State Agencies Bulletin No. 745

Subject
Performance Advances for Graded and NS Equated to Grade Employees Represented by the Public Employees Federation (PEF) or Designated Management Confidential (M/C) with 21P and CAL Pay Basis Codes
Date Issued
August 20, 2007

Purpose

To provide eligibility criteria and procedures for applying Performance Advance payments.

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.

Effective Date(s)

Performance Advance payments for September 2007 are payable on September 1, 2007 for PEF and M/C employees with a Pay Basis Code of CAL or on the first day of the academic year for employees with a Pay Basis Code of 21P. Payments will be included in Administration checks dated 9/19/07 and Institution checks dated 9/27/07.

Background

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

Contract Provisions and Eligibility Criteria

Employees who worked 150 workdays during the rating cycle for the 2006-07 academic year and are rated at least equivalent to “Effective” may receive a Performance Advance payment for September 2007.

OSC Actions

OSC will automatically process Performance Advances for employees in Bargaining Units 05 and 06 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 (8/23/07-9/5/07) for Administration and Pay Period 12L (8/30/07-9/12/07) for Institution.

CAL Employees

OSC will insert a row into the Job Data page effective 9/1/07. Payments will be processed in Pay Period 11L 8/23/07-9/5/07) for Administration and Pay Period 12L (8/30/07-9/12/07) for Institution.

Performance Advance (Increment Code 0001)
  • OSC will automatically insert a row in the employee’s Job Data page effective 9/1/07 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 code of PAY/PAV (Pay Rate Change/Performance Advance).
  • If the employee reaches Job Rate due to the Performance Advance, OSC will automatically update the Increment Code to 2008.
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 9/1/07 for CAL employees or the contract Begin Date for 21P employees, to reflect the FIS amount using the Action/Reason code of PAY/PMR (Pay Rate Change/Promotion Recalculation).
  • If the employee is below Job Rate after the Promotion Recalculation, OSC will automatically update the Increment Code to 0001.
  • If the employee reaches Job Rate due to the Promotion Recalculation, OSC will automatically update the Increment Code to 2008.

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 (9/1/07) 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 2006-07.

Agency Actions in Pay Periods after the Performance Advances are Paid

For returning teachers due a Performance Advance for the rating cycle of September 2006 - June 2007 who have an Increment Code that is missing or invalid, an Action/Reason code of PAY/PAV must be submitted effective 9/1/07 for CAL employees or the contract Begin Date for 21P employees. The appropriate salary rate must be submitted with an updated Increment Code for the 2007-08 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 (9/10/07 Administration and 9/17/07 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 Hiring Rate
  • Position and job do not match
  • FIS missing
  • FIS at or below current
  • FIS is over Job Rate
  • Increment code invalid
  • Increment code missing

Questions

Questions regarding this bulletin may be directed to the Salary Determination mailbox.