Transaction A63 - Reclassification / In-Classification Progression

General Information | Audit Instructions | Audit Messages

 

Used to change an employee's classification or position skill level within a given classification. A reclassified position may involve a level of duties and/or salary that are higher, lower or equivalent and normally involves a formal job review, desk audit or may be the result of the implementation of new class standards. An in-classification progression is distinguished from a reclassification in that it provides for movement between position skill levels in the same classification. Movement to a higher skill level is accompanied by at least a 5% salary increase or movement to the minimum of the new skill level.

 

The distinction between a reclassification / in-classification progression and a promotion (A64 transaction) is there is no recruitment activity for a reclassification / in-classification progression. For Affirmative Action purposes, reclassifications / in-classification progressions and promotions are reported differently.

PIMS Coding Matrix

Data Element

Required

Conditional

120 - Agency

 

X

121 - Unit

 

X

122 - Class

X

 

123 - Serial

 

X

126 - CBID

 

X

205 - Transaction Codes

A63

 

210 - Effective Date

X

 

210 - Effective Hours

 

 

415 - Duration of Appointment

 

X

416 - Expiration Date of Appointment

 

X

215 - Employment History Remarks

 

X

335 - Salary Range

 

X

311 - Salary Step

 

X

330 - Anniversary Date

 

X

430 - Probationary Period (Code)

 

X

430 - Probationary Period (Ending Date)

 

X

560 - Professional License Type / Expiration Date

 

X

606 - Time to be Paid (New Position)

 

X

607 - Time to be Paid (Old Position)

 

X

645 - Payroll Return Date

 

X

702 - Department Code

 

X

703 - School Code

 

X

704B - Management Data Element No. 2

 

X

711 - Work Location

 

X

719 - Detail Transaction Code

 

X

815 - Red Circle / Plus Salary  (Line G Item)

 

X

820 - Assigned Salary Rate  (Line G Item)

 

X

876 - Job Code  (Line G Item)

 

X

957 - Eligibility Substantiation

 

X

958 - Final Salary Anniversary Date       (Line G Item)

 

X

General Information

  1. Refer to collective bargaining agreements to obtain specific reclassification information.

  2. In-classification progression actions are available for restructured classification series such as Confidential Support (C99) and Information Technology (R09), which distinguish position skill levels within a given class by range code.

  3. The effective date is normally the first of a pay period.

  4. When an employee is on the 8/12, 10/12 or 11/12 pay plan and is to be reclassed/ICP (A63) and are entitled to a settlement pay due to 8/12, 10/12 or 11/12 position, the campus must do the following:

    1. Complete an A60 transaction with the same effective date as the reclass/ICP (A63) including:

      1. Item 215 (Remarks) = SETTLEMENT ONLY

      2. Item 335/Item 122 = Change range to 1 or class code to the 12 Month class in the same series as the class that is 8/12, 10/12 or 11/12 (i.e. class 1030=10/12 change class to 1032=12 Month class)

      3. Item 606/607 = Enter only if mid-month or dock in the pay period

      4. Item 719 = 36

      5. Item 810 = Proper amount due

      6. All other required data on the A60 that is not automatically carried forward should be re-entered from the previous record.

    2. If a transfer of regular pay to settlement pay is necessary, submit the A60 transaction with a F674 to CSU Audits.

    3. Process the reclass/ICP (A63).

Audit Instructions

  1. Class Code, Item 122, is required on all A63 transactions and must reflect the following;

  1. Range Code, Item 335, must change on an in-classification progression.

  2. Payroll return date, Item 645, is not to be entered unless the prior record is a S43 and the payroll return date is to be changed (but not deleted).  If the employee is to return to full time status with the same effective date as the A63, process an A59 to full time, then process the A63.  

Furlough Instructions Effective 7/31/2009 Through:

 

  1. Eligibility Substantiation may be affected when an employee moves between bargaining units or between included and excluded groups.

 

*Date determined per respective campus AY calendar

Audit Messages

None