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HomeMy WebLinkAboutResolutions - 1980.10.16 - 121489484 Miscellaneous Resolution # July 24, 1980 BY: PERSONNEL COMMITTEE - John J. McDonald, Chairperson IN RE: SUBMISSION OF CHANGES IN MERIT SYSTEM RULES 2, 3, 8 and 22 TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS Mr. Chairperson, Ladies and Gentlemen: WHEREAS Section IV., Subsection A. of the Merit System Resolution requires that all changes in the rules and regulations of the Merit System shall be submitted to the Board of Commissioners at a regular meeting of the Board and shall become effective thirty (30) days after such meeting unless objection is received in writing by the Chairperson of the Board of Commissioners, in which case the objection shall become a matter of business at the next meeting of the Board; and WHEREAS it has become desirable to make certain changes in the wording of Rules 2, 3, 8 and 22, as spelled out in the attachments to this resolution; and WHEREAS your Personnel Committee has reviewed and approved these changes at its meeting of July 9, 1980, NOW THEREFORE BE IT RESOLVED that the reading of this notice and the distribution of this notice and the attached document labeled "Proposed Changes in the Merit System Rules" to all Commissioners present and absent to be considered as the official submission to the Board of Commissioners, of the described changes in Rules 2, 3, 8 and 22. Mr. Chairperson, on behalf of the Personnel Committee, I move the adoption of the foregoing resolution. PERSONNEL COMMITTEE REPORT BY: PERSONNEL COMMITTEE - John J. McDonald, Chairperson IN RE: MISCELLANEOUS RESOLUTION #9484/SUBMISSION OF CHANGES IN MERIT SYSTEM RULES 2, 3, 8 and 22 TO THE OAKLAND COUNTY BOARD OF COMMISSIONERS Mr. Chairperson, Ladies and Gentlemen: The Personnel Committee, having reviewed Miscellaneous Resolution #9484 regarding changes in Merit System Rules 2, 3, 8 and 22, recommends adoption of the resolution, and further recommends the amendments to Rule 2, Section VI and Rule 8 as spelled out in the attachments to this report. Mr. Chairperson, on behalf of the Personnel Committee, I move the adoption of the foregoing report. PERSONNEL COMMITTEE RECOMMENDED AMENDMENTS TO PROPOSED RULE 2, SECTION VI RULE 2 PROPOSED WORDING Rule 2 Section VI MERIT INCREASES A Merit Increase is defined as advancement to the next higher step within a salary range based upon performance as well as eligibility. Eligibility shall be determined by length of service completed at a step within the salary range of the employee's classification. The length of service for each step of a classification's salary range is indicated in the official Oakland County Salary Schedule, A Merit Increase shall require the written recommendation of the employee's Department Head on the official Personnel Department Merit Increase form. The overall written recommendation shall be expressed in terms of no less than above average to outstanding performance to substantiate that an increase was merited. Above average to outstanding performance standards are written standards reasonably established by department authority in accord with the employee's official classification specification and departmental policies and procedures. These standards shall provide the basis for Merit Increase determinations. The affected employee shall receive a copy of the completed Merit Increase form, whether the Merit Increase was granted or not. A. In unusual circumstances an employee may receive an early merit increase, i.e. moving to a salary step earlier than provided for in the salary structure. Such movement must be clearly justified for exceptional performance and/or additional experience or education not previously considered in other salary decisions. Documentation for such consideration shall be submitted in compliance with applicable provisions of the Merit System rules, administrative guidelines as established by the County Executive, and approved in advance by the Personnel Department. AMENDED WORDING Rule 2 Section VT MERIT INCREASES A Merit Increase is defined as advancement to the next higher step within a salary range based upon performance as well as eligibility and the written recommendation of the employee's Department Head. Eligibility shall be determined by length of service completed at a step within the salary range of the employee's classifi- cation, The length of service for each step of a classification's salary range is indi- cated in the official Oakland County Salary Schedule, Evaluation of performance shall be conducted by Department Authority based on performance standards reasonably established and in accord with the employee's classification and departmental policies and procedures. The affected employee shall receive a copy of the completed Merit Increase form whether the Merit Increase was granted or not. A disapproved Merit Increase is a discipli- nary action, and as such, may be appealed to the Personnel Appeal Board. A. (No Change) (No Change) RECOMMENDED ADMENDMENTS TO PROPOSED RULE 2, SECTION VI(CONTINUED) PROPOSED WORDING B. An employee not granted a merit increase must receive a written explanation of the reasons therefore and the improve- ment in performance required to qualify for a merit increase. This performance must be reviewed again at six month intervals. C. If the merit increase is not granted at the end of 18 months from the date of the first denial, it shall be deemed 1 a disciplinary action at that point in , time, and as such, may be appealed to the Personnel Appeal Board. D. If the Personnel Appeal Board grants the merit increase, it cannot be effective earlier than 18 months prior to the date it became a disciplinary action as defined above, NOTE: For the purpose of implementing this rule the Personnel Appeal Board is deemed to have the authority to grant Merit Increases retroactively but no more than 18 months prior to the date the matter became a disciplinary action (18-ment4-ef.telle-f4r-Elae of-e01,1Iy) despite the jurisdic- tional limitations of the Board. A,[E.] The indicated length of service in the classification shall include only service credited during that period toward the employee's Benefit Anniversary Date under Rule 22, III, B. 1, a, AMENDED WORDING B, An employee not granted a merit increase shall receive a written explanation of the reasons therefore and written notice of the improvement in performance required to qualify for a merit increase. (Delete) (Delete) (Delete) C. The indicated length of service in the classification shall include only service credited during that period toward the employee's Benefit Anniversary Date under Rule 22, III, B, 1. a. (NO CHANGE) Page 2 ORDI AMENDED WORDING PROPOSE RECOMMENDED AMENDMENTS TO PROPOSED RULE 8 RULE 8 AMENDMENTS Rule 8 1 Rule 8 Section III (P. 8 in "Proposed Rule Changes") TYPES OF PROGRESSIVE CORRECTIVE AND DISCIPLINARY ACTIONS (P. 8 and 9, "Proposed Rule Changes") When corrective or disciplinary action is 1 (No Change) necessary, the following sequence should be followed: . Oral Reprimand (Section III.A. Not a 1 (No Change) disciplinary action and therefore not appealable within the intent of Rule 3.) • Written Reprimand (Section III.B. Not a 1 (No Change) disciplinary action and therefore not appealable within the intent of Rule 8.) TYPES OF PROGRESSIVE CORRECTIVE AND DISCIPLINARY ACTIONS • • Withholding a Merit Increase After 18 Months from the first date of denial (Section III.C. Appealable Disciplinary Action.) • Withholding a Merit Increase (Section III.C. Appealable Disciplinary Action.) RULE 8, SECTION III, SUBSECTIONS A AND B (P. 9 and 10, "Proposed Rule Changes") SANE AS SUBCOMMITTEE RECOMMENDATION - NO CHANGE. Rule 8 Section III Subsection C (P. 14 "Proposed Rule Changes") WITHHOLDING A MERIT SALARY INCREASE AFTER 18 MONTHS FROM THE COMPLETION OF THE PREREQUISITE LENGTH OF SERVICE IN THE CLASSIFICATION Rule 8 Section III Subsection C WITHHOLDING A MERIT SALARY INCREASE AFTER COMPLETION OF THE PREREQUISITE LENGTH OF SERVICE IN THE CLASSIFICATION 1. 1. Merit Increases in salary are given based on the passage of a certain amount of time in the employee's classification (eligibility) performance and on the written recommendation of the employee's Department Head. (See the County Salary Schedule for the time intervals between Merit Increases.) See also Rule 2, Section VI. AMENDED WORDING 2,- The Withholding of a Merit Salary Increase is a disciplinary action within the intent of Rule 8 and is therefore appealable to the Personnel Appeal Board. This action is taken by Department Authority to withhold a Merit Increase in salary at the point where the employee has spent the specified amount of time in a classificatic required for the Merit Increase. (No Change) 4, The Withholding of a Merit Increase in salary is a disciplinary action in which the employee is directed in writing, in the Merit Increase performance rating and written comments, to correct an action or behavior found objectionable in terms of employee conduct or performance The Withholding of a Merit Increase may also be used to point out an employee's failure to observe a Merit System or Departmental rule, policy, administrative instruction, or repeated infractions of a lessor nature for which the employee may have received oral and/or written reprimands. 3. PROPOSED WORDING The Withholding of a Merit Salary Increase will be considered a corrective and non- appealable action taken by a Department Authority to withhold a Merit Increase in salary at the point where the employee has spent the specified amount of time in a classification required for the Merit Increase (see Salary Schedule for time intervals between Merit Increases for the various County classifications). This action taken by the Department Authority shall be considered a disciplinary action only at the end of 18 months from the date of the first denial of the Merit Increase, and at such time shall be appealable to the Personnel Appeal Board. (See also Rule 2, Section VI.) (P. 14, "Proposed Rule Changes") 2. A Merit Increase granted by the Personnel Appeal Board cannot be effective earlier than 18 months prior to the date it (the withholding of the Merit Salary Increase) became a disciplinary action as defined above. (P. 15, "Proposed Rule Changes") 3. Withholding a Merit Increase must be for just cause relative to an employee's performance or lack of performance, their attitudes and work habits (refer to Section V of this rule - "Examples of Cause"). (P. 15, "Proposed Rule Changes") 4. The Withholding of a Merit Increase within the first 18 months after the initial denial is considered a corrective disciplinary action in which the employee is directed in writing, in the performance rating and written comments, to correct an action or behavior found objectionable in teims of employee conduct or performance. The Withholding of a Merit Increase may also be used to point out an employee's failure to observe a Merit System or Departmental rule, policy, administrative instruction, or repeated infractions of a lessor nature for which the employee Page 2 5 PROPOSED WORDIN AMENDED WORDING • may have received oral and/or written reprimands. (P. 15, "Proposed Rule, Changes") 5. (No Change) a. (No Change) b. (No Change) c. (No Change) d, (No Change) 6. (No Change) 5. Subcommittee Recommendation (P. 15, "Proposed Rule Changes") a. Subcommittee Recommendation (P. 15, "Proposed Rule Changes") b. Subcommittee Recommendation (P. 16, "Proposed Rule Changes") c. Subcommittee Recommendation (P. 16, "Proposed Rule Changes" d. Subcommittee Recommendation (P. 16, "Proposed Rule Changes") 6. Subcommittee Recommendation (P. 16, "Proposed Rule Changes") 7. Subcommittee Recommendation (P. 16, "Proposed Rule Changes") 8. A disapproved Merit Increase shall be reviewed again at six (6) month intervals from the date of the first denial of the Merit Increase. The Department Authority shall complete and return this form to the Personnel Department on or before the completion of the designated review date. (P. 17, "Proposed Rule Changes") 9. Subcommittee Recommendation (P. 17, "Proposed Rule Changes") 10. Subcommittee Recommendation (P. 18, "Proposed Rule Changes") 7. (No Change) 8. A disapproved Merit Increase form shall include the Department Authority's designation of the next date on which the withheld Merit Increase will be - reviewed. The designated review date may be any time after the date the Merit Increase was formally withheld, but in any case no later than when the employee's next scheduled Merit Increase date would have occurred had the current scheduled Merit Increase not been denied. The next designated review date for employees denied a Merit Increase to the last salary step for their classifi- cation may be any time after the date the Merit Increase was formally denied but in any case no later than 12 months after the date of the withholding action. . (No Change) 10. (No Change) Page 3 AMENDED WORDING D. (No Change) E. (No Change) F. (No Change) Withholding of a Merit Increase (after the prerequisite length of service in a classification) Suspension Without Pay Demotion Dismissal 1. (No Change) (No Change) 3. (No Change) 4. (No Change) PROPOSED WORDING D. Subcommittee Recommendation (P. 18, "Proposed Rule Changes") E. Subcolumittee Recommendation (P. 22, "Proposed Rule Changes") F. Subcommittee Recommendation (P. 23, "Proposed Rule Changes") G. 