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Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic Personnel April 2, 2009

Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

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Page 1: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

Temporary Faculty: SSI Eligibility /

3-year Appointments

Dr. Michael SuessAssociate Vice President for Academic Personnel

April 2, 2009

Page 2: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

2008-09 UNIT 3 FACULTY SALARIES(Effective 7/1/08) INCLUDES 6-30-2008 2% INCREASE

Page 3: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

Determining SSI Counter Using Excel Spreadsheet

• The Excel spreadsheet performs a simple calculation based on 2.5%. Since SSIs are generally 2.65% that may affect the SSI counter. The counter may decrement by 2 rather than 1.

• Place the salary in cell B1. Find SSI Max in the column G, then use the row number as the SSI counter. For this example the Lec B is receiving a $5000 base monthly salary. The SSI Counter would be ‘2’.

Page 4: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

SSI Process for Temp Fac

Basic Data Required1. SSI Counter

• This is set at the time of hire or for any change in salary excluding GSI increases– Market Equity– Range Elevation– Post Promotion Increase (PPI)

• The maximum number of counters is 8. • An employee can receive all ‘8’ SSIs and still not be at SSI

Max

Page 5: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

SSI Process for Temp Fac

Basic Data Required (Continued)2. Last SSI Qualified Date

• This date represents when the employee establishes their SSI counter; i.e., it coincides with the change to their SSI counter.

• Example 1: Employee receives range elevation, SSI counter would be reset using the new base rate and the Last SSI Qualified Date would be changed to the effective date of the range elevation.

• Example 2: Employee receives SSI, counter would decrement by one and date would be changed to the effective date of the SSI.

• The date 1/1/1901 is used in this field when an employee has received the maximum number of 8 SSIs, but is not at SSI Max. This will flag that the person should be at SSI ‘0’ but still not be at SSI Max.

Page 6: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

SSI Process for Temp Fac

Basic Data Required (Continued)

3. FMI Amount, if applicable

• FMI amounts are deducted from the base salary prior to setting the SSI Counter. The FMI allows an employee to exceed SSI Max by the amount of their FMI.

• Retirement – If an employee retirees, the FMI amount is no longer considered in calculating the SSI Counter. FERPs are an exception. Once a FERP completes the FERP assignment and is hired as a Rehired Annuitant, then the FMI is no longer considered.

Page 7: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

Workforce Admin>Job Data>CSU Faculty Job Page

Page 8: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

SSI Process for Temp Fac

1. Audit SSI Counter• If base salary is at or over SSI Max, SSI Ctr of ‘0’ unless

they have an FMI• If base salary is below SSI Max, SSI Ctr s/b > ‘0’, unless

the Last SSI Qualified Date is 1/1/1901 (received the max number of SSIs and is still not at SSI Max)

Page 9: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

SSI Process for Temp Fac, (Continued)

2. Run query to capture all temp fac with SSI Ctr > 0 and pertinent job data rows (exclude conversion rows, paid leave, etc.)

• Required Fields: Employee Info, Effective Date, Action/Reason, FTE, Numerator/Denominator, Department, Base Salary, Last SSI Qualified Date, SSI Ctr, etc.

• Sort spreadsheet by Employee, Department, Empl Rcd, Eff Date.

• Convert FTE to WTUs (x 15)

• Add WTUs.

3. Post the SSI for qualified employees

Page 10: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

SSI Qualification SpreadsheetQualifying for Spring 2008

(Qtr Campus 36 WTUs & 1 Full Year of Service)

2 terms, Fall07&Wtr08

2 terms, Fall07&Wtr08

8.0

Page 11: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

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Academic Personnel

WORK LOCATION PANEL1. Add Row for SSI Increase

2. SSI Counter Automatically Decremented on Job Panel

Firstname Lastname 000000000

Page 12: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

Firstname Lastname 000000000

FACULTY JOB PANEL1. SSI Counter Decremented Automatically2. Manually Update Last SSI Qualified Date

Page 13: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

Timebase Entitlements Under Article 12(November 2007 – Collective Bargaining)

Page 14: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

Timebase Entitlements Under Article 12(Note: Units taught in extension programs shall not count toward entitlements)

Page 15: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

SLO SOLUTIONS

• Break in Employment– If less than a year, the GSI is normally applied.– If more than a year, GSI are optional (not mandated) – At minimum use prior compensation rate, but higher rate

permitted)

• SSI for 12 Mo Employees– After one year of 12-month employment– Pro-rata for part-time (.5 = 24 months)

Page 16: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

Rehired Annuitants

• WTU Accumulator – Start from 0 WTUs with appointment after retirement

• SSI Counter– Established with appointment after retirement– FMIs are not used in calculating the SSI Counter once

a person returns from retirement as a Rehired Annuitant

Page 17: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel

Rehired Annuitants (Continued)

• Eligibility for Range Elevation – Clock starts upon initial rehire following retirement – Five years and no SSI counters

• Entitlements– MOU 12.3: If hired in Fall subsequent to AY part-time

appointment , new part-time appointment is for AY prospective WTU same as previous year and contingent upon budget/enrollment

– MOU12.12—3 year appointment following six consecutive academic years (one semester or two

Page 18: Academic Personnel Academic Personnel Temporary Faculty: SSI Eligibility / 3-year Appointments Dr. Michael Suess Associate Vice President for Academic

Academic Personnel

Academic Personnel