CSD Human Resources

• Benefits (Contacts & Resources): the Benefits Group is part of HR with responsibility for health and retirement benefits.

• Open Enrollment: employees sign up for next year’s benefits starting in October of each year.

• Retirement: a step-by-step list of resources in the retirement process. If you prepare well ahead of time, it will take you about three to four months to apply for and elect your retirement. Staff planning to retire need to Submit a Voluntary Resignation via AskUs. See the following retirement resources:

• Pension (UCRAYS): review years of services, generate retirement income planning reports, and other pension-related resources.

• Preparing for Retirement: a step-by-step list of resources in the retirement process. If you prepare well ahead of time, it will take you about three to four months to apply for and elect your retirement. 

• Retirement Administration Service Center (RASC)

• Retirement Plaques (LBNL only): if you wish to have a retirement plaque manufactured, please fill out and submit a plaque request form.

• Retirement Savings Program 403(b), 457(b), DC Plan (Fidelity NetBenefits Login): make voluntary retirement account elections for pre-tax (403b/457b) or after-tax (DC) payroll earnings.

All Verification of Employment requests are processed through UCPath.  The guidelines are here. There are two options

a) Employment Verifier (such as your bank, leasing agent or employer) can access your employment information through The Work Number — a third-party provider for employment and income verification. To use this service, inform your verifier that UC uses The Work Number and provide them with the UC Employer Code (15975).

Note: UCPath does not send data to The Work Number for employees who opted-out from sending their information. Employees who opted out, must refer all verifiers (banks, employers or leasing agents) to UCPath to complete employment and income verifications manually, by email, phone or fax. Email: ucpath@universityofcalifornia.edu ; Phone:  1-855-982-7284 (Monday through Friday, 8 a.m. – 5 p.m.); Fax: 1-855-982-2329.

b) Self-verification: To confirm your salary for your records, you can easily download a personal employment summary report through your UCPath account. To do so: 

 - Log in to UCPath. 

 - Using the menu at the left, navigate to Employee Actions > Income and Taxes > Verification of Employment. 

 - Scroll to the bottom of the page and select Generate Summary Report. 

 - Your summary will be published on UC letterhead, which will include your current employment information and payroll earnings. 

Please refer to the guidelines for additional information if you need to submit an inquiry regarding VOE.

LBNL Faculty Administration

Berkeley Lab employs persons in one of many different appointment types. Each appointment type has defined terms and conditions of employment. Appointment as Laboratory Faculty Scientist/Engineer or Faculty Senior Scientist/Engineer requires that an individual hold an active University of California (UC) faculty appointment and is considered a dual appointment.

• • • Faculty Salary Administration: UC Faculty Definitions, Faculty Summer Salary, Faculty Salary Updates, and Hiring Faculty at LBL

    • Shared and Joint Faculty Appointments: definitions of the two types of UC Faculty at the Lab. 

    • Other Faculty Appointments: Visiting Faculty and Visiting Researcher as well as Additional Faculty Titles outside of the UC system. 

RPM-Faculty Appointments

The Lab's Strategic Initiatives Group launched an optional "Individual Asset Status" (IAS) report for departing individuals to support the Lab's Exit Process in 2024.  This report pulls data on property, chemicals, space, etc that are assigned to the departing individual to help supervisors and support staff collect and/or reassign items before the person departs the Lab. 

Automated Reporting

The report is dictated by the existing HR AskUs process. Whenever a notice of exit is processed by AskUS, the Individual Asset Status report is generated from the Data Warehouse on a 13, 6,  day increment prior to the departure date and 5 working days post departure date to show supervisors what items are still open before and after the individual's departure date. The report is automatically emailed to supervisors and the CSDOps team from brsadmin@lbl.gov with the subject line "Individual Asset Status Report for an Exiting Individual". 

Ad Hoc Reporting

Anyone can run a report for their staff members using the link below

Asset Management - Individual Asset Status Report

Asset Management - Individual Asset Status Report - User Guide

Exit Process

This report does not replace the current Exit Checkout Sheet,  but supports the process by providing an information push to help supervisors and designees know what items need to be addressed. Using the report is optional and any feedback you would like to provide is very much appreciated. 

• Hiring Guide (ESA): this hiring guide lays out best practices for minimizing bias in hiring and helping to recruit top talent to the Energy Sciences Area, consistent with recommendations from Human Resources: Talent and Acquisition. Open Positions: review all current open positions at the Lab.

• Position Description Template: download a Position Description Template for supervisors to draft a job description. Note that CSD has the following PD templates as the basis for:

  • • Staff/Faculty Scientist

    • Senior Staff/Faculty Scientist

• Recruiting: this website provides recruitment resources for managers as well as current/prospective employees (Legal Compliance).