'Subcommittee Recommendation 1 G. (IO Change) (P. 26, "Proposed Rule Changes") Rule 8 RUle 8 Section IV (P. 28 in "Proposed Rule Changes") Section IV METHODS OF NOTIFYING AN EMPLOYEE OF A METHODS OF NOTIFYING AN EMPLOYEE OF A DISCIPLINARY ACTION DISCIPLINARY ACTION Withholding of Merit Increase After 18 Months from the Completion of the Prerequisite Length of Service in a Classification Suspension Without Pay Demotion Dismissal 1. Subcommittee Recommendation (P. 28, "Proposed Rule Changes") 2. Subcommittee Reconifflendation (P. 28, "Proposed Rule Changes") 3. Subcommittee Recommendation (P. 29, "Proposed Rule Changes") 4. Subcommittee Recommendation (P. 29, "Proposed Rule Changes") Rule 8 Section V (P. 30, Proposed Rule Changes") DISCIPLINARY ACTION MUST BE FOR "CAUSE" An employee shall receive corrective or disciplinary actions only for a specific, clearly described reason or "cause". Rule 8 Section V DISCIPLINARY ACTION MUST BE FOR "CAUSE" An employee shall receive corrective or disciplinary actions only for a specific, clearly described reason or "cause". (NO CHANGE) Page 4 OPOSED WORDING Corrective actions are oral reprimands, written reprimands and withholding of a Merit Salary Increase prior to it becoming a disciplinary action (see Section III, C.) Disciplinary actions are Suspension Without Pay, Demotion, Dismissal, or Withholding of , a Merit Increase After 18 months from the Date the Employee was Eligible. AMENDED WORDING. Corrective actions shall include but may not be limited to: • Oral Reprimands • Written Reprimands (See Rule 8, Section III, A and B) Disciplinary actions include and are limited to: • Withholding a Merit Salary Increase After Completion of the Prerequisite Length of Service in the Classification. • Suspension Without Pay • Demotion - • Dismissal The Department shall clearly specify and identify with particularity the specific reasons Or "cause" for the corrective or disciplinary action taken. The Department Authority shall clearly specify the specific reasons or "cause" for the corrective or disciplinary action taken. THE REMAINDER OF RULE 8, SECTION V IS RECOMMENDED FOR ADOPTION AS PREVIOUSLY PRESENTED - TO THE BOARD, Page 5 COUNTY OF OAKLAND DANIEL. T. MURPHY, COUNTY EXECUTIVE Attached is a copy of the proposed changes in Merit System Rules 2, 3, 8, and 22 as presented to the Board of Commissioners at their meeting of July 24, 1980 and referred back to the Personnel Committee on September 4, 1980 for review and further recommendation. Department of Personnel 1200 NORTH TELEGRAPH ROAD. PONTIAC, NILCHIGAN 4H0,13 (313) 858-0530 RULE 2 RULE/SECTION CURRENT WORDING PROPOSED WORDING Rule 2, Section VI MERIT INCREASES T INCREASES eceive. PROPOSED MERIT SYSTEM RULE CHANCES PAGE The advancement to the next higher rate within a salary range shall be called a Merit Increase and shall be based not only on the passage of the indicated length of service in the classification, but also on the written recommendation of the employee's Department Head as expressed on the official Personnel Department Merit Increase form. The affected employee shall receive a copy of the completed Merit Increase form, whether the Merit Increase was granted or not'. A disapproved Merit Increase is a disciplinary action, and as such, may be appealed to the Personnel Appeal Board. [A Merit increase is AS advancement to the next step within a salary ranee '_7,ed upon performanee as well a , eligibility. Eligibility shall. be determined by length of ser -ice completed at a step within salary range of the employee' • classification. The length of service for each step of a classification's salary range is indicated in the official Oakland County Salary Schedule, A Merit Increase shall require written recm7.Thtion of LI: employee's T).ment Head official Persoheel Depart Increase form. The overal recommendation shall be ex -:_e in terms of no less than a,e':e average to outstanding perorr-eaee to substantiate that an was merited. Above avh outstanding perfo= are written sta-ards established by in accord with thc official classificatic:l Heeific tion and departmental p:heies procedures. These stens tL provide the basis fvt Increase determinations. The affected employee L;:la a copy of the completed Increase form, whether Increase was granted or not A. The indicated length of service in the classification shall include only service credited during that period toward the employee's Benefit Anniversary date under Rule 22, III, B, 1, a. In unusual circumstances an em- ployee may receive an early merit increase, i.e. moving to a salary step earlier than provided for in the salary structure. Such movement must be clearly justified for exceptional performance and/or PAGE; 2 RULE/SECTION PROPOSED MERIT SYSTEM RULE CHANGES CURRENT WORDING PROPOSED WORDING additional experience or edu- cation not previously con- sidered in other salary decisions. Docl.imentation for deration shall be compliance with provisions of the rules, administra lines as establis County Executive, in advance by the Department. such consi- ubmitted -Jirnble rit guide- ad An employee not granted merit increase must receive ,itten explanation of the re therefore and the performance required t- ify for a merit increase. performance must be again at six month iraa If the merit increase 12 Aot granted at the end of IL ths from the date of the f denial, it shall be d disciplinary action a point in time, and as may be appealed to th Appeal Board. If the Personnel Appeal Board grants the merit increase, it cannot be effective earlier than 18 months prior to the date it became a di..ciplinary action as defined NOTE: For implementing rul,? Personnel AppeA. Board. deemed to have the authority to grant Merit Increases retroactively but no mor.2 than 18 months prior to th,' the matter became a di•......:12_1ary action (1-g—ei.--tte-r-t7iT in ' PAGE 3 {ST EN -3- EP3,ECTION CURPENT '0"ORDING PROPOSED TORDINC, despite the jhridictiohal limitations of: the Board.1 A“E.] The indicatc:'„ 7::17gth of service in the shall include ohlY service credited during that T_?:.Liod toward the employee'.:; Anniversary Date under 22, III, B, 1, a. RULE/SECTION PROPOSE. CURRENT d. The Personnel shall decide, has, upon information in the request aea is Personnel Depar ss's ?ACE 4 PROPOSED YERT.7 Svs= FUZE Cil;'':SCs RULE 3 Rule 3, Section II, A, 4 4. An employee wishing to have the classification of their posi- tion studied shall make such a request in writing to their Department Head. Department - Heads shall note that they have seen the request and forward it to the Personnel Director along with a recommendation as to the need for a study no later than 14 days after receipt of request. • An employee wies: the classificaCst ti position studie_" s'•all m-es such a -eq: es-e: urit inr their f:eee.m• Head. Depar -nies !e••s shall note the': t's.-y. aa,s- seen. the reqi . ass -rward it to the Personnel. Director along 'e_th a recommendation as ti need for a. study no late: :es 14 days after receipt of request. a. Such a request shall iden- tify the reasons for requesting reclassification b. The Personnel Department shall review the request and shall determine whether a classification study is warranted, based on the reasons cited in the request. The Personnel Department shall respond . within 30 calendar days after receipt of the request from the Depart- ment Head regardless of whether or not a study is warranted and shall cite their reasons for taking such a position. c. If an employee has request- ed a classification study, and if that request has been found by both the Personnel Department and the Personnel Committee to not warrant such a study, then any subsequent request by that employee for a classification study, so • long as the employee - remaining in that same classification, must specifically identify the job elements which have been changed or added since a. Such a request identify the requesting recLe.s. tion. b. The Personnel Department shall review the request and shall determine whether a classificatic study is warranted, on the reasons eit,d the request. THe Department shs17 eep:md within 30 csiee*,;L 4 after receipt cl quest from th.. Head regardless e: ,s,eher or not a. study is -e.e- Late and shall cite their reasons for taking such a position. • Should the Personnel Department determine that classification e . not s'errented, may ..177.,s1 thi ten tion to the Perscinel Committee. TLF, PROPOS:D MERIT SY -2- CURRENT WORDING PROPOSED WORDING 8ULE/SECTICN PAGE 5 the time of the earlier request. d. The Personnel Department shall complete the classification study within 120 days of the date the position questionnaire completed by the employee is returned to the Personnel Office. e. If the classification study results in a deter- mination that the employee's position is reclassified upward the reclassification will be effective on the beginning of the pay period closest to the date the employee returned the completed questionnaire to the Personnel Department. • A written notice of classifi- cation determination shall be sent to the current incumbent of the position in question and to their Department Head within five days after the determination has been reached. notification of denial to conduct the audit, a classification is warranted. The .Committee may direc. The Personnel Denment to conduct a classifice•' study, if it find reason in the emp:,o written request t:( a study. e. Subsequent requests for classification studies, by an employee remaining in the same classification after a request for a classification study was denied by both the Personnel Department the Personnel Commic. must specifically eeee.:fy the job elements have been changed e• added since the time of the earlier request.] 