General Salary Increase and Budget Development
Frequently Asked Questions
       
Academic Positions/Salaries      
  Q: Should POSA be used if an Academic salary plan change is caused by a class change (ACAD to ACAM or ACAM to ACAD)?  
  A: No. For academic appointments use an ARCA form with a July effective date; change the class and salary plan; and put a detailed description of the new salary in the notepad. The GSI should be entered via the GSI system only. The position in the GSI file will not reflect the ARCA, but the Financial Officer should enter an increase amount appropriate to the new class and plan. The increase amount entered should be consistent with the salary and plan in the ARCA within a few dollars (depending on the rounding rules on the GSI entry screen). When the GSI file is posted to IBIS Financial, this record will generate an error. The University Budget Office will call the Financial Officer to resolve the problem.
       
  Q: What form should be used if an academic appointment is going to have an Evan Pugh distribution and possibly a new salary plan as of July 1?  
  A: The ARCA form. It should not be ADDed until after the GSI file is posted to IBIS Financial.
       
  Q: What should be done if a FT1 appointment is in a permanent position?  
  A: Please call the University Budget Office at (814) 865-7641, and ask for GSI support.
       
Q: How to change an academic position from FT1 to STN (or FTM) after the GSI file is created?
  A: Make sure the position is created (using AAPM). Use an ARCA effective July 1 to move the person. Include the GSI money in the ARCA. Put a code of “N” on the URGI system for this person.
       
Q: How is a plan change done for academics after POSA has ended?
  A: This needs to be done by an ARCA with an effective date of 7/1 and processed by the Human Resource deadline for July forms. Do NOT include the GSI amount in the ARCA form. If the base salary, excluding GSI, is being increase, put that amount in the ARCA.
       
  Q: How does Plan Change work?
  A: When an Academic person agrees to a plan change, they are agreeing to keep their current salary and will not receive additional salary adjustments until he/she accrues 14% compounded salary adjustments. An example of compounded salary (if the year 1 average university increase is 3.5% and year 2 is 3.5% the total towards the 14% after two years would be 7.12%: year 1 [3.5%]; year 2 [3.5% + (3.5% x 3.5%) = 3.62%]. This policy is set by the Provost.
       
Budget Development (BUDDEV)
  Q: Where is the calendar for the GSI system and budget development process?  
  A: http://www.budget.psu.edu/GSICalendar/TableOfContents.asp  
       
  Q: What is the BudDev current solution for on-line printing of large reports that generate the following error message: "E009-TOO MANY CALLS TO ADABAS"?  
  A: Request the report again but do not enter "%H" at the first account screen. Use the enter key to page through the screens until viewing the last account that printed successfully - Now enter "%H" and proceed with printing. OR contact Ron Snyder in the University Budget Office, (814) 865-7641.
       
Q: During May and June, how do you process position management forms so that a budget adjustment effective in July will be reflected in the new fiscal year IBIS and BUDDEV files?
  A: Enter the current date in the "Form Eff Date" field and then modify the "Funding Eff Date" to be July 1.
       
Q: How early can a July 1st form (with a budget adjustment) be done?
  A: A form with a July budget adjustment can be started after the New Year IBIS and BUDDEV have been created (usually the first week in May).
       
Q: What is the period of time when the Central file will not match new fiscal year IBIS or BUDDEV?
  A: After preliminary year-end closing until the GSI file is loaded to Central.
       
Documentation/General  
  Q: What are the names of the eDD's General Salary Increse Reports
  A: Please refer to the eDD's Financial Officers "company" list.
     
  Q: Is there general documentation for forms, functions, and transactions?  
  A: Yes. Alphabetical Listing of IBIS Forms, Functions and Transactions  
       
  Q: Where is the calendar for the GSI system and Budget Development process?  
  A: http://www.budget.psu.edu/GSICalendar/TableOfContents.asp  
       
  Q: Who should I contact if I have additional General Salary Increase questions?
  A: Contact the University Budget Office at (814) 865-7641, and ask for GSI support.  
       
