Code

Description

UCPath Definition

Definition under HEERA

A

Manager, Not Confidential

Meets the criteria for the Supervisory designation, as described in Code C below, PLUS: 

• Has significant responsibilities for formulating and administering policies and programs.
• Identifies objectives, directs programs, manages human, financial, and physical resources, and functions with a high degree of autonomy 

Any employee having significant responsibilities for formulating or administering policies and programs. No employee or group of employees shall be deemed to be managerial employees solely because the employee or group of employees participates in decisions with respect to courses, curriculum, personnel, and other matters of educational policy. A department chair or head of a similar academic unit or program who performs the foregoing duties primarily on behalf of the members of the academic unit or program shall not be deemed a managerial employee solely because of those duties.

B*

Manager, Confidential

Meets the Managerial designation with the additional criteria:

Any employee who develops or presents management positions with respect to collective bargaining with unions,

OR

Any employee whose duties normally require access to confidential information which contributes significantly to the development of management positions with respect to collective bargaining. 

"Confidential" designation for the ERC does not include dealing with other types of confidential materials. Access to personnel files does not, in and of itself, mean that an employee's ERC is confidential, unless that access is used to develop management positions with respect to collective bargaining. Note: Except for employees in the Office of Human Resources, in the Chancellor's Office, and those who directly support the Vice Chancellors, the use of the "Confidential" designation should occur only rarely. 

Any employee having significant responsibilities for formulating or administering policies and programs. No employee or group of employees shall be deemed to be managerial employees solely because the employee or group of employees participates in decisions with respect to courses, curriculum, personnel, and other matters of educational policy. A department chair or head of a similar academic unit or program who performs the foregoing duties primarily on behalf of the members of the academic unit or program shall not be deemed a managerial employee solely because of those duties.

AND

Any employee who is required to develop or present management positions with respect to meeting and conferring or whose duties normally require access to confidential information which contributes significantly to the development of those management positions.

C

Supervisor, Not Confidential

Exercises independent judgment in determining the distribution of work to subordinate(s) AND performs at least 3 of the following: 

• Independently selects subordinate(s), OR participates in the interview and recommends who should be hired.
• Independently determines performance ratings of subordinate(s), OR initially decides on the ratings, and submits them to a higher-level manager.
• Independently decides within budgetary limitations the amount of subordinate merit increases, determines who will be selected for promotional opportunity, and decides which positions to recommend for reclassification, OR makes recommendations to a higher-level manager.
• Has independent authority to issue written warnings and suspensions, OR independently determines what discipline (including dismissal) should be imposed on a subordinate, and recommends the same for review and approval to a higher-level manager.
• Has independent authority to resolve grievances or complaints OR independently formulates a resolution to a grievance or complaint and submits the proposed resolution to a higher-level manager. 

Generally, supervisors have full responsibility as described above for at least 2 FTE's (full-time equivalent) subordinates. 

Note: whenever "recommendations" are cited, they are customarily given substantial weight and are typically accepted. Faculty should be designated as supervisors ONLY when they supervise OTHER FACULTY. Work Leaders, who usually spend a substantial portion of their time performing work identical to that assigned to their subordinates, are not supervisors. 

Any individual, regardless of the job description or title, having authority, in the interest of the employer to hire, transfer, suspend, lay off, recall, promote, discharge, assign, reward, or discipline other employees, or responsibility to direct them, or to adjust their grievances, or effectively to recommend such action, if, in connection with the foregoing, the exercise of such authority is not of a merely routine or clerical nature, but requires the use of independent judgment. 

D*

Supervisor, Confidential

Meets the Supervisory designation with the additional criteria:

Any employee who develops or presents management positions with respect to collective bargaining with unions,

OR

Any employee whose duties normally require access to confidential information which contributes significantly to the development of management positions with respect to collective bargaining. 

"Confidential" designation for the ERC does not include dealing with other types of confidential materials. Access to personnel files does not, in and of itself, mean that an employee's ERC is confidential, unless that access is used to develop management positions with respect to collective bargaining. Note: Except for employees in the Office of Human Resources, in the Chancellor's Office, and those who directly support the Vice Chancellors, the use of the "Confidential" designation should occur only rarely. 

Any individual, regardless of the job description or title, having authority, in the interest of the employer to hire, transfer, suspend, lay off, recall, promote, discharge, assign, reward, or discipline other employees, or responsibility to direct them, or to adjust their grievances, or effectively to recommend such action, if, in connection with the foregoing, the exercise of such authority is not of a merely routine or clerical nature, but requires the use of independent judgment.

AND

Any employee who is required to develop or present management positions with respect to meeting and conferring or whose duties normally require access to confidential information which contributes significantly to the development of those management positions.

E

All Others, Not Confidential

This category includes all employees who are neither a Manager or a Supervisor and everyone who is not Confidential. Most employees fall under this category.

N/A

F*

All Others, Confidential

G*

Not covered by HEERA (Out of State)

Employees who work out of state* may not be covered by HEERA (Higher Education Employer-Employee Relations Act). 

*If the work itself is located outside the state, this designation applies.  However, if the work is located within California, and an employee is working remotely from another state, HEERA rules would apply and one of the above HEERA codes must be selected.

H

Student in Academic Title covered by HEERA

Student titles covered by HEERA include the following Job Codes (GSIs, Readers, Tutors, and other titles covered by the UAW agreement). See Job Codes for Student Academic Titles at: Student Academic Title Pay Rates (ucsd.edu) 

I

Student in Academic Title not covered by HEERA

This is not currently used at UC San Diego.

X

Not applicable - Contingent Wk