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{"sheet":"PD-7","index":0,"n_rows":72,"n_cols":14,"rows_kept":72,"cut":false,"hidden":false,"merged":[[0,3,0,11],[1,12,1,13],[2,2,2,3],[2,8,2,11],[2,12,2,13],[3,12,3,13],[4,12,4,13],[7,0,8,0],[7,4,7,6],[15,11,15,12],[32,11,32,12],[34,11,34,12],[38,11,38,12],[43,3,43,4],[44,3,44,4],[52,7,52,9],[52,11,52,12],[53,3,53,10],[58,11,58,12],[59,5,59,8],[60,3,60,4],[69,10,69,11],[71,10,71,11],[60,6,60,8],[60,9,60,11],[60,12,60,13],[65,0,65,2],[66,2,66,4],[67,0,67,3],[67,11,67,14]]}
["Form PD-7",null,null,"UNC CHARLOTTE ACADEMIC PERSONNEL ACTION  "]
["(Jan, 2021)",null,null,null,null,null,null,null,null,null,null,"Date Submitted  "]
[null,null,{"$f":"IF(M3=\"X\",\"SUPERSEDE\",\"ORIGINAL\")","v":"ORIGINAL"},null,null,null,null,null,"For superseding actions, mark this field \"X\""]
[null,null,null,null,null,null,null,null,null,null,null,"Superseding Previous PD-7 Dated  "]
[null,null,null,null,null,null,null,null,null,null,null,"Superseding Previous EPAF Transaction #  "]
[]
[" (1)","Legal Last Name",null,null,null,null,null,"Legal First Name",null,null,null,"       Middle"," "]
["{","UNC Charlotte ID",null,null," Dept. and Org Code",null,null,null,null,null,null,"      9 Mos.  ___","12 Mos.","___"]
[null,"Last 4 SSN (New Emp)",null,null,null,null,null,null,null,null,"      Primary Employment Status:      Full Time","___","Part Time","___"]
[null,"Other - Explain:",null," "]
[]
[]
[" (2)",null,"APPOINTMENT",null,null,null,null,"REAPPOINTMENT",null,null,null,"CHANGE"]
[null,null,"Rank or Title",null,null,null,null,null,null,null,"Position#"]
[null,null,"Contract Dates:","From",null,null,null,null,null,"To"]
[null,null,"Effective Payroll Dates:",null,null,null,null,null,null,"Remove from Payroll"]
[]
[null,null,null,null,null,null,null,null,"If split funded, enter %",null,"Index/Fund #",null,"Account Code"]
[null,null,"Annual Salary Amount",null,null,null,null,null,null,null,null,"-"]
[null,null,null,null,null,null,null,null,null,null,null,"-"]
[null,null,null,null," ",null,null,null,null,null," ","-"]
[null,null,"Stipend Amount",null," ",null,null,null,null,null," ","-"]
[null,null,"Total Annual Salary",null,{"$f":"SUM(E19:E22)","v":0}]
[]
[null,null,"Comments"]
[]
[]
[" (3)",null,"PART-TIME OR EHRA TEMPORARY OR POST-DOC",null,null,null,"APPOINTMENT",null,null,"REAPPOINTMENT"]
[null,null,null,null,null,null,null,null,null,null,"Index/Fund #",null,"Account Code"]
[null,null,"Salary Amount",null," ",null,null,null,null,null,null,"-"]
[null,null,null,null,null,null,null,null,null,null,null,"-"]
[]
[null,null,"Rank or Position"," ",null,null,null,null,null,null,"Position #"," "]
[null,null,"Contract Dates:","From"," ",null,null,null,null,"To "," "]
[null,null,"Effective Payroll Dates:",null," ",null,null,null,null,"Remove from Payroll",null," "]
[null,null,"Comments"," "]
[]
[]
[" (4)",null,"SPECIAL PAYMENT (USED FOR FULL-TIME EMPLOYEES ONLY)",null,null,null,null,null,null,null,"Position #"]
[null,null,"Dates of Service:","From"," ",null,null,null,null,"To"," "]
[null,null,"Payment Dates(s)",null," "]
[null,null,null,"Note: If payment date is not indicated payment will be received on next pay period."]