Q: Is there general documentation for phased retirements?
A: Yes. http://guru.psu.edu/policies/OHR/hr29.html

In order to reduce the employee's salary and positon fte, use a PAYC form. This must be accompanied by an AABP. Each time the employee's salary is reduced, another PAYC form and AABP must be completed.
       
  Q: When can I start processing temporary budget amendments for the new year?  
  A: Temporary budget amendments for the new year start at the the same time as the permanent amendments. However, they don't go into Budget Development (BudDev), they wait for the form effective date, like amendments during the non-budget development period.  
       
Q: What is the impact of using human resource forms during the GSI time frame?
  A: The GSI file is a snapshot of the live IBIS file. Human resource forms update the live IBIS file and not the GSI file.

NOTE: Be aware that the GSI file may sometimes overlay the IBIS file. If there is a problem please call the University Budget Office at (814) 865-7641, and ask for GSI support.
       
Q: How early can a July 1st form (with a budget adjustment) be done?
  A: A form with a July budget adjustment can be started after the New Year IBIS and BUDDEV have been created (usually the first week in May).
       
Q: Can an AUBN be processed to change the mnemonic for an existing budget (which has positions associated with it) during GSI time?
  A: No. These must be done prior to GSI or after GSI is completed.
       
  Q: Can a Graduate Assistant be appointed for one semester only?
  A: Graduate Assistants are either appointed for 1 semester (either Fall or Spring) or appointed for Fall and Spring semester. The appointment salary is for one semester (not both).
       
  Q: Is special approval needed if the total amount of salary increase is greater then the recommended amount?
  A: Special approval is needed for all fund types. This policy helps to maintain consistency across the fund types.  
       
Q: When is the Graduate Assistant Stipend - Appendix 5 updated?  
A: The Fall/Spring Stipend information will be updated early May, and the Summer will be updated early August.
     
  Q: The GSI Budget Amendment for Agricultural Federal Funds, allows you to use any Ag Federal Fund number to provide increase dollars via transfer to a single GSI Control Budget with Fund 12000. Depending on the Ag Federal Fund number of the positions receiving the increases, could this result in out-of-balance Ag Federal Fund numbers? 
     
  A: Yes. One solution would be to have a separate Ag Federal GSI Control Budget for each Ag Federal Fund number, but that would increase the complexity of an already complex system. The solution currently in place is to make sure that the funding for increases matches the use of the funds by Ag Federal Fund number. If this is not possible, process an AABP to rebalance the Ag Federal fund numbers immediately after the GSI have been loaded into the positions.
       
  Q: What are the definitions of Merit, Market, and Equity regarding salary management?
       
  A:

Merit Increase - An adjustment to an individual's salary based on performance.

Market Increase - A salary increase based solely on what an organization's salary goals are with respect to the external competition for hiring qualified candidates.  The market is the employer's best estimate of the prevailing salary in the external labor market for a given job or occupation.   It is also known as market rate.

Equity Increase - A practice that employers use to evaluate salaries that correspond to each job's relative standing within the organization.  Equity often is used as a fairness criterion (i.e., "equal treatment") in compensation for employees who are performing similar levels of work and who hold similar experience, education and other job-related qualifications.

       
General Salary Increase Reports
  Q: What are the names of the eDD's General Salary Increse Reports
  A: Please refer to the eDD's Financial Officers "company" list.
     
  Q: How do various GSI summary reports handle increase percentages that are greater then 12 percent?
  A: The information in this message is intended to provide some clarification regarding General Salary Increase reports. Attachment A of the May memorandum from the President states that "Recommended increases of more than 12 percent (excluding promotion increments) for standing and fixed-term academic and academic administrator appointments will require prior approval by the Executive Vice President and Provost." The various GSI summary reports (including General Salary Increase Special Listing, Exhibit F, Employees Receiving a General Salary Increase Recommendation Greater Than 12%) handle increase percentages in the following manner:
  1. The calculated increase percentage is stored as an amount with two decimal places. For example, an increase percentage of 12.049% would be stored as 12.04%. An increase percentage of 12.050% would be stored as 12.05%.

