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DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL INSTITUTE October 7, 2015 Irvine, CA

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Page 1: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND

PERSONNEL PRACTICES

DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND

PERSONNEL PRACTICES

Presenter:

John R. Yeh Burke, Williams & Sorensen, LLP

ACSA PERSONNEL INSTITUTEOctober 7, 2015

Irvine, CA

Page 2: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

The Tale of the TapeThe Tale of the Tape

The Education Code v.

the Telephone Book

Page 3: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Today’s ObjectivesToday’s Objectives

Employee Classifications Tenure and Seniority Reduction in Hours; Layoff Leaves of Absence

Page 4: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Other Slightly Less Indecipherable StatutesOther Slightly Less Indecipherable Statutes

The Rodda Act (Gov. Code § 3540, et seq): Unit certification and modification, collective bargaining, and unfair practice charges

Labor Code

Anti-Discrimination Statutes: Fair Employment & Housing Act, Federal Civil Rights Act, Americans with Disabilities Act, and Age Discrimination in Employment Act

Page 5: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Employee ClassificationEmployee Classification

Certificated Employees Classified Employees

Page 6: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Certificated EmployeesCertificated Employees

Any position “requiring certification qualifications” (Ed. Code § 44830)

Includes: • Teachers• Administrators• Counselors• Nurses• Psychologists• CDC staff (Ed. Code § 8366)

Page 7: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Classified EmployeesClassified Employees

Classified Employees: “Positions not requiring certification requirements” (Ed. Code § 45103(a))• Classified Management• Noon Aides (recent amendment to Rodda Act)• Confidential Employees (defined in Rodda Act)• Excludes Substitute and Short-Term Employees:

Defined as less than 75% of the school year in Ed. Code § 45103(b)(1)

• Also excludes temporary apprentices/experts and students (Ed. Code § 45103(b)(2), (3))

Page 8: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Classified: Short-Term/SubstitutesClassified: Short-Term/Substitutes

Classified Employees: Exclusions• Short-Term Employees: Providing

services not “needed on a continuing basis.” Board establishes finite end date.

• Substitute Employee: Replacing classified employee “temporarily absent from duty” – up to 60 calendar days. (Ed Code § 45103(d)(1))

• Shall not extend beyond 75% of the school year (Ed. Code § 45103(d)(2))

Page 9: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Certificated: Temps, Subs, etc.Certificated: Temps, Subs, etc.

Certificated Employees:• Substitute, Temporary, Probationary, and

Permanent• Substitute Employee: Ed. Code § 44917 (replacing

regular employee absent from service)• Temporary Employee: Ed. Code § 44920 (replacing

employee on leave of absence)– 14 different variations

• Probationary Employee: Ed. Code § 44915 - Default classification

• Permanent Employee

Page 10: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

The Importance of Classification

Certificated: “The classification shall be made at the time of employment and thereafter in the month of July each school year.” (Ed. Code § 44916)

District must provide written statement “at the time of initial employment during each academic year.”

Temporary Employees: Written statement must indicate temporary status; otherwise, employee defaults to probationary (Kavanaugh requirements)

Page 11: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Practice Pointer

Every employee must have a classification

Possible “Categories” of Employees:• Certificated / Classified• Bargaining Unit / Non-Bargaining Unit• Classified: Confidential / Non-Confidential• Certificated: Administrator / Teacher

Page 12: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

TENURE AND SENIORITY

LAYOFFS

Page 13: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Tenure & SeniorityTenure & Seniority

Classified Employees: Probationary Period• Ed. Code § 45113 (no more than one year)• Duration provided by Board Policy or CBA

Certificated Employees: Probationary Period• Ed. Code § 44929.21: Certificated Employee

attains permanent status as a matter of law unless served with a Notice of Non-reelection before March 15 his/her second consecutive probationary year

Page 14: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Tenure & Seniority• Under Ed. Code § 44911, service under

emergency permit does not accrue tenure (see below re seniority)

• Fleice v. Chular case: Two-year probationary period a matter of law, cannot be changed by mutual agreement

• Griego case: Approved leave of absence does not constitute break in service

Page 15: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Certificated Temporary Employees: Traps for the Unwary!Certificated Temporary Employees: Traps for the Unwary!

