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<div class="WordSection1">
<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"><img width="837" height="144" style="width:8.7166in;height:1.5in" id="_x0000_i1025" src="http://img-ak.verticalresponse.com/media/8/d/5/8d5824fd0b/dbaf88bd93/UCPath_Vertical%20response%20650x126%20Email%20Header%202.jpg?__nocache__=1" alt="UCPath_Vertical response 650x126 Email Header 2"></span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<td width="837" valign="top" style="width:627.7pt;border:solid black 1.0pt;padding:0in 0in 0in 0in;height:272.45pt">
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<h1 style="margin:0in;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#2E75B6">To: </span>
<span style="font-size:12.0pt;font-family:"Arial",sans-serif;font-weight:normal">UCPath Transactors</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></h1>
<h1 style="margin:0in;mso-add-space:auto;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#0070C0"><o:p> </o:p></span></h1>
<h1 style="margin:0in;mso-add-space:auto;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#2E75B6">UCPath Changes & Enhancements</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif;font-weight:normal">:  June 09, 2023 – June 16, 2023</span><span style="font-size:11.0pt;font-family:"Arial",sans-serif"><o:p></o:p></span></h1>
<p class="xmsonormal" style="margin:0in;mso-add-space:auto;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif;color:#0070C0"><o:p> </o:p></span></p>
<p class="xmsonormal" style="margin:0in;mso-add-space:auto;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">UCPath recently implemented the changes listed below<span style="color:black">. <o:p></o:p></span></span></p>
<p class="xmsonormal" style="margin:0in;mso-add-space:auto;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif;color:black">.</span><span style="font-family:"Arial",sans-serif"> <span style="color:#0070C0"><o:p></o:p></span></span></p>
<p class="xmsonormal" style="margin:0in;mso-add-space:auto;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<b><span style="font-family:"Arial",sans-serif;color:#0070C0"><o:p> </o:p></span></b></p>
<p class="xmsonormal" style="margin:0in;mso-add-space:auto"><b><span style="font-family:"Arial",sans-serif;color:#0070C0">Payroll and Compensation</span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<table class="MsoNormalTable" border="0" cellspacing="0" cellpadding="0" style="border-collapse:collapse">
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<td width="412" style="width:308.9pt;border:solid #D9D9D9 1.0pt;background:#F2F2F2;padding:0in 5.4pt 0in 5.4pt;height:.45pt">
<p class="xmsonormal" align="center" style="margin:0in;mso-add-space:auto;text-align:center;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<b><span style="font-family:"Arial",sans-serif;color:black">Summary</span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<td width="77" style="width:57.45pt;border:solid #D9D9D9 1.0pt;border-left:none;background:#F2F2F2;padding:0in 5.4pt 0in 5.4pt;height:.45pt">
<p class="xmsonormal" align="center" style="margin:0in;mso-add-space:auto;text-align:center;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<b><span style="font-family:"Arial",sans-serif;color:black">Date</span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<tr style="height:15.65pt">
<td width="412" valign="top" style="width:308.9pt;border:solid #D9D9D9 1.0pt;border-top:none;padding:0in 5.4pt 0in 5.4pt;height:15.65pt">
<p class="MsoNormal" style="mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif;color:black">Updated the Quicklinks - payroll configuration page with the following:<br>
1. Systemwide general deduction<br>
2. Local general deduction<br>
3. UCPC earn code list<br>
4. General deduction - special accumulator<br>
5. Earnings codes - special accumulator<o:p></o:p></span></p>
</td>
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<p class="MsoNormal" align="center" style="text-align:center;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif;color:black">06/09/23<o:p></o:p></span></p>
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<p class="xmsonormal" style="margin:0in;mso-add-space:auto;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<b><span style="font-family:"Arial",sans-serif;color:#0070C0"><o:p> </o:p></span></b></p>
<p class="xmsonormal" style="margin:0in;mso-add-space:auto;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<b><span style="font-family:"Arial",sans-serif;color:#2E75B6">Other Updates & Reminders:  <o:p></o:p></span></b></p>
<ul style="margin-top:0in" type="disc">
<li class="xxmsonormal" style="margin-bottom:12.0pt;line-height:105%;mso-list:l4 level1 lfo3">
<span style="font-family:"Arial",sans-serif;color:black">UCPath will implement system updates to support UC’s