[null,null,null,null,null,null,null,null,null,null,"Index/Fund #",null,"Account Code"]
[null,null,"Amount"," ",null,null,null,null,null,null," ","-"]
[null,null,null," ",null,null,null,null,null,null," ","-"]
[]
[null,null,"Explanation"]
[]
[]
[" (5)",null,"LEAVE OF ABSENCE",null,null,"EXTENSION OF LEAVE",null,null,null,"RETURN FROM LEAVE EFFECTIVE"]
[null,null,"Leave without Pay",null,null,null,"Leave with Partial Pay",null,null,null,null,null,"Leave with Full Pay"]
[null,null,"Beginning Date",null,null,"End Date",null,null,null,null,"Salary (if applicable)",null," "]
[null,null,"Extended Contract Dates:              ",null,"                       From:",null,null,null,null,null,"                          To: "]
[null,null,"Explanation",null,null,null,null,null,null,null,null,"Position #"]
[]
[]
[" (6)",null,"NOTICE OF SEPARATION"]
[null,null,"Position #",null,null,null,null,null,"Rank or Title"]
[null,null,"Date Separated",null," ",null,null,null,null,"Remove from Payroll"]
[null,null,"Adjusted Salary (for Section #3 only)",null,null," "]
[null,null,"Reason: "," ____   Resigned     ____  Term Expired  ",null,null,"  ____ Deceased",null,null,"____ Terminated          ____ Retired  "]
[null,null,"Other - Explain",null,null,null,null,null,null,null,null,null,"TSERS "]
[]
[]
[]
["Requested by:",null,null,null,"Date",null,null,null,"Approved by:  ","Jennifer Troyer",null,null,"Date"]
["Title:",null,null,null,null,null,null,null,"Title:","Provost and Vice Chancellor for Academic Affairs"]
["Academic Affairs / \nHuman Resources",null,null,null,"Budget",null,null,null,null,"     Payroll     ",null,"Grants & Contracts Admin."]
[]
[null,null,"Date",null,"Date",null,null,null,"                Date",null,"Date       "]
[]
[null,null,"By",null,"By",null,null,null,"                By",null,"By         "]

{"sheet":"hiddenworksheet","index":1,"n_rows":12,"n_cols":3,"rows_kept":12,"cut":false,"hidden":false,"merged":[]}
["FRS Obj Code","Banner Account Code"]
[]
[1110.0,911100.0,"Full Time"]
[1310.0,913100.0,"Full Time"]
[1115.0,911900.0,"Full Time"]
[1315.0,915910.0,"Full Time"]
[1125.0,911090.0,"Full Time"]
[1325.0,911200.0,"Part Time"]
[null,913200.0,"Part Time"]
[null,911300.0,"Special"]
[null,913300.0,"Special"]
[null,915910.0,"Special"]

{"sheet":"Instructions","index":2,"n_rows":145,"n_cols":2,"rows_kept":145,"cut":false,"hidden":false,"merged":[[129,0,129,12],[133,0,133,12],[0,0,0,12],[2,0,2,12],[18,0,18,13],[22,0,22,12],[38,0,38,12],[76,0,76,12],[109,0,109,12]]}
["Instructions for Completing the PD-7"]
[]
["The PD-7 Form is a payroll document that should be used for Faculty appointments and changes in payroll status."]
[]
["The original PD-7 should be printed on yellow paper by the originating department/unit. "]
["As this original is routed, each office that normally retains a copy can determine if they need to make a copy for their files of the signed original."]
[]
["Routing the PD-7:"]
["Obtain 2 original signatures.  A PD-7 is signed by the Dean, as ‘Requestor’ and the Vice Chancellor (Provost), as ‘Approver’.  "]
["After the Dean’s signature is obtained, the PD-7 is sent to the Office of Academic Affairs.  "]
["The Office of Academic Affairs maintains files on all Faculty and will retain one copy for the files.  "]
["The PD-7 is then routed to Position Control. "]
[" If grant funded, the PD-7 will be forwarded to Grants and Contracts Administration prior to submission to Position Control. "]
["Next, the form is routed to Payroll and then to Human Resources/Benefits for Banner HR input.  The original is returned to Payroll for filing."]
[]
["Superseding Previous PD-7:"]
["The superseding PD-7 should be printed on pink paper by the originating department/unit"]
["If the PD-7 supersedes a prior PD-7, indicate the date of the prior PD-7. "]
["Include a description of the change that is being requested (i.e. change fund, change dollar amount) and if available, include a copy of the original PD-7."]
[]
["Date Submitted -- the date the PD-7 is typed."]
[]
["SECTION (1):  Contains basic required information to be completed each time a PD-7 is generated."]
[]
["Last Name, First Name, Middle – Legal name as shown on SSN card or passport."]
[]
["UNC Charlotte ID No. OR last 4 digits of SS#.  "]
[null,"You cannot list the entire Social Security number subsequent to a state law passed on 1/1/06."]
[]
["Department -- The name of the Home Department of the employee."]
[]
["9 Mos./12 Mos. – Indicate if the employee is a 9- or 12-month appointment.  This information is very important for full-time Faculty."]
[]
["Status:  Indicate whether an employee’s primary employment status at the University is full-time or part-time."]
[]
["Other -- Explain -- Used to explain an appointment term if the term does not fall into the other appointment categories. "]
[null,"i.e. 11-month employee, FTE is .75, etc ."]
[]
["SECTION (2):  Completed for full-time appointments, reappointments, and changes."]
[]
["Appointment Box – Check if a PD-7 is being completed for the first time on a new full-time employee."]
[]
["Reappointment Box – Check if a current full-time employee is being reappointed."]
[]
["Change Box – Check if the status of a current full-time employee is being changed, "]
[null,"i.e., rank or title, salary, position #, contract dates, name, etc.  "]
["When using the Change category, only the new information should be indicated in Section (2).  Section (1) should also be completed."]
[]
["Rank or Title – Indicate the rank or title of the employee."]
