To provide the State University Construction Fund instructions for processing the April 2016 SCF M/C LLS payment
Employees in Bargaining Unit 96 in the State University Construction Fund with an increment code of 1976-2011 who meet the eligibility criteria
The State University Construction Fund’s Board Resolution 2011-15 authorizes the Memorandum of Agreement between the State University Construction Fund and Management Confidential which provides for payment of the 2016-2017 Longevity Payment in April 2016 as a one-time, lump sum payment in the amount of $1,250 or $2,500.
Payment is effective 04/01/16 and may be submitted beginning in Administration Pay Period 3. The payment will be processed in a separate check; there is no direct deposit for this payment.
Employees in NS positions (Grade 600) which are equated to a grade (Grade 603-667) are eligible for the April 2016 SCF M/C LLS payment provided the employee:
- Is Active, on a Leave With Pay or on an Unpaid Military Stipend Leave in a BU97 position on 03/31/16; and
- Has a Pay Basis Code of ANN or BIW (only if the employee is on a Paid Military Stipend Leave) on 03/31/16; and
- Has five (5) or more years or ten (10) or more years of continuous service* at a base annual salary equal to or greater than the Job Rate of the employee’s grade (based on the 07/02/15 Salary Schedule) as of 03/31/16; and
- Did not receive an “Unsatisfactory” evaluation on their last rating date. Employees who were not rated or not reported as “Unsatisfactory” in PayServ during the period are eligible for the payment.
*Continuous service, as used in determining eligibility for the LLS payment, is paid service (including part-time annual salaried service, Paid Military Leave and Sick Leave at Half Pay) or time on Workers’ Compensation Leave or Unpaid Military Leave.
Note: If an employee first meets the five year continuous service at Job Rate criteria in April 2016, the employee becomes established and remains on the April LLS payment cycle even if the employee does not receive the April 2016 LLS payment due to an “Unsatisfactory” rating. In addition, if the employee has any subsequent time off the payroll, the increment code must be evaluated and if an update is required, the new increment code must continue to reflect payment eligibility on the April cycle.
The following employees may become eligible for the April 2016 SCF M/C LLS payment upon processing of the April 2016 SCF M/C Performance Advance which results in Job Rate:
Upward Reallocation: An employee occupying a position on 03/31/16 that was previously upward reallocated, whose salary at the time of the reallocation was equal to or greater than the Job Rate of the lower graded position and whose salary upon application of the April 2016 SCF M/C Performance Advance is equal to the Job Rate of the reallocated position is entitled to the job rate credit for service in the lower grade.
- The increment code of an employee receiving the April 2016 SCF M/C Performance Advance that results in a salary equal to the Job Rate of the reallocated position will be automatically updated from 0001 to 2016.
- The agency must evaluate the employee’s Payroll Status beginning from the time of reallocation through the date of the performance advance to determine if the increment code must be updated.
- If the Payroll Status remained Active, Leave With Pay or Leave of Absence due to a Workers’ Compensation Leave or Military Leave during this period, the employee is entitled to have the increment code of the lower grade reinstated.
- If the Payroll Status was Leave of Absence not related to a Workers’ Compensation Leave or Military Leave any time during this period, the increment code of the lower grade must be evaluated to determine the appropriate increment code adjustment.
- If the increment code must be updated, the agency must submit a Data Chg on the Job Action Requests page using the same effective date as the performance advance, the Reason code CIC (Chg IncCd/or AnnDt/or FIS Sal) and an increment code reflecting the appropriate job rate credit.
- If the employee’s combined job rate credit equals five (5) or more years or ten (10) or more years, the employee is eligible for the April 2016 SCF M/C LLS payment. This payment will not be processed automatically; the agency must submit a transaction to make the LLS payment.
Lateral Position Change from a Non-M/C Position Where the Employee’s Salary was Equal to or Greater Than Job Rate to an M/C Position with a Higher Job Rate: An employee with a salary equal to or greater than the Job Rate of their salary grade, who had a lateral position change to an M/C position with a higher Job Rate, and whose salary upon application of the April 2016 SCF M/C Performance Advance is equal to the Job Rate in the M/C position is entitled to job rate credit for service in the non-M/C position.
- The increment code of an employee receiving the April 2016 SCF M/C Performance Advance that results in a salary equal to the Job Rate will be automatically updated from 0001 to 2016.
- These employees may be eligible for but will not receive an automatic April 2016 SCF M/C LLS payment. If the employee’s combined job rate credit equals five (5) or more years or ten (10) or more years, the agency must submit a transaction to make the LLS payment. In addition, the agency must submit a Data Chg on the Job Action Requests page using the same effective date as the performance advance, the Reason code CIC (Chg IncCd/or AnnDt/or FIS Sal) and an increment code reflecting the combined job rate credit in the Incr. Code field.
