How to Manage Appointment End Dates in UCPath


OVERVIEW


This document describes how to add or extend an Appointment End Date on an employee record, as well as how to manage the End Job Automatically Check Box for academic employees. 

When to use

StaffAcademic
  • Appointment End Date: Indicates when a job will auto-terminate and pay will stop 

When initiating a hire template transaction: 

  • An Expected Job End Date is required for the following staff employee classes:
    • 1 = Staff: Contract
    • 5 = Student: Casual/Restricted
    • 8 = Staff: Floater
    • 15 = Staff: Rehired Retiree 
  • An Expected Job End Date is recommended, but not required for:
    • 4 = Staff: Limited
    • 6 = Staff: Per Diem 
  • Do not enter an Expected Job End Date on Staff: Career jobs
  • Appointment End Date: Accruals stop on this date, but the job does not auto-terminate and pay will not stop
  • End Date + End Job Automatically Check Box: Indicates when a job will auto-terminate and pay will stop
  • Post Doc Anniversary Date – Accruals stop on this date

When initiating a hire template transaction: 

  • An Expected Job End Date is required for the following academic employee classes:
    • 3 = Academic: Recall
    • 11 = Academic: Academic Student
    • 23 = Academic: Post Docs
  • An Expected Job End Date is recommended, but not required for:
    • 22 = Academic: Dean and Faculty Admin

 

Intended Audience

UCPath transactors

 

BEFORE YOU BEGIN


Tasks to Complete Before Starting

For example, to extend an Expected Job End Date of 6/30/2026:

For Best Results

If an employee record does not currently have a job end date and you retroactively add one for a date that is in the past, the auto-term process will NOT pick up that update. Instead, you should use a termination template transaction to terminate the employee. Example: Today is September 2nd. You have a staff employee that should have had an appointment end date of 8/31. If you go in today and add an 8/31 end date to the employee record, the employee with NOT auto-term. Instead, you should submit a termination template transaction effective 9/1 to terminate the employee.

STEPS TO TAKE IN UCPATH


WHAT TO DO AFTER


 

IF YOU NEED ASSISTANCE