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Date: July 15, 2014

Bulletin Number: SU-207

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Subject

2014 Chancellor’s Power of SUNY Performance Incentive Payment for Management/Confidential Employees

Purpose

To provide agency instructions for processing the 2014 Chancellor’s Performance Incentive Payment.

Affected Employees

Employees designated management or confidential in the State University of New York – BU13 who meet the eligibility criteria and are selected by the campus president.

Background

Chapter 340 of the Laws of 2013 provides for a $250 increase to basic annual salary in 2014 distributed at the discretion of the campus president.

Processing Dates

The 2014 Chancellor’s Performance Incentive Payment should be processed in Administration Pay Period 9L, paychecks dated 08/13/14.

Eligibility Criteria

Employees selected by the campus president who meet the following criteria on 6/30/14 and on the payment effective date of 07/01/14 and on the pay end date of 07/30/14 are eligible to receive the $250 increase to basic annual salary.

  • Bargaining Unit = 13
  • Salary Grade = 980
  • Pay Basis Code = ANN, BIW, HRY, FEE
  • Payroll Status = Active or Leave With Pay
Agency Actions

Prior to processing, agencies must complete a roster identifying employees who will receive a 2014 Chancellor’s Performance Incentive Payment and must include the increased salary.  The roster must be signed by the campus president and forwarded to SUNY System Administration.  A copy of this roster will be provided to OSC in Excel format. 

To pay the 2014 Chancellor’s Performance Incentive Payment to eligible employees, agencies must submit a Pay Change on the Job Action Requests page using the Reason code SIC (Sal Incr) and 07/01/14 as the Effective Date.  The Pay Rate field should be populated based on the information on the approved roster.

If the employee has rows on the Job Data page subsequent to the row inserted above, the agency must submit a Pay Change on the Job Action Requests page using the Reason code CRT (Chg Rate) (Pay Basis Codes HRY and BIW only) or CSL (Cor Sal) and the updated salary for each row, provided the employee remains eligible.

To pay employees with a Pay Basis Code equal to FEE, agencies must calculate the monies submitted on the Time Entry page using the increased rate beginning with the appropriate effective date.  Depending on the effective date, it may be necessary to submit an adjustment for prior transactions. 

Automatic Retroactive Processing

OSC will automatically calculate the retroactive adjustments for regular earnings and Time Entry earnings that are calculated by the system based on annual salary, such as OT for Annuals (OTA) and Lost Time (LT1), resulting from payment of the 2014 Chancellor’s Performance Incentive Payment.

Agency Actions – Retroactive Processing

Reporting Retroactive Adjustments

Time Entry earnings codes that are submitted with an amount will not be adjusted automatically.  Therefore, 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 had 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 or RGH 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 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

Earn Code:

AJR

Amount:

Amount to be adjusted

Comments:

An explanation of the adjustment



Military Stipend Leave

OSC will recalculate the military stipend amount for employees who were placed on a Paid or Unpaid Military Stipend Leave on or after the effective date of the payment as the result of the new military orders.

  • If the employee received a stipend, OSC will insert a row on the employee’s Job Data page effective the date the employee is entitled to the increase using the Action /Reason code of Pay Rate Change/MSC (Military Stipend Change) and will increase the employee’s biweekly stipend amount.  In addition, updates will be made to all subsequent rows requiring an increased biweekly stipend amount.
  • If the employee did not receive a stipend but becomes eligible for a stipend as a result of the payment, OSC will insert the following in PayServ.
    • A row on the employee’s Job Data page effective the date the employee is entitled to a stipend using the Action/Reason code of Paid Leave of Absence/MLS (Mil Stip) and the new biweekly stipend amount.
    • A row on the employee’s Job Data page for each affected subsequent row using the Action/Reason code of Pay Rate Change/MSC (Military Stipend Change) and the new biweekly stipend amount.
    • A row on the Time Entry page using the Earnings Code MSP (Military Stipend Payment) to pay for each pay period the employee is eligible.
  • Any additional adjustment that is required due to the increased biweekly stipend amount that will not be calculated automatically will be reported by OSC on the Time Entry page using the Earning Code AMS (Adjust Military Stipend).
Tax Information

These monies are taxable income, will be included in the employee’s taxable gross and are subject to all employment taxes and income taxes.  Income taxes will be calculated using the employee’s current Tax Marital Status and Withholding Allowances on the Update Employee Tax Data page.

Payroll Register and Employee’s Paycheck/Advice

All retroactive adjustments will be displayed on the Payroll Register using the appropriate earnings code and the associated amount.  The description of each earnings code and the associated amount will appear on the employee’s paycheck stub or direct deposit advice unless there are more than 13 earnings codes.  For these employees, agencies should utilize Locked Query #49 to identify a complete list of all regular earnings and retroactive adjustments. 

Questions

Questions regarding eligibility for this payment should be directed to SUNY System Administration.

Questions regarding this bulletin should be directed to the Payroll Earnings mailbox.