</span><span style="font-family:"Arial",sans-serif"><a href="https://d31hzlhk6di2h5.cloudfront.net/20230505/fe/5b/5a/b7/a5183a1c0ad8833a5ae16e01/GRLN">Gender Recognition and Lived Name</a><span style="color:black"> policy and other enhancements. These changes
 require UCPath to be unavailable during the following dates and times: </span><o:p></o:p></span></li></ul>
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<tbody>
<tr style="height:13.1pt">
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<b><span style="font-family:"Arial",sans-serif;color:white">Start Time</span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<td width="304" valign="top" style="width:228.35pt;border-top:solid #5B9BD5 1.0pt;border-left:none;border-bottom:none;border-right:solid #5B9BD5 1.0pt;background:#0070C0;padding:0in 5.4pt 0in 5.4pt;height:13.1pt">
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<b><span style="font-family:"Arial",sans-serif;color:white">End Time</span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<tr style="height:12.4pt">
<td width="295" valign="top" style="width:221.3pt;border:solid #5B9BD5 1.0pt;border-right:none;background:white;padding:0in 5.4pt 0in 5.4pt;height:12.4pt">
<p class="xxmsonormal" align="center" style="text-align:center;line-height:105%;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif;color:black">Friday, June 16, 3:00 p.m.</span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<td width="304" valign="top" style="width:228.35pt;border:solid #5B9BD5 1.0pt;border-left:none;padding:0in 5.4pt 0in 5.4pt;height:12.4pt">
<p class="xxmsonormal" align="center" style="text-align:center;line-height:105%;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif;color:black">Monday, June 19, 9:00 p.m.</span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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</table>
<p class="MsoNormal" style="mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpFirst" style="margin-left:0in;mso-add-space:auto;mso-list:l3 level1 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">There are two corrections to the May 26 changes and enhancement report.
<o:p></o:p></span></li><ul style="margin-top:0in" type="circle">
<li class="MsoListParagraphCxSpMiddle" style="margin-left:0in;mso-add-space:auto;mso-list:l3 level2 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">The former employee portal link was incorrect. The correct link is
<a href="https://ucpath.universityofcalifornia.edu">https://ucpath.universityofcalifornia.edu</a>.<o:p></o:p></span></li><li class="MsoListParagraphCxSpLast" style="margin-left:0in;mso-add-space:auto;mso-list:l3 level2 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">Change request UCP-131610 only impacts UCSF, UCM, UCLA and UCR. More detail about this change can be found in<span class="MsoHyperlink">
<a href="https://sp.ucop.edu/sites/ucpc/UCPathLocationSupport/_layouts/15/DocIdRedir.aspx?ID=UCPC-1485784443-34">
Job configuration changes and location specific configurations</a></span>. <o:p></o:p></span></li></ul>
<li class="xmsonormal" style="margin-top:0in;mso-add-space:auto;mso-list:l3 level1 lfo6">
<span style="font-family:"Arial",sans-serif">Users can access updated academic, benefits and workforce administration materials in UCHelp. The
<span class="MsoHyperlink"><a href="https://sp.ucop.edu/sites/ucpathhelp/LocationUsers/LOCplayer/data/toc.html">UCPath help site</a></span> reflects these changes:
<o:p></o:p></span></li><ul style="margin-top:0in" type="circle">
<li class="MsoListParagraphCxSpFirst" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;line-height:normal;mso-list:l3 level2 lfo6">
<b><span style="font-family:"Arial",sans-serif">Academic (Location Support for Academic Personnel):
<i>*New Folder</i><o:p></o:p></span></b></li><ul style="margin-top:0in" type="square">
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;line-height:115%;mso-list:l3 level4 lfo6">
<span style="font-family:"Arial",sans-serif">New job aid to provide an overview of how to manage transactions in UCPath for academic student employees<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;line-height:115%;mso-list:l3 level4 lfo6">
<span style="font-family:"Arial",sans-serif">New job aid that provides steps for how to enter the averaged FTE for Unit 18 (IX) appointments
<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;line-height:115%;mso-list:l3 level4 lfo6">
<span style="font-family:"Arial",sans-serif">New guidelines with best practices for academic job end dates<o:p></o:p></span></li></ul>
</ul>
<li class="MsoListParagraphCxSpLast" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;line-height:normal;mso-list:l3 level2 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-element-top:.05pt;mso-height-rule:exactly">
