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

General Information

1. Refer to collective bargaining agreements to obtain specific temporary 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. Temporary reclassifications / in-classification progressions should be processed via an A63 transaction. Complete Items 415/416 and in Item 215, enter "TEMP RECLASS" or "TEMP IN-CLASS" as appropriate.

5. If a reclassification / in-classification progression is to be extended, process a 416 transaction and in Item 215 enter "EXT RECLASS" or "EXT IN-CLASS". The effective date should be the next calendar date following the date shown in Item 416.

6. If the employee is to remain in the position and there was no recruitment, process another A63 transaction, delete Items 415/416 and in Item 215, enter "PERM RECLASS" or "PERM IN-CLASS" as appropriate. The effective date should be the date the final determination is made.

   Item 205	Item 210	Item 215	Items 415/416
   A63	7/1/2008	PERM RECLASS	Enter * to delete
   A63	1/1/2008	TEMP RECLASS	Enter duration

7. If the employee is to remain in the position following a recruitment/selection process, refer to Transaction A64 General Information for processing instructions.

8. If the employee is to be returned to his/her former class, process a Transaction A60.

   9. The following is in reference to employees holding a temporary appointment (A52 Transaction) who receive

        a temporary reclassification .  

a.    The duration of a temporary reclass may not exceed the duration of the original temporary appointment.

b.    When the temporary reclass expires but the reclass is extended, extend the temporary reclass by processing a 416 Transaction which must remain within the duration of the original temporary (A52) appointment.

c.    If an employee is to remain in the reclass appointment beyond the expiration date of the original A52 appointment, process the reclass appointment as a temporary appointment via A52 Transaction, not as an extended appointment via the 416 Transaction.

d.    When the temporary reclassification has expired and the employee is to return to his/her former position and

1.    The original A52 appointment has not expired, process an A60 Reassignment Transaction and enter code 38 in Item 719, or

2.    The original A52 appointment has expired, process as a new temporary appointment via the A52 transaction to the original position.

e.    If the temporary reclassification is to become permanent, process an A50, Permanent/At Will Appointment Transaction.

10.  When an employee is on the 10/12 or 11/12 pay plan and is to be reclassed (A63) or promoted (A64), and are entitled to a settlement pay due to 10/12 or 11/12 position, the campus must do the following:

•  Complete an A60 transaction with the same effective date as the reclass (A63) or promotion (A64) 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 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.

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

• Process the reclass (A63) or promotion (A64)

Note: In some cases, the campus must process an A52 or A50 transaction. Refer to procedures in A60, A63, and A64 transactions regarding temporary employees.

Audit Instructions

1. Class Code, Item 122, is required on all A63 transactions and must reflect the following.  (The exception is when processing a permanent reclass/in-class profession following a temp assignment for the same class and/or range).

• For a reclassification, Class Code must change,

• For an in-classification progression, Class Code must not change,

• For MPP employees, Class Code and/or Job Code must change.

(The exception is when processing a permanent reclass/in-class progression following a temp assignment for the same class and/or range.)

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

3. 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 current

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

Audit Messages

None

Last Updated: September 10, 2009