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personnel_trans_form

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									             HOW TO COMPLETE THE PERSONNEL TRANSACTION FORM (PTF)
The PTF is used to process a wide variety of personnel and payroll transactions, with the exception of leaves relating to disability
(IDL and NDI), which will be processed directly by the Payroll Office in coordination with the appropriate offices.
You may use the PTF to accomplish two goals:
1) For multiple appointments, process a single action per appointment for the same employee for the same pay period.
2) To process two actions for one appointment for the same pay period, for the same employee.

Top of Form

   Date Prepared: Enter the date that the form is being completed.
    Doc _ of _ : This is completed if more than two actions will occur in the same pay period requiring more than one PTF
   document. Example: Document 1 of 2 and 2 of 2.

Personal Data

   Name: Enter name of employee: last name, first name, middle initial.

   Title: Place a check mark in the appropriate box to indicate the employee's title: Dr., Mr., Mrs., Miss, Ms.
    Empl ID#: (Employee Identification Number) Enter the nine-digit unique number assigned by the PeopleSoft system. If
   the action is for a new employee, leave this field blank.
    SSN#: Enter the Social Security Number (SSN) for NEW EMPLOYEES ONLY. Do not enter this number for existing
   employees. They will be appropriately identified by their Empl ID as their SSN is already stored in the data base.

Degree Information
   Highest Education Level: Enter the highest education level for all new hires or, for current employees, when the action is to
    update education/degree information. For higher education levels, please specify type of higher degree (i.e. BS, MPA).
    Values include, but not limited to, are:
               Associate Degree = A                           Professional Certificate = C
               Bachelor's Degree = B                          Professional Degree = P
               Completed Elementary = E                       Some college = Q
               Completed Junior High = J                      Some elementary school = S
               Doctorate = D                                  Some High school = I
               High School Diploma (GED) = H                  Some Junior High = K
               Master's Degree = M                            Trade/Craft Certificate = T

For non-R03 employees, if a specific degree is required for the employee to occupy his/her position, a copy of the degree must
be sent to Staff Human Resources. For all R03 employees, verification of the degree is to be coordinated with Faculty Affairs.
    Terminal Degree: Check box if the degree is a terminal degree. A terminal degree is the highest degree required to teach in
   a designated discipline in higher education. This applies to R03 employees only.

   Date degree awarded: Enter date degree was conferred. (This cannot be future dated.)

   Institution: Enter the name of the institution from which the degree was granted and the state of it's location.

   FICE Code: Enter the FICE code for the institution, if known.




                                                                 1
Job Action

   Department Name: Enter the name of the department (location of work).

Dept ID:    Enter the 5-digit department ID number of the funding source.

Describe Action in detail for this PTF: Enter a description of the purpose for the PTF

    1 Current: Leave all fields in this line blank if hiring an employee who is new to the campus or someone who was a prior
    employee. For a current employee, enter all fields with the information of employee's current assignment (before requested
    changes have been made).
    1 New: Enter all fields for an employee who is new to the campus or was a prior employee who is being rehired. For a
    current employee, enter only the new/changed information (different from the "Current" line).

    2 Current: Enter all fields with the information of employee's current additional assignment, if applicable.
    2 New: Enter all information of the new additional assignment/action, if applicable.

 Date:
  Eff         Enter the effective date of this action. This date is the beginning of the business day.

    Empl Rec: (Employee Record Number) The original hire action for an employee is record number zero (0). For multiple
positions, the employee is assigned new record numbers, in increments of one (1).
    Seq #: (Sequence Number) Enter a sequence number whenever more than one action needs to take place on the same
                        Sequence numbers begin with the number zero (0).
  date, in the same record.

Position #:    Enter the position number for the job action.

 Code: Enter the job code (classification code).
  Job

Classification Title: Enter the classification title (not working title) for the job, per the Salary Schedule.

Time Base/FTE: Enter the time base/FTE expressed to two decimal places.            For intermittent employees, enter “INT”.

