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2023 Revisions

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        2023 Revisions

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2023 Revisions

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Date	2023 Revision Summary
May 2023	Updated details for exclusion of Summer Session Instructional Classification from CalPERS Membership

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Glossary User Tips Revision Record CSU Personnel/Payroll Documents CSU Policies & Procedures History Of PIMS SCO Personnel Payroll Services Division (PPSD) Security System Controls

Data Elements Overview Items 120-123 Position Number Items 515, 520, 525, 530 - Retirement System Information Items 635/636 - Lump Sum/Unit Serial Items 635/636 - Example Item 005 - Sequence Number Item 010 - Document Processing Number Item 015 - Route To Item 105 - Social Security Number Item 105 - Interim Numbers for SSN Item 110 - Employee Last Name Item 111 - Employee First Name & Middle Initial Item 120 - Agency Code Item 121 - Reporting Unit Item 122 - Class Code Item 123 - Serial Number Item 125 - Disability Veteran Status ITEM 125 - DISABILITY FACTOR CODES Item 126 - Collective Bargaining Id (CBID) Item 135 - Other Position Item 140 - Birth Date Item 205 - Transaction Code Item 210 - Effective Date & Hours Item 210 - Definitions of BOB and COB Item 210 - Gray Periods Item 215 - Employment History Remarks Item 225 - Academic Days Worked/Not Worked Item 306 - Actual Salary Rate Item 310 - Salary Per Item 311 - Salary Step Item 320 - Salary Based On Item 330 - Anniversary Date Item 335 - Alternate Salary Range Item 355 - FLSA Code Item 365 - Special Pay/Base Rate/Amount Due Item 365 - Examples Item 405 - Time Base Item 415 - Duration Of Appointment Item 416 - Expiration Date Of Appointment Item 430 - Probationary Period Code/Ending Date Item 440 - Sex Item 445 - Ethnic Origin Item 445 - Historical Ethnic Origin Item 450 - Prior State Service Item 505 - Retirement System Account Code Item 505 - CalPERS Membership Chart Item 505 - Classes Excluded From CalPERS Retirement Coverage Pursuant To Government Code 20300 Item 505 - Non-CalPERS Account Codes Basic Guidelines Item 560 - Professional License Type/Expiration Date Item 565 - Injury/Illness Code and Date Item 603 - Reason For Resignation Item 605 - Pay Period Item 605 - Example Item 606 - Time To Be Paid (New Position) Item 606 - Examples Item 607 - Time To Be Paid (Old Position) Item 607 - Example Item 615 - Pay Immediately Item 621 - Lump Sum To Be Paid Item 621 - Conversion Chart Item 621 - Examples Item 640 - Last Day Physically Worked Item 645 - Payroll Return Date Item 702 - Department Code Item 703 - School Code Item 704A - Management Data Element No. 1 Item 704B - Management Data Element No. 2 Item 711 - Work Location Item 712 - Degree Information - Institution/Level/Date Item 714 - Recruitment Location Item 715 - Service Pay Period Item 716 - Sabbatical Leave Eligibility Date Item 717 - Termination Destination Item 718 - Management Data Element No. 3 Item 719 - Detail Transaction Code Item 810 - Settlement Pay Item 810 - Settlement Pay, Corrections Item 815 - Red Circle Rate/Plus Salary Item 820 - Assigned Salary Rate Item 825 - Noncitizen Status Code ITEM 825 - TAX TREATY COUNTRY CODES Item 825 - Examples Item 864 - Legal Reference For Rehired Annuitant Item 876 - Job Code Item 877 - Lump Sum Pay Deferral Item 880 - Time Of Death and Pay Status Code Item 888 - Sick Leave At Retirement Item 921 - Employment Date Item 955 - Multiple Hourly Rates Item 957 - Eligibility Substantiation Item 958 - Final Salary Anniversary Date / SSI Counter Item 960 - Corrected Transaction Identifier Item 962 - HR Letter Authorization Item 999 - Deductions From Separation Pay

