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1. 2 Pg 62 of 62 Appt Actions Pgm Typ Bas Pd Our Appt Begin Appt End Dur Dept 26 52 at ie 010196 999999 I i Grade zFull FZU Ann Hr Rate Rt Sch Time Ly _ 1 66 F A MO I A ASSISTANT I Dist Actions L Acct ce Fund PC S FTE Dis z 21 2 660114 19900 2 HR Payroll Personnel Sy 1 00 1 6000 Pay Begin Pay End Step O A Rate Amount DOS PRQ DUC WSP 616196 999999 1 6 _ 1796 68 REG Actions L Acct CC Fund PC S FTE Dis z Next Func ID Name SSN UG661 Input accepted F 1 Help 2 Cancel 4 Print 5 Update F Backuard 9 Jump 11 NextFunc IBM 3278 2 E 08 49 04 EAPP Notes and Tips e When processing a limited to career action many data elements reflecting conditions of employment will change for an employee e It may be advisable to use the add command for appointments and distributions to assure greater accuracy Appointment Level Procedure 1 End current limited appointment and distribution s effective the day before the career action is effective 2 F9 Jump to the command line and type add a to set up the first available appointment Press Enter 6 2 Limited to Career PPS User Manual STAFF ACTIONS 3 Enter data in the following fields as applicable Enter the percentage of time that the Actions Enter Personnel Action Code 52 Limited to Action Code Career Leave Blank System Derived Code indicating the personnel program associated with the appointment Enter the Code indica
2. Notes and Tips e When processing a limited to career action the highlighted fields should be the only fields requiring data entry Payroll Personnel System July 2001 University of California Santa Cruz EPER Procedure 1 Enter data in the following fields as applicable Assigned BELI Effective Date Employee Relations Code Employee Relations Unit Probationary Period End Date Next Salary Review Date Next Salary Review Type Home Department Enter the Benefits Eligibility code which indicates the employee s eligibility for health benefits Enter the effective date of the BELI change Usually the limited to career effective date The employee relations code is usually the same in a limited to career action same position in the same unit Leave Blank System derived Enter the projected date on which the employee s probationary period of employment is expected to end in the format MMDDYY Enter the Next Salary Review Date merit eligible date resulting from the limited to career change Enter the code that represents the type of salary increase for which the employee is next eligible resulting from the change in status No need to change if the employee s home department remains the same after the limited to career action 2 Press Enter to invoke range value edits 3 Press F11 Next Func to continue to the next function 6 7 5 Limited to Career PPS User Manual
3. STAFF ACTIONS The EADD Employee Address function will be displayed EADD Procedure Completing the EADD function 1 Enter data in the following field s if changing THE EADD EMPLOYEE ADDRESS FUNCTION uccmysb ucop eduuccmysb ucop edu TN3270 TN5250 Connection Session Edit View Commands Script Help Office telephone phone number s at which the oslas Bl ee Of ale o employee can be reached PPEADDO E1302 SCT EDB Entry Update CASU 11 09 00 14 42 51 10 26 00 14 20 27 Employee Address Data Userid SCPPSJL ID 670000400 Name CAREER IMMA DEMO SSN 670 090 0400 Pri Pay MA Permanent Address Line 1 9399 RODRIGUEZ ST 4 Line 2 2 Press Enter to invoke range value edits City SANTA CRUZ State CA Zip 95062 Foreign Addr Ind _ Prov Country __ Postal Code 3 Press F11 Next Func to continue to the next function Home Phone 4754561 Spouse Name Campus Release Codes Perm Address _ Home Phone _ Spouse Name _ Employee Organization Disclosures Perm Address _ Home Phone _ The EPD1 Employee Personal Data 1 function will be displayed Campus Address Line 1 Line 2 City State Zip Campus Phone 1 Phone 2 Campus Room 900676 Building Next Func ID Name SSN gt F 1 Help 3 PrevMenu 4 Print 5 Update F 9 Jump 10 PrevFunc 11 NextFunc 12 Exit Line 5 Column 28 INUM EADD Notes and Tips e Use your TAB or F15 key for faster navigation through fields w
4. STAFF ACTIONS 6 7 LIMITED TO CAREER Overview These procedures apply to employees who were appointed to a limited position through open recruitment and have been designated career to the same position in the same unit After obtaining appropriate approvals the service center will process the Limited to Career action For employees who are limited and appointed to a career position through the recruitment selection the action shall be processed by SHR Employment Policy Summary A limited appointment may be designated career at any time by the Unit Head if the incumbent was appointed through an open recruitment process and the career appointment is established at 50 time or more and is expected to continue for one year or longer In addition an employee working in a limited position or positions may automatically become career after attaining 1 000 hours of qualifying service in any 12 consecutive months without a break in service of at least 120 consecutive calendar days The effective date of career status will be the first of the month following 1 000 hours on pay status The percent of the new career appointment needs to be consistent with the effort expended i e time on pay status for the limited appointment that is being converted to a career appointment The service center must take action to denote the appointment as career on the PPS A limited position for which there was not an open recruitment i e Limited Non Recrui
