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1. Next Salary Review Date mmyy Home Department EAPP Appointments Distributions Completing this section is OPTIONAL except in the case of hires rehires of non resident aliens in which case this section must be completed and this document sent to the Payroll Office for input For units opting to use this section as a notification to the employee of the terms and conditions of employment complete this section have the employee sign below and provide them a copy if requested APPOINTMENT INFORMATION PROPOSED TITLE Not entered system derived APPT TYPE 5 Academic 6 Per Diem BASIS PD OVER APPT BEGIN APPT END DURATION T Tenured leave blank Other mm dd yy mm dd yy TITLE CODE FULL TIME F DIFixed V LVariable ANNUAL HOURLY RATE RATE A DJAnnual H LJHourly B CIBy Agreement DISTRIBUTION INFORMATION Note FIS Activity codes are entered in Project Code PC fields For additional distribution lines attach the Additional Distributions DCD to the back of this page Loc Account Cost Center CC Fund Project Activity Sub FTE gt Dist ___ Pay Begin Pay End Step O A___ s Rate Am _ DOS_ PRQ__ DUC WSP Loc Account Cost Center CC Fund Project Activity Sub FTE Dist ___ Pay Begin Pay End Step O A__ s Rate Am __ DOS __ PRQ__ DUC WSP Loc_ Account Cost Center CC Fund Project Activity Sub FTE__ Dist ____ Pay Begin Pay End Step O A__ Rate Am __ DOS _ PRQ__ DUC W
2. Please provide the following information if known CAMPUS PHONE 1 2 E Mail Not entered in system HOME PHONE _ SPOUSE NAME For University related business may the campus utilize your Home address Yes No Home Phone Yes No Spouse sName Yes No Do you want to release the following information to Employee Organizations Unions Home address Yes JNo Home Phone _ Yes No Sex JM IF US CITIZEN C LYes _JNo If you are NOT a US citizen you will need to complete additional forms Personnel Rep f employee is a non resident alien have the employee complete this document but do NOT input into the system Send this completed document including appointment distribution information in section EAPP to the Payroll Office for input along with other required forms listed at the end of this document UC STUDENT STATUS 1 L_ Not Registered Enrolled 2 L_ Not Registered Enrolled Degree Candidate 5 L_JNot Registered Enrolled a Graduate Degree Candidate at another UC campus Personnel Rep f the employee is registered enrolled as a student on another UC campus call the Career Center NON STUDENT ACADEMIC INITIAL HIRE REHIRE AHIR AREH p 1 revised 8 00 LOCAL ADDRESS if different from permanent address PERSON TO CONTACT IN CASE OF EMERGENCY STREET ADDRESS NAME PHONE _ City Street Address STATE ZIP CITY STATE _ ZIP RELATIVES EMPLOYED BY THE UNIVERSITY NAME RELATIONSHIP DEPARTMENT
3. section must be completed and this document sent to the Payroll Office for input For units opting to use this section as a notification to the employee of the terms and conditions of employment complete this section have the employee sign below and provide them a copy if requested APPOINTMENT INFORMATION PROPOSED TITLE Not entered system derived APPT TYPE 5 Academic Basis PD OVER APPT BEGIN APPT END TITLE CODE mm dd yy mm dd yy FULL TIME F OFixed V OVariable ANNUAL HOURLY RATE RATE A DAnnual H CJHourly SCHEDULE OMO OMA TIME A Positive T LJException LEAVE CODE F DISTRIBUTION INFORMATION Note FIS Activity codes are entered in Project Code PC fields For additional distribution lines attach the Additional Distribution DCD to the back of this page Loc _ Account Cost Center CC Fund Project Activity Sub FTE Dist Pay Begin Pay End Step O A Rate Amt DOS ___ PRQ DUC WSP Loc _ Account Cost Center CC Fund Project Activity Sub FTE Dist Pay Begin Pay End Step O A Rate Amt DOS ___ PRQ DUC WSP Loc _ Account Cost Center CC Fund Project Activity Sub FTE Dist Pay Begin Pay End Step O A Rate Amt DOS ___ PRQ DUC WSP Loc _ Account Cost Center CC Fund Project Activity Sub FTE Dist Pay Begin Pay End Step O A Rate Amt DOS ___ PRQ DUC WSP l certify that the above terms and conditions of employment have been explained to me and I accept the position on the terms
