HomeMy WebLinkAboutItem 06.j
Date: Item No.
Resolution Amending Paid Time Off Policy
Proposed Action
Staff recommends adoption of the following motion: Move to approve the amendment to the
Paid Time Off Policy 6.50.
Overview
The City of Lakeville Paid Time Off Policy 6.50 allows employees to convert up to 40 hours of
PTO to cash annually. Staff recently consulted with a benefits attorney to review the paid time
off policy to ensure that the City was following state and federal regulations.
Staff is proposing the following amendments to the paid time off policy:
• striking the word “funeral” to be consistent with the City’s Funeral Leave Policy 6.43.
• adding limitations and restrictions for employees to cash-out PTO leave.
• rescinding additional PTO hours for exempt employees who have reached the salary limit
requirement of MN Statute 42A.17, Subd. 9.
• revoking the extended medical bank cash out provision.
The Personnel Committee reviewed the proposed amendment to the policy and is recommending
approval. The proposed amendment was also reviewed by legal counsel.
Primary Issues to Consider
• Amending the paid time off policy would comply with state and federal regulations.
Supporting Information
• Resolution Amending Paid Time Off Policy 6.50
• Amended Paid Time Off Policy 6.50
Financial Impact: $ Budgeted: Y☐ N☐ Source:
Related Documents: (CIP, ERP, etc.):
Envision Lakeville Community Values: Good Value for Public Services
Report Completed by: Tammy Schutta, Human Resources Manager
December 3, 2018
CITY OF LAKEVILLE
RESOLUTION NO. ____
RESOLUTION AMENDING THE PAID TIME OFF POLICY
WHEREAS, the City of Lakeville Paid Time Off Policy 6.50 allows employees to convert up to 40
hours of PTO to cash annually; and
WHEREAS, the policy amendment sets limitations and restrictions to cash-out PTO; and
WHEREAS, the policy amendment includes rescinding additional PTO hour for exempt
employees and the extended medical bank cash out provision; and
WHEREAS, amending the paid time off policy will bring the policy into compliance with state
and federal regulations.
NOW, THEREFORE, BE IT RESOLVED that the City Council approves the amendments to
Paid Time Off policy.
ADOPTED by the Lakeville City Council this 3rd day of December 2018
______________________________
Douglas P. Anderson, Mayor
_________________________________
Charlene Friedges, City Clerk
PAID TIME OFF
Policy 6.50
1) POLICY
a) All eligible employees will accrue Paid Time Off (PTO) based on years of service with the
City of Lakeville. The PTO benefit replaces the city policies on vacation and, sick and
funeral leave and combines these benefits into a single plan.
b) PTO can be used for any purpose, subject only to normal request/approval procedures
consistent with policy and labor agreements.
c) Requests for leave for reasons other than illness or injury must be submitted to the
supervisor a minimum of 14 days (two weeks) in advance and will be granted in
seniority order. Requests made with less than 14 days of notice will be granted on a
first-come, first-serve basis at the discretion of the supervisor.
d) Emergency use (illness or injury) requires notification to the supervisor a minimum of 30
minutes prior to the employee’s scheduled workday. Requests made are subject to the
discretion of the supervisor. Emergency use may require documentation of the
emergency such as a physician’s note.
e) PTO time is accrued biweekly on an hourly basis.
f) The maximum amount of PTO than can be accrued and carried over to the next year will
be 480 hours.
g) An employee that leaves the city in good standing, after giving proper notice, will be
compensated for PTO leave accrued and unused to the date of separation. The
amount will be taxable to the employee at their regular compensation rate on the
date of separation.
h) Employees using PTO leave will be considered to be working for the purpose of
accumulating additional PTO time.
i) Once during the calendar year, full-time employees may cash out up to forty PTO hours.
