Retain Earnings Form

Under the University of California’s APM-671 policy, faculty may request to retain income that exceeds their threshold by submitting an Exceed Threshold form for review and approval. Once this request is approved, the faculty member can submit a request to retain earnings that exceed their earnings threshold. 

Faculty Retain Earnings Process

Faculty at participating campuses can request to retain earnings that exceed their established earnings threshold. The Retain Earnings option will appear within the approved Exceed Threshold form if your campus permits this process. For additional information, refer to the faculty article: Request to Retain Earnings.

Approve/Acknowledge Retain Earnings Form

To review the form:

1. Go to the Dashboard and view the "Forms in my Queue" section. The prior approval forms that have been waiting the longest will be at the top. Select the Retain Earnings form to open it.

   

2. Review the amount and the reason, then select a review option below.
   
3. Click Submit Action to move the form to the next level of review and approval.