Home > Training > Health Science Reviewer (APM 671) > 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.
Scenario | UC OATS System Actions | Comments |
All future activities |
UC OATS will delete future activities, prior approval forms, and effort/earnings. | N/A |
Faculty with Category I forms in process or approved for future fiscal year(s): The faculty anticipates the need for a Category I form in the upcoming fiscal year. They proceed to submit the Category I form but later decide to leave campus during the current fiscal period. |
UC OATS will delete all future Category I forms (not submitted, in review, approved). | UC OATS will document the deletion of the Category I forms in the system messages. |
Faculty with Annual Certification in process or approved for future fiscal year(s) |
UC OATS will delete all future Annual Certifications (not submitted, in review, approved). | UC OATS will document the deletion of Annual Certification in the system messages. |
Retrospective separation: Separation is not reflected in UC OATS for multiple fiscal years. The faculty returned to the university and now has outstanding Annual Certifications. Faculty leaves the campus, but the appointment records are not updated so the system believes the faculty is delinquent with Annual Certifications. 3 years pass and the faculty returns to UC employment. |
Reviewers will need to retrospectively process the faculty's separation and then update current employment appointment records. | A banner will appear documenting that the faculty does not have an appointment in the applicable fiscal years. |
To separate an employee in UC OATS:
Last Modified: 2020-08-27 10:01:15.474597-07