Base Rate: Enter the Base Rate (refer to the CSU Salary Schedule). For salaried employees, this is always the full-time
    monthly salary for the employee. For intermittent hourly employees enter the full time monthly salary, if applicable, and the
    hourly rate.

Appointment End Date:        Enter the appointment end date for all temporary assignments.

Unit:   Enter the 3-digit Unit number. This number designates paycheck distribution and attendance recording.

Grade/Step: Enter the employee’s Grade (CSU Range) or Step, if applicable.

    Leave of Absence - Expected Return Date: For Leave actions, enter the date the employee is expected to return to his/her
 work status.
  prior

    Months not worked for 10/12 or 11/12 Appointments: Enter the month(s) the employee will not work for 10/12 and 11/12
employees.   (Note that for 10/12 and 11/12 appointments, the effective date must be the beginning of a payroll period.)
    Separation Reason: If the action is to terminate an employee, choose the appropriate reason from the drop-down list.
Note:  If an employee is resigning, a copy of his/her notice of resignation must be attached to the PTF.

 Day & Hour Physically Worked:
  Last                                       If the action is to terminate an employee, enter the last day & hour worked.




                                                                  2
License/Certificate Information Complete this section when a newly hired employee’s position requires a license or
certificate, or when a current employee moves into a position that requires a license or certificate. If more than 2
licenses/certificates are required, attach an additional piece of paper with the additional information. A list of CSULB job codes
which require a specific license/certificate may be found on the 3rd worksheet of this file. Also refer to the Position Description,
under Requirements of Position. Note: A copy of the license/certificate must be attached to the PTF.

   Lic/Certif Type: Enter the type of license or certificate

   Number: Enter the number on the license or certificate, if there is one.


   Exp Date: Enter the expiration date of the license or certificate, if applicable.


Personnel Use Only Leave this section blank. It will be completed by the appropriate Personnel Office.


Signature Approvals

Department Signature (Optional)

   Appropriate Administrator Signature & Date (Required)

   Faculty Affairs/Staff Human Resources Signature & Date (Required)




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              California State University, Long Beach
              Personnel Transaction Form
                                                                               Date Prepared                      Doc                       of
Personal Data
Name:                                                                                                                                 Mr         Miss
              Last                                              First                                           MI           Dr.
                                                                                                                                      Mrs        Ms
Empl ID:                                                SSN:
Degree Information - complete for all new hires or to correct/update existing degree info                                             mm/dd/yy
Highest Education Level:                                             Terminal Degree    Date Degree Awarded:
Institution:                                                                            FICE Code:
Job Action
 Department Name:                                                                       Dept ID (funding source):
Describe Action in detail (for Leaves / Pay Plan Changes / Separations - complete the additional sections below)


                                                                        Job Information
                                                                                                           Base Rate
                       Empl   Seq                                                              Timebase/                 Appt End                Grade/
 Job Info   Eff Date                  Position #     Job Code       Classification Title                   (FT Monthly                  Unit
                       Rec     #                                                                  FTE                      Date                   Step
                                                                                                           Equivalent)

    1
Current

  1
 New
    2
Current

  2
 New
Leave of Absence - Expected Return Date:
Month(s) not worked for 10/12 or 11/12 Appointments     1)                               2)
Separation Reason:                                          Last Day & Hour Physically Worked:
License/Certificate Information - Attach copy (complete for new hires, if applicable and license updates)
Lic/Certif Type:                                                         Number:                                    Exp Date:
Lic/Certif Type:                                                         Number:                                    Exp Date:
Personnel Use Only:                                         Hired via E-Recruit                         Applicant ID:
    Appointment        Extension             Leave          License Renewal           Pay Rate Change         Position Change         Promotion