5. 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 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 Payroll Personnel System March 2003 University of California Santa Cruz 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 e Forward the completed BELI form to Payroll 6 8 Limited to Career PPS User Manual
6. here data is not entered 6 7 6 Payroll Personnel System Limited to Career July 2001 University of California Santa Cruz PPS User Manual STAFF ACTIONS Completing the EPD1 function THE EPD1 EMPLOYEE PERSONAL DATA 1 FUNCTION 1 Enter data in the following fields if changing uccmysb ucop eduuccmysb ucop edu TN3270 TN5250 Connection BEE Session Edit View Commands Script Help Ofc tale st S Bl CO ale e PPEPD10 E1302 SCT EDB Entry Update CASU 11 09 00 14 47 24 10 26 00 14 20 27 Employee Personal Data 1 EPD1 Procedure E Boosie Student Status Code indicating the employee s student status with ID 670000400 Name CAREER IMMA DEMO SSN 670 090 0400 Pri Pay MA the University of California not including Date of Birth 062656 Sex E Ethnic F University Extension enrollment Veteran Status Codes Vietnam N War Campaign _ Disability N Disabled Status N Citizenship C Student Status 1 No of Reg Units Pay Disposition Code 900676 Pay Disposition Code Enter Mail Code See Appendix J Mail Codes Used to deliver checks and surepay stubs ne a a E 2 Press Enter to invoke range value edits gt l 3 This is the last function in the LIMI Bundle Proceed to F 1 Help 3 PrevMenu 4 Print 5 Update F 9 Jump 10 PrevFunc 12 Exit Review Line 6 Column 17 Review EDP1 Notes and Tips 1 Use F10 Prev Func and F11 Next Func to navigate through e Ifthe
7. information on the EPD1 is current then you should the functions in the bundle proceed to Review since this is the last function in the LIMI bundle 2 Make sure you have completed all the required data elements 3 Review all entered data for accuracy and consistency Updating the Employee Database Press F5 Update to display the PAN Subsystem Notification Preparation screen Consistency Edit Errors If there are consistency edits the Consistency Edit ECON screen is automatically displayed Review all error messages and make necessary corrections Payroll Personnel System 6 July 2001 University of California Santa Cruz Limited to Career PPS User Manual STAFF ACTIONS 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 function 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
8. le code resulting from the limited to career action If employee is appointed to a grade based title then enter the appropriate pay grade for the title 6 3 Payroll Personnel System Limited to Career July 2001 University of California Santa Cruz PPS User Manual STAFF ACTIONS Distribution Level Procedures 1 F9 Jump to the command line and type add d to set up the next available distribution Press Enter 2 Enter data in the following fields as applicable Actions No required action code at the distribution Action Code level Enter 7 for UCSC location number Acct Enter organization FOAPAL number Su T A 3 Sub Enter 1 or 2 as applicable b FTE Enter the percentage of the budgeted position which the distribution represents if applicable Full Time is entered as 1 00 Dist Enter the anticipated time which is chargeable to the distribution accounting unit resulting from the change in limited to career 100 is entered as 1 000 Pay Beg Enter the date on which the salary begins resulting from the limited to career action in the format MMDDYY Pay End For indefinite distributions enter 999999 Otherwise enter the date on which the pay is expected to end due to account fund activity in the format MMDDYY Payroll Personnel System July 2001 University of California Santa Cruz If the employee is appointed to a step based title code then enter the step within the
