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Guide in Preparing UMD Temporary and Casual Personnel Action Document


Top Box:
Empl ID#: A 7-digit number that is assigned to both staff and students of the University of Minnesota.
Empl Rcd#:
Position Management #:

Personal Data
Name: Enter Last Name in the first box. Then the first name. Then middle name

Action Reason:
Effective Date: Date the action reason took place
Action: A word that will indicate what is happening to the record. Refer to the action/reason list.
Reason: A word that will indicate the reason for the action. Refer to the action/reason list.

Job Information:
Work Location: Is always checked UMN
PS Dep’t #: A 4 digit code made up of 3 numbers plus one letter, ex: 207A. Each dept is assigned a PS #.
Job Code: Use either 0001 for Non-Exempt, and 0007 for Exempt Positions.
Temporary: This box will always be checked for the Temporary and Casual Appointments.
Full Time or Part Time: Choose one.
Employee Class: Not benefits eligible is always checked.
Standard Hours: Is always 0.1.
Pay Group: Choose Pay or Without Salary.
Employee Type: Choose either Hourly or Exception Hourly.
Compensation Grade: Is always 01A.
UM Appt Type: Is always 0.
Appt Term: Is always 0.
Job Search #: Is the same as the requisition number. See posting.
Step:
Rate: Indicate rate of pay (per hour.)

Employment Data: General Comments: (Provide description of job duties.)

Distributions:
Effective Date: The first day of the action.
Area: A 3-digit number that indicates a dept or unit within a college or school.
Org: A 4-digit code that indicates a specific program or project with in an area.
Sub Org: 2 digits, utilized for a more detailed tracking of revenues and expenses. This is not required.
Obj: 4 digits, identifies the type of expenditure.
Sub Obj: 2 digits.
Earning Code: The reason for the payment, see the earnings code handout.
Hours: Number of hours worked.
Enc Option: (Optional) Use either R= recalculate method, N=non encumbrance or D= Draw Down.

Prepared by: Person who prepared the document.      Phone: Phone number of the person who prepared the document.
Authorized Signature: Required by most departments.      Date: The date the document was prepared.

Rev. 02/16/07


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The University of Minnesota is an equal opportunity educator and employer.
Last modified on 07/19/12 10:14 AM
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