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Job Aid: Postdoc Administrative Worklist and Returned Transaction Codes

Purpose:  Provides postdoc admins a list of pending and returned postdoc web form transactions

 

Where to Find the Postdoc Admin Worklist (PAW):

  • In AXESS:  click OPA/ Bechtel Center tab > Postdoc > Postdoc Administrative Worklist

Use of the PAW:

  • The Postdoc Administrative Worklist page populates with pending and returned postdoc web form transactions for review by the postdoc admin
  • The transaction list can be sorted by Form Type to filter for easier viewing
  • Scroll right to view OPA comments explaining the reason the transaction remains pending or the reason the transaction was returned
  • Click on the Transaction ID link to open the web form
    • Pending transactions can be reviewed for comments explaining next steps for transaction approval
    • Returned transactions can be edited and resubmitted to workflow for further OPA review and processing
  • The Approver column will show "multiple approvers" when more than one person holds the approval role where the transaction is pending

Returned Transaction Codes:

  • Returned web forms include codes to help the postdoc admin identify the reason for return and make edits for resubmission and further processing
  • Postdoc admin must indicate all return codes are resolved to resubmit the web form to workflow

 

Postdoc Web Forms Returned Transaction Codes

Return Code Number Web Form Return Reason
01

Recommendation

Change

Termination

Leave of Absence

Misc: see comments for details

-- review return comments for guidance on next steps

02

Recommendation

Change

Termination

Leave of Absence

Returned per admin request

-- transaction returned based on postdoc admin request to edit data

03

Recommendation

Change

Termination

Leave of Absence

Submitted too early

-- transaction submitted too early, resubmit at a later date

04

Recommendation

Change

Leave of Absence

Pending too long w/o documents

-- transaction pending too long awaiting submission of supporting documents or web forms

05

Recommendation

Change

PI ineligible as sponsor

-- faculty member named is not eligible to sponsor postdocs

06

Recommendation

Change

PI not affiliated with program

-- faculty member named has no affiliation with the appointing department

07 Recommendation

Incorrect/missing sub-plan

-- resubmission of transaction must include the correct sub-plan

08 Recommendation

Incorrect/missing affiliation

-- resubmission of transaction must include the correct "other" affiliation

09 Recommendation

Start date is not feasible

-- start date does not permit necessary processing time

10 Recommendation

Appt term exceeds 3 years

-- initial appointments are restricted to a maximum 3 year term, per postdoc policy

11 Recommendation

Appt term less than 9 months

-- initial appointments are restricted to a minimum 9 month term (except for Stanford PhD grads), per postdoc policy

12 Recommendation

Incorrect research experience

-- research experience noted by department does not match research experience or OPA calculation

13 Recommendation

Incorrect annual funding

-- funding entered must be annualized and cannot include non-salary allowances

14 Change

Start date change error

-- start date change is not feasible

-- start date does not change with appointment extensions

15 Change

End date exceeds 72 months

-- revise end date to a date that does not exceed the maximum 72 month term

16 Change

Unmatched appt/visa dates

-- appointment dates do not match the DS-2019/EAD card/H-1B visa date

-- requested appointment end date must match DS-2019/EAD card/H-1B visa end date

17 Change

Correction or discount error

-- research experience correction or discount entered does not match calculation or is not permitted

18 Termination

Unmatched GFS end date

-- active GFS pay line end date does not match appointment termination date

19 Termination

Incorrect action reason

-- action reason selected does not fit the end of appointment circumstance

-- Common errors: use of code other than PDEP for a department transfer; use of PEAR code when postdoc ends appointment early.

20 Termination

Forwarding address is required

-- forwarding mail address is required for potential future mailings from Stanford

21 Termination

Non-Stanford email is required

-- forwarding email address must be non-Stanford

Do not enter the postdoc's previous email address from their PhD institution!

22 Leave of Absence

Leave period exceeds 90 days

-- unpaid leaves are restricted to 90 days, per postdoc policy

23 Leave of Absence

J-1 visa holders must exit US

-- visa regulations require J-1 visa holders to exit the U.S. for the unpaid leave period

 

 

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