temporary faculty ssi eligibility/3-year appointments margy merryfield, senior director, academic...

Temporary FacultySSI Eligibility/3-year Appointments

Margy Merryfield, Senior Director, Academic Human Resources, Chancellor’s Office Mike Suess, AVP, Academic Personnel, Cal Poly San Luis ObispoRobin Graboyes, Director, Faculty Affairs & Records, CSU FullertonBunny Casas, AA/S, College of Humanities & Social Sciences, CSU FullertonNatalie Van Beek, Faculty Personnel Mgr, Faculty Affairs & Records, CSU FullertonAntoinette Roberts, FAR CMS Analyst, Faculty Affairs & Records, CSU Fullerton

HRA OverviewSSIs and 3-Year Appointments

• History• Global Rules

• Best Practices

Margy MerryfieldSenior Director, Academic HR, Chancellor’s Office

Welcome to the Faculty Contract• Salary programs (Article 31):

• Lots of them• High complexity• Mixture of contingent and guaranteed• Even salary programs that are long gone still

haunt us (FMIs, we’re talking about you)

4

Increase Type Who’s Eligible Increase Effective Increase Amount

GSI (General Salary Increase

All faculty July Pay period (depending on budget)

2006 – 3%2007 – 1% + 3.7%2008 – 2% + 3%2009 – 2% + 4%2010 – 2%

SSI (Service Salary Increase)

Eligible faculty based on service and SSI max

Anniversary date 2006 – 2007= 2.65%

2008-09 = 2.65%

Promotion Eligible faculty based on performance review

Start of next academic year Minimum increase = 7.5%

Range Elevation Eligible temp faculty based on performance review

Start of next academic year Minimum increase = 5.0%

Equity Increase Eligible faculty with satisfactory performance

07/08 – assistant professors

08/09– associate & full professors

07/08 - $7 million dollar pool

08/09 - $7 million dollar pool

Post- Promotion Increase Senior faculty & equivalents with no SSI Elig and satisfactory work performance

½ of pool in 08/09 and other ½ 09/10 based on earliest hire date

08/09 and 09/10- $7 million pool

Faculty increase = 2.5% - 3.5%

Market Increase Eligible faculty (requires demo of market lag or bona fide job offer

Varies Varies

2007-2010 Faculty Salary Contract

Red = Increases subject to negotiation

Welcome to the Faculty Contract• Appointments (Article 12)

• Even more complicated than salary• Rules for temporary faculty have evolved

through–Negotiations–Arbitrations

• When in doubt, seek advice

More Article 12• Besides appointments, Article 12 covers…

• Range Elevations• Salary placement for temporary faculty• SSIs for temporary faculty

SSI Rules• Who is eligible?

– Full-time faculty after a year of qualifying service– Part-time faculty after 24 semester/ 36 quarter

WTUs– Time-based part-time after equivalent service

• How many can you get?– Eight at the current value– Or four “steps” on the pre-1995 scale– Or the equivalent

SSI Rules• What are the limitations?

– Each range/rank has a “service max”, a.k.a. SSI max

– When you hit the SSI max you can’t get any more• What’s the deal with FMIs?

– An obsolete merit program (awards made in the late ‘90s)

– FMIs are backed out in determining SSI eligibility– Net result: can be SSI eligible if over the SSI max

SSI Rules• Any other complications?

– Yes, for department chairs (eligibility based on instructional faculty status)

– Yes, because of “counter creep”– Yes, for lecturers

• SSIs are determined by WTUs in a single department• Depending on where the lecturer started in the range,

can get the full 8 SSIs before reaching the SSI max• Breaks in service: when does it matter?

SSIs and 3-Year Appointments

• Introduction to SSIs and 3-Year Appointments• How they tie in together

Mike Suess AVP, Academic Personnel, Cal Poly San Luis Obispo

Bunny CasasAA/S, College of Humanities & Social Sciences, Fullerton

Processes at Cal Poly

• Tracking SSIs and 3-Year Appointments• Budget Cuts and Entitlements

• Reappointment List• Difficult Situations

Mike SuessAVP, Academic Personnel, Cal Poly San Luis Obispo

Processes at Fullerton

• Tracking SSIs• Tracking 3-Year Appointments

• Explaining these to Dept. Chairs

Bunny CasasAA/S, College of Humanities & Social Sciences, Fullerton

Currently in development to assist campuses with managing

WTU accumulation for SSI and contract entitlement eligibility.

Natalie Van BeekFaculty Personnel Mgr, Faculty Affairs & Records, Fullerton

Antoinette RobertsFAR CMS Analyst, Faculty Affairs & Records, Fullerton

CSU Faculty Reports in CMS (PeopleSoft)

“There has to be an easier way!”

• It takes LOTS of time to track this data:– 4,335 hours annually for SSIs, and– 2,833 hours annually for entitlements!

• Help is on the way!

• Reports based on your data in CMS are being created for tracking this data.

SSI Max Salary Report• Includes:

• AY (WTU-based), • Non-AY (FTE-based), and • Tenured/tenure-track faculty.

• Identifies faculty eligible for an SSI based on :• current base pay (including FMI amounts),• Remaining SSIs,• WTUs/FTE worked since last SSI was awarded.

SSI Max Salary Report

Temp Faculty Contract Eligibility Report

• Identifies faculty who are eligible for:• 12.3 (1-year),• 12.12 (3-year), and• 12.13 (successive 3-year) entitlements.

• Determines the eligible WTUs for entitlement.

Contract Eligibility Report

Requirements to Run Reports

• In CMS, faculty must have:

• A job record.

• An “SSI WTU Accumulation Start Date.”

• A “Total FMI amount.”

• An “Anniversary Code.”

• An “SSI Counter.”

Other Reports• CSU Faculty SSI Status Report – Displays current and

historical SSI information from Job Data.

• CSU SSI Accumulation History Report – Displays faculty’s WTU earned by term.

• TF Contract Detail & Cost Analysis Report – Allows analysis/auditing of budgeting by Dept & College. Includes:

• cost per unit, and

• courses faculty are contracted to teach.

Other Features

• “Campus Dept” Feature – Allows continuous tracking of WTUs in split/re-org/combined depts.

• Dept-level Security – Limits data on reports to data in user’s department or college.

• Banking Feature – For campuses that “bank” leftover WTUs for the next SSI eligibility count.

Anniversary Code Audit Report

• Verifies Anniversary Code currently in CMS against PIMS criteria to locate any errors.

• Displays faculty whose Anniversary Code in CMS is not set correctly, per PIMS guidelines.

• Intended for core campus users who have the ability to make corrections in Job Data.

Anniversary Code Audit Report