Forms and Processes
HR Processes for UCPath
Resources & Quick Links
- Summary of SPH Human Resources & Academic Personnel processes
- BRS (formerly CSS) forms
- Contact list for Human Resources & Academic Personnel team
- CalTime
UCPath Online
- The UCPath Online portal gives you access to many employee self-service features and, if applicable, manager self-service features.
- Employee self-service includes: update name, address, phone number, emergency contacts; review leave balances; add, delete, update direct deposit; review online pay statements; update federal/California tax withholding; enroll in benefits; enter life event(s)
- Manager/supervisor self-service includes: direct reports’ employee information; absence balances; compensation rates
- You will continue to use the At Your Service Online portal to: view and update beneficiary information; view and print past W-2s; view past benefits information; view or change retirement savings account information
Student Assistant Hiring
- You will need a unique UCPath Position # in order to refer a student to a position on the Work-Study Program website and to complete the BRS Student Assistant Hire Form. To request a Student Assistant Position #, complete this webform; please allow up to 48 hours for the Position # to be sent to you via email.
- A step-by-step process guide will be added soon.
Staff Recruitments & Appointments
- To create a new position or refill an existing position, follow this step-by-step process guide or process map.
Academic Research (Specialist, Project Scientist, Researcher) Recruitments & Appointments
- To create a new position or refill an existing position, follow this step-by-step process guide.
More Coming Soon
Appointment Forms
Graduate Student Researchers (GSRs) and Graduate Student Instructors (GSIs)
- Graduate Student Appointment Checksheet
- GSR Appointment Form
- GSI Appointment Form
- UAW Local 2865 Membership Election Form
- Request for Exception Form
- Registration Fees
- Fee Remission Program Information for Graduate Students: Eligibility, Title Codes, and Remission Types
Postdocs
Non-Senate Academics
Visiting Scholars
Visiting Student Researchers
Lecturers
Guidelines for Lecturer Salary Setting, effective July 1, 2014:
- The lecturer minimum salary rate is $49,012 (step 3).
- The continuing lecturer minimum salary rate is $55,453 (step 8).
- Credit is given for prior college-level teaching experience (two steps for every three years). GSI or Summer Sessions teaching doesn’t qualify.
- Unit 18 (Lecturer – Tables 17A and 17B) Salary Scales
Professors of Graduate School
Summer Salary Information and Form
Faculty Salary Research Exchange (FSREP) updated for 2019-20
- Faculty Salary Research Exchange (FSREP) Form
- Faculty Salary Research Exchange (FSREP) Announcement
- Faculty Salary Research Exchange (FSREP) Process Map
Sabbatical Forms
- Sabbatical Leave Information and Application (Please note: this PDF form will not display in your browser but you can download it to your desktop to view it and fill it in.)
- Sabbatical Leave Request Form
- SPH Finance Operating Guide (placeholder)
- SPH Fund Description and Owner (placeholder)
- Chartstrings by Dept ID (placeholder)
- Chartstring Structure
- SPH Quarterly Projection Reports (placeholder)
- Temporary Academic Personnel (TAS) Form (placeholder)
- Benefits (Composite Benefit Rate [CBR])
- Indirect Cost Rate
- Endowment Payout
- Berkeley Financial System (BFS) Job Aides and Quick Reference Guides
- Campus Contracting – Who Does What
- Check Receipt and Deposit Workflow
Please note: To request help with an IT issue, please use the “Submit a Ticket” and “Email a Service Request” buttons on the CSS IT page. Alternately, you can email itcsshelp@berkeley.edu for help.
- Honoraria
- SPH Purchasing Strategy and Authorization Process
- SPH Authorization List
- SPH BearBuy User Guide
- SPH BearBuy Workflow by Role
- SPH Card Program Workflow by Role
- SPH Delegation of Authority Org Chart
- SPH Delegation of Authority for Contract & Grants
- SPH Delegation of Authority Under $5000 Form
- SPH Delegation of Authority Above $5000 Form
- Insurance Certificate Requirements
- SPH After-the-Fact Without Insurance Certificate Form
- Campus Shared Services Travel & Entertainment Forms and Instructions
- Campus Shared Services Instructions on Submitting Travel & Entertainment Forms
- Connexxus Online Travel Portal
- Vendor Request Form
- Wire Transfer Request Form
- Order Business Cards
- Independent Contractor and Consultant Services Forms and Instructions (for purchasing personal, professional, independent contractor, or consulting services): Log in to Bear Buy and then click this link; or log in to Bear Buy, navigate to the Forms page, and select “Independent Contractor and Consultant Services” form.
