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 an employee in UC OATS:

1. Select the Faculty tab.
2. Confirm you are in the correct fiscal year.
3. Select the All Faculty button. Use the filters to search for the faculty member.
4. Locate and click on the faculty member's name to view the Faculty Details page.
5. In the Fiscal Status section, do the following:
   • Select the Separated button
   • Enter the Separation Date. Note: If the faculty has activities in future fiscal years or a submitted Annual Certification, an error message will appear.
     
   • Select the Reason for separation (Separated, Deceased, Retired, Other)
   • Click the Enable Annual Certification check box to enable the annual certification button for the selected year. Doing so will make the annual certification button available on the faculty member's workspace. 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. Click Update to finalize the changes.