    Reassignment       Reclassification     Separation      Timebase Change           Other:
                                                            1                                                            2
Action:
Reason:
Empl Class:
Anniversary Code:            Eligible     SSI Max      Max      None      Eligible        SSI Max        Max        None
Anniversary Date:         Month                   Year               Month                        Year
FLSA Status:                       Exempt            Non-Exempt                 Exempt                   Non-Exempt
Probation Type:
Probation End Date:       Month            Day          Year         Month             Day             Year
Appraisal Dates:
Faculty Steps Remaining:
Sab Elig Date:            Month                   Year               Month                        Year
DIP Elig Date:            Month                   Year               Month                        Year
FERP Elig End Date:       Month                   Year               Month                        Year
New/Terminating Faculty Info         Agency:                                       Location/FICE Code:
Signature Approvals / Facsimile Signatures are acceptable if authorized by appointing authority


Department Signature Use                                            Date

Appropriate Administrator Approval                                  Date                  Faculty Affairs / Staff HR                  Date
                                                                                                                                   Revised: 02/11
Completion of Probation        ADM - Administrative


Data Change                    AIL -Separation by Agency in lieu of layoff
Demotion                       ALS - Separation by Agency / MPP
Earnings Distribution Change   ANN - Extend Anni Date
Hire                           APR - Temp to Prob/Perm Appt
Job Reclassification           APT - New Temp Appt
Leave of Absence               APT - Appointment
Paid Leave of Absence          AWL - Auto Resignation/AWOL
Pay Rate Change                CBI - Collective Bargaining Indicator
Promotion                      CCV - Classification Conversion
Recall from Susp/Layoff        CMI - Campus Merit Increase
Rehire                         CNL - Cancelled Appt


Retirement                     CNR - Contract Revision
Return from Leave              CON - Concurrent Job


Return From Wrk Break          COR - Correction


Short Work Break               DEA - Death

Suspension                     DFA - DIP AY


Termination                    DFM - DIP 12 months or less


Transfer                       DFS - DIP 1 Quarter/Semester
                               DLL - Disability in lieu of layoff
                               DIS - Disciplinary Action
                               DIS - Dismissal
                               DNS - SSI Denial
                               DRT - Disability Retirement
                               DUT - Duties out of Class
                               EDU - Education/Degree Update
                               EHR - Employee History Remarks
                               END - End Temporary Appt
                               EPD - Probation Adjustment
                               EPI - Extended Perf Increase
                               EQU - Equity Adjustment
                               EVL - Evaluation Data
                               EXT - Extend temp reassgn/promo/reclass
                               FML - FMLA/CFRA
                               FND - Term Position per Fund Change
                               FSC - Fund Source Change
                               FRE - Temp Faculty Range Elevation
                               GSI - General Salary Increase
                               FNR - (Faculty) Contract Not Renewed
                               ICP - In-class Progression
                               INV - Involuntary Reassignment
                               IRP - In-Range Progression
                               LGA - Loan to another Gov Agency
                               JCC - Job Code Change
                               LIC - License/Certification Update

