2006 August

Topic

Changes

Item 330 - Anniversary Date

Corrected Audit 330-02 to read: Anniversary date is invalid.  Employee NOT at maximum.

Item 505- Classes Excluded CalPERS Membership

Corrected class title for class code 2322.

Item 606 - Time To Be Paid (New Position)

Added reference to Transaction A60 audit instructions regarding completion of Items 606/607 for academic to nonacademic.  

Item 621 - Lump Sum To Be Paid

Clarified instruction for transferring funds from regular pay to lump sum vacation/extra hours.

Item 640 - Last Day Physically Worked

Added audit instructions for completing Item 640 for intermittent employees who never worked.  

Item 718 - Management Data Element No. 3

Revised the definition of the EQIV coding value to "Other medical board certification relevant to the assigned duties.  Also used for newly hired Physicians who have not yet received board certification."

Item 825 - Noncitizen Status Code

Added audit instruction for processing employee's whose tax residency status changes from nonresident to resident.

Professional License Table

Added new class codes and revised class titles due to implementations of new/revised Physician classifications.

Transaction A50 - Permanent/At Will Appointment

Additional Position

Prior Employee

 

Added reference to Transaction A56 for employees who rescind their retirement.

Transaction A52 - Temporary Appointment, Additional Position

Added reference to Transaction A56 for employees who rescind their retirement.

Transaction A52 - Temporary Appointment, Current Employee

Added and clarified audit instructions for employees whose other appointment has permanent status.  Added reference to Transaction S70 for retired employees who are working in a non-CalPERS position.

Transaction A52 - Temporary Appointment, Prior Employee

 

Added reference to Transaction A56 for employees who rescind their retirement.

Transaction A54 - Temporary Appointments

New Employee

Additional Position

Prior Employee

Added information for processing summer term pay to full professors who are paid above the salary range maximum.

Transaction A54 - Temporary Appointment

Additional Position

Corrected On the employee's prime position, submit a Transaction 215 effective the first day of a pay period that NDI is approved.  For example, NDI = 05/25/2006, 215 effective 06/01/2006.  In remarks (Item 215), enter 'NDI SUM SESS'.

Transaction A60 - Reassignment

Added class code 2325, and all student classes, to the list of those classes that cannot be used for reassignments.  Added instruction to enter appropriate article number in Item 215 if the A60 is used for an authorized salary increase.  Added explanation for changing MSA/SSI dates to 99/99 when salary is changing and is at or over the SSI maximum.  Added information for processing employees who become permanent and whose prior transaction was a A52.  Added instructions for completing payroll return date  only if the date is changing and the prior transaction was a S43.

Transaction A61 - Preretirement Reduction In Time Base Program

Clarified general information for employees with additional positions.

Transaction A63 - Reclassification/In-Classification Progression

Added processing instructions for employees who return to full time status with the same effective date as the A63.

Transaction A64 - Promotion

Added audit instructions and audit messages for CalPERS employees who move to R08 or M80 classes.  

Transaction A65 - Demotion

Clarified audit instruction to expend the length of a temporary demotion.

Transaction CRO - Class Reallocation/Reorganization

Added audit instruction to changing salaries for department chairs.

Transaction S31 - Termination of Temporary Appointments

Added audit instruction for separating hourly employees who never worked.

Transaction S42 - Leave Of Absence Without Pay

Corrected typo.

Transaction S60 - Sabbatical Leave One Quarter or Semester, Full Pay

Corrected typo.

Transaction S64 - Special Leave Faculty Research /Creative Activity, One Quarter or Semester

Corrected typo.

Transaction S65 - Difference In Leave, Twelve Months or Less.

Corrected typo.

Transaction S70 - Service Retirement

Changed Item 888 - (Unused) Sick Leave at Retirement from an optional to required field on the coding matrix. Also clarified the coding instructions for the effective date of the retirement transaction.

Transaction S71 - Disability Retirement

Clarified the coding instructions for the effective date of the retirement transaction.

Transaction S85 - Suspension

 

Added audit instruction defining the effective date of a suspension.

Transaction S99 - Cancelled Appointment Action

Added condition not appropriate for Transaction S99:  Hourly employees who never worked.

Transaction SCR - Salary Rate Change

Revised audit instruction for Item 810 to state it was only used for SCR's effective 07/01/1995 or earlier.

Transaction 405 - Time Base Change

Added information regarding the one time use of Item 820 for processing time base changes for graduate assistants. Added coding instruction for Item 719 when changing the time base of a department chair.  

Transaction 645 - Extend Leave Without Pay

Added notes to the matrix for coding Item 719.

Transaction 825 - Noncitizen Status

Corrected example for extending the work authorization expiration date. Added audit instructions to use Transaction 215 to correct keying errors.