State of California M E M O R A N D U M REFERENCE CODE: 2001-032 DATE: August 20, 2001 TO: Personnel Officers FROM: Department of Personnel Administration Classification and Compensation Division SUBJECT: Personnel Services Series and Payroll Services Series Classification Changes: Departmental Action Required CONTACT: Camille Hollis, Personnel Management Analyst (916) 324-3860 FAX: (916) 327-1886 Email: CamilleHollis@dpa.ca.gov The purpose of this memorandum is to provide information regarding the changes to the Personnel Services Series and Payroll Services Series. In accordance with the 1999-2001, Bargaining Unit 1 Memorandum of Understanding (MOU), a Joint Labor/Management "Task Force" was established to review the Personnel Services Specialist classification series. The contract language specified that the State and the Union shall institute the following action: 1. Issue allocation guidance to departments permitting reallocation of Personnel Services Specialist I to Personnel Services Specialist II, when sufficient complexity exists. 2. Within six months of contract ratification, develop a workload formula based on measurable factors impacting the complexity of work assigned to the Personnel Services Specialist series. 3. Departments will consider administrative alternatives prior to mandatory overtime. 4. Establish a Joint Labor/Management "Task Force" to define the level and amount of work, and to establish a relationship with Unit 1 classifications. In accordance with the contract language, the Department of Personnel Administration (DPA) issued the following Personnel Management Liaisons (PML) memos: 1. PML 2000-049, August 10, 2000, regarding allocation guidance for the Personnel Services Specialist II class. 2. PML 2000-055, August 28, 2000, regarding Administrative Alternatives: Mandatory Overtime. Based on the Joint/Management Labor team's review of the Personnel Services Specialist and Payroll Services Specialist classification series, the following action has taken place. 1. Revised classification plan, Personnel Services & Payroll Services series. - Consolidated the Personnel Services Specialist I and Personnel Services Specialist II classification, and Payroll Services Specialist I and Payroll Services Specialist II. - Retitled the classification series, Personnel Specialist and Payroll Specialist. Supervisor classes were retitled accordingly. - Established a new classification, Senior Personnel Specialist and Senior Payroll Specialist. -- Salary negotiations are taking place between the State and the union. - Proposed abolishment of the Personnel Services Supervisor I and Payroll Services Supervisor I classifications when they become vacant. - Changed the Alternate Range Criteria 125 to allow entry into class at Range B and to add Range D. 2. Revised the Allocation Guides for the two series. 3. Developed a comprehensive workload formula based on measurable factors. 4. Changed the Schematic Code for the Personnel Services and Payroll Services classifications from CG to KY. 5. Established an annual $2,400 Recruitment and Retention Differential, effective January 1, 2001. Therefore, effective July 1, 2001, the following classification changes are in effect: RETITLED: OLD TITLE NEW TITLE Personnel Services Specialist I Personnel Specialist Personnel Services Supervisor II Personnel Supervisor I Personnel Services Supervisor III Personnel Supervisor II Payroll Services Specialist I Payroll Specialist Payroll Services Supervisor Payroll Operations Supervisor REALLOCATION: OLD CLASS NEW CLASS Personnel Services Specialist II Personnel Specialist, Range D Payroll Services Specialist II Payroll Specialist, Range D NEW CLASSIFICATIONS: Senior Personnel Specialist Senior Payroll Specialist Initial movement to the new Senior Personnel and Senior Payroll Specialist classifications will take place as follows: Personnel Services Specialist or Payroll Services Specialist performing full-time workers' compensation or full-time position control and/or working in a one or two person shop will be reallocated without examination to the Senior Personnel Specialist or Senior Payroll Specialist classification. By September 30, 2001, departments must submit to DPA the following information: 1. Employee's Name. 2. Classification Title. 3. Position Number. 4. A current duty statement. 5. Organization chart illustrating location of class. 6. A notation of function: Workers' Compensation, Position Control and/or One or Two Person Office. For your convenience, a Request to Process Movement Changes form has been provided. All other proposed movement to the Senior Personnel Specialist and Senior Payroll Specialist classes will take place through the Classification Action Request (Form 625) process, and must be based on establishment of list eligibility and assignment of appropriate senior level work. Therefore, the Senior levels are placed on Modified Classification Review II for all initial allocations, and therefore require DPA review and approval prior to filling position(s). Future published classification information related to these changes will be available on the Personnel Information Exchange (PIE) system. If you have any questions regarding this memorandum, please contact me at the above number. Wayne Kurahara Program Manager Attachments will be distributed via mail.