Separating Faculty in UC OATS

This article explains how to process a faculty member's separation in UC OATS. Before a faculty member separates from the university, they should complete their annual certification for the current fiscal year, if possible. Faculty separation can only be processed if there are no activities or submitted annual certifications in future fiscal years.

To separate a faculty in UC OATS:

1. Select the correct fiscal year for the separation.
   
2. Select the Faculty button.
3. Select the All Faculty tab and deselect the Faculty with Outside Activities filter to view all faculty.
4. Locate the faculty who is separating from the university and click on their name.
5. In the Fiscal Status section, do the following:
   • Select the Separated check box. Note: If the faculty has activities in future fiscal years or a submitted Annual Certification, an error message will appear. You will need to separate the faculty in the next fiscal year or delete their appointment if they have no activities.
   • Enter the Separation Date
   • Select the Reason for separation (Separated, Deceased, Retired, Other)
   • Select the Enable Annual Certification check box to enable annual certification for the selected year. If you would like to enable annual certification for multiple years, you will need to change the fiscal year and follow this process again.
     • ***When you enable annual certification the faculty will receive an annual certification email reminder.
6. Select Update to finalize the changes.