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Session 2 - October 8, 2005

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CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM (CalPERS)

CALPERS RETIREMENT

Topics for Discussion:

Calculation Formula
Health Benefits in Retirement
Resources

CalPERS Pension

How do I qualify?

Minimum Eligibility Requirements
Age 50
  and
5 years of service credit
 

 

How is my pension calculated?

Three Factors:

Service Credit times Benefit Factor times Final Compensation equals Unmodified Pension

Service Credit - How is service credit earned?

Fiscal year basis - July 1 through June 30
10 months full-time = 1 year
Full-time work from July 1 - April 30 equals one year of service
Service is prorated for hourly and part-time employees

What about my sick leave balance?

Must retire within 120 days of separation from CalPERS covered employment
Human Resources certifies days of unused sick leave

250 days = 1 year of Service Credit

Multiply # of days by .004

Benefit Factor - 2% @ 55 Formula

Based on your age

Factor increases every three months after your birth date until age 63

STATE MISC./INDUSTRIAL MEMBERS (First Tier) & SCHOOL MEMBERS -
2% @ 55 FORMULA BENEFIT FACTORS
My Birthday Quarters
Birthday:
11/1
Add 3 months:
2/1
Add 3 months: 5/1
Add 3 months: 8/1
Your age at retirement
Your birthday
Benefit Factor
Your ¼ year
Benefit Factor
Your ½ year
Benefit Factor
Your ¾ year
Benefit Factor
50
1.100%
1.146%
1.190%
1.236%
51
1.280%
1.326%
1.370%
1.416%
52
1.460%
1.506%
1.550%
1.596%
53
1.640%
1.686%
1.730%
1.776%
54
1.820%
1.866%
1.910%
1.956%
55
2.000%
2.016%
2.032%
2.048%
56
2.064%
2.080%
2.096%
2.110%
57
2.126%
2.142%
2.158%
2.172%
58
2.188%
2.204%
2.220%
2.236%
59
2.250%
2.268%
2.282%
2.298%
60
2.314%
2.330%
2.346%
2.360%
61
2.376%
2.392%
2.406%
2.422%
62
2.438%
2.454%
2.470%
2.486%
63 or OLDER
2.500%
2.500%
2.500%
2.500%

Final Compensation

Calculated by using average monthly pay rate over highest consecutive 12-month period

Based on full-time pay rate, not earnings

Pension Calculation Example

Calculated by using average monthly pay rate over highest consecutive 12-month period

Based on full-time pay rate, not earnings

Total Years of Service
 
Benefit Factor
 
Final Compensation
 
Unmodified Pension
25
X
2% per year
X
$2,000
=
$1,000

Retiree Health Benefits

Medical continues

Dental converts to basic coverage

Vision stops
Must retire within 120 days of separation

Resources

www.calpers.ca.gov/ or (888) 225-7377 CalPERS website
Annual Member Statement
Retirement Planning Calculator
Service Credit Cost Estimator
Seminar, Workshop Registration
Forms and Publications Center

Preparing to Retire - steps to follow:

Attend a CalPERS Retirement Workshop
Obtain a Retirement Packet of information from Benefits Administration
Request a formal retirement estimate from CalPERS
Complete the CalPERS Retirement Application
Complete the Separation/Clearance Form

RECRUITMENT REQUISITION PROCESS

Topics

Purpose
Steps To Selection
The Requisition
Posting / Advertising
Screening / Referral

Purpose

To ensure a fair and equitable process in concert with California State University, Northridge’s commitment to diversity and quality in all levels of its workforce.

Steps to Filling a Vacant Position

1.
Develop Position Description (Dept)
2.
Complete Personnel Requisition (Dept)
3.
Forward Position Description and Requisition form to Office of Human Resources (Dept)
4.
Review Position Description/Requisition and create Position Management Number (HR)
5.
Develop draft job announcement and forward to hiring department for review (HR)
6.
Determine hiring range (Dept)
7.
Post announcement (HR)
8.
Conduct initial screening of applications (HR)

Position Description

  http://www-admn.csun.edu/hrs/forms/positdesc.dot

HR Requisition Process

Review position description for changes
Review requisition for terms and conditions
 
Funding – Temp vs Regular
 
Appt Type – Temp Vs Probationary
Review for divisional requirements
Review for position management

Requisition Form

Personnel Requisition Form - http://www-admn.csun.edu/hrs/forms/persreq.dot
Staff only - not Section 600

Requisition Required Fields

New? Yes or No. If existing position, give name of previous incumbent and the position number assigned to the position as well as the Job Code and Job Title if not asking for a classification review.
Funding: Regular or Temporary funding - not time base or appt type
Dept ID and Dept Name
Reports To: Name and Position Number
Appt type: If temporary, how long, and is it renewable.
Standard Hours / Work Schedule
Name of contact person for info/selection activities: This is the person who can answer any questions we may have on the requisition, who we will email the draft for approval, and for referral of applications during search.