  2. The stored amount is rounded to the nearest tenth of a percent for reporting purposes. For example, 12.04% would be rounded to 12.0% and would not appear on the exception report. However, 12.05% would be rounded to 12.1%, printed on the report and would require prior approval by the Executive Vice President and Provost.
     
  Q: Why does a name listed on Exhibit G - Employees Receiving No General Salary Increase reflect a rank, salary plan and/or current salary that are different from the present rank, salary plan and/or current salary?  
  A: As indicated by the footnote on this report, there were "Changes to this position made via POSA". When the POSA transaction was processed, the Financial Officer answered "Y" to the question "Will this position be unfilled by July XX?". Therefore, the changes made via POSA are reflected on Exhibit G.
       
HR-88 - Alternatives to Full-Time, Year-Around Employment      
  Q: Can I make HR-88 changes for Standing and Fixed Term Multi Year appointments through the GSI system?  
  A: No. You should NOT do HR-88 changes for Standing and Fixed Term Multi Year appointments through the GSI system.

If you need to do HR-88 changes, please contact your Human Resource Representative.
       
  Q: We have an HR-88 standing employee who is reducing their FTEs as of July 1. We were told to change the FTE and give the employee an increase using the SADJ form. What zero increase reason code should we use?  
  A: Plan Change (PC) code.  
       
  Q: If a person has an HR-88 appointment and moving back to a 1.0 FTE as of July 1, how is the general salary increase given?
  A: The FO should give the appropriate GSI amount for the current appointment through the General Salary Increase system. Then the FO should do a SADJ to change the employee from HR-88 to a 1.0 FTE and change the salary amount. This record will come out as an error when GSI is loaded onto IBIS. Please notify the Budget Office when this happens.
       
IBIS Forms/Functions/Transactions
  Q: Is there general documentation for forms, functions, and transactions?  
  A: Yes. Alphabetical Listing of IBIS Forms, Functions and Transactions  
       
ARCA
  Q: Should POSA be used if an Academic salary plan change is caused by a class change (ACAD to ACAM or ACAM to ACAD)?  
  A: No. For academic appointments use an ARCA form with a July effective date; change the class and salary plan; and put a detailed description of the new salary in the notepad. The GSI should be entered via the GSI system only. The position in the GSI file will not reflect the ARCA, but the Financial Officer should enter an increase amount appropriate to the new class and plan. The increase amount entered should be consistent with the salary and plan in the ARCA within a few dollars (depending on the rounding rules on the GSI entry screen). When the GSI file is posted to IBIS Financial, this record will generate an error. The University Budget Office will call the Financial Officer to resolve the problem.
       
  Q: What form should be used if an academic appointment is going to have an Evan Pugh distribution and possibly a new salary plan as of July 1?  
  A: The ARCA form. It should not be ADDed until after the GSI file is posted to IBIS Financial.
       
Q: How to change an academic position from FT1 to STN (or FTM) after the GSI file is created?
  A: Make sure the position is created (using AAPM). Use an ARCA effective July 1 to move the person. Include the GSI money in the ARCA. Put a code of “N” on the URGI system for this person.
       
Q: How do I change the object code of a position?
  A: When changing the object code of a position, use the PUDC form for Staff and the ARCA form for Academic. On the SALARY BUDGET DISTRIBUTION screen, enter the new salary amount (over the old salary amount shown on the screen). On the next screen, SOURCE/DESTINATION OF FUNDS, the first line will show a transaction code of 10 with the old object code and the old salary amount (negative amount). On the second line, enter the budget and object code of where the difference is coming from (or going to), along with the amount of the difference, and a transaction code fo 10. Press F8, then F12. A budget amendment will be created.
       
