Transcript Merit Presentation to Area Leads

FY 2014 Merit Presentation
July 2, 2013
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AGENDA – MERIT PROCESS
 Merit Policy Overview and Timeline
 Templates and Instructions, Forms
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Signature Delegation of Authority
Method of Distribution
Eligible Employee Award Letter
 HRMS Salary Update Document (SUD) Training –
Human Resources, Henry Barrera
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Merit Eligibility Criteria
SUD Step-by-Step Process
SUD Process Timeline
 RowdySpace Refresher
 Questions and Answers
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Overview
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Refer to FY 2014 Merit Policy – Guidelines & Instructions
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Employee Eligibility
Merit Allocation Pools
Merit Percentage Awards
Merit increase is a salary adjustment awarded as recognition of employees’ contribution to
meeting the goals & objectives of the department, college and university during the previous year.
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Based on the performance evaluation for the respective position and job requirements, and
Subject to approval of the FY 2014 operating budget by the UT System Board of Regents
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Each division may have a different internal process as long as ‘rules’ outlined in policy are met.
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For Educational & General (E&G) funded positions, funding to cover merit awards will be
allocated from central budget sources and will cover employees transferred into E&G accounts.
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The cost of merit awards for employees paid from non-E&G sources must be covered by those
fund sources. All other funding sources must pay the merit increase for employees that have
transferred into a non-E&G funded position due to an internal recruitment.
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New salary resulting from a reclassification / job change will be increased by the flat dollar amount of the
award. Merit award follows the employee and is funded based on type of funding source (E&G versus Non-
E&G, as noted above).
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MERIT PROCESS TIMELINE 2013
June 24
Merit Policy approved
July 2 and 8
Information Session with Area Leads
July 8
Templates available to Area Leads; Area Leads distribute templates,
each division determines/communicates internal process
July 30
Templates due to Budget Office
Aug 9 - 14
Area Leads / Department staff process Salary Update Document
(SUD) with effective date of 9/1/2013
Aug 22
Board of Regents ‘ approval of UTSA Budget & Merit program
Aug 22
HR final approves all SUDs prior to HRMS FY crossover
Aug 26-Sep 14
Budget Office transfers funds to E&G accounts; Areas transfer funds
to Non-E&G accounts as necessary
Oct 1
Employee receives permanent merit effective September 1 , 2013
in October paycheck
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Employee Eligibility
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Hired on or before February 28, 2013
Benefits eligible - appointment 50% or greater
Must be employed as of the merit effective date September 1, 2013
to receive the base salary adjustment
Student titled positions are ineligible
Classified and Administrative & Professional (A&P) staff must
have a current performance evaluation on file with Human
Resources - certification by President Romo is required.
Faculty specific requirements established by the Provost.
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Merit Allocation Pools
 Allocation pool based on:
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Annual salary rate of eligible employees as of May 31, 2013
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2% for all eligible university employees
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No additional merit allocation for salary changes that occur
after May 31, 2013.
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Merit Allocation Pools
 Employees are separated by Faculty, Classified & A&P,
then grouped by division, college or department.
 Pool reallocations may be made by a division executive
and / or as necessary to regroup all managers that report
to a particular VP, Dean or AVP:
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Faculty allocations must be used only for faculty positions. A&P
allocations can be re-distributed to Classified, but not vice-versa.
Overall pool amount by fund may not be exceeded. No exceptions.
All fund groups have the pool amount calculated the same.
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Merit Award Process / Rules
 HR provided general award guidelines
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Methods must be approved by HR prior to submission of
templates to Budget Office.
 No min or max % is specified but the total allocation
to each area may not be exceeded or supplemented
with departmental funds.
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Source of Funds for Merit
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Education & General (E&G) Accounts (14-xxxx-xx) are funded
from central budgeted sources.
Non-E&G funded positions that receive merit are covered from
the fund source of the appointment on the date merit is paid.
Grants & Contracts (26-accounts) will be awarded merit pay if
the grant or contract allows such to be funded.
Exceptions must be approved in advance by VPBA.
Transfers will be processed by Budget Office for E&G merit
awards (14 accounts)
Non-E&G merit awards will require funding to be available in the
accounts
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Budget Planning & Development Website
http://www.utsa.edu/financialaffairs/budget/
Refer to website for RowdySpace instructions and other
related merit information
Budget Office Contacts:
Elva Martinez ext. 6631
Sharmin Momen ext. 4345
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