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Contents
1. Employee Relations Unit 99 Probationary Period End Date Next Salary Review Date i Next Salary Review Type _ Merit Rate Increase Percent Home Department AAI A TRAINING ON LINE UPDATE Primary Title Code PROFESSOR S MONTHS Employee Unit Code Employee Representation Code eg Employee Special Handling Coge Employee Distribution Unit Code _ Job Group ID Alternate Department Code Academic Programmatic Unit Cd Date Date on which the additional qualifying condition began in the format MMDDYY Date of Hire Date on which the most recent Recall appointment takes effect EPER Procedure Original Hire Leave blank Dat Enter data in the following fields as applicable ali ETE Employee Code indicating the employee Assigned Benefits Eligibility Level Indicator BELI Relations designation status for the purpose of BELI code indicating the employee s eligibility for Code collective bargaining Press F1 Help to see health benefits Press F1 Help to see valid valid codes or refer to Appendix E Employee codes Relations Codes for assistance in determining Derived System derived BELI code based on data the appropriate code BELI entered previously Normally the same as the Employee Code indicating collective bargaining unit of Next Func ID Name Ug A1 Input accepted F 1 Help 2 Cancel 4 Print 5 Update F 9 Jump 18 PrevFunc 11 NextFunc IBM 3278 2 E 14 47 23 assigned BELI code2. Relations an individual Press F1 Help to see valid Date the assigned BELI takes effect Unit codes Date 7 16 5 Payroll Personnel System Academic Recall August 1998 University of California Santa Cruz PPS User Manual
3. Date 7199 8 P y amp y BELI Status Qualifiers Primary __ Date Secondary __ Date health benefits Date of Hire 195 Original Hire Date Employee Relations_Code E Employee Relations Unit 99 7 7 Probationary Period End Date Derived System derived BELI code based on data Next Salary Review Date__ Next Salary Review Type _ Merit Rate Increase Percent BELI entered previously Normally the same as the Home Department PAAIAA TRAINING ON LINE UPDATE Primary Title Code 1100 PROFESSOR 9 HONTHS assigned BELI code Employee Unit Code AZ Employee Representation Code a Employee Special Handling Code _ Employee Distribution Unit Code _ 7 Job Group ID CC Effective Date the assigned BELI takes effect Alternate Department Code Academic Programmatic Unit Cd Date Next Func ID Name SSN gt is Date of Hire Date on which the Emeritus appointment F 1 Help 2 Cancel 4 Print 5 Update i F 3 Jump 18 PrevFunc 11 NextFunc COMMENCES See Notes and Tips l IBM 3278 2 E 17 13 48 gt gt Original Hire Leave blank Date 2 Press Enter to invoke range value edits 3 This is the last function in the bundle Proceed to Review 7 15 7 Payroll Personnel System Emeritus August 1998 University of California Santa Cruz PPS User Manual ACADEMIC ACTIONS 7 16 ACADEMIC RECALL Overview Before You Start The procedures described in this section are for processing a recall 1 Obtain required approva
4. Salary Currently not developed for academic Review Type reviews Merit Rate For future use Increase Percent Home Dept Six digit service center home department code Press F1 Help to see valid codes Primary Title System derived for employees with multiple Code titles Code indicating the primary title code that will be used for reporting purposes Employee System derived code indicating the collective Unit Code bargaining unit associated with the employee s job title Employee System derived code indicating for collective Represen bargaining purposes whether the employee is tation Code covered not covered or a supervisor Employee Code indicating the title special handling Special code of the predominate appointment of an Handling individual for collective bargaining purposes Code Employee Code indicating the predominate distribution Distribution of the predominate appointment of an Unit Code individual for collective bargaining purposes Job Group ID System derived code used for reporting Alternate Code indicating an alternate department that Department may update the employee s personnel record Code Used to give departments with joint appointments access to the employee s records Press F1 Help to see valid codes Payroll Personnel System August 1998 University of California Santa Cruz Academic For future use Prog Unit Code 2 Press Enter to invoke range value edits 3 Press
5. ACADEMIC ACTIONS Completing the EPER Function EPER PERSONNEL MISCELLANEOUS TN3270 uccmvsb to host uccmysb ucop edu Session Edit Commands Settings Help PPEPERGBEO943 SCT EDB Entry Update AHIR 16 16 95 16 33 25 Personnel Niscel laneous Userid ID 650000007 Name NEWHIRE ACADEMIC DEMO SSN 650 000 0007 Pri Pay Assigned BELI 1 Derived BELI Effective Date 070196 BELI Status Qualifiers Primary t Secondary __ Date of Hire OrTginal Hire Date Employee Relations Code Employee Relations Unit Probationary Period End Date Next Salary Review Date Merit Rate Increase Percent Next Salary Review Type _ Home Department f TRAINING ON LINE UPDATE Primary Title Code ASSISTANT PROFESSOR 9 MONTHS Employee Unit Code Employee Representation Code ee Employee Special Handling Code Employee Distribution Unit Code _ Job Group ID Alternate Department Code i Academic Programmatic Unit Cd Next Func ID U 881 Input accepted F 1 Help 2 Cancel 4 Print 5 Update Fs 9 Jump 14 PrevFune 11 NextFunc IBM 3278 2 E_ 16 37 17 The EPER Procedure 1 Enter data in the following fields as applicable Assigned Benefits Eligibility Level Indicator BELD BELI code indicating the employee s eligibility for health benefits Code from BELI form or press F1 Help to see valid codes Derived System derived BELI code based on data BELI entered previously Normally the same as the assigned BELI code Effective Date the employee be