47[f.] The Personnel Department shall complete a warranted classification study within 120 days of the CI -L. The position questionnaire completed by the is returned to the Personnel Department. [g.] A classification study determination which conclud( - that the employee's posi- tion is to be upwarly reclassilfied will r in the reclassificatie: coming effective or first day of the pay period closest to the date:he employee returned completed questionEa_t_ to the Personnel Depart -ant. PACE 6 PROPOSED NT 5.77TFn' OULF -3- RULE/SECTTON CURRENT WOPRTNC PROPOSED WORDIC Determination of reclassifications or classification tiL:Y will become eff.-:c the first day cf period closest to the classification audit is completed by the Personnel Department.] A written notice of cl-ssifi- cation determination he sent to the current 1:1.-72nit of the position in and to their Den• within five days aft determination has been reached. [h. RULE/SECTION Rule 8, Section I ore r or rosin. 1 danger or the PROPOSED MERIT SYSTEM RULE CHANGES CURRENT WORDING Types of Disciplinary Actions CURRENT WORDING FOR THIS SECTION (SECTION I, A, B, C. D, E, F) NOTED ON PAGES 3-21 UNDER CHANGES FOR RULE 8, SECTION III, A, B, C, D, E, F, G. • PURPOSE Regulations for the ac'coPt ,clhle conduct of employe._ necessary for of any govci the benefit al., rights and satr.et and the tions hel_ . form of System Ruler others whic - m^- be stnb from time t to promote un- is eonsi.: and to e in. the 0 ,7 Merit S :scrT. .shall be air, T corrective in not ef-el+s.ene- ettent4on-ef—ellir eet=ttrtt'et,--te-t-i71 , [The of discipi correct the cehavior of which is contrary to thc Regulations of the Count Oakland, by 1Y,,nging tion of the ._,yloee which is to verbal, wri means.1 or real fellow w neTs violatioccs or specifTi.- System rules or re.' ental rules or any c in violation of law cr lecmed inappropriat e performance of the by [the] Department [Head or authorized is subject to ensure fair, corrective trct employees, Depart-. [Heads or their autn subordinates] shall. directious mr corrc,,- table b,H , H -r and a amount o' time for th ob . 1 to 2- RULE/SECTION I CURREN WORDING Rule 3, Section II 1 Methods of Notifying an Employee CURRENT WORDING FOR THIS SECTION (SECTION II, A.) NOTED ON PACES 22-23 UNDER CHANGES FOR SECTION IV. Rule 8, Section III Disciplinary Action Must he For Cause CUP.7.ENT WORDING FOR THIS SECTION (SECTION III) NOTED ON PACES 24-27 UNDER CHANGES FOR SECTION V. • the alaOle PROPOSED MERIT SYSTEM RULE U; PROPOSED t.:0RDIM6 make the correction disciplinary acti• cases where the h._ extreme at the C to justify aL•- Extreme forms c_ behavior may no severe forms of and includin: from employment. AUTHORITY The Merit System (Refeenee-4Ee Seetio- [provides:1 That procedure be dq .- employees wit ,: right to app.,Fi suspensiom plinary actio Appeal Board the final County [such] matters siispenT-effitq-4e,-- plftary-ftet-47H County employees employees and whose decsior binding on such emT.1 departments. TYPES OF 7---'--5STVE CORRECTIVE DISCIPT -CTIONS correcti.:: disc -ipiinary action is -y, 7oLlowing sequence 1:11 . Ora Not a 31 ' ._inary a t therefore not appealable within the intent Written Rer -:.:„..nd (Section Not -.LLsciplary action and 1 --` appealable of Rule 3) of RIL Withholding a Merit [[After 18 Months First Date of De: (Section III.C. ....... Disciplinary PROPOSED MERIT SYSTEM RULE CHANGES -3- RULE/SECTION CURRENT WORDING On T -cad Rule 8, Section III, A. (FORMERLY SECTION I, A.) PROPOSED WORDING, Suspension Withou- (Section 111.0.\-- Disciplinary Action) Emergency Suspeurs'. (Section ITT.E. disciplinary ac.'f; therefore not - within the inc le Demotion (Ser=)-' Appealable DL: Action) Dismissal (Section TIT.C. Appealable Disciplinary. Action) Despite the sequence ,above, nothing in th shall prevent th: or authorized hereinafter reterred to as the "Department Authority", from taking immediate and appropriate disciplinary action up to and including dismissal should it - required by the circumstances --. for just cause. Section I A. Oral Reprimand 1. This is an action taken by a Department Head in which he tells an employee about an action or behavior of the employee which he, as the Department Head, finds objectional or wishes corrected. Section III A. Oral Reprimand 1. TI4s-n-ne-a. [An Oral Reprimand is not al disc ii- nary action within the of Rule 8 and therefore t an appealable action. Reference to "Oral Reprimands' is included in Rule 8 because of its appropriate role in a progressive and corrective [and] discinlioary process and to emph-,.:i: priate use to the use Its appro- Possible Qr 4 or roc] disciplinary actioi• record. PROPOSED WORDING Ti4s [An "Ora a corrective t Auth the ev-lo ,e is correct an -----j found •,'.,j(tionable of emplc.::_b conduct performance_ "Oral Reprimand" may used to point out 7, failure to observe - System or wf4ten De rule, [policy, admini.-. instruction or] to clearly established hr precedent. . . A "Memorandum for the RI of oral reprimand in the employee's pern ,, record and may be intr:• as e-,fij,•ri._e in 1-e4t-- sintbseen [fatu7.: actions. A "Memc2 the Record" as such and shall construed as a mand. (The employe tamed the ment s L1 arc,inaf referred to as the the purpose. of RIL- copy of c. "Nemor: Record" oral reprimand to the subject employee. . The "Memorandum for t h e shall be a. notatior reprimand hv date only and to ackno the employee r Memorandum it by the presenter. RULE/SECTION PACT 10 PROPOSED MERIT SYSTEM RULE CHANCES (None) (None) (None) 7 to Y SECTION I, B.) PROPOSED MERIT SYSTEM ,RULE CHANGES CURRENT WORDING FACE -5-- RULE/SECTION PROPOSED .A "Memora may be at any t --.11 Authority. Written Repriman plinary actions the 24 month periof! the issuance for the reco: oral reprimand, quent 2!; month "memorandum shall he expunged record.] Oral reprimands are not to the provisions of Sect of this rule Notifying an [However, the C shall occur, and if necessary, at as close as poss occurrence of the performance or corrected.] Employees may to any document personnel recur [a] "Memorandum f [relating to an oral r( in accord with Act No. P.A. 1978, the "Employee to Know Act". Cr Rule 8, Section III, Section I B. Written Reprimand 1. This is an action taken by a Department Head in which he writes out the action or behavior which he wishes the employee to change, cease or begin. The Writ- ten Reprimand will describe in detail the behavior to be corrected, and will give direct and concrete orders for the future and will point out the consequences of repeating the actions which brought about the Written Reprimand. Section III B. Written Reprimand Ths. [A Written Repria not a disciplinary action within the intent of Rule 8 a therefore nct an appealable action. Reference to Reprimands" is includc Rule 8 because of its priate role corrective process and appropriate prior to the use eerfeeve discS for the record. in a progre:. and :iscip_ use CURRENT WORDING RULE/SECTION by • -e-a' 2. Written Reprimands must be given on forms provided by the Personnel Division and must be presented to the employee in accordance with Section II of this rule. PACE 1 2 PROPOSED MERIT SYSTEM RULE CHANGES -6- PROPOSE T.i+s [A Writtc a corrective actIcY a Department Authorit which the employee is writing to correct an or behavior f‘he obj in terms of or performance. Written Reprima: used to point out employee's failure a Merit System or P rule, ef policy, of - tive instruction, infractions of a nature for which may have received oral reprimand(s). The Written will: a. • Describe the :• • sc' for the Written including description conduct or performance iac:.:ciug time, place, ar: ca -cum- stances. (Refer Section V for c.a "cause n .) b. A history of rest.:_ . c related past mis.: or deficiencies am: ti action pTeviou5,v to assist the improve. c. Give direct and cc; orders for the t a rease•:.b1._. - -7 t employee :o col-Lc:et the deficiencies or irir d. Identify the conse-y. of repeatln_ the o which brot. Written Re:-imand. of PROPOSED n. STEM RULE CHANCES -7- SE S CURRENT WORDING A Written clear pro the accord reprimanu Ear by the Pers,:. A14 Written. R erppeeft471-e-447se±- s-41.1-4,t 4-t4e-rftiv Net47,4tit-a • not subject of Section 7 "Methods of Employee". Written Repr - issued at the ti • - as close as possi: occurrence of thL performance or intrtiod to corrected. A copy of the shall be kept personnel 1-2c. introduced reiftted disciplinary far- s. A written rep removed f time 1) T (If no Reprimands or actions occur month period issuance of a or any subse - period, the shall be ex- record.] RULE/SECTION CURRENT WORDING PROPOSED WORDING Rule 8, Section III, C. (FORMERLY SECTION I, C.) PAGE 14 PROPOSED MERIT SYSTEM RULE CHANGES -8- (None) • Emplc4: response uE% their personnel including the "W7-1 Reprimand", in. ac-c: • . Act No, 397, P,A otherwise known as "Employees Right to Know In Section I C. Withholding a Merit Salary Increase after the Prerequisite Length of Service in the Classification Has Been Completed. Section III C. Withholding a Merit S Increase after [[18 from the Completion of he]] Prerequisite Length of Service i t Classification Hets-Beeft-,7,e, . Merit Increases in salary are -given after the passage of a certain amount of time in the employee's classification and on the recommendation of the employee's Department Head [Authority]. (See the County Salary Schedule for the time intervals between Merit Increases for the various classifications.) See also Rule 2, Section VT. Witisthe474+nf,-ft-Mr+-Y-7 , Inefeerse-4,t4-ft-44:se t ete-t4'en-w4+1,4ft-tie-4-e4 appeet4s44e-e-t.ite-Pef•r-17 Appeft1-1;eft47--;t- -taiteR-15y-ft-Pere-f±t [[The Withholdiai- c• Salary Increase [11 considered a correctiv non-appealable action a Department Authority]] withhold a merit increasc In salary at the point where the employee has spent thE specified amount ')f a classification rcJ,LL:.: LOS th Merit Increase (se aiury schedule for time Intervals between Merit Increases for the various County classifica- tions;) [[This action taken by the Department Authority shall be considered a disci- plinary action only at t1;:: of 18 months from the daA the first denial of the 7cri: Increase, and at such ril•la shall be appealable tc Personnel Appeal Board 1] (see also Rule 2, Section VT.) PROPOSED MERIT SYSTEM RULE CHANGES 1 5 RULE/SECTION -9- CURRENT WORDING • Merit Increase forms are pre- [[2. pared by the Personnel Division [Department] and sent to the Department Head [Authority] prior to the effect -ive date. PROPOSED WORDING A Merit Increase g by the Personnel P Board cannot be earlier than :crier to the date it holding of the meni increase) became a plinary action as d,21 above.]] • A copy of the disapproved meni increase form, with the Department Head's [Authority's comments, is presented to the employee in accordance with Section IV of this rule. (None) (None) 21[3] Withholding a Merit Increase must be for lust cause relative to an employee's performance or lack of performance, their and work habits (refer tr Section V of this rule - "Examples of Cause"). 37[4] The Withholding of :• lent Increase [[within ;-b , first 18 months after tial denial]] is [ a corrective discipli , action in which the !cp.yee is directed in writ in the form of a per rating and written to correct an action behavior found ofjec in terms of emnlo or performance. 5 2 it - holding of a Mert, 7,:-7,reaso may also be used to ;:oint out an employee's to observe a Merit Departmental rule, cc icy, administrative instu ,:tiou, or repeated infractiens of a lessor nature for T,H1* employee may have r oral and/or written 47[5] The Withholding of a Merit. Increase will: a. Describe the "cause" for the Withholding of the Merit Increase including a. specific description of the misconduct or inade- quate performance -10- RULE/SECTION CURRENT WORDING PROPOSED WORDING and c rrect previously including a taken tp employee c. ("rive direct orders for a fe-EleFf6-=,,, time for correc or infr -7_t d. [denti -y of rep whit Inc::oase. )11 etc . :1 ( PROPOSED MERIT SYSTEM RULE incit oL and circY -::T:.,:Lce-, applicabe h. A ti or The Wit'•=n Increase - identif.led be issued on for this pul_ Personne l increase '-p••• by the Persc- and sent to Authority prior effective date. 7] A copy of th:. ',red merit increase ,zt be presented to th- • in accordance with L)ect2.