Transactions Reported to CalPERS Transaction Codes Transactions Overview

Appointments Overview A50 - Permanent /At Will Appointments A50 - Permanent / At Will Appointment Additional Position A50 - Permanent / At Will Appointment Current Employee A50 - Permanent / At Will Appointment New Employee A50 - Permanent / At Will Appointment Prior Employee A52 - Temporary Appointment Additional Position A52 - Temporary Appointment A52 - Temporary Appointment Current Employee A52 - Temporary Appointment New Employee A52 - Temporary Appointment Prior Employee A54 - Temporary Appointment, Special Pay Additional Position A54 - Temporary Appointment, Special Payment A54 - Temporary Appointment, Special Pay New Employee A54 - Temporary Appointment, Special Pay Prior Employee A56 - Temporary Appointment For Rehired Annuitant, Additional Position A56 - Temporary Appointment, Rehired Annuitant A56 - Temporary Appointment For Retired Annuitant, New Employee A56 - Temporary Appointment For Rehired Annuitant, Prior Employee A98 - Student Assistant

S58 - Sabbatical Leave One Academic Year, One-Half Pay S59 - Sabbatical Leave Two Quarters, Three-Fourths Pay S60 - Sabbatical Leave One Quarter or One Semester, Full Pay S61 - Difference In Pay Leave One Quarter or One Semester S62 - Difference In Pay Leave Two Quarters S63 - Difference-In-Pay Leave One Academic Year S64 - Special Leave Faculty Research/Creative Activity, 1 Quarter or 1 Semester S65 - Difference-In-Pay Leave Twelve Months Or Less

645 - Extend Leave Without Pay S42 - Leave Of Absence Without Pay S43 - Partial Leave Of Absence Without Pay S44 - Military Leave S45 - Parental/Family Care and Medical Leave S49 - Nonindustrial Disability Insurance Leave

105 - Social Security Number 120- Position Number Change 122 - Class Code Change 125 - Disability Veteran Status 126 - Collective Bargaining Identifier 215 - Employment History Remarks 330 - Denial Service Based Salary Increase (SSI) 405 - Time Base Change 415 - Duration Of Appointment 416 - Extend Temporary Promotion / Reassignment 430 - Probationary Code / Ending Date 445 - Ethnic Origin 505 - Retirement System Member Status 560 - Professional License Renewal 565 - Disability - Injury/Illness 565 - Code 7 - Disability Pending Determination 702 - Department Code 703 - School Code 704A - Management Data Element No. 1 704B - Management Data Element No. 2 711 - Work Location 712 - Degree/Education Information 715 - Service Pay Period 716 - Sabbatical Leave Eligibility Date 718 - Management Data Item #3, Department Chair Fraction 825 - Noncitizen Status CRO - Class Reallocation/Reorganization GEN - General Salary Increase MHR - Multiple Hourly Rate MIS - Miscellaneous MSA - Service Salary Increase SCR - Salary Rate Change

A57 - Reinstatement From Nonindustrial Disability Leave A58 - Mandatory Reinstatement A59 - Reinstatement From Leave Of Absence With Pay A68 - Return From Inactive Payroll Status (Roll Code 9)

Separations Overview S10 - Resignation S21 - Absent Without Official Leave S30 - Layoff S31 - Termination Of Temporary Appointment S34 - Faculty Nonreappointment S35 - Separation By Agency S41 - Dismissal S70 - Service Retirement S71 - Disability Retirement S90 - Rejection During Probation/Non-Retention S95 - Death S99 - Canceled Appointment Action

A60 - Reassignment A61 - Preretirement Reduction In Time Base Program A63 - Reclassification / In-Classification Progression A64 - Promotion A65 - Demotion S46 - Assign To Inactive Payroll Status (Roll Code 9) S85 - Suspension

Adding Transactions Out-Of-Sequence Chart of Corrective Actions Correcting/Voiding Transactions Definition of Terms Out-Of-Sequence Processing Out-Of-Sequence Transaction Package Errors Reconstructing Employment History

Probationary Employees Granted Permanent Status

Catastrophic Leave Enhanced Industrial Disability Leave Employee Action Request Industrial Disability Leave With Sick Leave Supplementation Industrial Disability Leave/Temporary Disability Nonindustrial Disability Leave Restoring Records To The Active EHDB Student Payroll Action Request Special Instructions Student Employment

Benchmark Table Department Code Table Professional License Table School Table

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