The following employees will become eligible for the April 2016 SCF M/C LLS payment during 2016-2017:
Leave of Absence/Preferred List on 03/31/16: An employee who otherwise qualified for the April 2016 SCF M/C LLS payment but was on an approved Leave of Absence (including Workers’ Compensation Leave or Unpaid Military Leave) or on a preferred list on 03/31/16 becomes eligible if they return to the payroll or are appointed to an eligible position between 04/01/16 and 03/31/17. There is no minimum service requirement following the employee’s return to active payroll status.
Demotions after 03/31/16: An employee who was not eligible for the April 2016 SCF M/C LLS payment on 03/31/16 becomes eligible if the employee returns to a lower graded position between 04/01/16 and 03/31/17, provided the employee:
- Otherwise would have been eligible if the employee had been in the lower graded position on 03/31/16 and remains in the lower graded position for at least six (6) full pay periods; and
- The promotion was temporary and the employee has been reinstated to their previous position or has been appointed to another lower graded qualifying position; or
- The promotion was permanent, but the demotion occurred:
- in lieu of layoff; or
- voluntarily during the probationary period; or
- as a result of failure of the probationary period.
Note: An employee demoted as a result of a disciplinary action or who takes a voluntary demotion from a permanent position after the completion of the probationary period in the higher grade is not eligible for an LLS payment in the lower grade.
For instructions on submitting transactions to make the April 2016 SCF M/C LLS payment, see Agency Actions – Payments Not Processed Automatically.
Control-D Report Available Prior to Processing
The following Control-D report is currently available for agency review:
NPAY756 – Longevity Lump Sum (LLS) Eligibility Listing
This report is a preliminary listing of employees who appear eligible for the April 2016 LLS payment based on information available as of the date the report is produced. The report was run on 03/03/16 and is now available.
The agency should review the listing carefully paying particular attention to the following:
- Employees who appear on the listing but are ineligible due to an “Unsatisfactory” evaluation on their last rating date.
- The ‘LAST LLS Date’ and ‘PMT AMT’ fields, if applicable. If the employee received an LLS payment after April 2015, ensure it represents an April 2015 payment and not a prior October payment. If the payment represents an October LLS payment, the agency must review the employee’s increment code and if necessary, contact OSC using the Payroll Earnings mailbox to request assistance in determining the appropriate action.
The following corrections to the preliminary listing should be submitted on the Correction Sheet. The form may be duplicated if additional copies are needed.
- Add employees who do not appear on the listing, such as:
- Eligible employees in NS positions where the equated grade does not appear on the Position Data page. The agency must submit documentation supporting the salary equation with the Correction Sheet.
- Eligible employees who are in a composite position (identified by Increment Code 2222) even though the agency must submit a transaction to make the payment.
- Delete employees who should not appear on the listing, such as:
- Employees with an “Unsatisfactory” evaluation on their last rating date. In addition, the agency must submit a Data Chg on the Job Action Requests page using the employee’s last rating date as the effective date, the Reason code USP (Unsat Perf) and an increment code of 7777 in the Incr. Code field.
- Identify employees appearing on the listing who have incorrect information appearing in PayServ affecting their eligibility for the LLS payment. In addition, the agency must submit the appropriate transaction to correct the information.
Do not add or delete employees whose eligibility will change due to transactions that will be processed prior to or in Administration Pay Period 3L.
Correction Sheets should be submitted as soon as possible but must be received no later than 05/19/2016. Please fax completed Correction Sheets to (518) 402-4949 and send an email to the Payroll Earnings mailbox stating that a Correction Sheet has been faxed; please include the Department ID and ‘LLS Correction Sheet’ in the Subject line.
The agency must submit transactions to make the April 2016 SCF M/C LLS payment to those employees who meet the eligibility criteria by inserting a row on the employee’s Additional Pay page as shown below. The payment amount is $1,250 for employees with five (5) or more years of continuous service (identified by Increment Code 2007-2011) or $2,500 for employees with ten (10) or more years of continuous service (identified by Increment Code 1976-2006), or a prorated amount.
The Additional Pay page should be populated for eligible employees with the following information:
|OT Eff Date:||04/01/16|
|Annual Addl Earnings:||$1250 or prorated amount (Increment Codes 2007-2011)
$2500 or prorated amount
(Increment Codes 1976-2006)
Overtime Calculation Information
The LLS payment is included in the calculation of overtime compensation (refer to the Online Payroll Manual accessed from the PayServ Bulletin Board – Payroll Manual > Earnings Manual > Payments\Withholdings > Overtime Compensation). The April 2016 SCF M/C LLS payment will be included in the calculation of overtime earned from the OT Eff Date through the End Date on the employee’s Additional Pay page for Earnings Code LLS.