-- IV o this rule, prior to 5el-te6tteti date [[thc becomes eligible for Merit Increase. selc4d-1-e4-eleL:• ettt-teRiete-t* 4frefeRse, AuthorL -' Ll" and retur ,:s form with approv . L C h e RULE/SECTION CURRENT WORDING PROPO 0 PROPOSED MERIT SYSTEM RULE L A disapproved Ner7 :11 4teh fofm he reviewed a, (6) month inter' date of the fit: the Meritli The eltite-e1=-- eeetif-eam W4t4lield- Ineeft-se-eft-e- elegnate4-fe , fesrtlt--4.19-atitoffia€--i' Department Authori complete and reT:ur , form to the P.77' ment on or beo tion or the desi date. 1] None) [9] The "..erit Incre:F.se of shall beeomr• of the EM7-. [[unless]] -12- CURRENT WORDING PROPOSED WORDING 41.7 he nett-, Do pa .e gran: .,nerea SECTION date; or [[When th Appeal Boa -t=e) ova denial Denied Me he introc [tuturt Emplo) response their 1 inclu Merit Section III D. Suspension Without This is an action Department AuthoritY wich removes an nd tram the a definite pc Such actions ore .,-akL , in ac: a. 397, F.1 otherwl,se known as "Employee Right to to an act1 objectionable in employee conduct or or the employee's or b ehir PROPOSED MERIT SYS1E1 RULE CHANGES zJILE/SECTION Rele 8, Section. Section I ). Suspension Without Pay This is an action taken by a Department Head which removes an employee from employment in his department and from the County payroll for a definite period of time. This action does not require the employee's consent to place him on such a Leave Without Pay. _ to observe a Merit Systee or departmental rule em e•elt-_- or unwritten hlished by pr..,,c- strative instruction repeat '3 infL:ictions the ora Or wrIceten repri RULE/SECTION PROPOSED WORDING CURRENT WORDING (which )rlor to 7:c the he PAGE 19 PROPOSED MERIT SYSTEM RULE CHANGES . ha::! H.- 7 in z...i-fe -••• withheld. T:.... - corrL. jive disci•TU-1dr- -.- within the intent of Rule - - as such is appeaLe le to the County Personnell A,;eeal Board. The employee does not accrue salary, Annual Leave credit or Sick. Leave credit, during the time he is suspended, nor can he use such time while on suspension. At the end of the suspension, the employee shall be returned to the payroll at the same department, classification and salary as when he was suspended. • This eetion does k. require the e7Leyee's consent Le place aim on such a pinay leave without L• This action may b( -effee:t1 and an exception t of this Rule - "Met .- Notifying an Emple -?_c requires notice or a disciplinary act suspension is ies,, retroactively- co\ leave time alread• us, employee or to retroactiveiy cee ,er a verbal "Emergency 'eespension" if "cause for discipline" has been establi• (see Section III, E. of chi rule - "Emergency Sue In order fe:. Suspenslo -L Pay to he. ._•fective retr actively the Department Autho- rity shall issuc retroactive "Sh. Pay" no later t I.- days after an eop'.oyee returned to work from rized leave or no lae:e five working days aftce7 issuance of a verbal "1:Le.ency Suspension". NOTE: Unauthorized Leave employee does not e.•..•c:e.: 'for work and has not seccieed proper authorization to ce ..er the absence in accord with Merit System provisions coveriro: Annual Leave, Sick Leave ,‘• of Absence With Pay, Lee -Te • Absence Without Pay or Mat.errlz n POSED MERIT SYSTEM RULE CHANGES -14- RULE/SECTION CURRENT WORDING PROPOSED WORDING Leave. (LF.'r t 13 - Leaves e• Absence Pay - linalhorized T ave. of Absence Without Pay.) • -Suspensions Without Pay must be given on forms provided by the Personnel Division and must he presented to the employee in accordance with Section II of this rule. (None) (None None) Wbile on Suspension Without Pay, the employee does not accrue: a. Salary h. Annual Leave Credit c. Sick Leave Credit d. Retirement Credit While on Suspension Without Pay, the employee cannot draw on or otherwise use: a. Annual Leave Accumulatlens b. Sick Leave Accumulaiio, c. Compensatory Time Accumulations d. County Holidays including the floating holiday e. Or any other form of County compensation. While on Suspension Without Yay, the employee may he liable or hospitalization or other rance premiums which may b during the course of the 1 depending on the length of t suspension, if the employee intends to remain insured. The employee should check with the payroll unit, HAcceunting Division]] Departmet of Manage.eent and to deter- mine wn.ether they have to pay sue l premiums. • At the end of the Suspension Without Pay, the employc he returned to the payroll - the same Icr,-rent and at trio same salary and classification as when they were suspended. PROPOSED MERIT SYSTEM RULE -15- 7,ECTION CURRENT WORDING (None) (None) (None) (None) SuspeH:,ions be the must prose with Section IV of except as noted in Sectio• D., 3. above. Suspensions removed from the Department AuthoLity prior to the start so - -?1 date of the period 0 7 Isio Suspensions he modified -r, 1, the suspension Deportment )rity, [However,1 when the Suspension Without Pay concluded the action ccl - be. removed from the rec the approval of the P 1 Department or by Appeal Board action. ). [Suspensions Without 71 , be introduced as evidence in future disciplinary riceIf a. the disciplinar- • appealed and th.: ment T s action. waf. .pheid 7 modified by the Personnel Appeal Board or, b. the disein].- action, was not appeale d. - Employee ,ttach to any docutont in personnel record 1 -ne .:.inp, 'Suspensions Wit V . n.y . in accord with Ac.. P.A. 1978, the "Enc.': to Know Act". —16— RULECTION CURRENT WORDING PROPOSED S _a 8, ' III, E. None) is the work PROPOSED MERIT SYSTEM RULE CHANGES Section III E. Emergency Sc:. slum 1. This is not disci hoary action and Lte . onot appealable within 'itcnt_ of Rule 8. However, Emergency Susoe'asicr. cce superseded by a retr' 'Suspension Without is an appealable disc action. The "E-T:erencY E action ta,a Department Autho circumstances which t immediate action fo, safety and well employee, their cc or the public, or to damage to the reputat' fellow employees, C ment and or the Colf--- ment, or for any which reasopu.)ly re immediate -co o. employee fro,-, 'his or responsibilities. Emergency Suspensions are give verbally by the Depart Authority directly 47o. employee to be there is reasonable eau Such action miy also be taken t*cre is rc:.1ol , to believe th e cause exists and the suspensic is issued fo ,- the purpose of removing the employee from hiE responsibilities while an investigation is condl..cled and a determination made. he Emergency Suspensicu H ,..1.1 be documented by a MemJ:::. the Record imlicatin,r • employee's 7J -!o, department, cc , ...oLice that Emergency Sension is occurring and the length of th suspension not to exceed five days. A. copy of the memorandu Emergency have no impute. •-• e pay or .,f..atus unees• for Su..s.,:'unsion hi rensc -nnfiv such c.i.e.a.) a "Sn.n ,... ithc Pay" a -)ic shall. , el( verbal 17,,,..11-g ..=7.7 (See Sect:_.,n ITT, 7 . __ is rule). If re2 Emege establ working, the Notice Pay lE cover th- of i .:Punenslc emnloyee s -r-t11 be -c their statue, prior t Emergency Suspensin loss of pay or documentation Suspension. e'y employee's yee fnr the not f:ye 'cr- • _L.nn Section I E. Demotion This is an action taken by a Department Head which reduces an employee's classification to a classification with a lower maximum salary. Rule 8, Section III, F. 1 .:." SECTION I, E.) In t 2 s an PROPOSED MERIT SYSTEM RULE -17- RULE/SEC1 CURRENT WORDING shall recc -, - of t' sublet , of )). unless s) )r sion Wit.UouL the em th( fI fro': Kee (None) (None) Section III F. Demotion The Demotion is a cc disciplinary actiu intent of Rule. appealal e La the Appeal ' ?- taken h: In wr l.:.H a, _ r). , 1) sificatY for "._uuse" to a -12 - RULE/SECTION CURRENT WORDING PROPOSED WORDING PROPOSED MERIT S7STEM etas.- with a I. --•'. • • „ f•••-. The, •ie: an a..• tin is efC an conduct or ee. . • , -e employee's ,ain .ra o. • . ahe performance • -!•,.sh& for theo.. . - positief P o.o result s to admi,iistrative instruction, or repeated infractions f:r ;;ich ti employee may have rileee ..e e -oal written reprimands, se49e4uled Merit Inc e' or been suspended of The employee's salary must be reduced to fall within the range.of the new classification but to no lower step designa- tion than the one held in the higher classification unless the new classification has fewer salary steps, in which case the employee should be placed at the highest step. • The employee's duties and responsibilities must be re- duced to those of the lower classification. • The reasons for the demotion must be given on the demotion form. Demotions must be given on provided by the Personnel Divi- sion and must be presented to the employee in accordance wit Section II of this rule. The employee's salai_ _ he reduced to fail with range of the classificie• fo which the employee is demoted. The (-••••1 ,•-:ec shall be placed at tins step in tl- classificaeio to which are demotce salary deeee- . The employee's dot es and responsibilities o be reduc( to those of the n classi- fication. An employee wit' 'f_._.••e :istem status demoted to o :=-•• eve] classifInation in never bold '1erit is deeT•n status the low:oe clasis , tion effective at the titre demotion. results :n a OTION -19- CURRENT WORDING PROPOSED he 5. The or (None) the ra the the 10 tO PROPOSED MERIT SYSTEM RULE CHANGES demr7...hf officia vided ment ah Section I': of Lb...., rule. (None) The duties an of a classifica_z_: employee is demot ,..•: deemed. appropriate, Personnel Departmeri experience, trait educational backg -r:::: employee. (None) {Demotions may be as evidence in faL.g.c_. piinary actions if: a. the disciplinary act; aad t': mean h. the was noi. :None) 18. Employees may attach a re to any documeh._ in tC:_sir personnel "Demotion", J Act No. 397, "Employee Right to •how Act". (None) Voluntar, Demotion:.; employee's :--,:quest and signed by the not disciplinary act-o: Ind such are not appeah::tlo actio within the inten,_ 8. Such actions shall '•, created as "downward recls,:.:±..tion and documented as "status change" form, than a demotion form, record. CURRENT WORDING PROPOSE Rulc °, Section III, G. tY SECTION I, or a tie depar'. deemed too extrea with la fcries dealt tde PROPOSED MERIT SYSTEM RULE C 71.:e ,:7.5 -20- To',,C7., I Section 1. I F. Dismissal This is an action taken h• e Department removes an from ment in hi, l.•...e.:tment aru. rcbt the County p!.,..f-11. (See Rule 9, "Separations".) jSectibi. by a or tar :u • - County .•eLI ro - Ya't (see Section V of this rut: examples o± "cause" and Ruid, "Separations"). • Dismissed employees need not be kept in employment or be paid for any time after the com- pletion of their normal working day on the date they are dismissed. when forms disc17 .. previously desc - Rule, have faa. unacceptable mance or beh also results - able perform.:... is too ex!: instance t- an: aistemm at correctie,- • Dismissed employees shall he treated the same as employees separated for reasons other than retirement, in the matters of paying, for unusued accumu- lated Annual -eave, Compen- satory Time af-2 :inused Sick Leave accumulatic)n. . Dismissals must be given on forms provided by the Personnel Division and must be presented to the employee in accordance with Section II of this rule. 1 Disma hel2t for day th= been establ formally aoti•...ed • Dismissed an treated separateol than TE7i' of paying fc Tated Annual Lec - Sick Leave and Time accumulatin- -s 7 7 PROPOSED MERIT SYSTEM RULE 6. [DisTiss' as eNL piinLr - a, Ca 2t:_0115 if: (None) b. t7._ disci • action waL not appeal_ SECTION -21- (None Di be th ac and em.p. Secti be - S co . TV (1"1: (None) a , spe the misconc per =mane:: b. A 1-1±_ relate' act lo: inc. to 7 nit L sta . apply section b. - sh:-1 not be (=.1 an act:lc-, Li CURRENT WORDING "SECTION Rule Section TV (7 ' SECTION II) T.T- NofH • • .1-i ding oi . .