 3 07 28 95 18 21 22 Personnel Miscellaneous Userid SCPPSLH ID 222334444 Name SLUG B ANNA Pri Pay MA Assigned BELI 5 Derived BELI Effective Date 091694 BELI Status Qualifiers Primary __ Date Secondary __ Date Date of Hire 09169 Original Hire Date Employee Relations Code Employee Relations Unit 99 Probationary Period End Date Next Salary Review Date i Next Salary Review Type Merit Rate Increase Percent Home Department Primary Title Code In ros m CROWN COLLEGE ADMIN OFFICE ASSISTANT IIT S In IND i Ko Ina is 0 gt lt Employee Unit Code Cx Employee Representation Code U Employee Special Handling Code _ Employ
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