6. Assigned Benefits Eligibility Level Indicator BELD PPEPERM ge S43 SCT EDB Entry Update AREH 10 14 95 16 22 58 BELI Code indicating employee s health benefits 16 09 95 21 24 16 Personnel Miscellaneous Userid SCACPLJ KES ID 65 9 3 Name REHIRE LECTURER DEMO SSN 65 9 3 Pri Pay MO eligibility Press Fl Help for valid codes Assigned BELI 1 Derived BELI X Effective Date 7197 BELI Status Qualifiers Primary _ Date Secondary _ Date Derived System derived BELI code based on data Date of Hire 195 Original Hire Date 5 Employee Relations Code Employee Relations Unit IX BELI entered previously Normally the same as Probationary Period End Date Next Salary Review Date Next Salary Review Type _ the assigned BELI code Merit Rate Increase Percent Home Department Primary Title Code Employee Unit Code Employee Special Handling Code Job Group ID Alternate Department Code Academic Programmatic Unit Cd TRAINING ON LINE UPDATE os Effective Date the employee becomes eligible for any Employee Representation Code C x n Employee Distribution Unit Code _ Date health benefits indicated by the BELI code BELI Status Primary Code indicating the primary Newt itunes as nangi SSN Qualifiers condition that qualifies the employee for a health benefits when the assigned BELI and the derived BELI do not match Press F1 Help to see valid codes al a u nmi 1 Help 2 Cancel 4 Pri
7. F11 Next Func to continue to the next function 7 2 9 Academic New Hire PPS User Manual ACADEMIC ACTIONS 7 14 ACADEMIC REHIRE AREH Overview The procedures described in this section are for rehiring an employee for an academic position If the employee has purged from the database use the AHIR bundle instead When not to use the AREH bundle Intercampus transfers are entered by the Payroll office Forward all documents to Payroll If you are hiring a student 1 e reader or graduate student researcher who has a work study award and wishes to use their award for this position Send the student to the Career Center to pick up a referral form and the Career Center will process the rehire action If you re hiring a student in an academic title use the AURH bundle Note There is a separate DCD used for Student Academic Rehire If you are re hiring a student in an academic title that holds another appointment use the ADDL bundle If you are recalling a faculty member who has an emeritus designation use the Academic Recall ARCL Bundle Policy Summary A rehire in an academic title is the result of the academic review process established for the title The policies for rehiring in an academic title are the same as the policies for hiring in an academic title See Section on Academic Hires Payroll Personnel System August 1998 University of California Santa Cruz Before you Start 1 Obtain required appro
8. P retirees 5 Prepare information for data entry Data Entry Enter data for the recall appointment via the ARCL Academic Recall bundle This bundle contains the following functions EAPP Appointments Distributions EPER Personnel Miscellaneous XTAX Tax Information 7 16 1 Payroll Personnel System Academic Recall August 1998 University of California Santa Cruz PPS User Manual ACADEMIC ACTIONS z BELI Status Primary Code indicating the primary Completing the EPER Function Qualifiers condition that qualifies the employee for THE EPER PERSONNEL MISCELLANEOUS FUNCTION health benefits when the assigned BELI and the derived BELI do not match Press Fl Help to see valid codes TN3270 uccmvsb to host uccmvsb ucop edu Session Edit Commands Settings Help PPEPER REDS43 SCT EDB Entry Update ARCL eee 14 52 26 18 15 95 17 26 43 Personnel Miscel laneous Userid SCACPLJ ID 650000588 Name EMERITUS PROFESSOR DEMO SSN 65 A0 S Pri Pay MO Date Date on which the qualifying condition began in the format MMDDYY Secondary If applicable Code indicating an additional condition that qualifies the employee for health benefits when the assigned BELI and the derived BELI do not match Press Fl Help to see valid codes Assigned BELI 5 Derived BELI Effective Date 7M199 BELI Status Qualifiers Primary Date Secondary __ Date Date of Hire 195 Original Hire Date Employee Relations Code