                               LIU - In lieu of Layoff (EE Request)
                               LIU - In lieu of Layoff
                               LLW - Layoff (Lack of Work)
                               LOA - Extend Leave of Absence
                               LOA - Return from Unpaid Leave
LTC - Layoff (Temporary Closure)
LVE - Failure to Return from Leave
LWP - Leave with Pay
MAN - Mandatory Increase (by order)
MAN - Mandatory Reinstatement
MED - Medical
MER Merit/Performance Increase
MIL - Military Service
MIL - Paid Military Leave (30 days)
MKT - Market Adjustment
MOU - Memorandum of Understanding
NCS - Non-citizen Status
OPS - Off Pay Status
PDL - Return from Paid LOA
PDS - Pending Approval
PER - Personal
PLA - Pending Legal Action
PLF - Partial Leave (Professional)
PLM - Partial Leave (Medical)
PLP - Partial Leave (Personal)
PPO - Pay Plan Chg w/o Final Settlement
PPW - Play Plan Chg w/Final Settlement
PRI - Appt Former Employee Prior to PS
PRM - Prob to Perm
PRO - Promotion
PRO - Professional
PRT - PreRetiremt Reduction in Timebase
RCC - Retirement Code Change
RDR - Reinstate from Disability Retirement
RED - Red Circle (5 yrs) Decrease
REH - Rehire
REJ - Rejctd During Prob/NonRetention
REL - Union Release
REL - Reemployment from Layoff
REO - Reorganization
RES - Fac Research/Creative Activity
RPL - Return from Partial Leave
RPR - Reinstate to former class-rejection during prob
RSA - Resignation (Prof Advancement)
RSD - Resignation (Dissatisfied)
RSJ - Resignation (Better Job)
RSN - Resignation
RSO - Resign (Dissatisfied w/Promo Opp)
RSP - Resignation (Personal)
RSY - Resignation (Better Pay)
RTA - Reinstatemt from Temp Reassign
RWV - In lieu of layoff (recall rights waived)
SBA - Separation by Agency
SBA - Sabbatical - AY (1/2 Pay)
SBS - Sabbatical - 1 Qtr/Sem (Full pay)
SLL - Service - in lieu of layoff
SRT - Service Retirement
SSI - Service Salary Increase/SISI
SSN - SSN Change
STY - Serving Terminal Year (Faculty)
SUS - Reinstate from Suspension
SUS - Suspension
SWB - Non-disability Work Break
SWF - System-wide Funded IRP
TBC - Time Base Change
TEN - Tenure
TOW - Temporary Off Work
TTP - Temp to Perm/Prob Status
VDT - Void Termination Record
VOL - Voluntary
Acting Appointment                  A = On probation, no status other        January     01 01     1976 1

Emergency Hire                      B = On probation, Prob status other      February    02 02     1977 2
FERP                                C = On probation, Perm status other      March       03 03     1978 3
Immediate Pay                       D = On probation, partial waiver         April       04 04     1979 4
Intermittent                        E = On prob, end date extended           May         05 05     1980    5
Pre-Retirement Timebase reduction   I = Permanent/Tenured                    June        06   06   1981 6
Regular                             J = Perm/Ten, prob period waived         July        07   07   1982 7
Rehired Annuitant                   N = None                                 August      08   08   1983 8
Temporary                           P = None this class, prob status other   September   09   09   1984
Temp 3 Year                         Q = None this class, Perm status other   October     10   10   1985
                                    T = Serving Terminal Year                November    11   11   1986
                                                                             December    12   12   1987

                                                                                         99 13     1988
                                                                                            14     1989

                                                                                              15   1990

                                    Better Job (RSJ)                                          16   1991

                                    Better Pay (RSY)                                          17   1992

                                    Dissatisfied (RSD)                                        18   1993

                                    Dissatisfied w/Promo Opport (RSO)                         19   1994
                                    End Temporary Appt (END)                                  22   1997
                                    Personal Reasons (RSP)                                    20   1995
                                    Professional Advancement (RSA)                            21   1996
                                    Reject During Prob/NonRetention(REJ)                      23   1998
                                    Resignation - Other (RSN)                                 24   1999
                                    Service Retirement (SRT)                                  25   2000
                                                                                              26   2001
                                                                                              27   2002
                                                                                              28   2003

                                                                                              29    2004
                                                                                              30   2005
                                                                                              31   2006
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9999
                                                        License/Certification Table
The maitenance of this table is shared by SOSS (Software Operations Support & Services at the CO) and each individual campus. The
following license/certification types are values that are currently delivered by SOSS and may apply to this campus. CSULB may add values to
this table when required and approved by the appropriate Personnel Office.

