CBR Lookup

In UCPath, the CBR Group determines the benefit rate assessment.

How are employees placed in groups?

In UCPath, the following employee's appointment information is used to assign a CBR group:

2. Eligibility Config 1

For the employee's primary job.  This code is used to categorize the benefit eligibility for Health & Welfare.  An Eligibility Config 1 = F (Full) or FO (Full Override) indicates the employee is eligible for Full Benefits; all others are not. To determine if an employee is eligible for full benefits, see the table below.

How is full benefit eligibility determined?

UC will determine your ongoing eligibility based on your average hours of service over a specific 12-month standard measurement period (SMP).  UC’s SMP for monthly paid employees is November 1 through October 31.  For biweekly paid employees, the SMP includes the pay periods that cover that same time frame. Further requirements can be found at UCSF Human Resources website.

Benefits Package Initial Requirements Continuing Requirements
Full Member of a UC-sponsored defined benefit retirement plan

AND
An appointment that is 50% or more for 12 or more months
OR
1,000 Eligible hours worked in a rolling 12-month period, including previous UC employment

 Minimum 17.5 hours/week or 43.75% average paid time (APT) over rolling 12 month period

Mid-Level

 NOT a member of a UC-sponsored defined benefit retirement plan

AND
Minimum 50% appointment for 12 months or more
OR
An appointment that is 100% for 3 or more months (but less than 12 months)

 Minimum 17.5 hours/week or 43.75% average paid time (APT) over rolling 12 month period
Core Minimum 43.75% appointment for any duration Minimum 17.5 hours/week or 43.75% average paid time (APT) over rolling 12 month period
None

Employee is ineligible for Health and Welfare Benefits because of excluded appointment type or does not meet the BELI 1 – 4 requirement:

  • Appointed less than 43.75% and/or average paid time (APT) is less than 17.5 hours/week or 43.75%/month
  • "Casual restricted" or student reserved position
  • "Per diem" appointment
  • "By Agreement" appointment without pay related to time on pay status
  • "Without salary" appointment
 N/A
Post-Doctoral Benefits EMPL_CLASS = 23  

 

How do I find the CBR for an employee?

Use MyReports HR Data Reports

Employees with access to MyReports HR Data reports can confirm employee distributions for business unit, and appointment information including CBR Group, CBR, Employee Class, Eligibility Config 1, and Jobcode.  Reports can be run at department or employee level.  To project rates for employees not yet hired, you can lookup similar current employees' CBR.  If you do not have access to MyReports, contact your Manager/Supervisor or departmental Access Administrator.

Use CBR Lookup

If you do not have access to MyReports, you can also use the projection tool below to find a CBR group and rate.

Which rates are employees assessed?

If the employee is funded by a campus business unit, the Campus CBR Group rates will be assessed to the campus funding chart strings.  If the employee is funded by a medical center business unit, the UCSF Health CBR Group rates will be assessed to the UCSF Health funding chart strings.

CBR Group and Rate Assignment

2024-25 CBR LOOKUP FLOW CHART

Technical logic for CBR Group assignment

Updated on 6/17/2024