Other Bulletin No. 1

Subject
Lump Sum Bonus Payments for SUNY Construction Fund Employees in Bargaining Units 96 and 97 - “Payroll Bulletin renamed from 501 to Other-1”
Date Issued
September 30, 2004

Purpose

To provide instructions for processing of the Lump Sum Bonus Payments for eligible employees in Bargaining Unit 96 and 97

Affected Employees

Eligible SUNY Construction Fund employees in Bargaining Units 96 and 97

Effective Date(s)

Paychecks dated 10/20/04, Administration

Background

Pursuant to The State University Construction Fund Resolution and Chapter 103 of the Laws of 2004 which provide for Lump Sum Bonus Payments for eligible employees in Bargaining Units 96 and 97

Eligibility and Bonus Amount

The Lump Sum Bonus Payment will be $800.00 for eligible full-time employees. To be eligible, employees must:

  • Be in Active full-time employment status on March 31, 2004. Full-time employment includes employees on Sick Leave at 50% pay.
  • Have six (6) or more months of continuous service as defined by Section 130.3(c) of the Civil Service Law

The Lump Sum Bonus Payment must be prorated for eligible employees who are in other than full-time status. To be eligible, employees must:

  • Be Active part-time annual salaried, hourly, or paid on a per diem basis (Pay Basis Code is FEE) on March 31, 2004
  • Have a total time in pay status of six (6) or more months during Fiscal Year 2003-2004

The Lump Sum Bonus Payment must be prorated for eligible employees who are in other than full-time status. To be eligible, employees must:

  • Be Active part-time annual salaried, hourly, or paid on a per diem basis (Pay Basis Code is FEE) on March 31, 2004
  • Have a total time in pay status of six (6) or more months during Fiscal Year 2003-2004

Employees who meet the eligibility criteria but are on authorized leave on March 31, 2004 are entitled to the payment, if the employee returns to the payroll during Fiscal Year 2004-2005.

Employees who meet the eligibility criteria but are on Military Stipend Leaves are eligible for the payment immediately.

For annual salaried employees who were Active in full-time employment status on March 31, 2004 and have six (6) months of continuous service as defined by Section 130.3 of the Civil Service Law, the payment is $800.00.

For annual salaried employees who were Active in part-time employment status on March 31,2004 and received a paycheck for the pay period in which 3/31/04 falls, the amount must be based on the number of service days accumulated in the previous thirteen (13) paychecks starting with and including Pay Period 26 (paychecks dated 4/07/04). The paychecks do not have to be consecutive, but the employee must have received thirteen (13) paychecks in the qualifying period (Fiscal Year 2003-2004) to receive the payment.

For hourly, exception hourly, and active seasonal employees who were active on 3/31/2004 and received a confirmed paycheck in the pay period in which 3/31/2004 falls, the amount must be based on the number of hours accumulated in the previous thirteen (13) paychecks starting with and including Pay Period 26, paychecks dated 4/07/2004. The paychecks do not have to be consecutive, but the employee must have received thirteen (13) paychecks in the qualifying period (Fiscal Year 2003-2004) to receive the payment. To determine the number of service days, the total number of hours paid in the thirteen (13) paychecks must be divided by eight (8).

Seasonal employees who meet the eligibility criteria who are not Active on the payroll on March 31, 2004 are entitled to the payment, if the employee returns to the payroll during Fiscal Year 2004-2005.

For part-time salaried and hourly employees, the payment must be calculated based on the following service chart:

Days of Service in the Qualifying Period  Lump Sum Bonus Payment Amount
130 or more $800
97 but less than 130 $600
65 but less than 97 $400
32 but less than 65 $200

Agency Actions in Pay Period 14

To pay the Lump Sum Bonus Payment to eligible employees in Pay Period 14, the following information must be entered on the Additional Pay page:

Earnings Code: BON
Effective Date: 3/31/04
OT Effective Date: 9/23/04
Earn End Date: 9/21/05
Annual Addl Earnings: Bonus amount

Agency Actions After Pay Period 14

To pay the Lump Sum Bonus Payment to employees who become eligible after Pay Period 14, the agency must submit the following information on the Additional Pay page:

Earnings Code: BON
Effective Date: 3/31/04 or the date the employee becomes eligible for the Bonus.
OT Effective Date: The effective date will default in this field. If the effective date is prior to 9/23/04, use the default dates. If the effective date is after 9/23/04, use the effective date.
Earn End Date: 9/21/05
Annual Addl Earnings: Bonus Amount
Goal Balance: Leave Blank

Ending Overtime Eligibility

Agencies must end the overtime eligibility of the Lump Sum Bonus Payment when an employee becomes ineligible to have the Bonus amount added to the overtime calculation. This will occur when the employee moves into a position with a bargaining unit that does not provide for this calculation (employee is not represented by CSEA or designated Management/Confidential). For example, if an employee is transferred from a CSEA bargaining unit to an ineligible bargaining unit, the agency must insert an effective dated row on the Additional Pay page at the BON Earnings Code to end the Bonus used in the overtime calculation. The information needed is as follows:

Earnings Code: BON
Effective Date: The last date the employee is eligible for the Bonus in overtime calculation
OT Effective Date: The effective date will default in this field. This date must be changed to repeat the original OT effective date.
Earn End Date: Delete the existing Earn End Date and enter the last date the employee is eligible for the Bonus in overtime calculation.
Annual Addl Earnings: Bonus Amount will default in this field.
Goal Balance: Bonus Amount that has been paid (When this row is added, this field will be blank and the bonus amount must be re-entered.)

Overtime and Retirement Information

The Lump Sum Bonus Payment is included as salary for retirement purposes.

The Lump Sum Bonus Payment is included in the calculation of overtime compensation earned from September 23, 2004 through September 21, 2005.

Overpayment Recovery for Inactive Employees

For employees Inactive at the time of payment, the Lump Sum Bonus Payment will be applied to any Overpayment set up in Additional Pay that has a Goal Amount and Goal Balance that are not equal. The Payroll System will recover as much of the Overpayment as possible.

Payroll Register and Employee's Paycheck/Advice

The Earn Code BON and amount will be displayed on the payroll register and the employee’s pay stub or direct deposit advice.

Questions

Questions regarding this Bulletin may be directed to the Payroll Audit mailbox at [email protected].