4. specified EMPLOYEE SIGNATURE DATE XTAX Tax Information RETIREMENT SYSTEM CODE Not entered system derived FICA ELIGIBILITY CODE Not entered system derived For tax information needed to complete this screen refer to the W 4 form completed by the employee STUDENT ACADEMIC INITIAL HIRE REHIRE AUHI AURH p 3 rev 8 00 EALN Alien Information For Permanent Residents holders of a green card enter PR as the Visa Type For employees who have a Work Authorization Card enter PR as the Visa Type and enter the work authorization expiration date as the Visa Work Permit End Date Do not complete for non resident aliens Instead send a copy of this completed document including appointment distribution information in section EAPP to the Payroll Office for input along with other required forms listed at the end of this document LEAVE BLANK FOR FUTURE USE ONLY EBCC Background Check Data TYPE OF BACKGROUND CHECK DATE TYPE OF BACKGROUND CHECK DATE l LEAVE BLANK FOR FUTURE USE ONLY EACD Academic Service Total count for the entire academic year is posted at the beginning of the year at time of hire QUARTERS SEMESTERS AS TEACHING ASSISTANT AS OF Forms to be completed by the employee along with this document include W4 Form University of California employee s Federal State Withholding Allowance Certificate l 9 Form Employment Eligibil
5. ACADEMIC ACTIONS Campus Room Enter Mail Code NOT campus room Veteran Code indicating employee s veteran status Address number Used to deliver checks and surepay For reporting statistics of the University stubs workforce only Code from the Affirmative Building Leave blank Action Data Transmittal Campus Telephone number s at which the employee Veteran Code indicating that the employee has Phone s can b reached Disability veteran disability status For reporting statistics of the University workforce only Date of Birth Entered on the EEID function Code from the Affirmative Action Data Home Phone Enter home phone Transmittal Spouse Name Enter spouse name Optional Citizenship Code indicating the employee s citizenship Code status with respect to the United States Press UC Directory Leave blank to disclose or enter N in each F1 Help to see valid codes Disclosures field to NOT disclose Student Code indicating the employee s student status Employee Code indicating whether the employee has Status with the University of California not Organization authorized the University to release their including University Extension enrollment Disclosures home address and home phone to employee Press F1 Help to see valid codes organizations Otherwise these organizations will use campus address phone Leave blank A system derived code indicating the number to disclose enter N in ea
6. EPD2 Employee Personal Data 2 Personnel Rep Refer to the State Oath of Allegiance form to complete the Oath Signature Date and the l 9 Employment Eligibility form to complete and l 9 Date HIGHEST DEGREE RECEIVED None _ H S equivalent Trade Cert Associate _ Bachelors Education Level Code Masters _ Professional _ Doctorate YEAR RECEIVED Education Level Year WHO WAS YOUR LAST EMPLOYER If previously employed by UC University DOE Labs or the State of California provide dates of employment UC Univ DOE Labs FRoOm __ To WHERE mm dd yy mm dd yy State of California FROM To WHERE mm dd yy mm dd yy Complete the following only if you are a senate faculty member CURRENT AREA S OF SPECIALIZATION FIELD OF STUDY IN WHICH HIGHEST LEVEL OF EDUCATION WAS ATTAINED INSTITUTION AT WHICH HIGHEST LEVEL OF EDUCATION WAS RECEIVED Personnel Rep Verify above dates before entering the following codes into the system Non UC Prior Service Code Prior Service Months Leave blank for future use only Prior University Service Institution Employment Service Credit of months Leave blank for future use only Employment Service Credit From Date a Leave blank for future use only Current Specialty Code Leave blank for future use only Highest Degree Specialty Code Leave blank for future use only Highest Degree Institution Code ELIC License Certification Data Compl