BSIE
Q: Is there general documentation for BSIE?
A: Yes. http://ais.its.psu.edu/media/ibis_bsie.pdf
       
BUPR
  Q: Is there general documentation for BUPR?
  A: Yes. http://ais.its.psu.edu/media/ibis_bupr.pdf
     
Q: IMPORTANT - Merit BUPRs
A: BUPRs for Standing Fixed Term Multi Year and Fixed Term I appointments should be through Central by 5pm the night of May monthly payroll. Financial Officers should NOT do BUPRs for Standing, Fixed Term Multi Year, and Fixed Term I appointments after 5pm on the night of May monthly payroll until after the Non-table driven positions for Standing, Fixed Term Multi Year, and Fixed Term I are loaded into payroll/IBIS file (see Detailed Operational Calendar for specific date). They may begin to do BUPR's the day following the load into payroll/IBIS.

If they do a BUPR after the night of May monthly payroll any adjustments that are done via the GSI system will overlay what they did on the BUPR. Also this could cause their budgets to be out of balance.

In order to do budgetary changes to positions during the this time period, should be done through POSA.
       
Q: IMPORTANT - Tech Service BUPRs
A: BUPRs for Technical Service appointments should be through Central by 5pm of the night Table Driven Positions file is created for technical service employees (see Detailed Operational Calendar for specific date). Financial Officers should NOT do BUPRs for Technical Service appointments after 5pm Table Driven Positions file is created for technical service employees until after the Table driven positions for Technical Service are loaded into payroll/IBIS file (see Detailed Operational Calendar for specific date). They may begin to do BUPR's the day following the load into payroll/IBIS.

If they do a BUPR after the night Table Driven Positions file is created for technical service employees any adjustments that are done via the GSI system will overlay what they did on the BUPR. Also this could cause their budgets to be out of balance.

In order to do budgetary changes to positions during the this time period, should be done through POSA.
       
NATC
Q: How do you change a staff position from FT1 to a standing position after the GSI file has been created? 
  A: There is no way to change an individual from FT1 to a standing position on the GSI files. The Financial Officer will need to process an NATC to change the person from FT1 to Standing. Since FT1s are not on the GSI file, the Financial Officer will then have to follow up with an SADJ after the NATC has been processed. The Financial Officer should enter a cod of "N" on the URGI file.
     
POSA
  Q: Is there general documentation for POSA?
  A: Yes. http://ais.its.psu.edu/media/ibis_posa.pdf
     
  Q: What should a Financial Officer do when they try to enter a budget as a home budget on POSA and get the following error message "ERROR: BUDGET ENTERED IS NOT A VALID HOME BUDGET"?  
A: The Financial Officer must use an AUBN form and "U"pdate the budget, setting the home budget indicator to "Y".
       
  Q: If I use PERMSAL and have uploaded the GSI file to the mainframe, can I still process a POSA? 
  A: Yes, but you must use USIP to re-enter the GSI after processing the POSA.
       
  Q: Should POSA be used if an Academic salary plan change is caused by a class change (ACAD to ACAM or ACAM to ACAD)?  
  A: No. For academic appointments use an ARCA form with a July effective date; change the class and salary plan; and put a detailed description of the new salary in the notepad. The GSI should be entered via the GSI system only. The position in the GSI file will not reflect the ARCA, but the Financial Officer should enter an increase amount appropriate to the new class and plan. The increase amount entered should be consistent with the salary and plan in the ARCA within a few dollars (depending on the rounding rules on the GSI entry screen). When the GSI file is posted to IBIS Financial, this record will generate an error. The University Budget Office will call the Financial Officer to resolve the problem.
       
  Q: Can you use the POSA transaction after a GSI increase has been applied on the mainframe?  
  A: Yes. When you do the POSA, it will wipe out the information entered in GSI. You will need to enter the increase again.  
       