<b><span style="font-family:"Arial",sans-serif">Benefits (Location Support for Benefits):<o:p></o:p></span></b></li><ul style="margin-top:0in" type="square">
<ul style="margin-top:0in" type="disc">
<li class="MsoNormal" style="line-height:115%;mso-list:l3 level4 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-element-top:.05pt;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">Updated the following sections of the Benefit Eligibility & Triggers job aid<o:p></o:p></span></li><ul style="margin-top:0in" type="circle">
<li class="MsoNormal" style="line-height:115%;mso-list:l3 level5 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-element-top:.05pt;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">Affordable Care Act (ACA) Eligibility Status
<o:p></o:p></span></li><li class="MsoNormal" style="line-height:115%;mso-list:l3 level5 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-element-top:.05pt;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">Modify a Person <o:p></o:p></span></li><li class="MsoNormal" style="line-height:115%;mso-list:l3 level5 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-element-top:.05pt;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">When to Contact UCPath/Submit a Case
<o:p></o:p></span></li><li class="MsoNormal" style="line-height:115%;mso-list:l3 level5 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-element-top:.05pt;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">Period of Initial Enrollment (PIE) sections<o:p></o:p></span></li></ul>
<li class="MsoListParagraphCxSpFirst" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;line-height:115%;mso-list:l3 level4 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-element-top:.05pt;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">Updated the Benefits Administration (Ben Admin) Configuration Fields job aid<o:p></o:p></span></li><ul style="margin-top:0in" type="circle">
<li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;line-height:115%;mso-list:l3 level5 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-element-top:.05pt;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">Reflect the removal of “override” values, a revised name for Elig Fld 7 from Faculty to DC Supplement, and added information for Postdocs who are FSA eligible, specific unions for Elig Fld 5 (union), and Elig Fld
 8<o:p></o:p></span></li></ul>
</ul>
</ul>
<li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;line-height:normal;mso-list:l3 level2 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-element-top:.05pt;mso-height-rule:exactly">
<b><span style="font-family:"Arial",sans-serif">Workforce Administration (PHCMWFAL270: PayPath Transactions):<o:p></o:p></span></b></li><ul style="margin-top:0in" type="square">
<ul style="margin-top:0in" type="disc">
<li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;line-height:115%;mso-list:l3 level4 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-element-top:.05pt;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">Updated matrixes and added a new matrix for “Summer Session Teaching: Graduate student employee in summer session (BX)”  in the Summer Salary Processing Job Aid<o:p></o:p></span></li><li class="MsoListParagraphCxSpMiddle" style="margin-bottom:0in;margin-left:0in;mso-add-space:auto;line-height:115%;mso-list:l3 level4 lfo6;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-element-top:.05pt;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif">Updated the Retirement Transaction Process for July 1 Retirement Date job aid to include Final TRM Pay Transaction process<o:p></o:p></span></li></ul>
</ul>
</ul>
</ul>
<p class="MsoListParagraphCxSpLast" style="margin-bottom:0in;mso-add-space:auto;line-height:normal;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="paragraph" style="margin:0in;vertical-align:baseline"><span class="normaltextrun"><b><span style="font-family:"Arial",sans-serif;color:#0070C0">Did You Know? </span></b></span><span class="normaltextrun"><span style="font-family:"Arial",sans-serif">Two
 transactions are required for <i>all</i> inter-location transfers and <i>some</i> intra-location transfers. </span></span><span class="eop"><span style="font-family:"Arial",sans-serif"> </span></span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<ul style="margin-top:0in" type="disc">
<li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level1 lfo6;vertical-align:baseline">
<span class="normaltextrun"><b><span style="font-family:"Arial",sans-serif;color:#0070C0">Inter-location (BU) Transfers:</span></b></span><span class="normaltextrun"><span style="font-family:"Arial",sans-serif;color:#0070C0"> </span></span><span class="normaltextrun"><span style="font-family:"Arial",sans-serif">When
 an employee transfers from one business unit to another business unit, two transactions are required</span></span><span class="eop"><span style="font-family:"Arial",sans-serif">.