7. IN ADL COMP ADM REG LOCKSMITH LEAD REG LOCK LD ADD L COMP UNEX RATE ADL UNX RATE LNP LEAVE NO PAY LV NO PAY ADL ADD L COMP AMOUNT UNEX ADL UNX AMT LPB REG PLUMBER LEAD REG PLUM LD ADM ADMINISTRATIVE LEAVE ADMIN LEAVE LPP REG POWER PLANT OP LEAD REG PPO LD APA ADDL COMP ADMIN BYA ADL COMP ADM REG PAINTER LEAD REG PNTR LD ADDL COMP STAF amp ACDEMIC ADDCOMP 100 LWP LEAVE WITH PAY LV WITH PAY BIC SAB LEAVE BYA C SAB BYA C MIL MILITARY LEAVE SPEC PAY MIL LV SPEC BIT SAB LEAVE BYA T SAB BYA T OCW OFF CAMPUS WORK STUDY OFF CMPS W S BSD SHIFT DIFFERENTIAL SUB 1 SHIFT DIF S1 ADD L COMP RESEARCH AMT ADL RESEARCH BY AGREEMENT BY AGREEMENT OLN ADD L COMP RESEARCH ADL RESEARCH CPC CERTIFICATION PAY POLICE CERT PAY OLS ADD L COMP TEACHING AMT __ ADL TEACHING CPT REG CARPENTER REG CARPTR OLT ADD L COMP TEACHING ADL TEACHING CSW COMMUNITY SVC WORK STUDY COMM SVC W S OVERTIME AT TIME amp 1 2 OVTM 1 1 2 EXEC AUTOMOBILE ALLOWANCE AUTO ALLOW OTS OVERTIME AT STRAIGHT OVTM STR ELC REG ELECTRICIAN REG ELECTRCN PBR REG PLUMBER REG PLUMBER FAP FACULTY AWARD PROGRAM __ FACULTY AWRD PPO REG POWER PLANT OPERATOR REG PRPL OP HAL HOUSING ALLOWANCE HSNG ALLWNCE PERQ MEMO HOUSING PERQ HSNG HSCP ADD L COMP BYA C HS BYA C PRM PERQ MEMO MEALS PRM MEMO MLS HBT HSCP BY AGREE RET HS BYA RT PRQ PERQUIS
8. ITE DEDUCTION PERQ DED HVA REG HVAC MECHANIC REG HVAC MEC PTR REG PAINTER REG PAINTER KEY REG LOCKSMITH REG LOCKSMTH REGULAR PAY REGULAR REG CARPENTER LEAD REG CARP LD SAB SABBATICAL LEAVE SABBAT LEAVE LEL REG ELECTRICIAN LEAD REG ELEC LD SCP REG CARPENTER SPECIALIST REG CARP SP indicates a BY AGREEMENT DOS CODE requires appointment rate code B D 1 Payroll Personnel System Description of Service DOS Codes August 2000 University of California Santa Cruz PPS User Manual APPENDICES SDF SHIFT DIFFERENTIAL SHIFT DIFF SEL REG ELECTRICIAN SPECIALST REG ELEC SPL SHV REG HVAC SPECIALIST REG HVAC SPL REG LOCKSMITH SPECIALIST REG LOCK SPL SAB LV NO RS SLN SABBATICAL LV NOT RESID SLO STAFFING LIST ONLY STAFFING SLR SABBATICAL LV IN RESID SABBATICAL LEAVE SUPP SAB LV IN RS SABB LV SUPP SMP SUPPLEMENTAL MILITARY PAY SUP MLTRY PY SMR SUMMER DIFFERENTIAL STIP STIP SMR DIF DOS Description Description code abbreviation SPB REG PLUMBER SPECIALIST REG PLUM SPL DOS Description Description SPC SPECIALTY PAY POLICE SPEC PAY POL SPP REG POWER PLANT OP SPL REG PPO SPL SPT REG PAINTER SPECIALIST REG PAINT SP STIPEND STIPEND SAF WORK COM SWC SAFETY WORKERS COMP TID TRAVEL OF INDEFINITE DUR TRAVEL IND TOC TIME ON CALL LECTURER THREE YEAR TIME ON CALL LECTUR 3 YR indicates a BY AGREEMENT DOS CODE requires
9. SP Loc_ Account Cost Center CC Fund Project Activity Sub PIE Dist __ Pay Begin Pay End Step O A___ s Rate Am _ DOS_ PRQ__ DUC WSP certify that the above terms and conditions of employment have been explained to me and accept the position on the terms specified EMPLOYEE SIGNATURE DATE XTAX Tax Information RETIREMENT SYSTEM CODE System derived FICA ELIGIBILITY CODE System derived SCHEDULE LIMO OMA TIME A LPositive T DException W L1Without Salary LEAVE CODE OF OID CE ON For tax information needed to complete this screen refer to the W 4 form completed by the employee NON STUDENT ACADEMIC INITIAL HIRE REHIRE AHIR AREH p 3 revised 8 00 EALN Alien Information For Permanent Residents holders of a green card enter PR as the Visa Type For employees who have a Work Authorization Card enter PR as the Visa Type and enter the work authorization expiration date as the Visa Work Permit End Date Do not complete for non resident aliens Instead send a copy of this completed document including appointment distribution information in section EAPP to the Payroll Office for input along with other required forms listed at the end of this document LEAVE BLANK FOR FUTURE USE ONLY EBCC Background Check Data Type of background check Date Type of background check Date mm dd yy COMPLETE AT THE DISCRETION OF THE DIVISION EACD Aca