•17. 18 Months IT.- • the Prerequisite • - : • • . . 'n a b. a H. 7 - - • re. )1- defic -11.• • •a; A action including am i . ..aKer to assist th improve, if le. ac.-1 PC :16 -27.C:L..2.77" MERIT 1 Section TT_ i Methods of N ,-.:_ifying an Employe,. I Of 1 1 A. Written R(277i71 —H .Withhoid , Suspension .1t out Pay Demotion Dismissal Increase A written notice of the acti- giving specific reasons for the action and the effective dates and conditi-ns of the action, must bc by the Department Head or is author- ized subordinate be pre- sented to the employee in per- son by the Department Head or his authorized subordinate, or else „sent to the empl, last known address by registere mail, restricted delivery, wit return receipt requested, on/c prior to the effective date et the action. a. If the written notice -is 7,-e0:od in nerson, the she.: all copies to acic-miedge receipt. If refuses, the presenter should note it on the form. .•ritten notice (-0' -.ction s IF _ fa..7••• . -,$y the lPe ie. flat for • - action as _a:: =Less other' ri se It sH...T . .•F appe op t: shot . The written notice must be on ;2. A written noti -- of do . official forms made availabl:.- nary or ion by the Personnel Division. a._ is •_ a. Such forms shall have the rules covering the method of appealing such an action either on an attached sheet or imprint:' on the reverse side of tee official notice. 1 . A copy of the written notice shall be retained by the department and four copies shall be forwarded to the Personnel Division whore a copy sT ail be made part of the emplo -e -• file and record of 1 employi•ent. I `i I The las :_ • • . r:ment 7a."-:CS'ED MERIT s: LE -23 CURRENT WORDING (None) 4 cog-• all employee's en r PROPOSED MERIT TIULE CHLN.GES CURRENT WORDING 'ACC. Section V • -1_1 SECTION Ill) 01:.?117 "C An employee s11:111 f,:,cei\.,e d . '- p[inary ..7e.tion, .., : !,1- a repr 4mumL ,:, a wi..,..-,_ the %it; ;.'..!inc-7, or d :Torii... !- _ iln.,7 ;o, a ,sus-donsion wit'neut a !.:::-.r.i.o t, or A cliSMiSC--, -..7 , Ct- ... ......_iic cicariv i roa:_en "cause". Th. I shall ei..arly mi )ecity anu I. 1 , with particularitm 000 *1.00 reasons or " a -Ise" Oar LI-, plinarv o,c . ' taker, An .- i reason or ", - for a disT , I nary action t' ill include, i net °Jecessarilv be limited .. the following kinds oi I eondu,:c. c au S C )r are .0. of a, 1. Conduct or 7 -fort:lance (LI lob which il,c'lcates a lack ability to adequately perform 1 the duties of the position or classification held by the employee. . Conduct or performance on the H. . "e job which demonstrates in- subordination, which is - U 'efin as a refusal to follov - _ - - rt:,T priate written or oral proced, instruct4 c:1:-, or directiens from a s -,.7„.:L --L.Dry employ&, or Departmen:. bead. city I. 17: t:7 12. The rul pr, reate to by or 011fuliv personal be',.17 Lwat credi: wages o: employee ar-, a burden: [caused] In if r 8. of el_ job of a at to -25- ON C1TRE7J,1 WORMY: Verbal or improper trk.,..ment of patient or client of , institution or departl; led 10. Being absent from a oche r work assignment hours without an authorize:, employee or De.nrL --[ The willful violation of any reasonable deparntal or County rule or •-e,..,1_[,tion which has been ,de.ed in written form and I:, known, or reasonably should be known, t[ the employees involved. 1_4. Has willfully failed to pay personal bills to the -oint that creditors garnisl.,:e te wages or salary 01 a C:. employee and cause a In..-den on the County. 15. Personal arr ,•.:=71ce or lack of cieanlines • en the job which exhibits --•H:[.,[ts of • lack of hygiene 1-n unpleasantness to c1L.:Jts ot the County or other C[- employees. 16. ReportIng for a sheduled work assignment in [le or other aspects c,:_LL_LJLing to appearance, which :n authorized supervisory employee or De- partment Head has ,easonah1Y advised the emp'e ,ae is not acceptable or n. :n -iate for the work ns5-;7_ ..— or duties performed by tat employee. 19. If an employee has been eharged119. with the e.-mission of a f,lionv he shall b.. suspended witL. pay pendin, a valid disp.fi_fl of the charge. If final r••.io- lution of the charge does not result in a valid conviction, the Department determine. whet :!d shall the conduct If rn ef—e4e-'7- [(yr involving moral casting doubt ability to perfo' ean( le ; or her ueir job.' Assigniw,. overtime to ones or to proper ap7r with CouW:' dures and/ overtime for th approve• Lmployees wriL: County 7 -Tertime at p Is such -red or LI Was acco cc- Altering, destr• moving COULl• forms or recL and/or protect oneeT employees, or persons; or unauthorized duplication of confidential records or materials, PACE 32 -:ED MERIT S ., RULE/SECTION CURRENT WORDING PROF of the employee involved moral. turpitude or casts doubt on the ability of the employee to per- form his job, and if he so determines, such conduct shall constitute "cause" for appro- priate disciplinary action. Any such determination may be appealed to the Personnel Appeal Board. ). If an employee has been charged with the commission of a mis- demeanor, he may be suspended without pay pending a valid disposition of the charge. If final resolution of the charge does not result in a valid conviction, the 'Department Head shall determine whether the conduct of the employee involve moral turpitude or casts doubt on the ability of the employee 1 to perform his job, and if he so determines, such conduct shall constitute "cause" for appropriate disciplinary action Any such determination may be appealed to the Personnel Appeal Board. w..,,.., PROPOSED WORDING Oakland County Merit System r.r= PACE ELIGIBILITY FOR FRINGE BnI:TET ON PAGE PRES': RULE TITLE ID 1 ?I iPersonnel Coomtittee: Approved LI Eligibility A. All employees whose appointments are for 520 hours or less, of work w! thin a twelve month period shall not be eligible for these fringe benefits. Section II Eligibility A. All employees whose z:TpointmentL for 520 hours or ]cst. of work a twelve month pir,,d "st classified employees shall eligible for these fringe ber2Lits. Len B. All employees whose appointments are for more C11 520 hours of work within a tJ.v mei. period shall be eiigi -e_s-e fringe benefits with exceptions: B. Student employment (including employment classifications) tended as an educational worb. ri- ence placement and as such I.:: from the proviFihns of the neri' relative tot'-.71anner of select:.. appointment, re=:.td from offic. limitation of 7.1itic,-.1 Accordingly, student f -t-t-,•c:7: are categorized as part-tie: Tcmeligible even though actual wo .ime may exceed 520 hours. EmT:lo7er and (CONTINUED) REASON FOR CHANCE ification of requirements to pay F.1.C.A. on student employees working in excess :s; also to clarify the intent of the "student" educational work experience I Change Submitted by: 1 County Executive: Date: Introduced to Board of Commissioners: 1_ cI.cective 1 the Cnai=7 o: t --tter of . Section IV Subsection A of Merit System Resolution :les and regulations deveZoD:2 the Fers-7., Committe,7 such rules and reaulcto I he to the regular meeting ef the 'r)cL-, olCon777issters f7j, after suci, e ;: .f': unless obj'ection is row: ..ea in oaf H :=2. Board of Ca7:7i.C;:::CPS, in which case the ej,-t'..n at the next rre,:7i ,2g of the Board of Approved Per sonne Disapproved by: Disapproved by:: Date: 76{. flED TN MERIT SDTCS -2- NG (CONTINUED) employee uontribution to Social Security will be made for st--71L ::-,j ,yyLles appointed to work more than 520 hours. i::nt employee contributions to Social Security are from gross pay in accord with applicable State anci.Hr Federal requirements.) C. All employees, except those classified as "student", whose appointments are for more than 520 hours of work within a twelve month period shall be eligible for these fringe benefits with the following exceptions: PROP COUNTY OF OAKLAND DANIEL T. MURPHY, COUNTY EXECUTIVE IL Attached is a copy of the proposed changes in Merit System Rules 2, 3, 8, and 22 as presented to the Board of Commissioners at their meeting of July 24 and including subsequent amendments to Rules 2 and 8 approved by the Personnel Committee on October 8, 1980. DepartmmntofPerwnnel 1200 NORTH TELEGRAPH ROAD, PONTIAC, MICHIGAN 48053 (312 858-0530 PROPOSED WORDING Rule 2 Section VT MERIT INCREASES A Merit Increase is defined o- to te next h7,_L,-er step ,711 rare b7sed pert:7 eee the weite.••1 of Lie employee's Depe7 Eligibility shall be determined by T of servica completed at step withi:: salary rare Df the emr:Lec?e's clas cation. Ye,. length of ,,ervce for step of e classification'. ealary 7-V:1 is indicated in the officiel Salary Schedule, EvaIuatiee of pefforeance shall be condnetc ,:, by DeearLment 1\ethe -ity based on perforeene :teTee.,rds reee.3ee - established and in accoL Lhe employee's classificaticel dc•mental policies and procedures. The aeected employee shall receive a The completed Merit Increase form whether the Merit Increase was granted or not. PAGE 1 PROPOSED MERIT SYSTEM RULE RULE 2 CURRENT WORDING Rule 2 Section VI MERIT INCREASES The adyeAee:nt to the next higher rate - within a sa7ary range shall be called a r it Increase and shall be based not only on the passage of the indicated length of service in the classification, but also on the written recommendation of the employee's Department Head as expressed on the official Personnel Department Merit increase form. The affected employee shall receive a copy of the completed Merit Increase form, whether the Merit Increase was granted or not. A disapproved Merit Increase is a disciplinary action, and as such may be appealed to the Personnel Appeal Board. A disapproved Merit inerease is a disciplinary action, ee -] s such, ma -- be appealed to the Pe:,:sonnel Appeal A. The indicated length of service in the classification shall include only service credited during that period toward the employee's Benefit Anniversary date under Rule 22, III, B, 1, a. A. In unusual circumstances an .-177,1:.--ee may recei n:e ar early merit inLeee:.e, i.e. mc ,TiT te a salary step EAA.-eer than provided for in the salary structure. Such movement must be clearly justified for exceptional performance and/or additional experience or education not previensl considered in other salary decis ene. Documentatjrm for suH:, consideration shall be seitteJ in ompliance with applicable erovlsions of the Merit System rules, administrative guide- lines as established by the County- Executive, and approved in advance by the Personnel Department. B. An employee not grantee' shall receive a writte the reasons thereto -re notice of the imp-ce required to qualify e -merit increase anatIon of eritten in pert a merit increase. PAGE 1 OF 2 - R' 1 n;, PACE 2 CURRENT WORDING PROPOSED WORDING C. The indicated length of service in the classification shall include only service credited during that period toward the )loyee's Benefit Anniversary Datt Rule 22, III, B, 1, a. PAGE 2 OF 2 - RULE 2 b. The Personnel :et review the requese and E determine W,ether a cl study is a•.(7-einte reasons Personnel. 0e..... within 30 calenda rece.7et of the re- Depa7ment Head re )r not a et and cite t Joh a pos mi.