Any defect in temporary classification will automatically cause default to probationary status

Kavanaugh Requirements: Sign temporary contract before first day of service; Finite dates of employment.

Bakersfield/Vallejo Cases: Temp status depends on manner of classification, not type of credential (interns are not automatically temporary by definition)

Page 16: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Certificated Temporary Employees: Traps for the Unwary! Paulus & Santa Barbara Requirements:

Replace employee on leave of absence (FTE of employees on leave must exceed FTE of temps; 1 to 1 correspondence not required)

Stockton Requirements: For categorical temps, duration of employment must end with end of categorical funding

McIntyre Case: Properly classified temps will not accrue tenure from year to year

Page 17: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Certificated Substitute/Temporary Employees: More Traps for the Unwary!

Certificated Substitute/Temporary Employees: More Traps for the Unwary!

“Tacking”: Ed. Code §§ 44919, 44920: Year 1: Temporary employees; Year 2: Probationary Employee – Year 1

retroactively classified as probationary.

Page 18: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Seniority for LayoffsSeniority for Layoffs

Seniority v. Tenure: Seniority Date is Generally Fixed upon Accrual• Classified: Defined by first date of service or

aggregate number of hours served (CBA)• Certificated: Ed. Code § 44845: “First Date of Paid

Probationary Service” Beware of effect of “tacking” Golden Valley Case: Service under

emergency permit is treated as probationary service for purposes of seniority (as opposed to tenure)

Page 19: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Role of Seniority in Layoffs – Certificated Role of Seniority in Layoffs – Certificated “Last in, first out” in

economic/programmatic layoffs. Ed. Code § 44955(b)

District cannot lay off employee and retain junior employee in same credential/competency area

Districts can deviate from order of seniority in layoff based on “special training and experience in a specific course of study.” Ed. Code § 44956(a)(3)(A)

Page 20: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Notice of Layoff or Reduction in Hours: ClassifiedNotice of Layoff or Reduction in Hours: Classified

• CBA may specify greater notice requirement than Education Code

• Notice of classified layoff increased to 60 days or more. Ed. Code § 45117

• Bumping rights: Laid-off employee may bump junior employee in same classification

• Anomaly - Notice and opportunity to bargain decision and effects of potential reduction of hours required.

Page 21: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Rehire Rights of Laid Off Employees: ClassifiedRehire Rights of Laid Off Employees: Classified

Rehired in order of seniority • CBA may specify and/or refine rules on rehire

39-month rehire list for permanent (Ed. Code § 44956(a)(1)) • Offer position for which employee is

credentialed/qualified Employee may turn down position. CBA

may specify how many times employee can turn down offer

24-month rehire list for probationary (Ed. Code § 44957(a))

Page 22: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Practice Pointers: Seniority, Tenure & Layoffs

Certificated and Classified Maintain and Update Seniority Lists

• Seniority dates (include hours, if applicable, for classified)• Classifications• FTE• Probationary v. permanent

Track probationary periods• Moving window for classified• March 15 of Second Probationary Year for Certificated

Page 23: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

LEAVES OF ABSENCE

Page 24: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Certificated Leaves of Absence – Sick LeaveCertificated Leaves of Absence – Sick Leave Can an employee take sick leave accrue

right away, or must they wait for accrual? • Yes, leave can be taken at any time during the

school year. Up to 10 days for full time; pro-rated for part time. Ed. Code § 44978

Does the employee have to be sick to take sick leave? • No, can be used to take care of family

members, or domestic partner. May be used for pregnancy disability.