10. Smoking Policy Sexual Harrassment pamphlet etc W4 I 9 Oath Patent Surepay Non Citizen Forms Payroll Office Affirmative Action Data Transmittal Form Unit destroys after entering data into the system except that for non resident aliens this form should be forwarded to Payroll Data Collection Document Retain in employee s personnel file except that for non resident aliens forward original to the Payroll Office along with the forms noted above and retain a copy in the employee s personnel file Physician Designation Form Distribute per instructions on the form 0O 0 00 NOTE Proposed revisions to this form must be reviewed by PPS Projects prior to being implemented STUDENT ACADEMIC INITIAL HIRE REHIRE AUHI AURH p 4 rev 8 00
11. TIFICATION The State of California Information Practices Act of 1977 effective July 1 1978 requires the University to provide the following information to individuals who are asked to supply information The principal purpose for requesting the information on this form is for payment of earnings and for miscellaneous payroll and personnel matters such as but not limited to withholding of taxes benefits administration changes in title and pay status and to comply with State and Federal affirmative action requirements University policy and State and Federal statutes authorize the maintenance of this information Furnishing ethnicity and veteran status is voluntary There is no penalty for not completing that information However if an employee does not complete the infomation the employee s supervisor or other appropriate official may attempt to do so This information will be given to government agencies responsbile for civil rights laws if these agencies request such information Furnishing all information requested on this form other than the information noted in the above paragraph is mandatory failure to provide such information will delay or may even prevent completion of the action for which the form is being filled out Information furnished on this form may be used by various University departments for payroll and personnel administration and will be transmitted to the State and Federal governments as required by law Individuals h
12. appointment rate code B Payroll Personnel System August 2000 University of California Santa Cruz UNX UNEX AMOUNT UNEX AMOUNT UXR UNEX RATED UNEX RATED WITHOUT SALARY WITHOUT SAL D 2 Description of Service DOS Codes PPS User Manual For Office Use Only Unit Contact for actions which will be entered by the Payroll Office EMPLOYEE ID NAME PHONE UCSC Data Collection Document NON STUDENT ACADEMIC INITIAL HIRE REHIRE AHIR AREH Professor Professional Research Specialist Postgraduate Research Lecturer Reader Non Student Course Asst Non Student etc Do not use for Intercampus Transfers SECTION A To be Completed by Employee Do not complete shaded areas EEID Employee Identification NAME First MI Last DATE OF BIRTH Month Day Year EPD1 Employee Personal Data 1 l PERMANENT ADDRESS Where all benefits tax documents e g W 2 and payroll correspondence will be mailed Line 1 Line 2 if needed CITY STATE ZIP If this is a foreign address provide the following PROVINCE COUNTRY POSTAL CODE Where do you want your paycheck sent This must be a campus address To have your check direct deposited to your bank account request a Surepay form from your Personnel Rep To be completed by Personnel Rep MAIL CODE 000 Enter as Room under Campus Address in system Note Payroll Office will enter all Surepay information into the system
