4) Transfer of teacher charges between Bulk Grant (BG) and Teachers’ Salaries (TS)

a) Can I make transfers between BG and TS and vice versa?

Yes you may make forward transfers providing you give your Payroll Service Centre the information within the closedown deadline for the pay-period.

b) Will a forward transfer affect a teacher’s employment?

No. The board is still the employer and the terms and conditions of the Collective still apply.

c) Will a forward transfer affect the holiday pay chargings?

Possibly. If you transfer a fixed-term teacher, then any holiday pay due to that teacher for the period of the transfer will be charged to where their salary was charged. To avoid this happening, you should temporarily transfer permanently appointed teachers for banking staffing purposes.

d) Can I do a transfer for previous pay-periods?

Yes, in two circumstances:

• If your Payroll Service Centre incorrectly charges a teacher to the wrong area you can have it corrected.
• If you gave your Payroll Service Centre the wrong instructions and then pick up the error within two pay-periods you can have it corrected, up until the annual cut-off of 1 November.

As November and December are very busy months of the year, it is important for schools to provide very clear instructions to their Payroll Service Centres for any changes. Schools should familiarise themselves with early pay-period closedown dates operating in December.

e) Can I fix up over/under-usage that happened before pay-period _22?

Yes. This can be done by under/over-usage in the time period for balancing: between pay-periods _23 to _26.

f) Can I have a retrospective adjustment during the time period for balancing?

No. Retrospective adjustments for banking staffing purposes also affect the compilation of the annual accounts. The annual accrual report prepared for the annual accounts shows where teachers have been charged for the financial year. Retrospective adjustments would alter the chargings after the production of the accrual report.