9. referred to the SHR Procedures Manual for guidance 6 1 Limited to Career PPS User Manual STAFF ACTIONS The required approval has been obtained to perform the OEU Notify the employee and supervisor of the effective date of the limited to career action and potential changes to conditions of employment Obtain the employee acknowledgment of the limited to career action Complete the Benefits Eligibility Level Indicator BELI form Complete the Data Collection Document LIMI Data Entry You will use the LIMI Bundle when processing a limited to career action This bundle contains the following functions EAPP Appointments Distributions EPER Personnel Miscellaneous EADD Employee Address EPD1 Employee Personal Data 1 Accessing the LIMI Bundle 1 Logon the Payroll Personnel system 2 At Next Function type EEDB and press Enter 3 Type BUND and press Enter 4 Type LIMI employee ID number and press Enter The EAPP function will be displayed for the selected employee Payroll Personnel System July 2001 University of California Santa Cruz Completing the EAPP Function THE EAPP APPOINTMENT DISTRIBUTIONS FUNCTION TN3270 uccmvsb to host uccmvsb ucop edu lA Session Edit Commands Settings Help PPEAPPOWE 1093 SCT EDB Entry Update CASU 07703797 08 43 31 11 26 96 66 16 66 Appointments Distributions Userid SCPPSLAH ID 670000400 Name CAREER INNA DEMO SSN 676 686 6486 Pri Pay MA PAF Gen No
10. salary range associated with the title code Steps are entered in the following format 1 0 1 5 2 0 2 5 3 0 3 5 4 0 4 5 5 0 etc Leave Blank Enter the monthly or hourly rate reflecting the salary for this action If hourly remember to use four decimal places i e 10 00 hour is entered as 10 0000 If monthly i e 2014 00 enter as 2014 00 Enter REG for regular pay Leave Blank Leave Blank Leave Blank 3 Press Enter to invoke range value edits 4 Press F11 Next Func to continue to the next function The EPER Personnel Miscellaneous function is displayed for the employee 6 4 Limited to Career PPS User Manual STAFF ACTIONS Completing the EPER function THE EPER PERSONNEL MISCELLANEOUS FUNCTION TN3270 uccmvsb to host uccmvsb ucop edu lA Session Edit Commands Settings Help PPEPERGREG943 SCT EDB Entry Update 07 97 Be 1 B Personnel Miscellaneous ame CAREER IMMA DEMO SSN Status Qualifiers Primary _ Date Date of Hire 72595 Original H Employee Relations Code g Employee Rel Probationary Period End Date 6 Next Salary Review Date Merit Rate ncrease Percent Assigned BELI 1 Derived BELI U Effective Date BELI Stat e S Nest Salary Review Type 2 Home partment TRAINING ON LINE UPDATE Prima Code Empleo Code Employee Representation Code al Handling Code _ Employee Distribution Unit Code e Department Code ogrammatic Unit Cd ID IBM 3278 2 E 08 54 13
11. ting the appointment type associated with the appointment For partial year staff career employees Enter the Code which indicates the number of months in a year the employee will work PdOvr Leave Blank Used in academics only Appt Begin Enter the date on which the employee will be appointed to a career position in the format MMDDYY employee is expected to work in the career appointment Enter 100 as 1 00 Enter the code representing whether the amount of time worked in the appointment is Fixed F or Variable V Annual Hr Leave Blank System will derive Rt Enter the code that indicates whether the rate of pay is Annual A Hourly H or By Agreement B Enter the code that indicates which pay schedule the appointment will be paid either Monthly Current MO or Monthly Arrears MA Enter the code that represents the method of reporting time for the appointment Enter T for Exception Time Reporting or Enter A for Positive Time Reporting Appt End Enter the date on which the employee s career position is expected to end in the format MMDDYY If the appointment is indefinite enter 999999 Enter the appropriate leave accrual code for vacation and sick leave accrual rates If Appointment is indefinite enter I 4 Press Enter to invoke range value edits If Appointment is career but has an ending date for budgetary purposes only enter B Otherwise leave blank Title Enter the tit
12. tment shall not be designated career Payroll Personnel System July 2011 University of California Santa Cruz Listed below are factors to consider when an employee s status changes from limited to career e Benefits eligibility an employee will become eligible for full health and welfare benefits after attaining 1 000 qualifying hours in a rolling 12 month period Continued eligibility for full health and welfare benefits will be require a minimum 17 5 hours avg paid time per week e Vacation and Sick Leave eligibility Leave accrual eligibility is based upon appointment duration and percent of time e UCRP Membership eligibility an employee will become a member of UCRP after attaining 1 000 qualifying hours in a rolling 12 month period No minimum hours are required to remain a member of UCRP e Merit Eligibility Merit eligibility is based upon personnel program and appointment type e Probationary Period Employees appointed to a career position normally serve a probationary period during which time their work performance shall be evaluated Completion of a probationary period varies by personnel program and representation e For issues related to the timing of this action refer to Section 2 3 Timing Refer to the SHR Procedures Manual for specific policy guidance before completing the OEU Before You Start Prior to completing the OEU for changing an employee from a limited position to a career position you have

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