State Agencies Bulletin No. 575

Subject
Performance Advances for Employees Represented by the Public Employees Federation (PEF) with 21P and CAL Pay Basis Codes
Date Issued
August 26, 2005

Purpose

To provide eligibility criteria and procedures for applying Performance Advances.

Affected Employees

Employees in Teacher and other titles with Pay Basis Codes of 21P or CAL who are subject to the provisions of Section 136 of the Civil Service Law.

Background

Chapter 419 of the Laws of 2004 implements the negotiated agreement between the State of New York and PEF.

Effective Date(s)

Performance Advances for September 2005 are payable September 1, 2005 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. Payments will be included in Administration checks dated 9/21/05 and Institution checks dated 9/29/05.

Contract Provisions and Eligibility Criteria

Employees who worked 150 workdays during the rating cycle for the 2004-05 academic year and are rated at least equivalent to ‘Effective” may receive a Performance Advance payment for September 2005.

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 (except Paid Sick Leave), or Leave with an Action Reason of WDL, 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 Period 11L (8/25/05-9/7/05) for Administration cycle and Pay Period 12L (9/01/05-9/14/05) for Institution cycle.
  • CAL Employees
    OSC will insert a row into the Job Data page effective 9/01/05. Payments will be processed in Pay Period 11L (8/25/05-9/07/05) for Administration cycle and Pay Period 12L (9/01/05-9/14/05) for Institution cycle.
Performance Advance (Increment Code 0001)
  • OSC will automatically insert a row in the employee’s Job Data page effective 9/01/05 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 9/1/05 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 Performance Advances are Paid

For any transactions submitted in the pay period that the Performance Advances will be paid for CAL (9/01/05) or 21P (the date of the beginning of the contract), 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 2004-05.

Agency Actions in Pay Periods after the Performance Advances are Paid

For returning teachers due a Performance Advance for the rating cycle of September 2004 – June 2005 and who have an Increment Code that is missing or invalid, an Action/Reason of Pay Rt Chg/PAV must be submitted effective 9/01/05 for CAL employees or the beginning date of the contract for 21P employees. The appropriate salary rate must be submitted with an updated Increment Code for the 2005-06 academic year.

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

Control-D Reports

The following Control-D reports will be available after the automatic Performance Advances are processed (9/12/05 for Administration and 9/19/05 of Institution).

Mass Salary Payment/Mass Increment Payment Report (NHRP704)

This report identifies all employees who received the automatic Performance Advance. Fields on this report include EmplID, Employee Record Number, Employee Name, Grade, Bargaining Unit, Pay Basis Code, Part-time Percentage, Action Reason, New Salary and Increment Code.

Mass Increment Payment Exception Report (NHRP708)

This report Identifies employees who did not receive an automatic Performance Advance. Fields on this report include EmplID, Employee Record Number, Employee Name, Grade, Bargaining Unit, Pay Basis Code, Part-time Percentage, Salary, FIS Amount and Increment Code. The report also identifies 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 this bulletin may be directed to the Payroll Audit mailbox.