Purpose

To provide eligibility criteria and procedures for applying Performance Advances.

Affected Employees

Employees in Teacher and other titles whose Pay Basis Code is 21P or CAL, subject to the provisions of Section 136 of the Civil Service Law.

Effective Date(s)

Performance Advances for September 2004 are payable September 1, 2004 for PEF employees whose Pay Basis Code is CAL or the first day of the academic year for employees whose Pay Basis Code is 21P.

Background

Chapter 74 of the Laws of 2000 implements the negotiated agreement between the State and PEF.

Contract Provisions and Eligibility Criteria

Employees who worked 150 workdays during the rating cycle for the 2003-2004 academic year and are rated at least equivalent to "Effective" may receive a Performance Advance payment for September 2004.

OSC Actions

OSC will automatically process Performance Advances for employees in Bargaining Unit 05 with a Pay Basis Code of 21P or CAL, and a status of Active, Paid Leave or Leave with an Action Reason of DL, WPS or WSP.

• 21P Employees
  OSC will insert a row into the Job Data page effective the contract Begin Date. Payments will be processed in Pay Periods 11L (8/19/04-9/01/04) and 12L (9/02/04-9/15/04) for Institution cycle and Pay Period 12L (8/26/04-9/08/04) for Administration cycle.
• CAL Employees
  OSC will insert a row into the Job Data page effective 9/1/04. Payments will be processed in Pay Period 11L (8/19/04-9/01/04) for Institution cycle and Pay Period 12L (8/26/04-9/08/04) for Administration cycle.

Performance Advance (Increment Code 0001

• OSC will automatically insert a row in the employee's Job Data page effective 9/01/04 for CAL employees or the contract Begin Date for 21P employees, to reflect the Performance Advance (not to exceed job rate) using the Action/Reason of Pay Rt Chg/PAV (Pay Rate Change/Performance Advance).

Promotion Recalculation (Increment Code 0004)

• For employees who are entitled to a revised salary based on their FIS (Fixed Incremented Salary), OSC will automatically insert a row in the employee's Job Data page effective 9/01/04 for CAL employees or the contract Begin Date for 21P employees, to reflect the FIS amount using the Action/Reason of Pay Rt Chg/PMR (Pay Rate Change/Promotion Recalculation).

Agency Transactions Submitted in Pay Periods the Performances Advances are Paid

For any transactions submitted in the pay period that the Performance Advances will be paid for CAL (9/1/04) or 21P (the date of the beginning of the contact), the agency must submit the pay change using the salary without the Performance Advance added.

The agency must submit the Increment Code for the year 2003-2004.

Agency Actions in Pay Periods after the Performances Advances are Paid

For returning teachers due a Performance Advance for the rating cycle of September 2003-June 2004 and who have an Increment Code that is missing or invalid, an Action/Reason of Pay Rt Chg/PAV must be submitted effective 9/01/04 for CAL employees or the beginning date of the academic year for 21P employees. The appropriate salary rate must be submitted with an updated Increment Code for the 2004-2005 academic year.

Note: Institution teachers do not receive April or October Performance Advances.

Control D Reports

Mass Salary Payment/Mass Increment Payment Report (NHRP704)

Identifies all employees who received the automatic Performance Advance. The report contains Emplid, Employee Record #, Employee Name, Grade, Bargaining Unit, Pay Basis Code,

Part-time Percentage, Action Reason, New Salary and Increment Code.

Mass Increment Payment Exception Report (NHRP708)

Identifies employees who did not receive an automatic Performance Advance. The report contains Emplid, Employee Record #, Employee Name, Grade, Bargaining Unit, Pay Basis Code, Part-time Percentage, Salary, FIS Amount and Increment Code. The report will also identify the reason the employee's salary was not increased with one of the following messages:

• Salary below minimum
• Position and job do not match
• FIS missing
• FIS below current
• FIS is over Job Rate
• Increment code invalid
• Increment code missing

Questions

Questions regarding salary increases may be directed to the Salary Determination mailbox.

Any other questions may be directed to the Payroll Audit mailbox.