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CERTIFICATE SERIES FOR

ACADEMIC PERSONNEL:

LEAVES

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FOR TODAYS CLASS

SABBATICAL LEAVE

LEAVES WITH SALARY

LEAVES WITHOUT SALARY

VACATION

SICK LEAVE

FML (Family and Medical Leave)

CHILDBEARING/ASMD/PARENTAL STOPPING THE TENURE CLOCK

WORKLIFE BALANCE - PROVOSTSDIRECTIVE 03-006

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SABBATICAL LEAVES

(APM 740) Eligibility

Types of Sabbatical

Earning Credits Using the charts

Factors that may impactaccrual

Compensation while onleave

Application

Reporting
http://www.ucop.edu/acadadv/acadpers/apm/apm-740.pdfhttp://www.ucop.edu/acadadv/acadpers/apm/apm-740.pdf

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QUALIFYING SERVICE

ELIGIBLE TITLES

Professors ____in A.E.S.

Specialists in CE

Supervisors of PE

ADDITIONAL FACTORS

50% time or more ineligible title

full quarters/semesters

in eligible titles

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TYPES OF SABBATICAL

REGULAR

SABBATICAL:

Relieved from

regular duties

Salary is at fullor partial salary

IN RESIDENCESABBATICAL:

Teach OneRegularly-Scheduled Class

each quarter InResidence

Paid at Full Salary

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ACCRUING CREDITS

Academic Year 3 quarters/year

Fiscal Year 4 quarters/year

Law School 2 semesters/year

-Service must be at a minimum of 50% time,

in eligible title, on regular pay status, to earncredit.

-The year begins July 1 and ends June 30.

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PAY PERIOD VS. SERVICE

PERIODFISCAL YEAR

(PAY PERIOD

EQUALS SERVICE

PERIOD)

ACADEMIC YEAR

(PAY PERIOD DOES

NOT EQUALSERVICE PERIOD)

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FISCAL YEAR PAY PERIODS

FOUR QUARTERS

PAY PERIOD DATES:

SUMMER July 1Sept. 30

FALL Oct. 1Dec. 31

WINTER Jan. 1Mar. 31SPRING Apr. 1June 30

Summer Fall

Winter Spring

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FISCAL YEAR FACULTY

Professor Henry Higgins, Dept of Psychiatryand Human Behavior, Fiscal Year (11 month)

Hired Spring Quarter 2001 (Pay period begindate 4/1/01)

Sabbatical Leave requested: 1 quarter of

leave at full salary; 1 quarter of leave inresidence, beginning Fall Quarter 2005

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COUNTING HENRYS CREDITSHired Spring 2000

Accrual through 9/30/04:

FISCAL YEAR CREDITS

ACCRUED

2000-2001 1 (Spring)

2001-2002 4

2002-2003 4

2003-2004 4

2004-2005 4 2005-2006 1 (Summer)

Total 9/30/05 18

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SABBATICAL CHART FISCAL YEAR

Qualifying Eligible for:

Service 1 Qtr 2 Qtrs** 3 Qtrs** 4 Qtrs

6 Quarters 0.67 Salary*

9 Quarters Reg Salary

12 Quarters 67% Salary*

15 Quarters 83% Salary

18 Quarters Reg Salary or 67% Salary*



27 Quarters Reg Salary or 67% Salary


* Or regular salary if sabbatical leave is taken in residence.

** Salary is an average which may be paid unequally in different

terms of leave.

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1 quarter of sabbatical at full salaryrequires 9 accrued credits

1 quarter of sabbatical in residencerequires 6 accrued credits

TOTAL REQUIRED = 15

*3 accrued credits will be banked for a futureleave

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ACADEMIC YEAR PAY

PERIODS

THREE QUARTER PAY

PERIOD DATES:

FALL July 1Oct. 31

WINTER Nov. 1Feb. 28

SPRING Mar. 1June 30

Fall

WinterSpring

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COUNTING and APPLYINGSABBATICAL CREDITSACADEMIC YEAR FACULTY

Professor Ethel Barrymore, department of

Theatre and Dance, Academic-Year (9-month)

Date of Appointment: Winter Quarter

1997 (pay begin date 11/1/96)

Leave Requested: 2 quarters ofsabbatical leave at full salary, beginningFall Quarter 2005 (July 1, 2005)