13. ave the right to review their own records in accordance with University personnel policy and collective bargaining agreements Information on applicable policies and agreements can be obtained from campus or Office of the President Staff and Academic Human Resources Offices and the campus Student Employment Services Office The officials responsible for maintaining the information contained on this form are Staff and Academic Human Resources Managers at Campuses and the Office of the President Student Employment Services Managers Campus Department Managers Campus Accounting Officers or Campus Affirmative Action Officers certify that the foregoing personal data are correct and that have read and understand the privacy notification EMPLOYEE SIGNATURE DATE l STUDENT ACADEMIC INITIAL HIRE REHIRE AUHI AURH p 2 rev 8 00 SECTION B To be completed by Personnel Representative Have employee complete shaded areas EMPLOYEE NAME EPER Personnel Miscellaneous ASSIGNED BELI 5 Not Eligible EFFECTIVE DATE mm dd yy have been informed that am NOT eligible for health and welfare benefits on this appointment Employee Signature Date DATE OF HIRE EMPLOYEE RELATIONS CODE E or H mm dd yy EMPLOYEE RELATIONS UNIT 99 if ERC is E BX if ERC is H HOME DEPARTMENT EAPP Appointments Distributions Completing this section is OPTIONAL except in the case of hires rehires of non resident aliens in which case this
14. ch field to NOT of UC class units in which an employee who is a UC student is registered disclose Code indicating the sex of the employee For 2 Press Enter to invoke range value edits reporting statistics of the University 3 Press F11 Next Func to continue to the next function workforce only M male and F female Ethnic Code indicating the ethnic identity of the employee For reporting statistics of the University workforce only Code from the Affirmative Action Data Transmittal Disability Code indicating that the employee has a disability status For reporting statistics of the university workforce only Code from the Affirmative Action Data Transmittal 17 2 5 Payroll Personnel System Academic New Hire August 2000 University of California Santa Cruz PPS User Manual ACADEMIC ACTIONS e Resources for information These forms are to be retained in the department or dean s office Data Entry 3 Have the employee complete relevant fields of the Non aa Enter data for rehiring an employee for an academic position via Student Academic Initial Hire Rehire Data Collection 8 poy P the AREH bundle This bundle contains the following functions Document 4 Prepare information for on line entry In the case of rehires of EEID Employee Identification intercampus transfers send all collected information to Payroll EPD1 Employee Personal Data 1 for on line entry For rehires of student work study recipi
15. demic Service Total count for the entire academic year is posted at the beginning of the year at time of hire Circle quarters or months Note Count quarters for academic year appointees and count months for fiscal year appointees Quarters Semesters Months in 8 year Rule Assistant Professors include service at any UC campus in Assistant Professor and other titles including visiting see APM 133 Quarters Semesters Months on 19900 Funds at Greater Than 50 Adjunct Professors Quarters Semesters in Unit 18 Titles Lecturers and other Unit 18 titles service on UCSC campus only Quarters Semesters as Teaching Assistant as of mm dd yy EHON Honors Data To be entered for faculty only For information needed to complete this screen refer to the faculty member s vita resume and or biography form Forms to be completed by the employee along with this document include O W4 Form University of California employee s Federal State Withholding Allowance Certificate O 1 9 Form Employment Eligibility Verification OO State Oath of Allegiance not required for non citizens O University of California Patent Policy L Affirmative Action Data Transmittal O Benefits Eligibility Level Indicator Status Qualifier Code Assignment or Reassignment Form L UCSC Employee Physician Designation Form inform student employees that the form is available and provide them a form only if requested L Surepay Form Authorization Agreem