Job Code Classification Title                               Type           Description

0670        Animal Health Technician                        ANI       Animal Health Tech Cert w/Radiology endorsement
6270        Automotive/Equipment Mechanic                   CDLC      CA Driver's License, Class C
6838        Certified Automobile Mechanic Apprentice        CDLC      CA Driver's License, Class C
7927        Clinical Laboratory Tech I                      CLAB      California Clinical Lab Tech License
7926        Clinical Laboratory Tech II                     CLAB      California Clinical Lab Tech License
8820        Community Service Specialist                    CDLC      CA Driver's License, Class C
8365        Corporal                                        POST/CDLC POST Basic Certificate & CA Driver's License, Class C
6970        Diving Safety Officer                           DIV       Diving Instructor License
6385        Farm Maintenance & Operations Worker            CDLB      CA Driver's License, Class B
8832        Fire Apparatus Engineer 10/12                   DL/C EMG  CA Driver's License, C Emergency
8831        Fire Apparatus Engineer 11/12                   DL/C EMG  CA Driver's License, C Emergency
8830        Fire Apparatus Engineer - 12 mo                 DL/C EMG  CA Driver's License, C Emergency
0745        Gardening Specialist                            CAC       Commercial Applicator Certificate (of Pesticides)
6366        Heavy Construction Equip Oper/Bus Driver        TPAS      Transport Passengers
6367        Heavy Construction Equip Operator               THAZ      Transport Hazardous Materials
7169        Interpreter/Transliterator II - Range A         INT1      Interpreter/Translator Certificate
7169        Interpreter/Transliterator II - Range B         INT2      Interpreter/Trans Comprehensive Skills Certificate
1553        Inventory Clerk                                 CDLC      CA Driver's License, Class C
6852        Lead Automotive/Equipment Mechanic              CDLC      CA Driver's License, Class C
7168        Lead Interpreter/Transliterator                 INT1      Interpreter/Translator Certificate
8134        Licensed Vocational Nurse                       CLVN      California LVN License
6363        Light Automotive Equipment Operator             THAZ      Transport Hazardous Materials
8165        Nurse Practioner - 10 Mo                        CARN      California Registered Nurse License
8166        Nurse Practioner - 12 Mo                        CARN      California Registered Nurse License
8812        Parking Officer - 10/12                         CDLC      CA Driver's License, Class C
8811        Parking Officer - 11/12                         CDLC      CA Driver's License, Class C
8810        Parking Officer - 12 mo                         CDLC      CA Driver's License, Class C
0739        Pest Control and Spray Specialist               CAC       Commercial Applicator Certificate (of Pesticides)
7991        Pharmacist - 10 Mo                              CPHRM     California Pharmacist
7992        Pharmacist - 12 Mo                              CPHRM     California Pharmacist
7980        Physical Therapist I                            CPT       California Physical Therapist
7981        Physical Therapist II                           CPT       California Physical Therapist
                                                                      CA Medical Physician and one of the four specialties: Fam
7737        Physician                                       CAMD/Cert Practice, Internal Med, Ob/Gyn, Ped/Adolescent
8802        Police Dispatcher - 10/12                       POST      POST Dispatcher Certificate (within 1st year of hire date)
8801        Police Dispatcher - 11/12                       POST      POST Dispatcher Certificate (within 1st year of hire date)
8800        Police Dispatcher - 12 Mo                       POST      POST Dispatcher Certificate (within 1st year of hire date)
8350        Police Officer                                  POST/CDLC POST Basic Certification & CA Driver's License, Class C
                                                                      POST Basic Certification (within 1st yr of hire date) & CA Driver's
8346        Police Officer Cadet                            POST/CDLC License, Class C
0697        Poultry Technician                              CA MEAT   California Poultry Meat Inspector's License
7995        Radiological Technologist I                     CRAD      California Radiologic Technician
7996        Radiological Technologist II                    CRAD      California Radiologic Technician
8150        Registered Nurse I - 10 Mo                      CARN      California Registered Nurse License
8151        Registered Nurse I - 12 Mo                      CARN      California Registered Nurse License
8153        Registered Nurse II - 10 Mo                     CARN      California Registered Nurse License
8154        Registered Nurse II - 12 Mo                     CARN      California Registered Nurse License
8156        Registered Nurse III - 10 Mo                    CARN      California Registered Nurse License
8157        Registered Nurse III - 12 Mo                    CARN      California Registered Nurse License
8005        Sanitarian II                                   SAN       Sanitarian Certificate
Job Code   Classification Title                       Type          Description
8354       Sergeant                                   POST/CDLC     POST Basic Certification & CA Driver's License, Class C
7976       Speech Pathologist                         SPCH          Speech Pathologist License
0605       Veterinarian I                             VET           Veterinary Medicine License
0608       Veterinarian II                            VET           Veterinary Medicine License
1508       Warehouse Worker                           CDLC          CA Driver's License, Class C

