RPM | REQUIREMENTS AND POLICIES MANUAL

    Title:

    Appointments, Limited (Including Rehired Retirees & Visiting Faculty)

    Publication date:

    7/17/2025

    Effective date:

    7/17/2025

    BRIEF

    Policy Summary

    This policy defines the terms and conditions of a limited appointment.

    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, employees may contact their division's HR Field team.

    Feedback on HR policies or procedures is welcomed. Send comments to [email protected].

    Title:

    Appointments, Limited (Including Rehired Retirees & Visiting Faculty)

    Publication date:

    7/17/2025

    Effective date:

    7/17/2025

    POLICY

    A. Purpose

    This policy defines the terms and conditions of a limited appointment.

    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.

    D. Policy Statement

    1. General

      1. A limited appointment may be established at any percentage of time, fixed or variable, during which an appointee is expected to be on pay status for up to a maximum of 900 hours in a 12-month rolling period. By exception per Section C of this policy, a limited appointee may be on pay status up to 960 hours in a 12-month rolling period.
      2.  Limited appointments are most appropriate for short-term work with an expected end date.
      3. In accordance with the Recruitment and Hiring policy, an open recruitment is not required for a limited appointment.
    2. Visiting Faculty. Visiting Faculty is a limited appointment for faculty members from universities and colleges outside the University of California system.
      1. Appointment. The division director makes appointments to a Visiting Faculty position.
      2. Salary. The salary for a Visiting Faculty is typically based upon the faculty salary rate at the home institution. An exception may be requested if the Visiting Faculty is on paid or unpaid leave from their home institution, or if their home institution salary is significantly lower than that of their peers at Berkeley Lab. In such cases, an exception can be sought either to align the salary with Berkeley Lab peers or to provide a supplemental payment that brings the compensation up to the level of Berkeley Lab peers.
    3. Rehired Retirees
      1. Rehired retirees are Berkeley Lab/University of California (UC) retirees hired into limited appointments in accordance with the following UC policy, procedures, and frequently asked questions:
      2. Rehired retirees are not allowed to supervise staff or serve as hosts for contract workers and affiliates.
    4. Conversion to Career
      1. A limited appointment will be designated as a career appointment when the appointee:
        1. Has attained 1,000 hours of qualifying service in a 12-month rolling period, and
        2. Has not had a break in service of at least 120 consecutive calendar days.
        3. However, divisions are expected to manage limited appointments so that this situation rarely occurs. In cases where there is a possibility that a limited appointment may continue beyond 1,000 hours in any 12-month rolling period, a competitive recruitment must be conducted to fill the appointment. 
      2. The career appointment designation will be effective the first of the month following attainment of 1,000 hours of qualifying service. Qualifying service includes all time on pay status in one or more limited appointments within the University of California system. On-call and overtime hours will not be included as pay status hours when computing qualifying service.
      3. The probationary period for employees in limited appointments that convert to career appointments is covered in the Terms & Conditions of Employment policy.
    5. Termination of Appointment
      1. A limited appointment may be released at any time at the discretion of Berkeley Lab. However, Berkeley Lab must notify the appointee of an early release in writing.
      2. A limited 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.

    E. Roles and Responsibilities

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

    F. Definitions/Acronyms

    Term

    Definition

    12-month Rolling Period

    A period of 12 consecutive months determined on a rolling basis with a new 12-month period beginning on the first day of each calendar month.

    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.

    Pay Status

    Includes any period of time for which an employee receives pay for time worked or for time on paid leave. Paid leave time includes sick leave, extended sick leave, vacations, administrative leave with pay, holidays, or military leave with pay.

    G. Recordkeeping Requirements

    None

    H. Implementing Documents

    Document number

    Title

    Type

    02.03.007.001

    Rehired Retiree Procedure

    Procedure


    Rehired Retirees

    Website

    02.03.006.001-04

    Visiting Researcher and Visiting Faculty Appointment Criteria Matrix

    Table

    I. Contact Information

    For more information, employees may contact their division's HR Field team.

    Feedback on HR policies or procedures is welcomed. Send comments to [email protected].

    J. Revision History

    Date

    Revision

    By whom

    Revision Description

    Section(s) affected

    Change Type

    1/2/2010

    0

    M. Bello

    Rewrite for wiki (brief)

    All

    Minor

    1/15/2015

    1

    L. Westphal

    Rewrite for wiki (policy)

    All

    Minor

    7/29/2020 2 W. Crosson

    Re-write to align with UCOP policy PPSM-3: Types of Appointments. Added reference to the Visiting Faculty position. Removed outdated implementing documents. Added definition for 12-month rolling period.

    All Minor
    7/17/2025 3 N. Lopez
    • Added content from retired Visiting Faculty policy and Retired Employees, Reemploying
    • Added language regarding conversion to career and division responsibility for managing hours
    • Added resources to to Implementing Documents section
    D.1.c, D.1.d, D.2.a, H Minor

    DOCUMENT INFORMATION

    Title:

    Appointments, Limited (Including Rehired Retirees & Visiting Faculty)

    Document number

    02.03.007.000

    Revision number

    3

    Publication date:

    7/17/2025

    Effective date:

    7/17/2025

    Next review date:

    7/16/2030

    Policy Area:

    Types of Appointments

    RPM Section (home)

    Human Resources

    RPM Section (cross-reference)

    Section 2.01(F)(5)

    Functional Division

    Human Resources

    Prior reference information (optional)


    Source Requirements Document

    University of California Personnel Policies for Staff Members PPSM-3: Types of Appointment