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Personnel Actions Guide

Personnel Actions Reference Guide

This is intended to be a comprehensive guide to the different types of Personnel Actions and the forms and supporting documents that are required for each.

Set Up a New Assignment

Compensated or Non-Compensated: includes faculty, staff, new hires, re-hire, job transfers, additional jobs, non-salaried adjuncts, affiliated organizational employees, post-doctorals, graduate students and any other non-temporary employees.

* Please Note: You must still go through a recruitment process. This list only serves as a reference for forms which must be submitted.

Plus the following for non-faculty positions:

  • Copy of Job Offer Letter

Plus the following for faculty positions:

  • Teacher’s Oath
  • Pre-Addressed Envelope with PMC code
  • Appointment letter with signature block for the Provost

Change to Status or PeopleSoft Corrections

(Change to FTE, Rate, Terms and Title)

  • Personnel Action Change Form (fillable PDF)
  • Appointment Letter (if applicable)
  • Distribution Form (if applicable, print from PeopleSoft and submit with updated information)
  • Position Change Order (sent to FAB if there are changes to the PAM funding component)

Job Transfer

Terminate Current Position:

  • Personnel Action Change Form (select both ‘Job Transfer’ and ‘Separation/Termination’ actions)
  • Resignation Letter ( if applicable)
  • Distribution Form (print from PeopleSoft and submit with updated information)

Start New Position:

If Applicable:

  • Teacher’s Oath (for Staff to Faculty transitions)
  • Appointment letter with signature block for the Provost
  • Pre-Addressed Envelope with PMC code

Leaves and Sabbaticals

Beginning of Leave:

Return from Leave:

  • Personnel Action Change Form (fillable PDF)
  • Doctor’s Letter/ Approval ( if applicable)
  • Distribution Form (print from PeopleSoft and submit with updated information)

End Assignment / Separation / Retirement

  • Personnel Action Change Form (fillable PDF)
  • Distribution Form, if applicable (print from PeopleSoft and submit with updated information)
  • Resignation/Separation/Retirement Letter

Distribution Changes

  • Distribution Form (print from PeopleSoft and submit with updated information)
  • Late Cost Memo (if applicable)

Graduate Students

Last modified March 19 2014 03:47 PM