Part-time employees have the ability to cash out a pro-rated value of 40 hours each
calendar year. In December of each year, employees who have a leave balance of 240
PTO hours on November 30 will receive the option to elect to cash out a portion of the
PTO to be earned in the following calendar year. Full-time employees may choose to
receive cash for 40 hours of PTO. Part-time employees may choose to receive cash for a
pro-rated value of 40 hours each calendar year. Employees cannot reverse the choice
after December 31 of each year. PTO cash payment will be paid by July 1. The amount
will be taxable to the employee at the regular compensation rate at the time of PTO
cash payment. If the employee terminates employment before June 30, the cash
payout will be pro-rated.
j) Exempt employees, including the City Administrator, who reach the salary limit
requirement of MN Stat. §43A.17, Subd. 9, shall receive equivalent hours above the limit
in PTO.
2) PARTICIPATION
a) Effective February 1, 2007, all non-union and union employees that have bargained this
benefit into their contracts will have the opportunity to participate in the PTO benefit.
b) Employees who choose not to participate will have the option on an annual basis to
switch to the PTO plan during a period of open enrollment. Once the election is made
to convert to the PTO program, employees cannot return to the vacation, sick leave and
funeral leave program.
c) Employees who choose not to participate in the PTO benefit will continue to accrue sick
and vacation time according to those policies.
d) All employees hired after February 1, 2007 will participate in the PTO program.
3) PTO ACCRUAL SCHEDULE
a) The accrual schedule for full-time employees is as follows:
1st year of employment 18 days 144 hours
2nd year of employment 18 days 144 hours
3rd year of employment 19 days 152 hours
4th year of employment 19 days 152 hours
5th year of employment 20 days 160 hours
6th year of employment 20 days 160 hours
7th year of employment 22 days 176 hours
8th year of employment 22 days 176 hours
9th year of employment 24 days 192 hours
10th year of employment 24 days 192 hours
11th year of employment 26 days 208 hours
12th year of employment 26 days 208 hours
13th year of employment 28 days 224 hours
14th year of employment 28 days 224 hours
15th year of employment 30 days 240 hours
4) CONVERSION
a) Conversion to the PTO plan is optional for employees hired before February 1, 2007.
b) Current vacation accruals will be converted 1:1 to the PTO accrual.
c) Sick balances will be converted to an Extended Medical Bank (EMB) at a 1:1 ratio at the
time of PTO election.
d) At retirement or separation, the value of the EMB will be either placed into a Health
Care Savings Plan or paid directly to the employee according to city policy and/or
contract language.
5) EXTENDED MEDICAL BANK
a) EMB hours may only be used after the first 40 consecutive hours of an absence for the
employee’s serious health condition, or the serious health condition of the employee’s
child. Effective August 1, 2013, EMB may also be used for the serious health condition
of the employee’s adult children, spouse, siblings, parents, grandparents or stepparents.
This use is limited to 160 hours in a year. The forty hour waiting period shall apply to
each separate incident of a serious health condition.
b) For regular part-time employees, the waiting period before becoming eligible to use
extended leave pay shall be based on a prorated basis by determining the actual hours
the employee is scheduled to work according to the budget.
c) EMB leave shall not be considered as a privilege or vested right which an employee may
use at their discretion, but shall be considered as a type of insurance which shall be
allowed in case of a serious health condition of the employee or the employee’s child.
d) Employees shall notify their immediate supervisor or the Human Resources Department
on the first day of a qualifying serious health condition. Any employee using EMB leave
may be placed on concurrent FMLA leave.
e) As of November 21, 2016, employees who currently have an Extended Medical Bank
(EMB) will be allowed to apply for early cash out from their EMB. Thirty five percent
(35%) of the employee’s EMB may be cashed out. If the employee elects to cash out,
the Extended Medical Leave Bank will be set at zero “0”. The employee will no longer
be eligible for separation pay under Policy 6.63 upon separation/retirement. The
early cash out will be subject to taxes.
f)e) Employees converting the City’s PTO plan after November 21, 2016 will not be
eligible to apply for early cash out from their EMB.