• Salary Ranges: review the Salary Ranges for all positions at the Lab (Archived Salary Ranges from past fiscal years)

• Talent Acquisition and Outreach Resources: This site provides Berkeley Lab’s hiring managers and staff with key resources and guides to help them better understand and leverage the various elements, requirements, best practices, and activities related to talent acquisition.

Payroll: links for downloading forms that may be required to arrange direct deposit of paychecks or credit union deductions; and government tax forms such as the California State Withholding Form and the Certificate of Foreign Status for Federal Tax Withholding.

• • • For questions about your pay, open an AskUs ticket

    • Payroll Forms

    • View Paycheck & W2 Information:

      • HRIS: ~2015 to June 2020 (before UCPath implementation)

      • UCPath: July 2020-current

Berkeley Lab’s annual Performance Management Process (PMP) begins on June 1 of each year. The Performance Management Process is a valuable opportunity for Lab employees and their supervisors to have discussions about the employee’s professional goals and how they relate to our broader Division goals. This is also time to reflect on the employee’s performance and development. The performance period under review is July 1 YY – June 30, YY+1. Previous Energy Sciences Area-wide PMP kickoff meeting slides are available for review.  

HR offers training modules for employees and supervisors. The training schedule is currently available on the PMP Learning Module website. Newly hired employees and postdocs are highly encouraged to review the training modules before they start the PMP process.

Employees will receive an email from pmp-ch@lbl.gov on June 1 with a link to their self-assessment form and accompanying instructions for access and completion. An LDAP (LBNL id/password) must be used to access the PMP dashboard: pmp.lbl.gov

KEY NOTES

• Mandatory Performance Review: The Division is required to complete performance reviews for 100% of all eligible employees and postdocs. Performance reviews are not required for GSRAs, LBNL Faculty Scientists, or individuals who were hired at LBNL after April 1 of the period under review.

• Multiple Divisions: If you have employees based in multiple divisions, be sure to check each division’s tab on your pmp.lbl.gov homepage to locate all of your employee’s documents.

• Performance ratings: To ensure that consistent factors are being used across the organization to evaluate employees, all performance reviews, with the exception of postdocs, must include an annual performance rating.

• Performance and development conversations: To support supervisors and employees in drafting reviews and their performance conversations, HR offers live & recorded Learning Modules:  

• New Employee Orientation to Performance Management

• Self Assessment Preparation

• Supervisor’s Approach to Performance Management. 

• Performance Conversation Workshop for Supervisors

• Digital signatures: In mid August employees will receive a notice that the PMPs are released for signatures.  Completed reviews must be signed electronically by the employee/postdoc and the supervisor using HelloSign.

Reminder:

All PMP communications will be sent to your @lbl.gov address.  Access the PMP website through VPN unless already signed into another Lab application using SSO.

Key contacts:

• Process or technical related questions about the performance management process: please contact the Division Process Owner, Angela Green agreen@lbl.gov .

• HR related questions about drafting and delivering performance reviews: please contact Ambily Rajappan, Sr. HR Division Partner, at AmbilyRajappan@lbl.gov.

Resources

• Performance Management

• Employee Guidance Sheet

• Learning Modules (2023 Zoom sessions, 2022 recorded sessions)

• Incorporating IDEA Goals into PMP

• Goal Setting

• Monitoring Progress

• Evaluating

• Development Planning

• Annual Performance Appraisal Forms (Refer here for a sample of the forms)

• Tools & Resources

• One up Reviewer Guidelines; One up Reviewer (2 minutes video)

• Career Development Landscape (Resources for Postdocs, Early-Career Researchers, Managers Across Research & Operations, Inclusive Leadership Development, Mentoring & Networking)

• Pension (UCRAYS): review years of services, generate retirement income planning reports, and other pension-related resources.

• Preparing for Retirement: a step-by-step list of resources in the retirement process. If you prepare well ahead of time, it will take you about three to four months to apply for and elect your retirement. 

• Retirement Administration Service Center (RASC)

• Retirement Plaques (LBNL only): if you wish to have a retirement plaque manufactured, please fill out and submit a plaque request form.

• Retirement Savings Program 403(b), 457(b), DC Plan (Fidelity NetBenefits Login): make voluntary retirement account elections for pre-tax (403b/457b) or after-tax (DC) payroll earnings.

The goal of the Berkeley Lab Compensation Program is to attract, motivate and retain outstanding employees who will contribute to the Laboratory’s long-term success as a premier, multi-program research and development organization with an international reputation for conducting research of the highest scientific quality.

• Job Level Charts: use these charts when writing new position descriptions and/or for understanding the expectations & requirements for job family levels at LBNL. 

• Position Description (PD) Templates: Non-Represented Employees & Represented Employees

• Salary Ranges: use these charts to review salary ranges for the different job families used at LBNL.

• Training

  • SMT Desktop Guide (for Grad Student Appointments)

• Authorization

• Lab Overview

• CSD Process

• Reports

• Useful Links