Compensation & Classification

Merit Program

*** The following information is applicable to eligible policy-covered (non-represented) staff of the University ***

Merit Program Information and Guidelines - FY 2020-21

Please Note: There will NOT be a merit program for FY 2020-21 for policy-covered staff.

Wednesday, May 20, 2020

TO:         Campus Community
FR:         Cindy Doherty, Director, Academic Personnel
               Cynthia Señeriz, Director, Human Resources
RE:         President Napolitano announces systemwide pay freeze for policy-covered employees

Janet Napolitano, President of the University of California, has announced a systemwide pay freeze for policy-covered (non-represented) employees.  The Office of the President released a statement on UC Net that addressed the salary freeze and anticipated budget shortfalls.

Letter from President Napolitano and FAQs

Questions regarding the impacts of the salary freeze should be directed to the Academic Personnel Office for academic appointments or the Human Resources office for staff appointments.

 

UCPath Instructions for Post-Merit Processing

Instructions for FY 2019-20:

Retro Reclass Process (BW / MO)

Retro Equity Process (BW / MO)

Manual Entry of a Merit Increase Upon Return from Leave (BW or MO)

People Management & Performance Evaluations

Managers and Supervisors --> People Management web page

Employees --> Managing My Performance web page

Performance Evaluations --> Performance Evaluation web page

Preparation for the Merit Program

Employees:  

For more information on your role in the pay for performance process, please go to Managing My Performance.

Managers and Supervisors:

Please take the following steps to get your staff ready for the annual merit increase program:

1. Complete a written Performance Evaluation for each one of your policy-covered employees. Must be completed within 12 months prior to the start of the merit increase process.

2. Review and update the position and job data details in UCPath for your employees to make sure that:

  • Employment status = Active
  • Job Expected End Date = blank or a date that is later than the merit program effective dates
  • Employee Class = 2 (career) or 7 (partial year career)
  • Salary grade is correct and not blank
  • Dept ID for both Position and Job Data are the same. Fund source Dept ID can be different.
  • Funding strings and pay distribution %'s are correct.

 

Historical Communications (Guidelines, Instructions, Rosters)

2019 Memos:

2018 Memos:

2017 Memos:

2016 Memos:

  

Employee Notification Templates

Please take the proactive step to notify your employees individually of the merit pay increase they received.  The following document has two samples for department heads and supervisors to use as a starting point depending on the particular circumstances. Feel free to edit and personalize these communications as needed.  If there are unique situations in your department that the sample templates do not adequately address, please feel free to contact your department’s designated Employee & Labor Relations Specialist.

Sample Employee Communication Templates for Merit Program

 

Historical Salary Increase Programs (policy-covered)

  • 7/1/19 (6/30 BW) - 3% Merit Fund Pool/Budget - Performance based merit increase; 2.5% adjustment to the salary range structure
  • 7/1/18 (MO and BW) - 3% Merit Fund Pool/Budget - Performance based merit increase; No adjustment to the salary range structure (it was newly introduced Effective May 1, 2018 with Career Tracks)
  • 7/1/17 (6/18 for BW) - 3% Merit Fund Pool/Budget - Performance based merit increase; 2.5% adjustment to the salary range structure
  • 7/1/16 (6/19 for BW) – 3% Merit Fund Pool/Budget – Performance based merit increase; 2% adjustment to salary range structure
  • 7/1/15 (6/21 for BW) - 3% Across the Board increase; 2% adjustment to salary range structure
  • 7/1/14 (6/22 for BW) - 3% Across the Board increase; 3% adjustment to salary range structure
  • 7/1/13 (6/23 for BW) - 3% Across the Board increase; 3% adjustment to salary range structure
  • 10/1/12 - No annual increase, no adjustment to the range structure
  • 12/1/11 - .7% Across the Board increase to end SRDP program
  • 7/1/11 - 3% Merit Fund Pool/Budget; 3% adjustment to salary range structure
  • 10/1/10 - Salaries restored; no new merit budget; no range structure adjustment
  • 9/1/09 - 8/31/10 - 8% salary reduction for salaries over $46k, 4% reduction for salaries under $46k; furlough days provided
  • 10/1/08 - No merit increase; no range structure adjustment
  • 10/1/07 - 4% Merit Fund Pool/Budget; 4% adjustment to salary range structure

 

Web Merit System & Processing

The Web Merit system will no longer be used now that UCSB is on UCPath. Please refer to the Merit Program Information and Guidelines section above for instructions on the current years' merit process.

Salary Grade Ranges

Please Note: The Career Tracks salary grade ranges will NOT be adjusted for FY 2020-21 due to the systemwide pay freeze.

Training

-----Historical Training (FY 2018/19)------

      Merit Program Training - Part I - General merit program information
      Merit Program Training - Part II - Web Merit user instructions

Merit Program FAQs