Current through Register Vol. 48, No. 38, September 20, 2024
a) Definitions -
1) Annual Merit Increase - An annual merit
increase is an in-range salary adjustment for demonstrated
performance.
2) Annual Merit Bonus
- An annual merit bonus is a percentage of the employee's annualized base
salary that is paid once for demonstrated performance and separately from the
base salary.
b)
Eligibility Conditions - Eligibility for an annual merit increase and bonus
shall be determined by the following conditions:
1) 12 Months Creditable Service or from the
Last Officially Scheduled Performance Review and Performance Review Discussion
- Each employee will be eligible for a performance review: after attaining 12
months creditable service if new to the position; if continually in the one
position for longer than 12 months from the last officially scheduled
performance review (80 Ill. Adm. Code
302.270(d)
); if continually in the one Trainee Program (80 Ill. Adm. Code
302.170) position for 12
months and each subsequent 12 months in the same position; if continually in
the one position which is Personnel Code [20 ILCS 415 ] Section 4(d) exempt or
otherwise partially, Jurisdiction B, exempt from the Personnel Code and each
subsequent 12 months in the same position; if the combined time in the position
and in a completed interim assignment is longer than 12 months from the last
officially scheduled performance review; or if in interim assignment and the
employee's creditable service date is 12 months or more ago, the employee shall
return from a leave to serve in interim assignment for the employee's
Performance Review and discussion. The employee's immediate supervisor shall
prepare a Merit Compensation and Performance System form prior to the
Performance Review Date or if the employee just returned from a leave to serve
in interim assignment for the purpose of receiving the Performance Review, the
employee's immediate supervisor shall prepare a Merit Compensation and
Performance System form on the date the employee returned with input from the
employee's immediate supervisor while in interim assignment. The employee's
immediate supervisor shall discuss the results with the employee.
2) Guidechart Category Amount, Salary Range
Maximum in Relation to Base Salary Increase and Current Base Salary -
A) Annual Merit Increase - Should the
performance review result in the employee not being eligible for an annual
merit increase due to provisions of Section
310.450(d),
or should the employee's base rate be at the maximum rate of pay of the salary
range assigned to the employee's position, the employee will not be eligible
for an annual merit increase until 12 months of additional creditable service
has been accrued. (Interim Assignment Pay shall never be used to determine
eligibility for an annual merit increase.)
B) Annual Merit Bonus - Should the
performance review result in the employee not being eligible for an annual
merit bonus due to provisions of Section
310.450(d),
the employee will not be eligible for an annual merit bonus until 12 months of
additional creditable service has been accrued. (Interim Assignment Pay shall
never be used to determine eligibility for an annual merit bonus.)
c) Immediate Supervisor
Determination of Performance Category - Based upon the results of the
performance review, the employees' immediate supervisor shall determine whether
the employee's performance warrants or does not warrant an annual merit
increase and bonus.
d) Amount
Restrictions - The amount of an annual merit increase and bonus recommendation
shall be determined by use of the Merit Increase and Bonus Guidechart of
Section
310.540
if the employee's performance review has on the Performance Review Date been
evaluated at a Category 3 or higher level. An employee whose performance review
has on the Performance Review Date been evaluated at Category 4 shall not
receive an increase in the present base salary or a bonus. However, in no event
is the resulting salary to be lower than the minimum or higher than the maximum
rate of pay of the respective salary range assigned to the employee's position.
(Interim Assignment Pay shall never be used to determine an annual merit
increase or bonus.) (Effective July 1, 2009, annual merit increases and bonuses
are suspended, and annual merit performance reviews continue.)
e) Immediate Supervisor Indication of
Eligibility and Amount - The employee's immediate supervisor shall prepare a
Performance Certification and Merit Increase Recommendation form indicating
whether or not the employee is eligible for an annual merit increase and bonus
and the amounts thereof. (Effective July 1, 2009, annual merit increases and
bonuses are suspended, and annual merit performance reviews
continue.)
f) Review and Approval -
The employee's immediate supervisor shall forward the completed Merit
Compensation and Performance System and Performance Certification and Merit
Increase Recommendation forms to the agency head or a designated authority for
review and approval.
g) Effective
Date and New Creditable Service Date - The annual merit increase and bonus
shall become effective the first day of the month in which the employee's
Performance Review Date occurs. The employee's new creditable service date
shall be the first day of the month in which the employee's Performance Review
Date occurred or would have occurred if the employee had not been in interim
assignment on that date.