If an employee is appointed to an ineligible position (including a position which results in a salary below the Job Rate of the grade of the new position) after the effective date of the April SCF M/C LLS payment, the payment cannot be included in the compensation calculation of any overtime earned after the date of the appointment.
Therefore, if an eligible employee is appointed to an ineligible position prior to or in Administration Pay Period 3L, OSC will update the End Date of those transactions processed automatically to reflect the last date the employee was in an eligible position after Administration Pay Period 3L, agencies are responsible for inserting a row on the Additional pay page at the Effective Date level of Earnings Code LLS and entering the following information. The transaction should be submitted in the pay period the position change is processed.
|Effective Date:||Last date in eligible position (date prior to appointment)|
|OT Eff Date:||Same as original OT Eff Date|
|Annual Addl Earnings:||Same as original amount (populates automatically)|
|End Date:||Same as Effective Date|
|Goal Balance:||Same as Annual Addl Earnings (to prevent making another payment)|
Agency Actions - Retroactive Processing
Reporting Retroactive Adjustments
Time Entry earnings codes that are submitted with an amount will not be adjusted automatically. Therefore, beginning in Administration Pay Period 3L, agencies must report the adjustment amount for earnings codes such as Extra Time Override (EXO) and Regular Salary Override (RGO).
Correcting an Automatic Retroactive Adjustment
When certain conditions exist in an employee’s record, the automatic retroactive adjustment may be incorrect. Therefore, the agency is responsible for identifying employees who meet the following conditions and, if necessary, submitting the necessary adjustment:
- If an employee has a check returned or exchanged on an AC-230 for dates on or after the effective date of the payment, the payroll system does not consider the AC-230 when calculating the automatic retroactive adjustment.
- If earnings were previously reported using Earnings Code RGS and a date range that exceeded the number of days reported, the system will calculate the adjustment of earnings based on the number of workdays within the range.
- Adjustments for earnings that are calculated automatically, such as OT for Annuals (OTA), will be calculated incorrectly if the dates previously reported as a single entry on the Time Entry page overlap the effective date of the payment. The system will calculate an adjustment for all earnings reported in a single entry based on the salary in effect on the Earnings End Date.
- For employees who had a change reported on the Job Data page, since the effective date of the payment and the action resulted in an overpayment of earnings, the automatic negative retroactive adjustment may not have been processed because the overpayment was either not recoverable or was recovered using an overpayment earnings code or an AC-230. In this case, the negative retroactive adjustment may be re-generated when the payment is processed. OSC will turn off (not process) the automatic negative adjustment for these employees since in most cases these overpayments were either not recoverable or recovered using another method.
If an overpayment of earnings is identified after the automatic payment is processed but before the paycheck is received by the employee, the employee must be notified of the overpayment and the adjustment that will be reported in a subsequent pay period.
Submitting an Adjustment
To process a retroactive adjustment or correct an automatic retroactive adjustment, agencies must submit the following information on the Time Entry page or the Time Entry Interface (NPAY502) using the Earnings Code AJR:
|Earnings Begin Date:||The first date included in the adjustment|
|Earnings End Date:||The last date included in the adjustment|
|Amount:||Amount to be adjusted|
|Comments:||An explanation of the adjustment|
The LLS payment is taxable income, will be included in the employee’s taxable gross and is subject to all employment taxes and income taxes. If the employee has any additional tax amount on the Update Employee Tax Data page, the additional amount will be deducted from both the employee’s regular paycheck and the separate paycheck.
Payroll Register and Employee’s Paycheck/Advice
The Earnings Code LLS and the amount paid will be displayed on the Payroll Register. The Earnings Description Longevity LSP and the amount paid will appear on the employee’s paycheck stub and direct deposit advice (if applicable).
This payment will be made in a separate check regardless of when it is paid. The separate check will be issued with the employee’s regular paycheck or direct deposit advice based on information for that check date. There is no direct deposit for this payment.
If the agency has made an effort to deliver the check to the employee but the check has been returned and is undeliverable, the agency should forward the check to the NYS Department of Taxation and Finance, Division of Treasury, per instructions in Payroll Bulletin No. 908.
Checks issued to eligible employees who are now deceased should be returned with a completed Next of Kin Affidavit (Form AC 934-P), original Death Certificate and a Report of Check Exchange (Form AC 1476-P). If a Next of Kin Affidavit has been previously submitted for a deceased employee’s payroll check, OSC will accept a photocopy of this form along with a new Report of Check Exchange.
Questions regarding eligibility and payment information may be directed to the Payroll Earnings mailbox.
Questions regarding deductions and retirement may be directed to the Payroll Deduction mailbox.
Questions regarding withholding taxes may be directed to the Tax and Compliance mailbox.