</span></span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></li><li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level1 lfo6;vertical-align:baseline">
<span class="normaltextrun"><span style="font-family:"Arial",sans-serif">The releasing BU submits a<b> termination</b> transaction using reason code
<i>Inter-location (BU) Transfer</i></span></span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></li><li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level1 lfo6;vertical-align:baseline">
<span class="normaltextrun"><span style="font-family:"Arial",sans-serif">The hiring BU submits a<b> hire</b> transaction using the appropriate
<i>Transfer-Inter BU, ________</i> reason code. </span><o:p></o:p></span></li><li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level1 lfo6;vertical-align:baseline">
<span class="normaltextrun"><span style="font-family:"Arial",sans-serif">Effective dates must match on the hire and termination transactions, and the transactions should be coordinated so they are submitted at the same time.
<o:p></o:p></span></span></li><li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level1 lfo6;vertical-align:baseline">
<span class="normaltextrun"><b><span style="font-family:"Arial",sans-serif;color:#0070C0">Intra-location Transfers: </span></b></span><span class="normaltextrun"><span style="font-family:"Arial",sans-serif">When an employee is transferring from one position
 to another position within the same or related business unit, such as between campus and medical center.</span></span><span class="eop"><span style="font-family:"Arial",sans-serif"> </span></span><o:p></o:p></li><ul style="margin-top:0in" type="circle">
<li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level2 lfo6;vertical-align:baseline">
<span class="normaltextrun"><b><span style="font-family:"Arial",sans-serif">Scenario 1</span></b></span><span class="normaltextrun"><span style="font-family:"Arial",sans-serif">
<b>– Same Employee Record</b> </span><o:p></o:p></span></li><ul style="margin-top:0in" type="square">
<li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level3 lfo6;vertical-align:baseline">
<span class="normaltextrun"><span style="font-family:"Arial",sans-serif">If the employee is transferring within the same Employee record (Staff to Staff or Academic to Academic), then only one transaction is required</span></span><span class="eop"><span style="font-family:"Arial",sans-serif">.
</span><o:p></o:p></span></li><li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level3 lfo6;vertical-align:baseline">
<span class="normaltextrun"><span style="font-family:"Arial",sans-serif">The UC_TRANSFER (Intra-Business Unit Transfer- Staff Only or Intra-Business Unit Transfer- Academic Only) template is used to move the employee from one position to the other</span></span><span class="eop"><span style="font-family:"Arial",sans-serif">.
</span></span><o:p></o:p></li></ul>
<li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level2 lfo6;vertical-align:baseline">
<b><span style="font-family:"Arial",sans-serif">Scenario 2 – Multiple Employee Records
<o:p></o:p></span></b></li><ul style="margin-top:0in" type="square">
<li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level3 lfo6;vertical-align:baseline">
<span style="font-family:"Arial",sans-serif">If the employee is transferring across d<span class="normaltextrun">ifferent Employee Records, two transactions are required</span><span class="eop">.