16. ent for Automatic Deposits if employee opts for direct deposit O Non Citizen Forms Permanent Residents Resident Alien L Certification of Citizenship and Visa Status Attachment A LI Copy of Resident Alien Card Resident Employment Authorization or has met the Substantial Presence Test O Certification of Citizenship and Visa Status Attachment A LI Copy of the employment authorization card expiration date should be legible LI Copy of any documents to substantiate being a resident for tax purposes Non Resident O Certification of Citizenship and Visa Status Attachment A LI Copy of I 94 front and back L Tax Treaty Statement if applicable if India treaty send employee to Payroll Accounting L Exemption from Withholding on Compensation for Independent Personal Services of a Nonresident Alien Individual Form 8233 required only if there is a tax treaty LI Copy of Certificate of Eligibility for Exchange Visitor J 1 Status IAP 66 or LI Copy of Certificate of Eligibility for Nonimmigrant F 1 Student Status Distribution of Forms Provide employee with appropriate informational handouts Smoking Policy Sexual Harrassment pamphlet etc W4 I 9 Oath Patent Surepay Non Citizen Forms Payroll Office Affirmative Action Data Transmittal Form Unit destroys after entering data into the system except that for non resident aliens this form should be forwarded to Payroll Data Collection Document Retain in employee s personnel
17. ents EPD2 Employee Personal Data 2 send all collected information to Student Employment for on line entry EPER Personnel Miscellaneous Non resident alien re hires are entered by the Payroll Office All EAPP Appointments Distributions Condensed forms are completed in the Service Center and forwarded to XTAX Tax Information Payroll EALN Alien Information EACD Academic Service EHON Academic Honors Accessing the AREH Bundle 1 Log on to the Payroll Personnel System 2 At the Next Func field type EEDB and press Enter 3 Type BUND and press Enter 4 Type AREH and press Enter The EEID function is displayed 7 14 2 Payroll Personnel System Academic Rehire August 2000 University of California Santa Cruz PPS User Manual ACADEMIC ACTIONS UC Directory Disclosures Employee Organization Disclosures Ethnic Nn i Disability Veteran Disability Citizenship Code Student Status Leave blank to disclose or enter N in each field to NOT disclose Code indicating whether the employee has authorized the University to release their home address and home phone to employee organizations Otherwise these organizations will use campus address phone Leave blank to disclose enter N in each field to NOT disclose Code indicating the sex of the employee For reporting statistics of the University workforce only M for male F for female Code indicating the ethnic ident
18. ete the following only if your position requires a license s TYPE OF LICENSE CERTIFICATE RENEWAL DATE mm dd yy TYPE OF LICENSE CERTIFICATE RENEWAL DATE mm dd yy i PRIVACY NOTIFICATION The State of California Information Practices Act of 1977 effective July 1 1978 requires the University to provide the following information to individuals who are asked to supply information The principal purpose for requesting the information on this form is for payment of earnings and for miscellaneous payroll and personnel matters such as but not limited to withholding of taxes benefits administration changes in title and pay status and to comply with State and Federal affirmative action requirements University policy and State and Federal statutes authorize the maintenance of this information Furnishing ethnicity and veteran status is voluntary There is no penalty for not completing that information However if an employee does not complete the infomation the employee s supervisor or other appropriate official may attempt to do so This information will be given to government agencies responsbile for civil rights laws if these agencies request such information Furnishing all information requested on this form other than the information noted in the above paragraph is mandatory failure to provide such information will delay or may even prevent completion of the action for which the form is being filled out Information furnished