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COUNTING ETHELS CREDITS

Accrual through 6/30/04:

FISCAL YEAR CREDITS ACCRUED

1996-97 2

1997-98 3

1998-99 3 1999-2000 3

2000-2001 3

2001-2002 3

2002-2003 3

2003-2004 3

2004-2005 3

Total 6/30/05 26

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SABBATICAL CHART ACADEMIC YEAR

Qualifying Eligible for:

Service 1 Qtr 2 Qtrs** 3 Qtrs**

6 Quarters 0.67 Salary*


12 Quarters 67% Salary*


18 Quarters Reg Salary or 67% Salary*




* Or regular salary if sabbatical leave is taken in residence.

** Salary is an average which may be paid unequally in different

terms of leave.

(Reference: APM 740

Charts I-IV)

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TRANSLATION

Ethel is eligible for:

2 quarters of sabbatical leave at fullsalary (using 18 quarters of credit)

8 quarters will remain in the bank to beused for a future leave

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PRACTICE

Professor Mary Worth in the Department ofHistory was hired Fall Quarter 2001. She

wants to take two quarters at Full Salaryduring Fall and Winter Quarters 2005-2006.

What do we need to determine before wecount how many quarters she hasaccrued?

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MARYS ACCRUAL

Hired Fall Quarter 2001Accrued credits up to 6/30/05:

01-02 3

02-03 3

03-04 3

04-05 3

Total: 12

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She can take one of the

following:1 Quarter at partial salary (67%) requiring 6

credits, or

1 Quarter at full salary (100%) requiring 9credits, or

2 Quarters at partial salary (67%) requiring 12credits, or

2 Quarters Sabbatical in Residence (100%)requiring 12 credits, but she is required toteach one class each quarter she is on leave.

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FACTORS THAT MAY IMPACT

ACCRUAL

Buy-out - (temporarily transferring part of

regular appointment to an extramurally

funded research appointment) Quarter-long and longer sick leaves or

other leave with pay

Leaves without pay No accrual while on sabbatical

Reduction in eligible title below 50%

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PRACTICE ON YOUROWN

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COMPENSATION WHILE

ON SABBATICAL

Regular UC Salary

Nominal Honoraria

Travel and Per Diem Fellowship

(honorific)

Supplemental grant

money (when onreduced salaryleave)

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APPLICATION FOR LEAVE

Form 573 (examples in hand-outs)

Sabbatical proposal (SeeAPM 740-94)

History of the project

Significance of the project

Location

Assurances of cooperation
http://www.ucop.edu/payroll/forms/upay573.pdfhttp://academicpersonnel.ucdavis.edu/http://academicpersonnel.ucdavis.edu/http://academicpersonnel.ucdavis.edu/http://academicpersonnel.ucdavis.edu/http://www.ucop.edu/payroll/forms/upay573.pdf

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RETURN SERVICE

REQUIREMENT For each quarter on

sabbatical, must do an

equal amount of active

service in UC system

If sabbatical is at

reduced salary, returnservice requirement is

pro-rated

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THE REPORT

How I spent mysabbatical leave

What I did

Where it was done

Value of thesabbatical

Submit report withina quarter of thereturn

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TYPES OF LEAVES

WITH PAY Leaves with pay in lieu of sabbatical

Short term leaves under 7 calendar days

Short term leaves over 7, but under 30calendar days

Military Leave

Leave for Service to Governmental Agencies Administrative leave for chairs

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Leave with Pay in Lieu of

Sabbatical(used in the Health Sciences

or for Lecturers SOE)

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QUALIFYING SERVICE

Eligible Title/Series

Professorial In Residence

Clinical ____

Lecturer with SOE

Additional Factors

50% time or more intitle

Full quarters in title

Leave of absence in lieu of sabbatical is treated thesame as sabbatical leave for Health Sciences faculty inprofessorial titles not eligible for sabbatical leave perthe APM, but which require research as part of their

academic performance. It is also used for Lecturerswith SOE.

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SERVICE CREDITS VS.