</span></span><span class="eop"><o:p></o:p></span></li><li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level3 lfo6;vertical-align:baseline">
<span class="eop"><span style="font-family:"Arial",sans-serif">This scenario is used when a</span></span><span class="normaltextrun"><span style="font-family:"Arial",sans-serif">n employee moves between academic and staff positions or when the departments want
 to keep the records separate. </span></span><span class="eop"><span style="font-family:"Arial",sans-serif"> </span></span><o:p></o:p></li><li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level3 lfo6;vertical-align:baseline">
<span class="normaltextrun"><span style="font-family:"Arial",sans-serif">The releasing BU should submit a<b> termination</b> transaction using reason code
<i>Transfer – Intra Location. </i></span></span><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></li><li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level3 lfo6;vertical-align:baseline">
<span class="normaltextrun"><span style="font-family:"Arial",sans-serif">The hiring BU should submit a<b> hire or rehire</b> transaction using the appropriate
<i>Transfer-Intra Location</i> reason code. </span><o:p></o:p></span></li><li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level3 lfo6;vertical-align:baseline">
<span class="normaltextrun"><span style="font-family:"Arial",sans-serif">Effective dates must match on the hire and termination transactions, and the transactions should be coordinated so they are submitted at the same time.<o:p></o:p></span></span></li></ul>
</ul>
</ul>
<p class="paragraph" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:0in;margin-left:1.0in;vertical-align:baseline">
<span class="normaltextrun"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></span></p>
<p class="paragraph" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:0in;margin-left:.25in;vertical-align:baseline">
<span class="normaltextrun"><b><span style="font-family:"Arial",sans-serif">Additional Resources: <o:p></o:p></span></b></span></p>
<ul style="margin-top:0in" type="disc">
<li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level1 lfo6;vertical-align:baseline">
<span style="font-family:"Arial",sans-serif"><a href="https://sp.ucop.edu/sites/ucpathhelp/LocationUsers/LOCplayer/data/toc.html?treeindex=625" target="_blank"><span class="normaltextrun">UCPath Online Help (UPKs)</span></a><span class="eop"> </span></span><o:p></o:p></li><li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level1 lfo6;vertical-align:baseline">
<span style="font-family:"Arial",sans-serif"><a href="https://sp.ucop.edu/sites/ucpc/UCPathLocationSupport/_layouts/15/WopiFrame.aspx?sourcedoc=%7b9A1F4218-C3E2-4CF2-B2EC-E270CD3B5393%7d&file=WFA.14%20Transfer%20(Interlocation)%20Workbook.pptx&action=default&DefaultItemOpen=1" target="_blank"><span class="normaltextrun">Inter-location
 transfer workbook</span></a><span class="eop"> </span><o:p></o:p></span></li><li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level1 lfo6;vertical-align:baseline">
<span style="font-family:"Arial",sans-serif"><a href="https://sp.ucop.edu/sites/ucpc/UCPathLocationSupport/_layouts/15/WopiFrame.aspx?sourcedoc=%7b2C20945E-727B-4D81-A97E-BCEC6F5732A8%7d&file=WFA.15%20Transfer%20Intralocation%20Workbook.pptx&action=default&DefaultItemOpen=1" target="_blank"><span class="normaltextrun">Intra-location
 transfer workbook</span></a><o:p></o:p></span></li><li class="paragraph" style="margin-top:0in;margin-bottom:0in;mso-list:l3 level1 lfo6;vertical-align:baseline">
<span style="font-family:"Arial",sans-serif"><a href="https://sp.ucop.edu/sites/ucpathhelp/LocationUsers/LOCplayer/index.html?Guid=8228d3f5-6859-4c86-a180-54428e7346b5" target="_blank"><span class="normaltextrun">Job Aid: Template Transactions – Action Reason
 Codes and Descriptions</span></a><span class="eop"> </span><o:p></o:p></span></li></ul>
<p class="xmsonormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:0in;margin-left:.5in;mso-add-space:auto;mso-element:frame;mso-element-frame-hspace:8.55pt;mso-element-wrap:around;mso-element-anchor-vertical:paragraph;mso-element-anchor-horizontal:column;mso-height-rule:exactly">
<span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
</td>
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<p class="xmsonormal" style="margin:0in"><span style="font-family:"Arial",sans-serif"> <o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Arial",sans-serif"> <o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="xmsonormal" style="margin:0in"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#0070C0"> </span></b><span style="font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="xmsonormal" style="margin:0in"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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