19. file except that for non resident aliens forward original to the Payroll Office along with the forms noted above and retain a copy in the employee s personnel file Physician Designation Form Distribute per instructions on the form 00 000 NOTE Proposed revisions to this form must be reviewed by PPS Project personnel prior to being implemented NON STUDENT ACADEMIC INITIAL HIRE REHIRE AHIR AREH p 4 revised 8 00 For Office Use Only Unit Contact for actions which will be entered by the Payroll Office EMPLOYEE ID NAME PHONE UCSC Data Collection Document STUDENT ACADEMIC INITIAL HIRE REHIRE AUHI AURH Associate in Teaching Fellow Teaching Assistant Graduate Student Research Reader Student Remedial Tutor Undergraduate Course Assistant etc Do not use for Intercampus Transfers SECTION A To be Completed by Employee Do not complete shaded areas EEID Employee Identification NAME First MI Last DATE OF BIRTH Month Day Year ESEP Separation Personnel Rep For rehires only DELETE any information in the Last Day on Pay Status Separation Date Reason and Destination fields EPD1 Employee Personal Data 1 PERMANENT ADDRESS Where all benefits tax documents e g W 2 and payroll correspondence will be mailed Line 1 Line 2 if needed CITY STATE ZIP If this is a foreign address provide the following PROVINCE COUNTRY POSTAL CODE Where do you want y
20. ity Verification State Oath of Allegiance not required for non citizens University of California Patent Policy Affirmative Action Data Transmittal UCSC Employee Physician Designation Form inform student employees that the form is available and provide them a form only if requested Surepay Form Authorization Agreement for Automatic Deposits if employee opts for direct deposit Non Citizen Forms Permanent Residents Resident Alien LI Certification of Citizenship and Visa Status Attachment A L Copy of Resident Alien Card Resident Employment Authorization or has met the Substantial Presence Test LI Certification of Citizenship and Visa Status Attachment A L Copy of the employment authorization card expiration date should be legible L Copy of any documents to substantiate being a resident for tax purposes Non Resident LI Certification of Citizenship and Visa Status Attachment A L Copy of I 94 front and back L Tax Treaty Statement if applicable if India treaty send employee to Payroll Accounting LI Exemption from Withholding on Compensation for Independent Personal Services of a Nonresident Alien Individual Form 8233 required only if there is a tax treaty L Copy of Certificate of Eligibility for Exchange Visitor J 1 Status IAP 66 or L Copy of Certificate of Eligibility for Nonimmigrant F 1 Student Status o0 oe Distribution of Forms L Provide employee with appropriate informational handouts
21. ity of the employee For reporting statistics of the University workforce only Code indicating that the employee has a disability status For reporting statistics of the university workforce only Code indicating employee s veteran status For reporting statistics of the University workforce only Press F1 Help to see valid codes Code indicating that the employee has a veteran disability status For reporting statistics of the University workforce only Code indicating the employee s citizenship status with respect to the United States Press F1 Help to see valid codes Code indicating the employee s student status with the University of California not including University Extension enrollment Press F1 Help to see valid codes Payroll Personnel System August 2000 University of California Santa Cruz System derived code indicating the number of UC class units in which an employee who is a UC student is registered 2 Press Enter to invoke range value edits 3 Press F11 Next Func to continue to the next function 7 14 5 Academic Rehire PPS User Manual APPENDICES Appendix D Description of Service DOS Codes These DOS codes can be used in conjunction with distributions updated on the database Please contact Payroll and the appropriate Human Resources Office for guidance code abbreviation code abbreviation STUDENT BONUS PAYMENT STU BONUS PT REG HVAC LEAD REG HVAC LD ACA ADDL COMP ADM
