Overview Policy Summary Before you Start Data Entry
Contents
1. Full Enter the estimated percentage of full time Note if the total of all the appointment percentages is more than 50 the student will be placed in Safe Harbor and will pay DCP Medicare F V Enter V for variable Ann Hr This field is derived from the distribution rate field Rt H for hourly time reporting MA for monthly arrears A for positive time reporting F for accrual of sick leave effective if total hours reported are more than half of the working hours of the month 3 Press Enter to invoke range value edits 5 9 2 Student Re classification PPS User Manual STUDENT EMPLOYEE ACTIONS Distribution Level Procedure 1 F9 Jump to the command line and type add d to add a Review distribution to your new appointment or use the special command copy xx to xx command to duplicate the old distribution Review all entered data for accuracy and consistency Updating the Employee Database Press F5 Update to display the PAN Subsystem Notification Enter in 7 for UCSC location number Preparation screen Enter organization FOAPAL number Consistency Edits C P 2 Enter or change the data in the following fields as applicable Enter cost center If there are consistency edits the Consistency Edit ECON screen Puid Ruler duad number is automatically displayed Review all error messages and make Enter in activity code optional not required necessa2. Grade Full F V Ann Hr Rate Rt Sch Time Ly 4920 ASSISTANT IIl 820 uY _ 58400 H WA A N Dist Actions L Acct cc Fund PC FTE Dis a iana S 11 2 261346 ___ 28490 2 CR MNERR I HSG STUDENT Pay Begin Pay End Step O A Rate Amount DOS PRO DUC WSP g92595 963896 s5 8400 BEG Dist Actions L Acct cc Fund PC S FTE Dis 12 2 760340 ____ 24468 2 CROWN STUDIT PROGRAMS ___ Pay Begin Pay End Step O A Rate Amount DOS PRO DUC WSP go2595 B63096 5 2408 BEG Next Func ID Name J SSN 1 Help 3 PrevMenu 4 Print S Update 9 Jump 12 Exit gt F F G E 04 21 Fri 29 Sep 09 56 EAPP Notes and Tips e Always use the end begin method for classification changes e With the end begin method you can set up a future appointment Payroll Personnel System July 2011 University of California Santa Cruz Appointment Level Procedure 1 End current appointment and distributions the day before the reclassification action is effective 2 F9 Jump to the command line and use the copy xx to xx command to set up the next available appointment 3 Enter data in the following fields as applicable Actions Enter Personnel Action Code 38 Upward Action Code Reclassification Typ Student Employment positions are always casual restricted type 4 Appt Begin Enter the appropriate begin date Appt End Enter the end date specified on the ER Title Code Enter the title code TC from approved ER
3. IV pay rate and once the ER is approved the Service Center will process the Payroll Personnel System July 2011 University of California Santa Cruz OEU with PAN comments to include reclass to Title IV ER and pay rate and approved by ____ on date Before you Start Service Centers can proceed to update the EDB with the new appointment once they have the Service Center documentation for reclass from II to II and the pay rate authorization if required or the Career Center pre approved ER for reclass from III to IV Data Entry Enter the data for the employee s new appointment via the EAPP screen The data collection documents would be the new Employee Request form and cover letter requesting the re classification Accessing the EAPP Function 1 Log on to the Payroll Personnel System 2 At Next Function type EEDB and press Enter 3 Type EAPP and the employee ID number and press Enter The EAPP screen will be displayed for the selected employee 5 9 1 Student Re classification PPS User Manual STUDENT EMPLOYEE ACTIONS Completing the EAPP Function EAPP APPOINTMENTS DISTRIBUTIONS FUNCTION UCOP PPS PPEAPP8 E8943 SCT EDB Entry Update 99 29 95 69 54 48 99 28 95 22 00 38 Appointments Mistr ibut ions Userid SCSESLAS ID 616666969 Name WORKING HARD DEMO SSN 616 864 6989 Pri Pay MA PAF Gen No W 2 Pg 1 of 01 Actions Pgm Typ Bas Pd Ovr Appt Begin Appt End Dur Dept 2 oe gaoSoS 993095 _ 202420
4. 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 If the update is successful the EAPP function 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 You may now start another appointment or distribution level action Payroll Personnel System March 2003 University of California Santa Cruz Disposition of Forms e Forward the appropriate approval document to the mandatory reviewer and then maintain the reclass documentation within the Service Center For reclass from Title Code III to Title Code IV approved ER will constitute required documentation e There are no forms to forward outside the Service Center 5 9 4 Student Re classification PPS User Manual
5. STUDENT EMPLOYEE ACTIONS 5 9 STUDENT RECLASSIFICATION Overview The procedures described in this section are to offer guidance to Service Centers about updating the EDB with a student re classification Policy Summary A student may be reclassified upward or downward if s he assumes duties of greater or lesser responsibility Reclass from Title Code II III with up to 10 increase above the employee s current pay rate does not require pre consultation or approval by the Career Center The Service Center ends the old job and begins the new appointment at new pay rate with PAN comments include the rationale for reclass increase over current pay increase in cents and new pay rate A revised ER employee request should be maintained in the Service Center for this reclass action If the reclass increase exceeds 10 of current pay rate the Service Center would pre consult with the Career Center for approval and upon OEU the PAN comments would include reclass to Title II increase over previous pay rate increase in cents new pay rate and approved by on___ date The revised ER remains at the Service Center Since the Career Center determines the Title IV classification and pay rates reclassification from Title HI to IV involves submitting a revised ER request to the Career Center with reference to the current title IN ER and current pay rate The Career Center will review the Service Center s recommendation for Title
6. ry corrections Enter 2 only there is no other option for How to Correct Consistency Errors student employees Enter percentage with four decimal places Brg the ECON SONR YA m Pay Begin Enter begin date same day as appt e Correct errors directly on the ECON screen Pay End Enter end date as appropriate e F3 Return to the last data entry screen make any corrections then do one of the following Rate Amt Enter rate of pay four decimal places for hourly rates e Press F5 Update to invoke PAN DOS Enter description of service code REG in e Press F2 Cancel twice to cancel the update and leave WSP Enter F for federal almost always P for See Consistency Edit Messages ECON in Section 1 6 System president s rare enter WSP code ONLY IF Messages for more information and instructions STUDENT IS WORK STUDY 3 Press Enter to invoke range value edits You should see the account name description appear as it is established in the system 5 9 3 Payroll Personnel System Student Re classification July 2011 University of California Santa Cruz PPS User Manual STUDENT EMPLOYEE ACTIONS 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
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