Temporary Faculty SSI Eligibility3year Appointments

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Temporary FacultySSI Eligibility/3-year
Appointments

• Margy Merryfield, Senior Director, Academic Human
  Resources, Chancellors Office
• Mike Suess, AVP, Academic Personnel, Cal Poly San
  Luis Obispo
• Robin Graboyes, Director, Faculty Affairs
  Records, CSU Fullerton
• Bunny Casas, AA/S, College of Humanities Social
  Sciences, CSU FullertonNatalie Van Beek, Faculty
  Personnel Mgr, Faculty Affairs Records, CSU
  Fullerton
• Antoinette Roberts, FAR CMS Analyst, Faculty
  Affairs Records, CSU Fullerton

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HRA OverviewSSIs and 3-Year Appointments

• History
• Global Rules
• Best Practices

• Margy Merryfield
• Senior Director, Academic HR, Chancellors Office
  

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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, were talking about you)

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2007-2010 Faculty Salary Contract Red Increases
subject to negotiation
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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

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More Article 12

• Besides appointments, Article 12 covers
• Range Elevations
• Salary placement for temporary faculty
• SSIs for temporary faculty

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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

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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 cant get any more
• Whats 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

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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?

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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 Casas
• AA/S, College of Humanities Social Sciences,
  Fullerton

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Processes at Cal Poly

• Tracking SSIs and 3-Year Appointments
• Budget Cuts and Entitlements
• Reappointment List
• Difficult Situations

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

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Processes at Fullerton

• Tracking SSIs
• Tracking 3-Year Appointments
• Explaining these to Dept. Chairs

• Bunny Casas
• AA/S, College of Humanities Social Sciences,
  Fullerton

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Currently in development to assist campuses with
managing WTU accumulation for SSI and contract
entitlement eligibility.
CSU Faculty Reports in CMS (PeopleSoft)

• Natalie Van Beek
• Faculty Personnel Mgr, Faculty Affairs Records,
  Fullerton
• Antoinette Roberts
• FAR CMS Analyst, Faculty Affairs Records,
  Fullerton

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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.

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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.

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SSI Max Salary Report
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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.

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Contract Eligibility Report
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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.

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Other Reports

• CSU Faculty SSI Status Report Displays current
  and historical SSI information from Job Data.
• CSU SSI Accumulation History Report Displays
  facultys 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.

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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 users department or college.
• Banking Feature For campuses that bank
  leftover WTUs for the next SSI eligibility count.

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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.

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Anniversary Code Audit Report