22. on this form may be used by various University departments for payroll and personnel administration and will be transmitted to the State and Federal governments as required by law Individuals have the right to review their own records in accordance with University personnel policy and collective bargaining agreements Information on applicable policies and agreements can be obtained from campus or Office of the President Staff and Academic Human Resources Offices and the campus Student Employment Services Office The officials responsible for maintaining the information contained on this form are Staff and Academic Human Resources Managers at Campuses and the Office ofthe President Student Employment Services Managers Campus Department Managers Campus Accounting Officers or Campus Affirmative Action Officers certify that the foregoing personal data are correct and that have read and understand the privacy notification EMPLOYEE SIGNATURE DATE NON STUDENT ACADEMIC INITIAL HIRE REHIRE AHIR AREH p 2 revised 8 00 SECTION B To be completed by Personnel Representative Have employee complete shaded areas EMPLOYEE NAME EPER Personnel Miscellaneous Refer to the Benefits Eligibility Level Indicator BELI Form to complete the Assigned BELI Effective Date and Status Qualifiers fields Date of Hire mmddyy Employee Relations Code i e A G Employee Relations Unit i e A7 IX FX etc
23. our paycheck sent This must be a campus address To have your check direct deposited to your bank account request a Surepay form from your Personnel Rep Mail CoDE 000 Enter as Room under Campus Address in system Note Payroll Office will enter all Surepay information into the system Please provide the following information if known CAMPUS PHONE 1 2 E Mail Not entered in system HOME PHONE __ SPOUSE NAME For University related business may the campus utilize your Home address Yes JNo HomePhone Yes JNo Spouse sName Yes No Do you want to release the following information to Employee Organizations Unions Home address Yes JINo Home Phone Yes No Personnel Rep Refer to the Affirmative Action Data Transmittal form for Ethnic Disability Veteran and Veteran Disability Codes Sex LIM IF US CITIZEN o Yes _JNo If you are NOT a US citizen you will need to complete additional forms Personnel Rep f employee is a non resident alien have the employee complete this document but do NOT input into the system Send this completed document including appointment distribution information in section EAPP to the Payroll Office for input along with other required forms listed at the end of this document UC STUDENT STATUS 3 Undergraduate 4 __ Graduate Student 6 L_ Undergraduate Student at another UC campus 7 Graduate Student at another UC cam
24. pus Personnel Rep f the employee is registered as a student on another UC campus call the Career Center STUDENT ACADEMIC INITIAL HIRE REHIRE AUHI AURH p 1 rev 8 00 LOCAL ADDRESS if different from permanent address PERSON TO CONTACT IN CASE OF EMERGENCY STREET ADDRESS NAME PHONE ___ CITY Street Address STATE ZIP CITY STATE ___ ZIP RELATIVES EMPLOYED BY THE UNIVERSITY NAME RELATIONSHIP DEPARTMENT EPD2 Employee Personal Data 2 Personnel Rep Refer to the State Oath of Allegiance form to complete the Oath Signature Date and the l 9 Employment Eligibility form to complete and I 9 Date HIGHEST DEGREE REcelveD JNone JH S equivalent Trade Cert Associate Bachelors Education Level Code Masters _ Professional Doctorate YEAR RECEIVED Education Level Year WHO WAS YOUR LAST EMPLOYER If previously employed by UC University DOE Labs or the State of California provide dates of employment UC Univ DOE Labs FROM TO WHERE mm dd yy mm dd yy State of California FROM TO mm dd yy mm dd yy WHERE Personnel Rep Verify above dates before entering the following codes into the system Non UC Prior Service Code Prior Service Months Leave blank for future use only Prior University Service Institution Employment Service Credit of months Leave blank for future use only Employment Service Credit From Date Leave blank for future use only PRIVACY NO
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