Personnel Policies for Staff Members

Instructions for Using the PPSM Template

The attached template is designed to make drafting and formatting a new Personnel Policies for Staff Members Manual section easier and faster, requiring fewer formatting updates before it can be sent out for formal review.

 To enter information into the header: o Either double-click in the header on the template, or go to the View menu and select Header and Footer. The header section of the template will be activated. o Enter the chapter number and name where it states 000, Name. o Enter the section number supplied by the Campus Policy Coordinator, and section name where it states 00, Name. o Enter “Draft” and the current date on the Date line. o Next to Supersedes, enter New. (If you are using this template for an extensive revision of a current policy, enter the date of the current policy here.) o Next to Responsible Department, enter your department name and Web address. o Enter the UCOP policy or State or Federal Regulation that serves as the source document for the local policy. o Click the Close button on the Header/Footer toolbar.

 If you have an exhibit, enter the name of the exhibit next to Exhibit A. If you do not have an exhibit, delete that line. o For easier revision, it may be better to maintain forms on your own Web site rather than including them as exhibits. Consider what is easier for users on campus.

 Use the pre-formatted styles for formatting your section.

I. Level 1 for main headings numbered with a roman numeral. Indent 1 for information that falls under the main heading. A. Level 2 for information lettered with an upper-case letter. Indent 2 for information that falls under level 2 headings. 1. Level 3 for information numbered with an Arabic numeral. Indent 3 for information that falls under level 3 headings. a. Level 4 for information lettered with a lower-case letter. Indent 4 for information that falls under level 4 headings. 1) Level 5 for additional detailed information Indent 5 for information that falls under the level 5 headings.  Do not double space between paragraphs of text. The styles are designed to leave appropriate space between paragraphs.

 Do not use auto-numbering/outlining. Please letter/number your entries manually to avoid delays in distribution for review and publication.

 Delete this instruction page before submitting policy to your unit policy coordinator.

For more information contact the Policy and Communications Unit ([email protected]). UC Davis Personnel Policies for Staff Members

Chapter Name Section 00, Name Date: Supersedes: Responsible Department: Human Resources Source Document: UC PPSM

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