SABBATICAL CREDITS Not eligible for SABBATICAL

Service counts, but no CARRY FORWARD

Health Sciences Titles are Fiscal Year

(4 quarters/year)

Lecturer with SOE may be either AY or FY

(3 or 4 quarters/yr)

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TYPES OF LEAVE IN LIEU

OF SABBATICALRegular Leave in

Lieu of Sabbatical

Relieved from regularduties

Paid at full or partial

salary

In Residence Leavein Lieu of

Sabbatical Teach one regularly

scheduled class eachquarter. Teaching maybe in clinic or surgery 1day each week perquarter.

Paid at full salary

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CHARTS

The same Sabbatical Charts are used

to determine service accrual for leave

with pay.

See APM 740 See Charts I-IV in the

handouts.

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COMPENSATION WHILE

ON LEAVE IN LIEU OF

SABBATICAL Regular UC Salary Nominal Honoraria Travel and Per Diem Fellowship

(honorific)

Supplemental grantmoney (when onreduced salaryleave)

The same

compensation

restrictions apply toLeave with Pay in

Lieu of Sabbatical

as with Sabbatical

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Application for Leave With Pay

in Lieu of Sabbatical

UPAY 573 Sabbatical Leave/Special Leaveof Absence Form, coded as Professional

Development07 Leave proposal equivalent to a Sabbatical

Proposal (See APM 740-94)

History of the project

Significance of the project

Location

Assurances of cooperation

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RETURN SERVICE

REQUIREMENT

For each quarter on leave with pay in

lieu of sabbatical, must do an equalamount of active service in UC system

If leave with pay is at reduced salary,return service requirement is pro-rated

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REPORT OF LEAVE

What I did

Where it was done

Value of the leave

with pay

Submit report within a

quarter of the date of return

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LEAVES WITH PAY FOR

PROFESSIONAL ACTIVITIES

SHORT TERM LEAVES 7 CALENDAR DAYS

OR LESS (APM 752)

Departmental approval no leave form required

SHORT TERM LEAVES OVER 7 BUT UNDER

30 CALENDAR DAYS (APM 758)Must submit a leave form outlining what the

person will be doing. An itinerary is usually

submitted.

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MILITARY LEAVES(APM 751)

LEAVES FOR SERVICE

TO GOVERNMENTAL

AGENCIES(APM 750)

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ADMINISTRATIVE LEAVE

SPECIAL PROGRAM FOR CHAIRSWHO ARE STEPPING DOWN

Five years of continuous service

1 QUARTER ADMINISTRATIVE LEAVE

(Coded as 13 on form)May be used in conjunction with

sabbatical leave

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LEAVES WITHOUT PAY

(APM 759)Personal Leaves

Normally 1 year

or less

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VACATION

(APM 730)ACADEMIC-YEAR

NO VACATION

FISCAL-YEAR

50% FOR 6 MOS. ORMORE ACCRUES

(Post-Doc Scholarsexcluded See

APM 390-61)

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ACCRUAL

Two working days per month of full-time

service

50% -99% - proportionate rate

Under 50% - no accrual

Maximum of 48 working days (384 hours)

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USE OF VACATION

Six month waiting period prior to useRequires department approval

May not be anticipated

Recorded in one day increments onlyMay be used for sick leave

Excess vacation accrual at the time of

separation is paid Transferable to another UC if no break

in service

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SICK LEAVE

Academic employees are eligible for oneof the following types of sick leave

1. Accrued Sick Leave

2. Approved Sick Leave

Academic appointees DO NOT ACCRUE sick

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Academic appointees DO NOT ACCRUE sick

leave.except for certain titles.*: Professional Researchers, Project Scientists and

Specialists series

Postgraduate Researchers (non-student only) andPost-Doc Scholars

Visiting _____ Postdoctoral Cooperative Extension appointees

Academic Librarians and Academic UniversityLibrarians

Continuing Education Specialists (UNEX) Academic Administrators (fiscal - year only)

Academic Coordinators (fiscal - year only)*minimum appointment percentage of 50%, appointment for 6 months or more

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When a Professor requires

sick leave

When the absence is for more than 7

calendar days, submit leave form(UPAY 573) for approval throughregular channels

(from the Department Chair to the Deanthen to the Vice Provost Academic

Personnel)

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Time Limits for Sick Leave?