Requisition Approvals

Approvals and Signatures
Line 1: Spvsr/Dept Chair (A MUST)
Line 2: Director/Dean/MAR/Fin Mgr (A MUST)
Line 3: VP/Pres (if required)
Student Affairs Division: Any requisition coming to HR should be stopping in Student Affairs for approval.
Academic Affairs Division: Any requisition (Temp or Probationary) should be accompanied with a Justification for Initiation of Search, then forwarded to Academic Affairs for approval.
Admn & Fin Division: Requires VP signature only if requesting to post a NEW position.

Advertising Your Position

Posting the Position Vacancy
Currently the vacancy announcement (“Posting”) is developed by the Office of Human Resources using the submitted job description as a guide. This posting will be used as the fundamental basis for screening, selection, and appointment decisions.
The posting includes the position's classification and/or working title; time base; indicates if temporary; the department where the vacancy exists; the pay range; a hiring range; a description of duties; the minimum and desirable qualifications and procedures for applying.
Hiring Range Vs Classification Range
Minimum Qualifications – (a starting point)
 
http://www.calstate.edu/HRAdm/Classification/index.shtml
All positions are posted on the California State University, Northridge website and CSU Careers, and are posted as "Open Until Filled."
HR will assist departments in identifying advertising sources for the vacant position.
Under most circumstances, the cost of the initial advertising source will be borne by the OHR. Hiring department may be asked to share the cost of advertising when department requests advertising above and beyond the general protocol.
Departments may list outside advertising sources where they would like the vacancy to be posted directly on the Requisition Form.
Please notify HR if posting is advertised externally by department.

Sample Postings
http://www-admn.csun.edu/hrs/employment/clerical2/index.html

Sample of Advertising Sources
Student Affairs
 

- NASPA (Nat’l Assoc of Student Personnel Administrators)
- NCAA – Athletics (Nation Collegiate Athletic Assoc.)
- CASFAA – Fin Aid (Calif Assoc. of Student Fin Aid Administrators)

Public Safety
 

- IACLEA (Int’l Assoc. of Campus Law Enforcement Administrators)
- International Parking Institute
- POST (Police Officer Standards & Training)

Computer Technology/General
 

- Monster.com
- Dice.com
- Careerbuilder.com
- Craigslist.org / Idealist.org (listserves)

Journalism
 

- tvweek.com
- journalismjobs.com
- cnpa.com (Calif Newspaper Publisher’s Assoc.)

Posting Periods

The length of recruitment period will depend on: 
The provisions of the appropriate collective bargaining agreement, if any.
The nature of the vacancy and outreach efforts to develop a pool of diverse and qualified candidates. 
In general, we allow two (2) weeks of online exposure before the initial screening of applications.
The posting period for all positions will begin the day the vacancy announcement is placed on the Employment Opportunities website. Positions will generally be posted within five (5) days of receipt of a personnel requisition. New or revised positions may require further review before posting.
The draft is emailed to contact person listed on Requisition for final approval before posting vacancy.

Screening and Referral

The Office of Human Resources is responsible for screening applications for minimum qualifications prior to referring applications onto the hiring department/search committee.

WHY?
To achieve the educational mission of the University; seek to attract and retain qualified employees and to ensure all applicants considered for the vacancy meet the minimum qualifications for the classification.
To maintain the integrity of the classification structure and ensure that hiring departments are receiving qualified applicants that have the basic knowledge, skills, and abilities required to perform the job.
Finally, to ensure a fair and equitable recruitment process.

We review applications based on a variety of experience and education related requirements which may include:
Experience equivalency
Education equivalency
License and Certification requirements
Equipment-related requirements

What’s involved in the review?
Review application for completeness and against the minimum qualifications
 
Evaluated on basis of information provided on the application
 
It is the applicant’s responsibility to ensure information is thorough, complete, and relevant to specific position opening
 
Insufficient or missing information may result in non-consideration
Review Close Relative Disclosure Form (if submitted)
 
HR will work with the hiring department if the applicant becomes the selected candidate.
Review Conviction Disclosure Form (if submitted)
 
Completed only if applicant has been arrested for a crime for which a trial is pending or if convicted of a felony as an adult that has not been dismissed, expunged, sealed or eradicated.
 
If hiring department receives an application that indicates a conviction it means HR has reviewed and determined that the conviction has no relevancy to the job vacancy and it’s okay for the hiring department to consider the applicant.

