The California Department of Human Resources (CalHR) delegates authority to department Personnel Officers to backdate mandatory appointments and correct an employee’s pay or employment history. State Personnel Board (SPB) approval is still required for backdated appointments beyond 60 workdays.
Backdating requires a justification for the correction (e.g., promotional appointments require substantiating the employee performed duties at the higher level as of the retroactive effective date).
Reasons for backdating transactions may include:
- Adverse Actions
- Industrial (IDL)/ Non-Industrial (NDI)/State (SDI) Disability Leave
- Merit Salary Adjustment (MSA)/ Special In-grade Salary Adjustment (SISA)
- Maternity Leave
- Military Leave
- Out of Class
- Overtime, Regular, or Lump Sum pay
- Permissive Reinstatements
- Position number changes
- Probation periods
- Service retirement
- Voluntary resignation
It is the policy of the Department of General Services' (DGS) Office of Human Resources (OHR) to authorize backdated appointments and/or make corrections to an individual’s employment history. However, on a case-by-case basis, OHR will review requests for backdated appointments and/or corrections to an individual’s employment history up to a maximum of three years. All backdated transactions must adhere to criteria outlined in this section.
Supervisors should obtain OHR Classification and Pay (C&P) analyst approval before assigning higher-level duties to an employee. Failure to do so may create an out-of-class situation and subsequent grievances.
The table below outlines the roles and responsibilities for backdating transactions.
|Employee Resource Liaison (ERL)||
Submit a Request for Personnel Action (RPA) to their C&P analyst. The package must include the duties, effective date, justification for the correction, and reason for the delayed correction.
Assess how the employee was notified of the assignment (i.e., was the employee given specific information in writing?), their eligibility, duties, and effective date for compliance with applicable laws, rules, and labor agreements.
Backdated appointments must meet all of the following criteria on their effective date:
After reviewing the RPA package, the C&P analyst will:
|Personnel Specialist||If RPA is approved, document the Personnel Action Request (PAR) according to the Personnel Action Manual (PAM) “Date of Entitlement” instructions.|
Department of General Services
Office of Human Resources
West Sacramento, CA 95605
Contact your assigned Classification and Pay Analyst.