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Retain Earnings


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. 

Please note: 
  • Not all campuses permit faculty to retain earnings that exceed their threshold. The Retain Earnings option will only be available on approved Exceed Threshold forms at campuses where this option is allowed. If your campus does not support this process, the Retain Earnings form will not appear.

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.

Review 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.

    UC OATS Reviewer Workspace

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

Last Modified: 2025-10-03 12:11:04.609857-07