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    Title:

    Appointments, Visiting Researcher

    Publication date:

    6/15/2020

    Effective date:

    6/15/2020

    BRIEF

    Policy Summary

    Lawrence Berkeley National Laboratory (Berkeley Lab) employs persons in one of many different appointment types. This policy describes the terms and conditions of a visiting researcher appointment. For visiting faculty positions, see the Appointments, Visiting Faculty policy.

    Who Should Read This Policy

    This policy applies to non-represented employees. Represented employees should consult their collective bargaining agreement (CBA).

    To Read the Full Policy, Go To:

    The POLICY tab on this wiki page

    Contact Information

    For more information, contact your division's Human Resources Center.
    Feedback on HR policies or procedures is welcomed. Send comments to hrpolicies@lbl.gov.


    Title:

    Appointments, Visiting Researcher

    Publication date:

    6/15/2020

    Effective date:

    6/15/2020

    POLICY

    A. Purpose

    Lawrence Berkeley National Laboratory (Berkeley Lab) employs persons in one of many different appointment types. This policy describes the terms and conditions of a visiting researcher appointment. For visiting faculty positions, see the Appointments, Visiting Faculty policy.

    B. Persons Affected

    This policy applies to non-represented employees. Represented employees should consult their collective bargaining agreement (CBA).

    C. Exceptions

    Requests that exceed what is allowed under current policy or that are not expressly addressed by current policy are considered exceptions to policy. A request for an exception to policy requires, at a minimum, the approval of the Chief Human Resources Officer (CHRO).

    D. Policy Statement

    1. Visiting Researcher Appointment1
      1. Visiting researchers are individuals who are on an approved leave from their home institution. The home institution does not need to be a university or college, nor does the individual have to be a faculty member of any institution.
      2. The approved leave is confirmed in a letter from the home institution that provides the dates of the leave, full salary of the individual, and what, if any, portion of the salary will be paid by the home institution during the leave. A letter is not required for a faculty member from outside the University of California system who is at Berkeley Lab for the summer intersession only. If the stay continues into the fall term, a letter is required.
      3. The division director makes visiting researcher appointments. A search is not required.
      4. Duration. The duration of the appointment will be between three and 12 months at 100% time. The initial appointment is not to exceed one year but may be extended for a second year on an exception basis with the approval of the CHRO and the Laboratory Deputy Director for Research. If the appointment extends into a second year, and was not included in the initial letter, a new letter of confirmation is required from the home institution. The total length of consecutive service must not exceed two years.  
      5. Salary. Salary is determined on a case-by-case basis.
      6. Qualifications. Qualifications for a visiting researcher are appropriate to the work to be performed. In most cases, they will be analogous to the qualifications for a scientist/engineer position. (See the Appointments, Scientist & Engineer policy.)
      7. Benefits. Visiting researchers are eligible for mid-level benefits. They are not eligible for participation in UCRP membership.
    2. Conversion to Career or Term. A visiting researcher may not convert to a term or career appointment without an open recruitment.
    3. Termination of Appointment
      1. The division director may terminate a visiting researcher appointment at any time.
      2. A visiting researcher appointment will automatically terminate on the last day of the appointment unless there is an earlier separation or formal extension of the appointment in writing.

    1. As of July 1, 2020, the visiting researcher appointment will appear as the "floater" employee classification in UCPath. Berkeley Lab policy, rather than UC policy, will apply to floater appointments at Berkeley Lab.

    E. Roles and Responsibilities

    Managers, supervisors, and employees have the responsibility to adhere to the provisions of this policy.

    F. Definitions/Acronyms

    Term

    Definition

    Career Appointment

    A career appointment is an appointment established at a fixed percentage of time at 50 percent or more of full time for an indefinite period.

    Floater Appointment

    Per the University of California Personnel Policies for Staff Members (PPSM), the floater appointment is reserved for use in temporary employment pools and may be established at any percentage of full time for up to a two-year duration. The Floater Appointment will be used in UCPath to designate Visiting Researchers at Berkeley Lab.

    Term Appointment

    A term appointment is an appointment established at a fixed percentage of time at 50 percent or more for a limited duration of six months to five years.

    G. Recordkeeping Requirements

    None

    H. Implementing Documents

    None

    I. Contact Information

    For more information, contact your division's Human Resources Center.
    Feedback on HR policies or procedures is welcomed. Send comments to hrpolicies@lbl.gov.

    J. Revision History

    Date

    Revision

    By Whom

    Revision Description

    Section(s) Affected

    Change Type

    1/2/2012

    0

    M. Bello

    Rewrite for wiki (brief)

    All

    Minor

    2/11/2015

    1

    L. Westphal

    Rewrite for wiki (policy)

    All

    Minor

    6/15/2020

    2

    W. Crosson

    • Revised Section D for clarity
    • Added reference to the "floater" appointment used in place of "visiting researcher" appointment in UCPath.
    • Removed references to Visiting Faculty in Section D. Added a link to the Visiting Faculty policy in Section A.
    • Added definitions for career, floater, and term appointments.

    All

    Minor

    DOCUMENT INFORMATION

    Title:

    Appointments, Visiting Researcher

    Document number

    02.03.006.000

    Revision number

    2

    Publication date:

    6/15/2020

    Effective date:

    6/15/2020

    Next review date:

    6/15/2023

    Policy Area:

    Types of Appointments

    RPM Section (home)

    Human Resources

    RPM Section (cross-reference)

    Section 2.01(F)(6); Section 2.07(C)(11)

    Functional Division

    Human Resources

    Prior reference information (optional)


    Source Requirements Documents

    • University of California Academic Personnel Manual (APM) 230, Visiting Appointments

    Implementing Documents

    None

    Key labels/tags:

    • (Policy Area 1), (Policy Area 2), (Section)

    New terms that need to be added to Glossary/Acronym list:

    Floater Appointment (Types of Appointments)

    • No labels