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