• ci ted C, She'.:-H" the Perecnrer det:e -e!.n?. that e mar the Sure mination _ee. hee PROPOSED MERIT .R.T,Grell 3 0 A CI)** NT WORDING Rule 3 Section II, A, 4 4. An employee wishing to have the classi- ficatic71 of their position studied shall m_:,e such a request in writin to their Department 7-7 7. Heads shall note that Liey have sec.1 the request and forwarl it to the Personnel Director alcee.: with a recommendation as to C1,- need for a study no later than 14 days after receipt of request. a. Such a request shall identify the reasons for requeeg reclassi- fication. PROPOSED WO7 Rule 3 :Section IT, A, 4 ('-- 4. An h7plovee rn ho h:e in ha7e to tThe Deg with a reccm -•• as • . heed for a st-f,J: a- 12,!e -?.- than I days after n7.eest, a, Such, a request shal identify the reasons for -ee.:,1 :sting reclassi- fication. 't,ty b. The Personnel Department s - review the request and shtll determine whether a classification study is warranted, based on the reasons cited in the request. The Personnel Department shall respond within 30 calendar days after receipt of the req e•st from the Department Head reg,..rdiess of whether or not a e:e:ly is warranted and shall cite their reasons for taking such a position. c. If an employee has requested a classification study, and if that request has been found by both the Personnel Department and the Personnel Committee to not warrant such a study, then anY subsequent request by that emplot.e for a classification study, so long as the employee remaining in that same classification, must specifi- cally identify the job elements which have been changed or added since the time of the earlier request. e. Sul:se fl rer : caz.. (None f. The Person shall Ltion con r.d by retb . to the is g. A clas71 nation emTI in pry que• Der:— iv deter th to (None) PAGE 2 OF 2 - RULE 1.3 _ . . h. Determination oi do- flations 7-77 1 1 cloest to cat Per )11 the CURRENT WORDING d. The Personnel Department shall complete the classificatfon study within 120 days of the date the position questionnaire completed by the employee is returned to the Personnel Office. e. If the classification study results in a determination that the employee's position is reclassified upward the reclassification will be effective on the beginning of the pay period closest to the date the employee returned the completed questionnaire to the Personnel Department. ion (None) the boo and se .. Corte; the vote. -rvers CURRENT WORDING Rule 8 % Section I TYPES OF DISCIPLINARY ACTIONS CURRENT WORDING FOR THIS SECTION (SECTION -I, B, C, D, E, F) NOTED ON PAGES 3 OF 23 THROUGH 13 OF 23 - RULE 8 [PAGES 6 - 221 UNDER CHANGES FOR RULE 8, SECTION III, A, B, C, D, E, F, G. PROPOSED WORDING 8 -lo cpntot of t*r of wha, - and t. event discitLa - process shall I. Tr, prot4rvr-:---TO correctiv• I.. x_ .na re. The puIpopo aline is o -:•fcaz the behavior - contrary to the Rul_ _P 1113.'=1C --, the County of Oakla- of tb ,:p.- o( e - 'a be correct. •a•-e_. H monetur7 -'2 possir or real H. , 1 e fell a_:. . . Hlations cc -:..,,havior an o_. . or otl -wo_se deemed inn perf_p-mat.ae of the e , bepoxv or auch_ b_x aaaaae is , 7 - air, prcp o '7 orrective tre tow-i ....pi Drees, Deparl -r or .11,_ p giva unhc. amoun' the correc' .... In all " except fur . "--2"22 too extreme at th, 'H,sc oe_ ietify attempts at correo.:e , , . -2f inapprop -iate more scxe and inot_Ji•6 rppm empl.cpim-nt. PACE 23 - RULE S CURRENT WORDING PROPOS Section II The Merit Syste,.. K) pr.-Ades: 'r T TY :_ion VT, .nal Cot inv dep Section TIT T7incn ?nrrn,ctive _r ne.c.-,,ss .;:y... the be cotton is .should ic • Demotion (Section III. Disciplinary Action) .1—hi e PAGE 2 OF 23 - RULE 8 8 Section II METBODS OF NOTIFYING AN EMPLOYEE CURRT7T WORDING FOR THIS SECTION (SECTION II A.) VY:2,D ON PAGES 18 OF 23 THiH 20 OF 23 - RULE 8 [PACES 22 - 24] UNDER CJ1A.NCF'. FOR SECTION IV. Section III DISCIPLINARY ACTION MUST RE FOR CAUSE Rule 8 'CURRENT WORDING FOR THIS SECTION (SECTION III) NOTED ON PAGES 20 OF 23 THROUGH 23 OF 23 - RULE 8 [PAGES 24 - 27] UNDER CHANGES FOR SECTION V. • Oral (Sectton I Not ._. -• li,• Rua:: Writte, Not a not Pule :3) pf a Merit 7 ITI,C. DistiplThary Action.) • Suspension Without Pa• Appealable Discipilnaf y . Emergency Suspension (Sectio a disciplinary action :•,2fore not appealable witoo LTA of Rule 8) Dismissn. (Section III.0„Appealable Action) Section TIT (rormerly Section I) A. Oral P 1. An .3 not of LJ a, --/ 7 .ble rim - Rule role ir a discipli:--cess a size it - u- ble prior ao use orf disciplinary actlous e.d (None) ..cc ._:d" of '..epr in the 'ecord and r be 3. A "Memore oral repr -, employee may be future "Memorandui, be identific not be imoc dual c-.71.• maint.cC. Departme. CURRENT WORDING Despi nothin ... the the " immedi actio.1 it be for just -/.ause. s Section I A. Oral Reprimand 1. This is an action taken by a Department Head in which he tells an employee about an action or behavior of the employee which be, as the Department Head, finds objectional or wishes corrected. 2. An "Oral action in whiCa pc_f may empl: Meri or unwrittE established iman• i rule. by prece (None) CURRENT WORD LNG (None) (None) 7 is ,:ion- tc act able o in t c C: 3. (None) a P'-;F: 5 OF 23 - RULE B. Written Reprimand 1. This is an actic 'y a Department Head in -!.c.h he writes out the action or bo vior which he wishes the employee to change, cease oi The Written Reprimand oil describe in detail the behavior to be corrected, and will give direct and concrete orders for the future and will point out the consequences of repeating the actions which brought about the Written Reprimand. 2. Written Reprimands must be given on forms provided by the Personnel Division and must be presented to the employee in accordance with Section II of this rule, corrc: and usc of f or 2. :ien, or a lessor dyee may s)v, Wr spey a F of b, A ' -r df defic ncfas - actiLd assis , c, Give Cove, order, ')_2 time for emp_ :.() correct t e deLici-dcies or infr„tion. 5. A copy of the Writte7 shal] be kept in personne.. introcl discip future 6. Erni): to a. recor RepL No 7. A 1.17i repr If or dL within the Writ 24 Reprif::_nd the record, uent (None) (None) (None) 23 - CURRENT WORDING 4, (None.) C. Withholditv n NeriC After Cona -nfnn o' Length of ::vice On 7 1 _L CURRENT WORDING C. Withholding a Merit Salary increase After the Prerequisite Length of Service in 1:nn Classf_fiention Has Been Completed 1, Merit Increases in salary are given after the passage of a certain amount of Lime in the employee's classification and on the recommen- dation of the employee's Department Head. (See the County Salary Schedule for the time intervals between Merit Increases for the various classifications.) See also Rule 2, Section VT, PROPOSED Ijr.77TNC Merit increases in sa:Llry are given based on the of a certain amount of it the employee's classifi (eli g ibility) per_rmanoe and on the written nn ne nation of the employee's I•nn(nt Head. (See the County Salaty L.,chedule for the time interval , between Merit Increases.) See also Rule 2, Section VI, 2. Merit Increase forms are prepared by the Personnel Division and sent to the Department Head prior to the effective date. 2. The Withholding of - Increase is a discip] within the intent ol is therefore appeaT: Pernel Appeal -no Y-7.ry — nd to the . This acticn is taken by 1:lepnitment AuthnInity to withho_H a Merit Increase in ::;,lary at th :- where the sni cae has specified az:ann.:. of classification requ Merit Increase. 3. A. copy of the disapproved merit increase form, with the Department Head's comments, is presented to the employee in accordance with Section IV of this rule. 3. Withholding be for just employee's -,:erfnn7e:ren or 1.. performance, their attitudes and work habits (refer to Section V of this rule - "Examples of Cause" (None) 4. The Withholding of a Merit Increase in salary is a disciplinary action in which the employn is directed in writing, in th.c ''n -nit Increase performance rating ..nn ;,ritten comments, to correc nn action or - behavior found objecLionable in terms of emplo---n .--nnt or per- formance. The nin1naoLding of a Merit increas _Iso he used to point out ar. .yee's failure to observe a Merit flystem or Depart- mental rule, policy, administrative instruction, or repented infractions of a lessor nature _f.n -Ylich the employee may have reived oral and/or wriren reprimands. F--' 7 OF 23 - RULE ? CURRENT WORDING PROPOSED WORDIN (None) PAGE 12 (None) (None) 5, The Withholding of a. Merit Iner will a, Describe the "cause" for the Withholding of the Merit Increase including a s7 ,ceific description of the or inadequate performaLc- including time, place, circumstances, if appnc.:-..',,L, b. A history or restatement related past misconduct or deficiencies and corrective action previously taken, including any action taken to assist the employee to imprcYe. c. Give direct and concrete for the future and a stated time for the employee to correct the deficiencies or infraction. d, Identify the consequences of repeating the action(s) which brought about the Withholding of the Merit Increase, 6. The Withholding of a Merit Incease shall be clearly identified such and shall be issued on provided for this purpose by he Personnel Department. Merit Increase forms are prepared the Personnel Department an,]cut to the Department Authority piior to the effective date. 7, • A copy of the disapproved -,r1; Increase form must he preseio.e,1 to the employee in accordance wit Section IV of this rule, prior to the date the employee becomes eligible for the Merit Increase. The Department Authority shall complete and return this form with approval or denial of the Merit Salary Increase to the Personnel Department on or before the date the employee becomes eligible for the Merit Increase. PAGE 8 OF 23- - RITE 8 (None) PAGE 13 CURRENT WORDING PROPOSED WORDING (None) (None) 8, A disapproved Merit r)rm shall include the Der ,c1 Authority's design next date on which Merit Increase wilj The designated re ,'_L be any time aftc Merit Increase was formli withheld, but in any ca , later than when th: next scheduled Merit date would have the current scheduled Increase not been denied_ ?,a next designated review for employees denied a lerit Increase to the last salary r their classificatly,:, oe a time after the date t Increase was formally in any case no later th_n months after the date of t-t withholding action. 9, The Merit Increase form docu- menting the withholding of a scheduled Merit Increase shall become a permanent part of the employee's file unless the Department Authority reYe17s the withholding action, grad Merit Increase retroactiveY , - its originally sch.,:dlede'J: or when the Personnel lpeal determination overurns of Merit Increase, Deni ,E. Increases may be introduce as evidence in future disciplinary actions. 10. Employees may attach a response to any document in their. ;,erson-7, record, including the a Merit Increase", in acr,l wi Act No. 397, P.A. 1978, -therwia known as the "Employee Right to Know Act". PAGE 9 OF 2,3 - R -7.7 ? D. Suspension Without Pay This is an action taken by a Department Head which removes an employee from employment in his department and from the County payroll for a definite period of time. CURRENT WORDING 1. This action does not require the employee's consent to place him on such a Leave Without Pay. PROPOSED WORDING D. Suspension Without Pay 1. This is an ac :ion t'f.! by a Department e ,ority which renv: employmeet from the Ce ,u -e=y definite period Le actions are taken in rce,e, action or behavior fou,e: able in terms of emplo:ne or performance or failure to observe or departmental unwritten rule c , an i System policy or LA.y established by pn,,:edent cn • eistrative instruction or ripeated infractions for which the employee may hae received oral or written re:7 or had Merit Increases ie withheld. This is a corree. disciplinary action within • intent of Rule 8 and as such is appealable to the County Personnel. Appeal Board. 