[]
["Position # - Indicate the employee’s position number."]
[]
["Contract Dates – The actual dates of an employee’s appointment agreement.  "]
["For example, if a faculty member’s term of appointment indicates a beginning date of August 15, 20XX and an ending date of May 15, 20XX, "]
[null,"these dates would be typed in on the Contract Dates From and To lines."]
[]
["Effective Payroll Dates – These dates are used by Payroll. "]
[null," For a 9-month Faculty member appointed for the academic year, the dates will always be August 16 to June 30.  "]
[null,"For a 12-month Faculty member, use the actual starting date and ending dates.  "]
[]
["Remove from Payroll – To be used for time-limited appointments and contracts.  Use the date of the last payroll for this employee."]
[]
["Annual Salary Amount – Indicate the annual salary the employee is to be paid, excluding any stipends.  "]
["Remember all salaries should be annualized, even if the employee is working less than a full year.  "]
["The contract dates will determine the amount the employee actually receives of this annual amount."]
[]
["Index/Fund # - Indicate the Banner fund number and account code where the salary will be charged.  "]
[null,"There is a drop-down box for the Account Code."]
[]
["Stipend Amount – Indicate the stipend amount (if applicable)."]
[]
["Index/Fund # - Indicate the Banner fund number and account code where the stipend will be charged. "]
[null," There is a drop-down box for the Account Code."]
[]
["Total Annual Salary – This is an automatic calculation."]
[]
["SECTION (3): completed for part-time/temporary faculty and staff appointments and reappointments only. Post-Docs are also included here."]
[]
["Please note: EPA & SPA full-time staff with an additional part-time appointment (such as teaching in the evenings) are paid as a "]
["Special Payment and should not be listed in this section.  A person cannot be both a full-time employee and a part-time/temporary "]
["employee at the same time."]
[]
["Appointment Box – Check for new part-time/temporary faculty and EPA staff appointments."]
[]
["Reappointment Box – Check for reappointment of above.  "]
["Caution:  EPA staff can only be appointed for up to 12 months.  After that they should be hired permanently or terminated."]
[]
["Index/Fund # - Indicate the fund number and account code where the salary will be charged.  "]
["Please note that funds starting with 101, 102 or 103 are the only funds that can have the code of 913200, and that these funds and"]
[" account code are strictly used for part-time teaching."]
[null,"There is a drop down box for the account code.  "]
[]
["Salary – Indicate the salary the employee is to be paid over the period of the contract."]
[]
["Rank or Position – Indicate the rank or position of the employee."]
[]
["Position # - POST40 for Post Docs, ETMP50 for Part-Time EPA Staff, and EPTF50 for Part-Time Faculty."]
[]
["Contract Date(s): - From, To  The actual dates of the employee’s employment term."]
[]
["Effective Payroll Dates: - This is used by payroll for monthly pay dates.  "]
["Academic year appointments, use September 1 to May 31 for part-time faculty "]
["Fall Semester only, use September 1 to December 31. "]
["Spring Semester only, use January 1  to May 31."]
[]
["Remove from Payroll – Date of last payroll for employee."]
[]
["If a part-time Employee terminates before the end of their contract, please do new PD-7 and fill in Section 6."]
[]
["SECTION (4): Used for Special Payments only.  "]
[]
["This section should be used only if a user does not have EPAF access, a faculty member is on leave, or when superseding a previous "]
["Special Payment action. This is mainly used for our 9-month faculty receiving extra incidental compensation.  Occasionally, with "]
["justification and approvals (see Policy 101.15) 12-Month Faculty and full-time EHRA and SHRA Staff can receive a special payment if it is "]
["outside of their job duties and outside of their normal work schedule.  For example, you would use this section if a staff member "]
["taught a class at night. "]
[]
["Dates of Service:  From  To--List the actual dates the work is performed."]
[]
["Payment Date(s) – Indicate the date(s) the employee is to be paid.  If payment should be spread over a period of time, indicate payroll "]
["beginning and ending dates for payments.  No employee can be prepaid for these extra assignments."]
[]
["Account # - Indicate the account number where the special payment will be charged. Please note that funds starting with 101, 102 or 103 "]
["are the only funds that can have the code of 913300, and that these funds and account code are strictly used for a teaching special payment."]
[]
["Amount – The amount of the special payment."]
[]
["Explanation – Briefly describe the purpose of the special payment and attach justification if this is a 12-month employee."]
[]
["SECTION (5): Leave"]
[]
["Completed by the Office of Academic Affairs."]
[]
["SECTION (6): Notice of Separation"]
[]
["Academic Affairs will complete this section for the following:"]
[]
["Full-time employees within the Division (upon receiving Letter of Resignation with termination date, or notice of retirement, or "]
[null,"notice of death of employee)."]
[]
["Department/unit should complete the following:"]
[]
["Separation of Part-Time Faculty or EPA Temporary or Post Doc.  Be sure to include Adjusted Salary when a part-time faculty member"]
[" separates before the end of his/her appointment.  Adjusted Salary should be the amount of money the department/unit deems appropriate "]
["for the amount of work performed for the partial semester."]