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Personnel Transaction Guide

Personnel Transaction Guide

Find the type of transaction listed in the left column, move across the row to find:

  • the applicable bundle or individual screen in PPS where the entry is done
  • the action code that is entered on the appointment (A) or distribution (D) line, or if the code is system derived (SD)
  • the comments that should be included for the PAN

**A-Appt, D-Distr, SD-System Derived

ACTION

BUNDLE

SCREEN

ACTION CODE** 

PAN COMMENTS

Academic Employment SALR   13 (A) PAN comment: title code, VL or name of approver
Address Change   EADD   No PAN generated. Employee may use AYSO to implement change; if they do, they should also notify department of the change and update their emergency information.
Alternate Home Department   EPER   No PAN generated.
BELI Change   EPER 23 (SD) PAN comment: title code, change BELI to, effective date, and reason for change
Birthdate Change   EEID   No PAN generated.
Birthdate Change   EEID   No PAN generated (verify date by checking official documentation i.e. Driver License before entering).
Demotion SALR   11 (A) PAN comment: title code, VL, effective date
Emeritus EMER     PAN comment: title code, type of transaction (Emeritus Status)
Employee Relations Code/Unit Code Changes   EPER   PAN comment: title code, reason for change
Employment in Different Academic Series (Change of Series)   EAPP 14 (A) PAN comment: title code, reason for change
Equity Increase SALR   42 (D) PAN comment: title code, effective date and name of pre-authorization approver 
Funding Change   EAPP 18 (D) End current and add new distribution. If the new distribution starts before the old, delete the old distribution. PAN comment: title code, funding change
Furlough LVNP     PAN comment: title code, type of transaction (Furlough)
Hire HIRE   01 (SD) PAN comment: title code, VL, effective date, end date, notation of pre-approved exceptions (if applicable). Banner confirmation date for student titles.
Home Department Code Change   EPER 19 (SD) No PAN generated.
Intercampus Transfer from UCD to another campus or UCOP SEPS ESEP 06 (SD) PAN comment: title code, which campus moving to, Note: On the ESEP screen, intercampus transfer field enter 21 (to other UC campus) or 35 (to UCOP)
Intercampus Transfer to UCD from another campus or UCOP HIRE EEID 01 (SD) PAN comment: title code, VL, campus moved from, Note: On the EEID screen, intercampus transfer field enter 21 (from other UC campus) or 35 (from UCOP)
Lateral Transfer SALR   12 (A) PAN comment: title code, VL, and pre-approved exceptions (if applicable). Banner confirmation date for student titles.
Leave Accrual Code Change   EAPP 24 (SD) PAN comment: title code, effective date of eligibility, reason for change
Leave with Pay LVWP ELVE 07 PAN comment: title code, leave with pay beginning and ending dates. If HR approval required note in comments. Note: enter 07 in the leave of absence action code field on the ELVE screen.
Leave without Pay LVWP ELVE 08 PAN comment: title code, leave without pay beginning and ending dates. Note: enter 08 in the leave of absence action code field on the ELVE screen.
Leave of Absence Return Date Change   ELVE 09 (SD) PAN comment: title code, note change in return date
Limited (Casual) to Career Staff CSCR     PAN comment: title code, type of transaction (Limited to Career), VL, notation of pre-approved exceptions (if applicable).
Limited/Casual Restricted (student) Increase   EAPP 44 (D) PAN comment: title code, type of increase or reason for increase
Merit Increase (Academic) SALR   04 (D) PAN comment: title code, merit to step number, effective date
Merit Increase (Academic) SALR   04 (D) PAN comment: title code, input manual merit increase, effective date
Military Leave LVWP     Consult with Academic/Staff Personnel office. PAN comment: title code, military leave with pay dates
Name Change   EEID   PAN comment: title code, name change. Note: Verify name before processing by reviewing Social Security Card.
Negotiated Salary - Change in HSCP   EAPP 45 (D) PAN comment: title code, HSCP – Health Science Compensation Plan
Pay Rate Change – Other   EAPP 43 (D) PAN comment: title code, reason for rate change, effective date, name of approver
Percentage of Time Change SALR   46 (SD) PAN comment: title code, changed from % to %, effective date, note if a voluntary change or a Reduction in Time
Probationary Period End Date   EPER   No PAN generated. Refer to the appropriate contract article/PPSM 22. If the Probationary Period End Date is extended, be sure to change the end date in PPS.
Promotion SALR   10 (A) PAN comment: title code, type of transaction (Promotion), VL, effective date. Note pre-approved exceptions (if applicable).
Range Adjustment (manual)   EAPP 33 (D) PAN comment: title code, type of transaction (Range Adjustment)
Rate change - Other   EAPP 43 (D) PAN comment: title code, type of (Rate Change), effective date, reason
Recall (Academic) RCLL   37 (A) PAN comment: title code, type of transaction (Recall), effective date
Reclassification Downward SALR   37 (A) PAN comment: title code, type of transaction (Reclassification Downward), effective date, name of pre-authorization approver. Note: end old appointment and begin new appointment.
Reclassification Upward SALR   38 (A) PAN comment: title code, type of transaction (Reclassification Upward), effective date, name of pre-authorization approver. Note: end old appointment and begin new appointment.
Reclassification Lateral SALR   39 (A) PAN comment: title code, type of transaction (Reclassification Lateral) effective date, name of pre-authorization approver. Note: end old appointment and begin new appointment.
Rehire REHI   02 (SD) PAN comment: title code, type of transaction (Rehire), VL, effective date. Note pre-approved exceptions (if applicable). Banner confirmation if student title.
Renew Appointment SALR   17 (A) PAN comment: title code, type of transaction (Renew Appt)
Sabbatical (Academic) LSAB ELVE 07 (SD) PAN comment: title code, type of leave (Sabbatical Leave w/full pay or w/partial pay)
Salary Review Date and Type   EPER   No PAN generated.
Separation SEPS   06 (SD) PAN comment: title code, type of transaction (Separation), effective date, reason. Note: Make sure to use the correct reason code on the ESEP screen.
Social Security Number Change   EEID   No PAN generated. Used for error correction or non-resident that receives a social security card. Note: Verify by reviewing Social Security Card.
Spouse (or Domestic Partner) Name   EADD   No PAN generated.
Stipend Add (Academic) SALR   26 (A) PAN comment: title code, monthly amount of stipend, begin/end date, name of pre-authorization approver. Use DOS code STP.
Stipend Add (Staff)   EAPP   PAN comment: title code, monthly amount of stipend, begin/end dates, name of pre-authorization approver. Use DOS code SAS.
Student Status   EPD1   Updated at the beginning of each quarter by system, do not change.
Student Units Change   EPD1   Updated at the beginning of each quarter by system, do not change.
Terminal Appointment SALR   34 (A) PAN comment: title code, type of transaction (Terminal Appt), effective date
Visa Status   EPD1 15 (SD) PAN comment: title code, type of transaction (Visa Status Change), new ending date
Tax Withholding Changes   ETAX   No PAN generated. Employee can update at AYSO.