Q: During the GSI period, if you process a termination, how do you make a further adjustment to the position if POSA is no longer available?
  A: Contact the University Budget Office at (814) 865-7641, and ask for GSI support, after the increase file is loaded to IBIS. The University Budget Office will adjust the position status to unfilled. Then the Financial Officer may use position management.
     
Q: How is a plan change done for academics after POSA has ended?
  A: This needs to be done by an ARCA with an effective date of 7/1 and processed by the Human Resource deadline for July forms. Do NOT include the GSI amount in the ARCA form. If the base salary, excluding GSI, is being increase, put that amount in the ARCA.
       
PUDC
Q: How do I change the object code of a position?
  A: When changing the object code of a position, use the PUDC form for Staff and the ARCA form for Academic. On the SALARY BUDGET DISTRIBUTION screen, enter the new salary amount (over the old salary amount shown on the screen). On the next screen, SOURCE/DESTINATION OF FUNDS, the first line will show a transaction code of 10 with the old object code and the old salary amount (negative amount). On the second line, enter the budget and object code of where the difference is coming from (or going to), along with the amount of the difference, and a transaction code fo 10. Press F8, then F12. A budget amendment will be created.
       
SADJ
  Q: How do you give an overlap position a salary increase?  
  A:  Since overlap positions are not on the general salary increase file, you must use a July effective date SADJ form.
       
  Q: We have an HR-88 standing employee who is reducing their FTEs as of July 1. We were told to change the FTE and give the employee an increase using the SADJ form. What zero increase reason code should we use?  
  A: Plan Change (PC) code.  
       
Q: How do you change a staff position from FT1 to a standing position after the GSI file has been created? 
  A: There is no way to change an individual from FT1 to a standing position on the GSI files. The Financial Officer will need to process an NATC to change the person from FT1 to Standing. Since FT1s are not on the GSI file, the Financial Officer will then have to follow up with an SADJ after the NATC has been processed. The Financial Officer should enter a cod of "N" on the URGI file.
     
USIP/ISIP
  Q: Is there general documentation for USIP/ISIP? 
  A: Yes. http://ais.its.psu.edu/media/ibis_usip_usis.pdf
       
  Q: If I use PERMSAL and have uploaded the GSI file to the mainframe, can I still process a POSA? 
  A: Yes, but you must use USIP to re-enter the GSI after processing the POSA.
       
  Q: On the ISIP screen, what does the U to the right of the new salary field mean?  
  A: It indicates that the salary increase record has been updated.  
       
USIR
  Q: Is there general documentation for USIR? 
  A: Yes. http://ais.its.psu.edu/media/ibis_usir.pdf
       
  Q: What should I do if a promotion was given using USIR and it was later decided not to give the promotion. How do I remove the new rank from the GSI system?  
  A: Please call the University Budget Office at (814) 865-7641, and ask for GSI support.
       
Q: In PERMSAL, how should a promotion with a plan change be done? 
  A: Do not enter the promotion in PERMSAL. Wait and enter the promotion after you have loaded PERMSAL information to the mainframe. The mainframe will permit a zero increase code to be entered when a person is receiving a promotion.
Use zero increase code (PC)
       
Q: How do records get on BILD008 Promotion Report? 
  A: USIR only allows object codes 103, 104, and 105. When a record goes through USIR, CODE-POSN-ADJ is set to "F", which means Faculty Rank Change/Promotion. When the promotion report is produced, it looks for records with this field set to "F" and includes them on the report.
       
Overlap Positions      
  Q: Can an overlap position salary be budgeted?  
  A: No. Contact the University Budget Office at (814) 865-7641, and ask for GSI Support.
       
  Q: What should a Financial Officer do when an overlap moves into a primary position?  
  A: Contact the University Budget Office at (814) 865-7641, ask for GSI Support, and ask them to adjust the budget distirbutions.
       
