Payroll and Personnel Actions

The Local HR Payroll team:

  • Ensures that requests for payroll and personnel actions contain all necessary information and approvals and comply with policy. 
  • Processes properly approved and authorized payroll and personnel actions in a timely manner.
    • Enters requisite data in UCPath
    • Interfaces with Local HR and UCOP benefits office as required after processing the action for their follow-through actions

Note: The department must contact the Local HR Payroll team when an employee starts a leave of absence and when the employee returns to work.  A release statement is required for medical leaves.

Action Document Documentation Required in Addition to Completed Form 
Agreement payment Payroll Action Form (pdf)
  • Copy of signed agreement
  • Approval to post & fill, if appropriate
Appointment renewal Payroll Action Form (pdf)
  • Post to fill approval for extension
  • For new assignments, copy of job description and offer letter
Auto allowance Payroll Action Form (pdf)
  • Regental approval
Casual appointment to Career Payroll Action Form (pdf)
  • Post to fill approval
  • Local HR approval if salary is over mid-range
ERIT Employee Reduction in time Program

ERIT Worksheet (pdf)

ERIT Contract (pdf)
  • Copy of signed agreement
Funding change Funding Change Worksheet (pdf)
  • Departmental or UCOP Budget Office approval
  • Principal Investigator approval for changes to/from extramural funds
Leave code change Payroll Action Form (pdf)
  • Departmental approval
Leave of Absence Leave of absence Notice (doc)
  • Backup documentation
Leave of Absence extension Leave of absence Notice (doc)
  • Backup documentation
Out-of-class income Payroll Action Form (pdf)
  • Local HR approval
  • Union approval
Reclassification Payroll Action Form (pdf)
  • EVP Business Operations approval
  • Local HR approval if increase is over 15%
  • HR-Comp classified job description
Relocation allowance Payroll Action Form (pdf)
  • Copy of offer letter stating terms of agreement for relocation expenses
  • Original receipts for expenses
Relocation and/or moving expenses (taxable) Payroll Action Form (pdf)
  • Departmental or Regental approval (see applicable policies for required level of approval)
  • Supporting documentation as required by the situation
Service anniversary pin and gift Service credit worksheet (xlsx)
  • Departmental approval
Stipend Payroll Action Form (pdf)
  • Department head approval if under 1 year and less than 10% of appointment rate
  • Local HR approval if outside the above parameters