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. |