  Q: What should the Financial Officer do when processing a budget amendment to adjust the budget for the overlap moving into the regular position and a warning message appears because the budgetary change involves a standing position?  
  A: The Financial Officer should press the "F8" key to proceed with this budget amendment. 
       
  Q: How do you give an overlap position a salary increase?  
  A: Since overlap positions are not on the general salary increase file, you must use the SADJ form.  
       
Phased Retirements
Q: Is there general documentation for phased retirements?
A: Yes. http://guru.psu.edu/policies/OHR/hr29.html

In order to reduce the employee's salary and positon fte, use a PAYC form. This must be accompanied by an AABP. Each time the employee's salary is reduced, another PAYC form and AABP must be completed.
       
Rounding Rules
Q: What are the Rounding Rules for Grade 21 Graduate Assistants?
  A: For a Semester Appointment:
Stipend / 45 and equal .00/.25/.50/.75

For a Summer Re-appointment:
Stipend / 6 and equals .00/.25/.50/.75
     
  Q: What are the Rounding Rules for Standing and Fixed Term Multi Year appointments?
  A: NOTE: there is no distinction between Exempt and Non-Exempt employees.

Academic and Academic Administrators:
  • If the Salary Plan is equal to 36 weeks, the appointment salary should be evenly divisible by 9 (splits evenly divisible by 3).
          Guidelines:
          - Appointment Salary divided by 12 may equal .00, .25, .50, or .75 "
          - Appointment Salary divided by 9 will equals .00 "
  • If the Salary Plan is equal to anything else, the appointment salary should be evenly divisible by 12 (Splits evenly divisible by 3).
          Guidelines:
          - Appointment Salary divided by 12 equals .00

Staff and Administrators:
  • Non-HR88 employees - if the salary plan is equal to 12 months, the appointment salary should be evenly divisible by 12 (splits evenly divisible by 3).
          Guidelines:
          - Appointment Salary divided by 12 equals .00
  • HR88 employees - If the position FTE is < 1.00 and >= .75, the appointment salary should be evenly divisible by 3 (splits evenly divisible by 3).
          Guidelines:
          - Appointment Salary divided by 3 equals .00
  • HR88 employees - If the position FTE is < .75, the appointment salary should be evenly divisible by plan (splits evenly divisible by plan)
          Guidelines:
          - Appointment Salary divided by Salary Plan equals .00

Tech and Staff with Salary Plans in Weeks:
  • Any Salary Plan, the appointment salary should be evenly divisible by (plan * .40), (Splits evenly divisible by 1)
          Guidelines:
          - Appointment Salary divided by (plan divided by 2) will equal .00, .20, .40,
             .60,or .80
          - Appointment Salary equals .00, .20, .40, .60, or .80

Hershey Staff Exceptions:
       
Split Positions      
Q: How do you add a budget distribution/split for another administrative area to a position in your administrative area?
A: Fill out the budget screens in the form as follows:
  1. The area with the position on their budget should start the form, this is Area 1.
  2. Area 1 will fill in their budget information on the Salary Budget Distribution screen.
  3. Area 1 will then add a line for Area 2. Enter the A/A #, and salary amount. Leave the Budget , Fund, and Tran Code blank.
  4. Area 1 then enters their source of funds on the next screen, Source/Destination of Funds. A zero budget amendment number is generated.
  5. Area 1 then does a "CHG" (Change) on the form to save the entries.
  6. Area 1 then "FWD" (forwards) the form to the Financial Officer of Area 2.
  7. Area 2 enters their distribution information on the Salary Budget Distribution screen. Even though Area 1 has entered the Salary Amount on one line, Area 2 may redistribute this amount as desired.
  8. Area 2 enters their source of funds on the next screen, Source/Destination of Funds.
  9. Area 2 then does a "CHG" (change) on the form to save the entries.
  10. Area 2 then "APP" (approves) the form.
  11. After the form is processed, a "Z" form will be generated by the system and add/submitted to the path of Area 2.
       