The length of paid sick leave can depend

upon: The duration of the sick leave

The state of the departmental budget

The amount of support available from

the college/school deans office

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FAMILY MEDICAL LEAVE

Eligible employees can receive leave for up to a total of12 workweeks during a calendar year, continuanceof health plan coverage as if on pay status, andreinstatement rights. Eligible academic appointees areentitled to take unpaid leave or to substitute accrued

vacation or accrued sick leave for the following reasons:a. the appointees own serious health condition;

b. to care for the appointees child, parent, spouse, or

domestic partner (same sex or opposite-sex) with a

serious health condition;c. to care for the appointees newborn child or a child

newly placed with the appointee for adoption or

foster care.

(APM 715)

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FAMILY MEDICAL LEAVE

How does this interrelate with

academic sick leave policies?

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General Rules and Guidelines :

Must have qualifying service/hours (1250 hours withina 12 month period/beginning in the calendar year)

Those who accrue sick leave may use accrued sickleave for Family Leave

For non-accruing academics, Chancellor may approveup to 12 work weeks of paid leave for Family andMedical Leave

Additional paid leave may also be approved.

Departments must maintain record of FMLA, includingsupporting documentation (website for forms:http://www.hr.ucdavis.edu/Forms/All/Fmla

CHILDBEARING LEAVE AND

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CHILDBEARING LEAVE AND

ACTIVE SERVICE/MODIFIED DUTIES

Childbearing:

Normally 6 weeks forperiod ofconfinement andbirth

May have additionalsick leave ifcomplications occur

With or without salary,depending on title,

sick leave accrual

Active Service/Modified Duties

(ASMD)* Not a leave; revised

workload

Granted for substantialresponsibilities of anyfaculty member

With salary or without salary

Usually in conjunction withChildbearing leave

Teaching relief

*To be taken within 12 months of the birth/adoption of the child

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PARENTAL LEAVES

Parental leave without pay may be

granted for up to one year for each

birth/adoption. When combined with

Childbearing and ASMD, total time off =

one year per birth/adoption (up to 2

births/adoptions) May use vacation hours

STOPPING THE TENURE CLOCK

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STOPPING THE TENURE CLOCK For a faculty member with substantial

responsibility for the care of a newborn childor newly-adopted child under age five

Can request up to one year off the clock

for each event of birth or adoption

during the probationary period Total time off the tenure clock cannot

exceed more than two years in the probationary period.

The tenure clock may be stopped more than one time during

the probationary period. Even those who do not take leave or ASMD may request time

off the clock.

(APM 133)

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Provosts Directive for

WORKLIFE BALANCE 03-006Summary

Applicable to Ladder Rank Faculty

Quarter of paid leave

Quarter of Active Service Modified

Duty (more for birth of twins, greater)

Ability for post-tenure faculty to

defer/postpone merits/advancements

due to childbirth/adoption/placementhttp://academicpersonnel.ucdavis.edu/worklife.cfm

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Eligibility Ladder Rank

Professorial title (Assistant, Associate,

Full)

Lecturer with Security of Employment Senior Lecturer with Security of

Employment

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One Quarter of Leave

One quarter of paid leave for affected faculty

member for childbearing (woman) or

adoption/placement (parent with substantialresponsibility)

Leave to be taken in the quarter the child is

born/adopted/placed or the following quarter Full teaching release paid by the Provosts

office

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One Quarter of ASMD

One quarter of ASMD if substantial responsibility

for newly born, adopted, placed child

Two quarters of ASMD for birth of twins/triplet, or

adoption two or three infants/children of age 4years or younger

Teaching release equivalent to 50% of the

average teaching load per quarter of the faculty

member

Modified duties to be taken within 12 months

following the birth, adoption or placement of a

child.

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Form for Teaching Release

For Leaves, need to attach a completed

and approved leave form

For ASMD, no form needed, but need aletter from the faculty member

describing his/her substantial

responsibility for the care of the child Please fill out all sections completely!

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Deferral/Postponement of Post-

Tenure Merits/Advancements Faculty may apply for postponement of post-tenure

merits and promotions due to childbearing,

adoption or placement. Length may not exceed one year per event for a

total of two years

Language to use in request from faculty member

and for use in the Departmental letter is contained

on Vice Provosts web page:

http://academicpersonnel.ucdavis.edu/worklife.cfm

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QUIZ

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THANK YOU FOR COMING

Documents

Leave Class 021805