Confidentiality of the Process
Once the recruitment process begins, all application information (internal or external applicants) is kept confidential during the process.

  Internal applicant information is not disclosed unless the applicant is the selected candidate and at that time, reference checks must be conducted prior to job offer.

Timelines
Applications are reviewed by HR on a weekly cycle once the initial review of applications has commenced.
Example: Initial review begins COB Wed, Nov 9th. Applications are reviewed and referred to the hiring department within two days of Nov 9th.
Future applications will then be reviewed on a weekly cycle (in this example - each Wednesday).

Future HR Essentials Will Cover "Selection"

Search Committee
Ranking of Applications
Interview Process
Reference Checks
Selection Process
Job Offer
Sign-In
For more information please refer to the Employment Guidelines at:
  http://www-admn.csun.edu/hrs/comp/StateEmpGuidelines_07-04.htm

PAYROLL FORMS

  http://www-admn.csun.edu/hrs/forms/payrollforms.html

Department Forms

Absence Report - http://www-admn.csun.edu/hrs/forms/absence_std634.pdf
 

It is the Department option as to whether or not all employees submit an Absence Report. In the interest of paper reduction the department may only require individuals who are NOT Time and Labor Self-Reporters to submit this form.
 
The purpose of the form is for department Timekeeping/Approving in Time and Labor, and to retain on file in the department.
Record retention is outlined in a document issued by the Chancellor’s Office, which can be found at
http://www.calstate.edu/HRAdm/pdf2004/TL-PR2004-01.pdf

Authorization for Extra Hours Worked - http://www-admn.csun.edu/hrs/Payroll/Forms/PA125_b.pdf
 

Again, a department option as to whether to have all employees fill out this form or not. It may be used to authorize time BEFORE it is taken.

For reporting purposes, this form is used by NON self-reporting employees to report overtime (straight rate and time-and-a-half) and compensatory time to department Timekeepers for entry into Time and Labor for payment or credit. Signed forms are to be retained by the department.

Authorization for Transfer of Leave Balance from Position to Position
 

When an employee has multiple positions and is earning Vacation or Sick Leave in more than one job, the employee may transfer hours between positions. This transfer is allowed when there is an insufficient balance in the second position and the employee needs a specific amount to cover a time off for a specific time period.

Authorization for Special Pay (ASP) - http://www-admn.csun.edu/hrs/payroll/forms/special_pay.htm
Summer Term - 1/30th Pay Rate: http://www-admn.csun.edu/hrs/forms/pa130.xls
 

Used by campus departments to report summer session pay for faculty that worked the previous fall or spring.

Summer Term - 2357 Salary Schedule - http://www-admn.csun.edu/hrs/forms/pa135.xls
 

Used by campus departments to report faculty teaching summer only.

New Faculty Notice - Portal Access for Special Pay Faculty - http://www-admn.csun.edu/hrs/ohrs_50-14.pdf
 

This form is to be completed by the department for new special pay faculty who need an active CSUN ID to obtain access to the portal. This form may only be used for specific jobs (Job Codes 2322, 2323, 2356, 2357, 2363).

Getting an Employee ID before beginning work is an issue for many new hires, but there are system enhancements coming to future versions of SOLAR that will alleviate this issue.

Faculty Personnel Action Request Form (PAR) - http://www.csun.edu/~facacct/forms/general/facpar2.xls
Authorized Signature for Payroll Documents - http://www-admn.csun.edu/hrs/forms/ohrs-60-16.dot
 

Check all that apply:
__STD 672 Time and Attendance Report (requires two signatures from each area)
__PA 634 Absence Report
__PA 125 Authorization for Extra Hours Worked
__PA 120 Authorization for Special Pay
__PA 110 Authorization for Year-Round Operation Summer Session Pay
__PA 100 Campus Timesheet
__PA 105 Prior Pay Period Payment Request Form
__PA 115 Prior Pay Period Payroll Adjustment Form

Timesheet - http://www-admn.csun.edu/hrs/Payroll/Forms/campus_timesheet.htm
 

For Student Assistants, Work-Study Students, Hourly Intermittent employees. Job codes 1800, 1868, 1870, 1871, 1872, 1150 and 1151.

Prior Pay Period Adjustment Form - http://www-admn.csun.edu/hrs/Payroll/Forms/pa115.htm
 
Used by campus departments to request adjustments to an employee's pay and/or leave balance, including sick leave, CTO, and vacation usage from a prior pay period.

There is a different form for Work-Study students.

