Set Custom Thresholds
This article will show you how to create custom time and earnings thresholds in UC OATS. Custom department thresholds cannot exceed the maximum hours allowed by policy.
The default time thresholds in UC OATS are based on UC policy:
- 312 hours (39 days) for the academic-year faculty
- 384 hours (48 days) for the fiscal-year faculty
For faculty governed by APM-671, the default earnings threshold is $40,000 or 40% (scale 0).
Note:
- Custom thresholds are not inherited by sub-units.
- Custom thresholds may be manually overridden for an individual faculty member.
To set up custom time/earnings thresholds:
- Navigate to the App Admin tab.

- Confirm you are in the correct fiscal year. Use the arrows to move between fiscal years as needed.
- Locate the unit to update:
- (a) Use the Department Hierarchy Tree Structure button, or
- (b) Click through department/unit links to reach the appropriate level
- Once the unit is selected, click the Thresholds tab.

- Click Add Threshold.
- Complete the form. See the Threshold Data Description below.

- Click the Submit button.
- The system schedules the update and applies changes within approximately one hour. Once processed, faculty thresholds are automatically updated.
Threshold Data Description:
| Data Element Name |
Description |
|
Policy
|
- 671 – Health Sciences faculty (Health Sciences Compensation Plan)
- 025 – General Campus faculty
- 240 (HSCP Context – 671) – Deans under the Health Sciences Compensation Plan
- 240 (General Campus – 025) – Deans under General Campus policy
- 246 (025 Context) – 100% time faculty administrators (General Campus)
- 246 (671 Context) – 100% time faculty administrators (Health Sciences Compensation Plan)
|
|
Year Type
|
- Academic: Nine-month appointment. Includes a summer hours indicator/threshold in UC OATS.
- Fiscal: Twelve-month appointment (July 1 – June 30).
|
|
Time Threshold (hrs)
|
Enter a custom time threshold for the selected policy.
Note: Thresholds are not inherited by sub-units and cannot exceed policy limits. |
|
Income Threshold ($)
|
Available only for APM-671 policies. Enter a custom earnings threshold in dollars. |
|
Income Threshold (%)
|
Available only for APM-671 policies. Enter a custom earnings threshold as a percentage. |
|
Status
|
- Active: Threshold is in use
- Locked: Threshold cannot be modified
- Deleted: Threshold is no longer in use
|
| Modification Option |
- Apply to this and future fiscal years: Applies the threshold to the selected fiscal year and all future years unless changed
- Apply to this fiscal year only: Applies the threshold only to the selected fiscal year
|