9. comes eligible for any Date health benefits indicated by the BELI code Payroll Personnel System August 1998 University of California Santa Cruz BELI Status Qualifiers Primary Code indicating the primary condition that qualifies the employee for health benefits when the assigned BELI and the derived BELI do not match Press Fl Help to see valid codes Date Date on which the qualifying condition began in the format MMDDYY Secondary If applicable Code indicating an additional condition that qualifies the employee for health benefits when the assigned BELI and the derived BELI do not match Press Fl Help to see valid codes Date Date on which the additional qualifying condition began in the format MMDDYY Date of Hire Date on which the most recent employment affiliation commenced Original Hire Leave blank Date Employee Relations Code Employee Relations Unit Next Salary Review Date Code indicating the employee designation status for the purpose of collective bargaining Press F1 Help to see valid codes or refer to Appendix E Employee Relations Codes for assistance in determining the appropriate code Code indicating collective bargaining unit of an individual Press F1 Help to see valid codes or refer to Appendix E Currently not developed for academic reviews Use is at discretion of academic division 7 2 8 Academic New Hire PPS User Manual ACADEMIC ACTIONS Next
10. l to perform the payroll personnel appointment for an Academic Senate member who retired from action a letter from the dean Executive Vice Chancellor or the University of California Santa Cruz Chancellor approving the appointment 2 Have the employee complete the required forms i e Federal and State Withholding Allowance W 4 olicy Summary g Academic Senate members who have retired from the University Benefits Eligibility Level Indicator BELI form UPAY 726 of California may be recalled to active service on a year to year basis or for periods less than one year e Opt Out or Loss of Other Group coverage form Any recall appointment for an academic Senate member whose o Da DUCAU le record is still in the EDB is considered additional employment 3 Advise the employee to contact the campus Benefits Office within 31 days to consult regarding the affect of recall on Any recall appointment for academic employees who are not Annaitant health benefits members of the Academic Senate should be processed using the appropriate Rehire AREH or New Hire AHIR bundle 4 If employee records were still in the EDB advise them to cancel miscellaneous payroll deductions Tax deferred Refer to Campus Academic Personnel Policies and Procedures 403 b California Casualty Credit Union etc CAPPM Section 500 200 for general policy and procedure information or to the appropriate VERIP VIII reappointment guidelines for VERI
11. nt 5 Update 3 Jump 18 PrevFunc 11 NextFunc l IBM 3278 2 E 16 16 54 Date Date on which the qualifying condition began in the format MMDDYY Secondary If applicable Code indicating an additional condition that qualifies the employee for health benefits when the assigned BELI and the derived BELI do not match Press Fl Help to see valid codes Date Date on which the additional qualifying condition began in the format MMDDYY Date of Hire Date on which the most recent employment affiliation commenced See Notes and Tips Original Leave Blank Hire Date Employee Code indicating the employee 7 14 8 Payroll Personnel System Academic Rehire August 1998 University of California Santa Cruz PPS User Manual ACADEMIC ACTIONS Completing the EPER Function The EPER Procedure THE EPER PERSONNEL MISCELLANEOUS FUNCTION 1 Enter data in the following fields as applicable TN3270 uccmvsb to host uccmvsb ucop edu Sal fed A z mason EA Commands Seinos He Assigned Enter 5 for WOS appointment PPEPERD EDS43 SCT EDB Entry Update EMTS 18 15 95 17 19 29 BELI MEEA R 187 15 95 13 27 18 Personnel Miscellaneous Userid SCACPLJ Benefits Eligibility Level Indicator BELD ID 6500005808 Name EMERITUS PROFESSOR DEMO SSN 658 8 B508 Pri Pay MO d n di ti th l 3 li ibilit f code indicatin e employee s eig10111 or Assigned BELI 5 Derived BELI 1 Effective
12. val in the form of an Offer Letter to perform the payroll personnel action Refer to the Campus Academic Policies amp Procedures Manual CAPPM Appendix 1 Delegation of Authority Chart Work with the employee to complete the following forms e Employment Eligibility Verification form 1 9 with attachments New I 9 is not required if the employee completed this form for UCSC employment within the last 3 years Verify previous I 9 date in the EDB e The Oath Patent is valid for 1 year from the date signed If the signature date on the original Oath is over 1 year old a new Oath must be signed The Oath Patent must be signed and witnessed on or before the first date of service No alterations may be made to this form First date of service may be different than hire date e g 7 1 6 30 pay dates 9 20 6 19 service dates e UC Federal and State Withholding Allowance Certificate UC W 4 DE 4 e Benefits Eligibility Level Indicator BELI form UPAY 726 e Affirmative Action Data Transmittal form UPAY 726 applicable only if there has been a change to any of the fields e Earnings Disposition Surepay form if applicable 7 14 1 Academic Rehire PPS User Manual ACADEMIC ACTIONS Completing the EPER Function The EPER Procedure THE EPER PERSONNEL MISCELLANEOUS FUNCTION 1 Enter data in the following fields as applicable 3270 i i a n eg sgt oe _ licemysbilicopiedy l l
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