Work-Study Payroll Adjustment Form - http://www-admn.csun.edu/hrs/payroll/forms/workstudypayrollform.htm
 
Summary to report miscellaneous adjustments to Work-Study Payroll, including hours from a prior pay period. Use for on- and off-campus Work-Study. Must be submitted through the Work-Study Office.
Student Employee Job Data Change Form - http://www-admn.csun.edu/hrs/forms/studjobchg.dot
 
This form is used to document and authorize requests for additional appointment or change to the current employment status of a student assistant or work-study student, when unable to effect change through SOLAR.

Employee Forms

CSU Salary Reduction Agreement Form - http://www.calstate.edu/HRAdm/pdf2001/TL-BEN2001-02.pdf
 

403(b) Tax Sheltered Annuity - Employee completes and returns to Benefits Administration (University Hall, Room 185) to activate pre-tax deductions from their pay into a pre-arranged 403(b) or 457 account.

Direct Deposit Enrollment Authorization - http://www.documents.dgs.ca.gov/osp/pdf/std699.pdf
 
Used to enroll in or change direct deposit of pay warrants (return with signature to Payroll Administration, University Hall Room 185; questions, call x2314). Link to form takes you to State of California forms website.

Please note: As of September 2005, Direct Deposit is now available to ALL employees of CSUN, including students and hourly intermittent employees. Encourage participation!
Duplicate Wage and Tax Statement Request - http://www.documents.dgs.ca.gov/osp/pdf/std436.pdf
 
Used to request a duplicate copy of form W-2 for up to 4 prior tax years.
 
Important note: as of today, the State Controller’s Office charges a fee of $8.50 for each tax year requested, payable by Money Order, or Payroll Deduction ONLY. No cash or personal checks accepted. Fees subject to change.

Confidentiality Statement - Employee: http://www-admn.csun.edu/ps/hrs/confidentialityform.doc

 

Use appropriate form when Employee or Faculty are requesting access to University data systems containing personal, academic, or financial information about students, faculty, staff, or alumni.

Employee Confidentiality Statement forms are returned to Human Resources, where they are entered into the SOLAR HR database in the Employee Checklist, and filed in the employee’s personnel file.

Confidentiality Statement - Faculty: http://www-admn.csun.edu/ps/hrs/confidentialityform_faculty.doc
 

Use appropriate form when Employee or Faculty are requesting access to University data systems containing personal, academic, or financial information about students, faculty, staff, or alumni.

Employee Action Request Form (EAR) - http://www.documents.dgs.ca.gov/osp/pdf/std686.pdf
 

Federal/State Withholding, Address Change, Name Change Form (Faculty/Staff/Management only)

May be used for withholding changes and/or address changes; however, anyone with self-service access may change their address online. Access is through the web portal http://www.csun.edu/portal. Instructions for access and use of the self service portal can be found at: http://www-admn.csun.edu/hrs/selfsvcref.pdf

Self Service Page - https://www.csun.edu/portal/index.fcgi (requires portal access/login)
 
Once login is completed, click on "Services for Faculty & Staff" and then click "My Personal Information"
Student Payroll Action Request Form (SPAR) - http://www.documents.dgs.ca.gov/osp/pdf/std457.pdf
 
The form for student address and withholding changes.
State Employee Information Form (S.E.I.F.) - http://www-admn.csun.edu/hrs/forms/SEIF_form.pdf
 
Use for employee information changes such as education, telephone number, etc. 
Instructions are included with this form.
 
How is the SEIF different from the Employee Action Form?
 
Citizenship information
 
Ethnic information
 
Veteran information
 
Education
 
Emergency Contact
 
Payroll Designee
 
Cannot change federal or state withholding on this form

Lost or Stolen Pay Warrant – Request for Duplicate Controller's Warrant / Stop Payment

http://www.documents.dgs.ca.gov/osp/pdf/std435.pdf

 

This form is used when an employee reports a lost/stolen/destroyed pay warrant. It can take 2-3 weeks for a replacement warrant to be issued by the State Controller’s Office.
 
Another good reason to take advantage of Direct Deposit!

Monthly Vehicle Usage Report - http://www-admn.csun.edu/hrs/forms/MonthlyVehicle.doc
 
Used by employees to report mileage on their state or third-party vehicles.

Payroll Forms Resources

Payroll Forms http://www-admn.csun.edu/hrs/forms/payrollforms.html
Self Service Web Portal - http://www.csun.edu/portal
Self Service Instructions - http://www-admn.csun.edu/hrs/selfsvcref.pdf
Chancellor’s Office - Records Retention Guidelines: http://www.calstate.edu/HRAdm/pdf2004/TL-PR2004-01.pdf
SOLAR Campus Support - pshelp@csun.edu, x6685

Questions, comments, concerns? Contact us!

HRIS/Payroll Administration
(818) 677-2314
University Hall, Room 185
Mail Code 8228

 

THANK YOU FOR YOUR TIME!