2. The employee does not accrue salary, Annual Leave credit or Sick Leave credit, during the time he is suspended, nor can he use such time while on suspension. 3. At the end of the suspension, the employee shall be returned to the payroll at the same department, classification and salary as when he was suspended. 2. This action does not require employee's consent to place on such a disciplinary leave without pay. 3. This action may be -;:etn- an exception to Seeen TV Rule - "Methods of .;:et_i_.n e 6 Employee" (which requires notice on or prior to a disciplinary action) if the suspension is issued to retroactively cover unauthorized leave time already used by the employee or to retroactively cover a - "Emergency Suspension il for discipline" has been esta'nlished (see Section III, E. of this rule - "Emergency Suspensions"). In order for Suspension Without Pay to be effective retroactively the Department Authority shall notice of retroactive "Suspee- Without Pay" no later than working days days after an emni has returned to work from un•-eo- PAGE 10 OF _cns PROPOSED .WOFT7 CURRENT WORDING rized leavo five working issuance of a Suspension". Unauthorized. employee does and has not sec._,re -; authorization in accord with provisions covc.:-JI Sick Leave, Leav With Pay, Pay or Maternity Leave. to Rule 13 - Without Pay - of Absence 4. Suspensions Without Pay must be given on forms provided by the Personnel Division and must be presented to the employee in accordance with Section II of this rule. (None) (None 4. While on Susp the employee do a. Salary b. Annual Leave Credit c. Sick Leave Credit d. Retirement Credit 5. While on Suspension. Pay the employee cannot drE on or otherwise use: a. Annual Leave b. Sick Leave A c. Compensator:, Mi;,?.to d. County Holiday incluc floating holiday e. Or any other form of County compensation. 6. While on Suspension Without Pay the employee ma liabl e hospitalizatio7a othe premiums which Le (1! the course c) on the lcng •f if the emplo -..-ee insured. The employce with the payroll uni t , Division, Department of .H .i.Le7e.nt and Budget, to detert:d1L. .:ether they will have to pa: premiums. PAGE 11 OF 23 •_] Pay a -.-rue: CURRENT WORDING (None) or, PROPOSED Is 7. At the end of Without Pay, the - be returned to the the same departmen!: same salary and cIT as when they wer, (None) (None) 8, Suspensions without T given on forms pro- i , Personnel Departme,:,,, presented in accordanc,7 Section IV of this rule e)., .1)t as noted in Section IT, 0. , 3 above. 9. Suspensions Withou Pay can be removed from the Department Authc.Jf_:-.: to the start or ,efiTctit,e of the period of Suspensions Pay ma. modified downwarH during suspension neriod by t±, bet, Authority, period of .nwswer. ,pension is conclude the acti be removed from the T the approval of the Department or by Pets Board action, (None) (None) , 10. Suspensions Without Pay introduced as evi.:'ence in disciplinary actions if: a. the discipli-. = appealed = Depar,. action was or m- by the Personnel. Appeal b. the disciplinlry actio-. not appealed 11. Employee .. attach a respL to any document in their record inclujing "Susper, Without Pay", in accord t No. 397, P.A. 1978, the "EmpL- ee Right to Know Act". 12 OF 23 - F.177.7 S CURRENT WORDING PROPOSED WORDING (None) E. Emergency Suspension (None) (None 1. This is not a (L:: and therefore is within the However, may be "Su is action. 2. The '1E, action DepartmeL Authority in stances which requirc action for the hcai.!.: well being of fellow workers to prevent of fellow e. merit and/or or for any reasonably removal of or her work rem: Emergency S verbally by Authority dirc:.: to he suspende reasonable cause, also be taken if to believe that cause the suspension purpose of removing from his re investigati determinati. Suspensicn a Memorand -_-. ting the fication, that Emerger7 occurring and th. suspension not :Ade. An .1 be docum A nopy of the m given to tb, ,m,..mrr,ndum for be expunged from all the expiration date Emergency Suspension, applicable provision 397, P.A. 1978, the PAGE 13 OF 2 CURRENT WORDING PROPOSED WORDING to Know Act", by a Suspensi (None) (None) E. Demotion This is an action taken by a Department Head which reduces an employee's classification to a classification with a lower maximum salary. 4, Emergency no impact on or status unless Suspension Witho.,,, reasonably estab'i cases a "Suspens, action shall be is* retro- actively, verbal Emergenc:i Section TIT, D. c.r. thLL-: rule). 5. If reasonable-" Emergency S;i-c -.-st establishe(1 w days of the Emergency Suspensif, Notice of Suspension issued retroactively co c. period of the Emergency 'u. the employee shall be r,.tirn:: their status prior to t Emergency Suspension of pay or benefits anC, tation of the Emergency shall appear on the emplo record. F. Demotion The Demotion is a corr plinary action within Rule 8 and as such i the County Personnel It is an action Authority in writig witich an employee's ciasificaticr - "cause" to a classification lower maximum is an action employee's f,ilurr- to 7--,-oct an action or behav -'.c in terms of employee c- - performance or th,- omployci ilure to meet the perfr -!. . established for and position. De.-•. result from an em ,•1- -ail observe a Merit Sys Depart:: rule or policy, admi-istrative il.-:cruc- tion, or repeated infractions for PACE 14 OF 23 - RULE 8 • CURRENT WORDING 1. The employee's salary must be reduced to fall within the range of the new classification but to no lower step designation than the one held in the higher classifica- tion unless the new classification has fewer salary steps, in which case the employee should be placed at the highest step. 2. The employee's duties and respon- sibilities must be reduced to those of the lower classification 3. The reasons for the demotion must be given on the demotion form. 4. Demotions must be given on forms provided by the Personnel Division and must be presented to the employee in accordance with Section II of this rule. (None) (None) PROPOSED WORN which the employee may have received Oral or Written Reprimands, had a Merit Increase withheld or been Suspended Without Pay, 1. The employee's salary shajl. reduced to fall .eithin range of the elee-sific. which the emploee. is 17),2 demoted. 2. The employee shall be placed at the highest step in the classification to which they are demoted which results in a salary decrease. 3. The employee's duties and responsibilities must he to those of the lower 4, An employee with status demoted to o }owe: level classification in uic tILley never had Merit Sy.: t: •tatus is deemed to fiay.f. vAeeit System status in the loscr classification effective at the time of demotion. 5. The reasons or cause for the demotion must be given on official demotion forms provided hy Personnel Department and 71 - to the employee in accore:m Section IV of this rule, 6. The duties and responstilit:- of a classification employee is demoted deemed appropriate, 17): Personnel Department, :he experience, training an educational background of the emplyee. PAGE 15 OF 23 - s .ras ee rath , Dismissal G. Dismissal This is an action tak Department Authority which permanently from employment in 1 department and fro for just cause (see rule for examples of • e• Rule 9, "Separations" by a writirp- I a-- • 1. Dismissal is an from poor perfor7 or a violation of r•fa -o-e departmental or County r deemed too extreme be eea:t with in terms of lesser -Hc±nli Dismissal result ,, use of other forms • f disci actions, prEvLously descrite this Rule, :ailed t unacceptable e,fy.)1?7 ,e pe:ffeee,ince or behavior, 7:isf-H._ :sal also aaL. CURRENT WORDING (None (None (None PROPOSED W077: 7, Demotions may be inc.:• evidence in future actions if: a. the disciplinary appcale.f action: b. the CiL3e not app2r,f( 8. Employees may att_ to any document personnel record "Demotion", in accc No. 397, P.A. 1978, C, Right to Kno 9. Voluntary Demotions init emplyee's requeft and •ip:7-led by not ::lsciplinary such sre not -:e ,2.1; within the fiteht el Zteb action:, e7fell as 'downwai-• 7:eclaseil ar documenL•.21 as "status char than a demot record, f 6 This is an action taken by a Department Head which permanently removes an employee from employment in his department and from the County payroll, (See Rule 9, "Separations".) 1. Dismissed employees need not be kept in employment or be paid for any time after the completion of their normal working day on the date they are dismissed. PAGE it OF 23 - RULE 8 CURRENT WORDING PROPOSED PAGE 21 results when tie :12,.J:cceptab1e performance or beavior is too extreme in the first instance to justify any attempt at correction. 2. Dismissed employees shall be treated the same as employees separated for reasons other than retirement, in the matters of paying, for unused accumulated Annual Leave, Compensatory Time and unused Sick Leave accumulation. 3. Dismissals must be given on forms provided by the Personnel Division and must be presented to the employee in accordance with Section II of this rule. (None) 2. Dismissed employees need not he kept in employment or be pLid for any time after the tion of their normal workir., on the date just cause ha,, established and they are form notified of dismissal. 3. Dismissed employees snail be treated the same as employees separated for reasons other than retirement, in the of paying for unused accuml: Annual Leave, unused Sick and Compensatory Time accumulYions. 4. Dismissals shall be clearly identified as sc!-: be issued on for!,:s the Personnel Dcr accordance with a. standar: Dismissal format as det. the Personnel Depar be presented to t'c* consistent with Sectio L',; of this rule. (None) 5. Dismissals shall cite: a. The reasons or cause for dismissal including a specific description of the misconAlet or inadequate performane. including time, place, circumstances (refer to Section V for examples of "cause.) b. A history or -:7ostaLe-le7t of related paEL .._:con:iatt or deficiencies corrective action previously taken, including any action t: assist the employee to rove. PACE 17 OF 23 - RULE B CURRENT WORDING PROPOSED WORN: PAGE 22 NOTE: Behavior e: insufficieeT performance could be e:e enough in an initial ire_L. to warrant eismissal. such circutances a bd or restateee,:::: of past miscoaduct or deficencies may not apply (as noted in subsection b. above) and shall. not be required to complete an action of dismissal. (None) 6. Dismissals may be introduced as evidence in future discjp1 actions if: a. the disciplinary action appealed and the Department action was upheld or modified by the Personnel Appeal Board or, b. the disciplinary action was not appealed. Section II METHODS OF NOTIFYING AN EMPLOYEE OF: Section TV (Formerl METHODS OF N OF A DISCIPL: oction IT TIe:YING AN •.CTION 'T,OY.EE A. Written Reprimand . Withholding of a Merit Increase Suspension Without Pay Demotion Dismissal 1. A written notice of the action giving specific reasons for the action and the effective dates and conditions of the action, must be signed by the Department Head or his authorized subordinate and be presented to the employee in person by the Department Head or his authorized subordinate, or else sent to the employee's last known address by registered mail, restricted delivery, with return receipt requested, on/or prior to the effective date of the action. a. If the written notice is presented in person, the employee should sign all copies to acknowledge receipt. If he refuses, the presenter should note it on the form. Withholding of a Merit Increase (after the prerequisite length of service in a classification) Suspension Without Pay Demotion Dismissal 1. A written notice of a discdolina action as defined in Sect.::o must be on official forms m available by the Personnel Department or in accord with a standard format for the specific disciplinary action as determiegd by the Personnel Department ueless otherwise noted in the precee:e sections of this rule. It shell include the method of appealing such action either imprinted on the reverse side of the form or on an attached sheet. PACE 18 OF PAGE 23 CURRENT WORDING 2. The written notice must bre on official forms made available by the Personnel Division. a. Such forms shall have the rules covering the method of appealing such an action either on an attached sheet or imprinted on the reverse side of the official notice. 