           Working Title                              Type          Description

                                                      ATHTRNR /
                                                      FIRST AID/
           Certified Athletic Trainer (SAR)           CPR           Certified Athletic Trainer & First Aid & CPR
           Communications/Technology Supv (Univ Police)             POST Dispatching Certificate (within 1st yr of hire date)
           Field Services Coordinator (Parking)         CDLC        CA Driver's License, Class C
           Pharmacy Assistant (Student Health Ctr)                  Pharmacy Technician Certificate
           Strength & Conditioning Coach (SAR)                      First Aid & CPR Certification
           Training Room Assistant (SAR)                            First Aid & CPR Certification; Certified Athletic Trainer

MPP        Working Title                              Type          Description

MPP        Assistant Construction Engineer            ENG        Civil/Elec/Mech/Structural Engineer
MPP        Attorney                                   BAR        California State Bar Association
MPP        Auto Equip Garage Supervisor               CDLC       CA Driver's License, Class C
MPP        Campus Architect                           ARC        California Architect License
MPP        Campus Planner                             ARC        California Architect License
                                                                 CA Medical Physician and one of the four specialties: Family
MPP        Chief Staff Physician                      CAMD       Practice, Internal Med, Ob/Gyn, Ped/Adolescent
MPP        Chief, University Police                   POST/CDLC POST Certification & CA Driver's License, Class C
MPP        Clinical Coordinator                       CARN       Registered Nurse License
MPP        Clinical Lab Technologist Supervisor                  Clinical Laboratory Scientist License
MPP        Construction Manager                       ENG        Civil/Elec/Mech/Structural Engineer
MPP        Director of Internal Auditing              CPA or CIA Certified Public Accountant or Certified Internal Auditor
                                                                 CA Medical Physician and one of the four specialties: Family
MPP        Director of Student Health Center          CAMD       Practice, Internal Med, Ob/Gyn, Ped/Adolescent
MPP        Diving Safety Officer                      DIV        Diving Instructor License
MPP        Emergency Vehicle Supervisor               CDLC       CA Driver's License, Class C
MPP        Engineer                                   ENG        Civil/Elec/Mech/Structural Engineer
MPP        Fleet Supervisor                           CDLC       CA Driver's License, Class C
MPP        Lieutenant of Operations                   POST       POST Certification
MPP        Manager, Integrated Waste Management       CDLC       CA Driver's License, Class C
MPP        Nurse Supervisor                           CARN       Registered Nurse License
MPP        Parking Supervisor                         CDLC       CA Driver's License, Class C
                                                                 CA Medical Physician and one of the four specialties: Family
MPP        Physician                                  CAMD       Practice, Internal Med, Ob/Gyn, Ped/Adolescent
MPP        Public Safety Specialist                   POST/CDLC POST Certification & CA Driver's License, Class C
MPP        Registered Nurse - 4                       CARN       California Registered Nurse License
MPP        Senior Internal Auditor                    CPA or CIA Certified Public Accountant or Certified Internal Auditor
MPP        Supervising Clinical Lab Technician        CLAB       California Clinical Lab Tech License
MPP        Supervising Custodian                      CDLC       CA Driver's License, Class C
MPP        Supervising Public Safety Officer          POST/CDLC POST Certification & CA Driver's License, Class C
MPP        Supervisor of Building Trades              CDLC       CA Driver's License, Class C


                                                      CERTPE        Certified Plant Engineer
                                                      NOTARY        Notary
                                                      PHR           Professional in HR
                                                      PROF ENG      Professional in Engineering
                                                      USCDECK       USCG Deck
                                                      USGENG        USCG Engine

								
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