Banking Entitlement Staffing

Boards may, within the banking staffing year, choose to:

• anticipate up to 10% of their staffing entitlement – using it in advance/going into overdraft
• save up staffing to use later in the year – under-using or ‘banking’
• operate staffing usage on a full year basis – no saving and no ‘overdraft” in each pay period.

Refer to Appendix 2 for banking staffing frequently asked questions.

Rules for Banking Staffing

Boards:

• are responsible for monitoring usage and for keeping within their overall staffing entitlement for the banking staffing year, using the time period for balancing the staffing usage from the previous year end position as necessary
• can either anticipate up to 10% staffing above entitlement during the year or save up staffing entitlement to use later in the year
• if at the end of the banking staffing year, a board has exceeded the 10% limit for using the staffing in advance, permission to anticipate staffing entitlement the next year may be withheld by the Ministry

Staffing:

• used in advance of entitlement must be made up/repaid within the same banking staffing year or within the time period for balancing the staffing usage from the previous year end position. Overuse remaining at the end of the time period for balancing the staffing usage from the previous year end position will be recovered by the Ministry out of the board’s operational funding at the rate listed in Appendix 1 of Chapter 1.
• unused entitlement at the end of the time period for balancing at the end of a banking staffing year will be reimbursed to a limit of 10% of the board’s staffing entitlement. The comparison for the underuse will be based on the roll based staffing (ie not the GMFS or Assured staffing if that is greater than the roll-based staffing) and usage. The rate at which the underuse will be reimbursed will be set by the Resourcing Division in April each year, after the conclusion of staffing balance period.

Boards will be advised in writing prior to recovery or reimbursement being made

Time period

The time period for balancing the staffing usage is pay periods [yyyy]23 to [yyyy]26 in respect of the banking staffing year ended [yyyy]2.2

Monitoring Banking Staffing

Boards are sent fortnightly banking staffing reports along with their Staff Usage and Expenditure (SUE) reports to help them monitor usage. A spreadsheet is available on the Banking Staffing page. This allows schools to project staffing usage for the year, and to model various scenarios. The Ministry monitors boards’ usage and may contact schools at risk of significant overuse during year.

Using the Banking Staffing Report

The banking staffing and SUE reports are available in hard copy or via email, in which case schools will receive them the weekend prior to payday. Use the Electronic Reports Sign-up Form for Schools ESP5s available at www.schoolpayroll.govt.nz to sign up to receive your banking staffing and SUE reports by email.

The names of teachers who were paid from TS and how many FTTEs each has used is listed in the banking staffing report pay period by pay period. This information is drawn directly from the teachers’ payroll system. Banking staffing reports should be read alongside the SUE report