Staff Salaries/Positions    
  Q: What should be done if a FT1 appointment is in a permanent position?  
  A: Please call the University Budget Office at (814) 865-7641, and ask for GSI support.
       
Q: How do you change a staff position from FT1 to a standing position after the GSI file has been created? 
  A: There is no way to change an individual from FT1 to a standing position on the GSI files. The Financial Officer will need to process an NATC to change the person from FT1 to Standing. Since FT1s are not on the GSI file, the Financial Officer will then have to follow up with an SADJ after the NATC has been processed. The Financial Officer should enter a cod of "N" on the URGI file.
     
  Q: During the month of June, how do you move a person from a Standing Auxiliary Enterprise (AE) position to a new Standing General Funds (GF) position?
  A: You will need to do the following:
- use the "et" zero reason code for the standing AE position
- initiate an NPDL with an effective date of July 1, after completely processed ...
- initiate a SADJ with an effective date of July 1 for standing GF position (must coordinate with Payroll
     
  Q: During a non-contract year, what information does the Budget Office send to F.O.'s regarding GSI for OPEIU nurses?
  A: OHR will be sending a list to the appropriate F.O.'s that will show the name, contract hourly and new budgeted appointment salary for the OPEIU nurses. The Budget Office will include these amounts in the central allocations (and will indicate the amounts in footnotes).
     
  Q: What action is required when a staff-exempt employee, but during GSI time the employee will become fixed term multi-year during the GSI period (after Central allocations have been transferred to GSI control budgets)?
  A: 1. Create a position through AAPM and fund the employee.

2. Do an ARCA as of new position date to move the individual into the Academic position.

3. Apply the GSI money to the staff position (the position will appear to be filled on the GSI file).

4. Do an SADJ payroll (and alert Payroll) when July payroll actions may be processed after GSI have been uploaded to Payroll. This SADJ will give the individual their GSI money.

5. After GSI is applied to IBIS files, you can collapse the position (wait until after GSI have been uploaded to Payroll) and move the money into a different object code.

Please send Ann Gray a note with the individual's name, psu-id and their old and new position numbers so we can make sure the position are are ok after GSI is applied.
     
Zero Increase
  Q: What are the valid Zero Increase Codes?
A: AP - New Appointment
CA - Contractual Agreement
CD - Change of Duties
ET - EmployeeTransfer
FM - FTM working on research
FR - Funding Restriction
IS - Incentive Increase - HY only
OL - On Leave
PC - Plan Change
PE - Performance
RE - Retirement
RI - Refused Increase
RP - Recent Promotion
TE - Termination
UF - Unfilled
UN - Union
     
  Q: What zero increase code should be given to a person moving from FTM to FT1? 
  A: New appointment (AP) code. 
       
  Q: What zero increase code should be used for OPEIU nurses in a contract year? 
  A: Contractual Agreement (CA) code. 
       
  Q: We have a faculty member becoming an associate dean on July 1 and we are not giving this person an increase through GSI. What zero increase reason code should we use? 
  A: Change of Duties (CD) code.  
       
  Q: We have an HR-88 standing employee who is reducing their FTEs as of July 1. We were told to change the FTE and give the employee an increase using the SADJ form. What zero increase reason code should we use?  
  A: Plan Change (PC) code.  
       
Q: In PERMSAL, how should a promotion with a plan change be done? 
  A: Do not enter the promotion in PERMSAL. Wait and enter the promotion after you have loaded PERMSAL information to the mainframe. The mainframe will permit a zero increase code to be entered when a person is receiving a promotion.
Use zero increase code (PC)
       
  Q: During the month of June, how do you move a person from a Standing Auxiliary Enterprise (AE) position to a new Standing General Funds (GF) position?
  A: You will need to do the following:
- use the "et" zero reason code for the standing AE position
- initiate an NPDL with an effective date of July 1, after completely processed ...
- initiate a SADJ with an effective date of July 1 for standing GF position (must coordinate with Payroll
     
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