General Information | Audit Instructions | Audit Messages
Permanent separation, used to separate an employee who is being dismissed following disciplinary action or for disability, pursuant to Education Code 89536 if the employee does not qualify for disability retirement.
205 - Transaction Code
210 - Effective Date
210 - Effective Hours
215 - Employment History Remarks
715 - Service Pay Period
606 - Time to be Paid (New Position)
615 - Pay Immediately
621 - Lump Sum to be Paid
635 - Lump Sum (Unit)
636 - Lump Sum (Serial)
640 - Last Day Physically Worked
704B - Management Data Element No. 2
719 - Detail Transaction Code
810 - Settlement Pay (Line G Item)
877 - Lump-sum Vacation/CTO Pay Deferral (Line G Item)
999 - Deductions from Separation Pay (Line G Item)
DO NOT KEY, ROUTE PPT TO CSU AUDITS
Master payroll warrants may not be released in lieu of settlement pay if the effective date of separation is in a prior pay period or mid month. If the warrant was inadvertently released, submit the separation PPT along with Form 674 to CSU Audits, requesting a transfer of funds from regular pay to settlement pay. Do not send in the separation for transfer of funds that are keyed after cut off and the effective date is in that pay period and effective the last day of the academic pay period or 'gray period.' Employee is entitled to the master and Item 810 should be only what is still due.
If the employee participates in a tax shelter annuity, refer to the SCO Payroll Procedures Manual Section I 318 and Technical Letter 91-07 regarding warrants with TSA's.
If separating a temporary faculty unit employee with a three-year appointment pursuant to Provision 12 of the Collective Bargaining Agreement, delete the information in Item 704B by entering ’*’ EOF. For more information, refer to Technical Letter HR/EHDB 2004-01.
If a year-end settlement adjustment was requested via PIP because of a time base change or dock and the employee was subsequently dismissed in the same pay period, the S41 should reflect the amount paid in Final Settlement (Item 810). Submit the PPT to CSU Audits for processing. Submit the PPT to CSU Audits for processing.
If the separation was keyed without settlement pay, a corrected transaction with Item 810 completed can be keyed at the campus.
Refer to Item 810 for additional settlement pay conditions that require submission of the PPT to CSU Audits for processing.
If the separation must be voided and/or re-entered, refer to Lump Sum To Be Paid (Item 621) and Settlement Pay (Item 810).
Last Updated: April 14, 2010