3. A copy of the written notice shall be retained by the department and four copies shall be forwarded to the Personnel Division where a copy shall be made part of the employee's file and record of employment. PROPOSED WOF77NG 2. A written notice of di:e action shall include: a. Reason:. or "cause" fe actior j:.nciuding a 2 descreHen of the ml cc. .et or inad.:quate perfe -o- including time, place, circumstances). b. A history or resrateeel: related past mie:..cedect or deficiencies ee_l -errective action previoe,ly taken, including any Action te-: assist the employee t7,, • if applicable, c. The effective (1::.8 of t action and, iF direct and ce: for the future the consee:,e=: the action ,?hich hr the action. d. Any additional 1:e. related to the of discipline Section III oi :ule. 3. The first or origin2 of the written notice of a. disci action signed by the Depa.,:;e: Authority must be presented the employee on or prior to ..ee effective date of the action by one of the following methods except as previously noted. in Section III. a. In person by the Department Authority; or b. Sent to the employee's :ist known address by certif.. mail, return receipt ree .sted, The employee's sienntnre is required on all cc ees to ledge receipt if to. notice - presented in person. employee refurses to siee- be presenter should so eoee ft on the form. PACE 19 OF 23 - copy PAGE 24 CURRENT WORDING (None) Section III DISCIPLINARY ACTION MUST BE FOR "CAUSE" An employee shall receive disciplinary action, whether an oral reprimand, a written reprimand, the withholding of a merit salary increase, a suspension without pay, a demotion, or a dismissal, only for a specific clearly described reason or "cause". The department shall clearly specify and identify with particularity the specific reasons or "cause" for the disciplinary action taken, An adequate reason or "cause" for a disciplinary action shall include, but not necessarily be limited to, each of the following kinds of conduct. PROPOSED WORDING 4. The last copy of the writtcn notice shall be retained h: department and the remainder the copies forwarded to the Personnel Department where shall be made part of the employee's official persoo: record. One of the copies ,ont to Personnel will be returned to the department when the action has been completely processed. Section V DISCIPLINARY ACTION MUST BE FOR "CAUSE" (Formerly Section III) An employee shall receive corrective or disciplinary actions only for a specific, clearly described reason or "cause". Corrective actions shall include but may not be limited to . Oral Reprimands . Written Reprimands (See Rule 8, Section III, A and B) Disciplinary actions ,:lade and are limited to: . Withholding a Merit Salary Increase After Completion of the Prerequisite Length of Service in the Classi- fication Suspension Without Pay • Demotion • Dismissal The Department Authority shall clearly specify the specific reasons or "cause" for the corrective or disciplinary action taken. 1. Conduct or performance on the job which indicates a lack of ability to adequately perform the duties of the position or classification held by the employee. 2. Conduct or performance on the job 1 .ch indicates a failure'to produce the quality of work the position or classification requires. 1. Conduct or performance on the job which indicates a lack of ability or demonstrated skills to adequately perform the duties of the position or classification held by the employee. 2. (No Change) PAGE 20 OF PROPOSED WORDING_ 3. (No Change) 6. (No Change 8. Verbal or physical abuse, or improper treatment of an inmate, patient, client, or employee of any County institution or department. 9. (No Change) PAGE 25 CURRENT WORDING 3. Conduct or performance on the job which J.tes a failur to Produce the quantity of work the position or classification requires. 4. C nduct or performance on the job demonstrates insubordination, wh ich is defined as a refusal to follow appropriate written or oral procedures, instructions, or directions from a supervisory employee or Department Head. 5. The solicitation or acceptance of money or anything of value to influence the decisions of an employee in public matters or as a reward for such decisions. 6. Being under the influence of alcohc narcotics or any other controlled substance while on the job, 7. Conduct or performance on the job which demonstrates a deliberate attempt to cause poor morale or disrespect among County employees by actions or attitude on the job. 8. Verbal or physical abuse, or imprope treatment of an inmate, patient or client of any County institution or department. 9. Habitual or excessive tardiness in reporting for scheduled working hours. 10. Being absent from a scheduled work assignment during working hours without permission from an authorized supervisory employee or Department Head. 11. Stealing, misappropriation or conversion of County property or the •property of other employees or inmates, patients or clients of any County institution or department. 4. Conduct or perfoimance on the job which demonstrates insubordination, which is defined as a refusal to follow appropriate written or oral procedures, instructions, or directions from a. Department Authority. 5, (No Change) 7. (No Change) 10. Unauthorized leave or being absent from a scheduled work assignment during working hours without permission from Department Authority. 11. (No Change) PAGE 21 OF 23 - RULE 26 PROPOSED VORDLNG 12. The willful violation of an reasonable departmental or rule or regulation which has adopted in written f<'.: unwritten rule clearly establi=o,r1 precedent and is knowo., or nahiy should be known to Cho involved. 13. (No Change) 14. Has willfully failed to pay personal bills to the point that creditors garnishee the wages or salary of a County employee and caused a burden on the County. 15. Personal appearance or lack of cleanliness while on the job which exhibits symptoms of a lack of hygiene bringing discomfort to clients of the County or other County employees. 17. (No change 18. (No change) CURRENT WORDING 12. The willful violation of any reasonable departmental or County rule or regulation which has been adopted in written form and is known, or reasonably should be known, to the employees involved. 13. Has engaged in political activities restricted under Section VI, Subdivision L of the Merit System Resolution and Rule 19 of these Merit System Rules. 14. Has willfully failed to pay personal bills to the point that creditors garnishee the wages or salary of a County employee and cause a burden on the County. 15. Personal appearance or lack of cleanliness while on the job which exhibits symptoms of a lack of hygiene bringing unpleasantness to clients of the County or other County employees. 16. Reporting for a scheduled work assignment in clothing or other aspects contributing to appearance, which an authorized supervisory employee or Department Head has reasonably advised the employee is not acceptable or appropriate for the work assignment or duties performed by that employee. 17. Has been convicted of a felony. 18. Has been convicted of a misdemeanor Involving moral turpitude or casting doubt on the employee's ability to property perform his job. 16. Reporting for a scheduled work assignment in clothing or other aspects contributing to appearance, which Department Authorot has reasonably advised thc ,,-,-plovee is not acceptable or appropriate for the work assignment or duties performed by that employee. PAGE 22 OF 23 - RULE B CURRENT WORDING 19. If an employee has been charged with the commission of a felony or a misdemeanor involving moral turpitude casting doubt on his or her ability to perform their job. 20. Assigning overtime to oneself or to other employees without proper approvals in accordance with County overtime procedures and/or knowingly working overtime and incurring costs for the County where such overtime was not assigned or approved in accordance with County overtime procedures. (None) (None) (None P7OPOSED WORDING 19. (No 20, (No Change) 21. Altering, det.l. or County or .r)e-:-,,-r----f orms ,:• records t..1) prof oneself, other or persona, or unauthorized duplication of -(1177idential records or materials. 22. Neglience in processing of official persoel transactions cnc' forms which 2auses undue oan employee and/or other departments. 23. Discrimination on the basis of race, sex, religious beliefs, or polical affiliation agains± any ind1a1., group of employees, or the.gao public in the p.,:r.'.,rance of assigned duties ,..- carrying out specific reshilities of their job. PAGE 23 OF 23 - RULE 8 qoky. e 764,1?1 MERIT ELIGIBILITY ?OR FRINGE BE7EITS RULE TITLE NUMBER SECTION TO BL 7,D PAGE OF PROPOSED WORDING agal Change Submitted by Personnel County Executive: FE Approved [1] Disapproved by: Personnel Committee: I I Approved -Date: 7 'ate: 7/9 Date: Disapproved by uced to Board of Commissioners: Date: Section IV Subsection A of Merit System Resolution 70pies of the rules and regulations developed by the 23c Uture c17c3 in such rules and regulations shall be ommissi ,7t. a regular meeting of the Board of • ffectiv days after such meeting unless objection ;veceiv...i in tz he Ca 7:'f the Board of Co7missioners, in which case the objection s;:all :matter of business at the next meeting of the Board of Comm-issioner.7. Oakland County Merit Sys smatter ion II Eligibility A. All employees whose appointments a for 520 hours or less, of work within a twelve month period shall not be eligible for these fringe benefits. All employees whose appointments are for more than 520 hours of work within a twelve month period shall be eliei- ble for these fringe benefits with the following exceptions: Section II Eligibility A. All employees whose appointments are for 520 hours or less, of work within a twelve month period and "student" classified employees shall not be eligible for these fringe benefits. B. Student employment (including summer, ployment classificeneons) is in- tended as an educa:iL. work experi- ence placement and as nuch is exempted from the provisions of the Merit System relative to the manner of selection, appointment, removal from of ice or limitation of political activity. Accordingly, student employees aa categorized as part-time, non -: even though actual working time L exceed 520 hours. Employer and (CONTINUED) ON FOR CHANGE ee notification of requirements to pay F.I.C.A. on student employees working in excess 520 hours; also to clarify the intent of the "student" educational work experience cement. PAGE 29 PROPOSED CHANGE IN MERIT SYSTEM RULE 2— PROPOSED WORDING (CONTINUED employee contribution to Social Security will be made for student employees appointed to work more than 520 hours. (Student employee contributions to Social Security are withheld from gross pay in accord with applicable State and/or Federal requirements.) C. All employees, except those classified as "student", whose appointments are for more than 520 hours of work within a twelve month period shall be eligible for these fringe benefits with the following exceptions: #9484 October 16, 1980 Moved by McDonald supported by Price the report be accepted. A sufficient majority having voted therefor, the report was accepted.