Page 25: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Certificated Leaves of Absence – Differential LeaveCertificated Leaves of Absence – Differential Leave Up to 5 months leave under Ed.

Code § 44977 Cost of substitute deducted from

salary (whether or not one is hired) Does not matter whether absence

arises out of employment Runs consecutively after

exhaustion of sick leave (not concurrently)

Page 26: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Certificated Leaves of Absence – Differential LeaveCertificated Leaves of Absence – Differential Leave

Differential leave does not accumulate

If school year ends before five-month period is exhausted, the employee may use the balance of the leave in a subsequent school year (Ed. Code § 44977)

Page 27: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Certificated Leaves of Absence – Differential Leave

Certificated Leaves of Absence – Differential Leave

Can an employee take an additional five-month period of differential pay for a new illness or injury? • There is not a limit for new illness or

injury. “The employee shall not be provided more than one five-month period per illness or accident.” (Ed. Code § 44977(b)(2))

Page 28: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Certificated Leaves of Absence – Exhaustion of LeaveCertificated Leaves of Absence – Exhaustion of Leave

What are reemployment rights where all available leaves exhausted?• If all available leaves are exhausted, and the

employee is medically unable to return to work, the employee shall be placed on a reemployment list if not placed in another position. (Ed. Code § 44978.1)

• Permanent: 39 months; Probationary: 24 months

• When medically able, employee shall be offered position they are credentialed for and qualified to perform

Page 29: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Classified Leaves of Absence – Sick Leave

Classified Leaves of Absence – Sick Leave

• Full time permanent employees: 12 days. Prorated for part-time employees.

• May be used before full accrual• Probationary employee limit: 1

day/month for first six months • Sick leave may be taken any time during

year. Accrues from year to year.

(Ed. Code § 45191)

Page 30: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Classified Leaves of Absence – Differential Leave

Classified Leaves of Absence – Differential Leave

5-month differential leave available subject to 100 day alternative: • Full-time employees: 100 days annually • Compensation = 50% of regular salary for

differential leave days • 100 days run concurrently (not consecutively)

with sick leave. Start with 1st day of absence) • Does not accrue from year to year

(Ed. Code § 45196)

Page 31: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Classified Leaves of Absence – Reemployment Rights

Classified Leaves of Absence – Reemployment Rights

If employee medically unable to return to work after all leaves of absence are exhausted, then they shall be placed on 39-month reemployment list. (Ed. Code § 45195)

Question: Does the District have to “create” a job for an employee coming off 39-month reemployment list?

Page 32: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Classified Leaves of Absence – Reemployment Rights

Classified Leaves of Absence – Reemployment Rights

Answer: The District need not create a new job. If the employee on the 39-month rehire list is able to assume the duties of his or her position, the employee shall be reemployed in the first vacancy in the classification of his or her previous assignment. • Employee will have preference over all other

applicants, except laid off employees.

(Ed. Code § 45196)

Page 33: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Comparison of Certificated vs. Classified Reemployment Rights

Comparison of Certificated vs. Classified Reemployment Rights

Classified: If employee able to assume duties of their position, they will be reemployed in the first vacancy in the classification of their previous assignment. (Ed. Code § 45196)

Certificated: When employee medically able during the 24- or 39-month rehire period, he/she shall be returned to a position for which he/she is credentialed and qualified. (Ed. Code § 44978.1)

Question: Why do you think there is a difference in the language?

Page 34: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

Other LeavesOther Leaves

FMLA/CFRA Military Leave Bereavement Leave Jury Duty / Witness Personnel Necessity Union Leave Election Leave Professional Development / Study

Page 35: DECIPHERING THE EDUCATION CODE: TRANSLATING THE LAW INTO SOUND PERSONNEL PRACTICES Presenter: John R. Yeh Burke, Williams & Sorensen, LLP ACSA PERSONNEL

QUESTIONS?QUESTIONS?

John R. Yeh, Esq.

[email protected]

650.327.2672