- Statement of Work Guidelines
- Conflict of Interest Form
- Selection/Source Justification for Up to $100,000 (Guidelines)
- Sole Source Justification Form for $10,000+
- Independent Contractor Pre-Hire Worksheet
- Vendor/Contractor Insurance Program
- Card Program Cardholder Account Form (CAF)
- Card Program Reconciliation Steps in BFS
- Gifts to Non-Employees Policy
- Application to Serve Alcohol at Campus Event
- Campus Shared Services Lost/Missing Receipt Certification Form
In addition to the links below, please see Frequently Asked Questions: Research at SPH for more information about research administration at the School of Public Health.
General
- Phoebe
- Search for Funding
- New to Grants and Contracts?
- Where to Get Help
- Proposal Writing Resources
- Guide for Student Researchers and Scholars
- Gift and Grant Distinctions
Pre-Award: Biosketches, Other Support, & Just-In-Time Information
- SPH Proposal Request Form
- SPH Proposal Process & Guidelines
- Guidance on New NIH Biosketch Format
- Biosketch Info – Public Health Service Grant Application
- Other Support NIH Template and Example
- NIH Just-In-Time Instructions
- Cost Sharing Basics
- Registering to Use NIH eRA Commons
- Registering to Use NSF FastLane
- Consultant, Subaward, Collaborator, and Vendor
- Senior Key Personnel
- Exceptional PI Request – VCRO Form
- Exceptional PI Checklist
- Exceptional PI Online Submission
- Proposal Checklist for NIH R01 Applications
- Fund Advance Guidelines and FAQ
- UC Berkeley Fund Advance Request
- Conflict of Interest Forms
- Public Health Service Financial Conflict of Interest PI Certification
- Public Health Service Financial Disclosure
- National Science Foundation Financial Disclosure
- Academic Personnel Manual – APM-025 Outside Compensation – Annual Report Form
- Academic Personnel Manual – APM-025 Outside Compensation – Category I Prior Approval Form
- Berkeley Excellence Accounts for Research (BEAR Grants) for Faculty
- 700U – Statement of Economic Interests for PIs
- National Institutes of Health National Research Service Award Fellowship Certification
- VCRO Late Proposal Request
Post Award: How To’s and Quick Guides
- Federal Demonstration Partnership (FDP):
- FDP Guidelines and FAQ
- FDP Matrix
- Indirect Cost Base Table
Service Agreement, Org Chart, Contact List, Institutional Info
- SPH Research Administration Organizational Chart
- Research Administration Portfolio Assignments by Research Administrator
- Research Administration Portfolio Assignments by Division
- Indirect Rates
- Service Level Agreement Information
- Standard Institutional Information
Subawards
Update to Business Process for Non-Block Grant PhD Student Financial Aid Awards
If your division, unit, or center would like to award a tuition/fees payment (excluding fee remission) or stipend to a non-block grant PhD student, please follow the two-step process below.
STEP 1:
Complete and sign the SPH Award Form/DSAS Request Form.
STEP 2:
Complete the new SPH Financial Aid smartsheet. Be sure to attach your completed, signed SPH Award Form/DSAS Request Form before submitting the smartsheert. Please note: Incomplete submissions will not be processed.
Thank you.
Other Student Services and Admissions Forms
- How to Use BearFacts
- E-grades – How to Assign Grades
- Application for Candidacy for Master’s Degree (Plan II)
- MPH Degree Breadth Requirements
- Assigning and Removing an “I” Incomplete Grade
- Petition to Change Class Schedule
- Information on the Disabled Student Program
- GSI/GSR Information
- Filing Fee Application
- Grade Appeals Procedures
- Course Evaluation Form
- Academic Progress Report for Doctoral Students
- How to Use GradLlink on the Web
- GradLlink on the Web (GLOW) Access Form
SPH Course Proposal Procedures and Required Forms:
- Process for Course Proposals in the School of Public Health
- Course Proposal Instructions
- Course Approval Request Form
- Request for an Exception for Non-Senate Member to Serve on Higher Degree Committee
- Request for Change in Higher Degree Committee (also known as “Reconstitution”)
- Report on the Qualifying Exam
- Petition for Late Enrollment/Registration
- Change a Major or Degree Goal
- Petition for Grade Change
- Request for In Absentia Registration Form
- Application for Candidacy (Plan B)
- Students in Crisis Information from Tang Center
- Gold Folder (Faculty/Staff Reference to Help Students in Distress)
- Application for Readmission
- Statement of Legal Residence (must be submitted with “Application for Readmission”)
- Notice of Withdrawal – (for retroactive [i.e., prior term] withdrawals only)
- SPH Withdrawal Form