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<p class="MsoNormal"><img width="159" height="60" id="_x0000_i1027" src="cid:image001.jpg@01DA2386.CAF821E0"><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">November 30, 2023<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<span style="font-family:"Arial",sans-serif">To:<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">Department Benefits Representatives (DBRs)<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">From:<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">Central HR Benefits Office on behalf of the Central Academic Personnel Office<o:p></o:p></span></p>
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<span style="font-family:"Arial",sans-serif">Re:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="line-height:107%;font-family:"Arial",sans-serif">Academic Year Appointees Service Period vs Payroll Period, Retirement Effective Dates and UCPath Job Retirement Aids</span><span style="color:#1A475F"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif">DBRs, please share this important information with your department via your internal listserv.<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="line-height:107%;font-family:"Arial",sans-serif;color:#4472C4">Service Period vs Payroll Period Dates<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="line-height:107%;font-family:"Arial",sans-serif">Academic appointments have established pay dates, based on the academic calendar. The Pay dates and Service Dates for academic appointees do not align. For example, the Pay dates
for the Fall Quarter begins July 1<sup>st (</sup>August 1st paycheck), but the academic quarter (service dates) begin in late September when classes begin.
</span><span style="font-size:12.0pt;line-height:107%;font-family:"Arial",sans-serif">This
</span><span style="line-height:107%;font-family:"Arial",sans-serif">information is available on the Academic Personnel Website, found
</span><span style="font-size:12.0pt;line-height:107%"><a href="https://academicpersonnel.ucr.edu/pay-period-service-period"><span style="font-size:11.0pt;line-height:107%;font-family:"Arial",sans-serif">here</span></a></span><span style="line-height:107%;font-family:"Arial",sans-serif">.
It is important to know the corresponding payroll periods for each Quarter as it requires special attention to the effective dates used for the retirement template processing in the UCPath system. Academic Year appointees should only retire at the end of
a quarter pay period to avoid the inconvenience of an underpayment or overpayment.<o:p></o:p></span></p>
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Description automatically generated with medium confidence"><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="line-height:107%;font-family:"Arial",sans-serif;color:#4472C4">Academic Year Appointees UCPath Effective Dates for Retirement Processing<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="line-height:107%;font-family:"Arial",sans-serif">The retirement date cannot be earlier than the day after the separation date (last day of UC employment). In the UCPath UC Retirement Smart HR Template, please use the following
<b>effective date</b> and<b> last day worked</b> for academic year appointees retiring at the end of the following quarters (Fall, Winter, Spring).
<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:8.0pt;line-height:107%;font-family:"Arial",sans-serif">**For academic year appointees who retire at the end of the spring quarter and qualify for the Inactive COLA, dates may vary by year. For detailed assistance
in entering retirement actions for employees who qualify for the Inactive COLA, refer to the Job Aid: Retirement Transaction Process for July 1 Retirement Date, see job aid links below.<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="line-height:107%;font-family:"Arial",sans-serif;color:#4472C4">UCPath Retirement Job Aids<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="line-height:107%;font-family:"Arial",sans-serif">UCPath transactors please refer to the UCPath Job Aids below for the appropriate effective dates to use in UCPath templates for both the retiring and Emerita/us appointments.
This will ensure continuity to the current employee benefits and systems access.<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="line-height:107%;font-family:"Arial",sans-serif">Links to UCPath Job Aids:<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="line-height:107%;font-family:"Arial",sans-serif">•
</span><span style="font-size:12.0pt;line-height:107%"><a href="https://spwebserv.ucop.edu/LocationUsers/LOCjobaids/UCPC_PHCMWFAL260JA_RetirementTransactionProcessForJuly1RetirementDate_D2Rev00.pdf"><span style="font-size:11.0pt;line-height:107%;font-family:"Arial",sans-serif">Job
Aid: Retirement Transaction Process for July 1 Retirement – COLA</span></a></span><span style="line-height:107%;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="line-height:107%;font-family:"Arial",sans-serif">•
</span><span style="font-size:12.0pt;line-height:107%"><a href="https://spwebserv.ucop.edu/LocationUsers/LOCjobaids/UCPC_PHCMWFAL250JA_Emeritus_D2Rev00.pdf"><span style="font-size:11.0pt;line-height:107%;font-family:"Arial",sans-serif">Job Aid: Emeriti Processing
Following Retirement</span></a></span><span style="line-height:107%;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="line-height:107%;font-family:"Arial",sans-serif;color:#4472C4">Questions<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="line-height:107%;font-family:"Arial",sans-serif">For questions or more information, please send an email to
</span><span style="font-size:12.0pt;line-height:107%"><a href="mailto:academicpersonnel@ucr.edu"><span style="font-size:11.0pt;line-height:107%;font-family:"Arial",sans-serif">academicpersonnel@ucr.edu</span></a></span><span style="line-height:107%;font-family:"Arial",sans-serif">.<o:p></o:p></span></p>
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