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HomeMy WebLinkAboutPersonnel Ordinance 07/18/88OF HqR� LILLING7ON, No Co Jft PERSONNEL ORDINANCE .r./n per•• ,_ -.y:: '�. ..s TABLE OF CONTENTS PAGE I. ORGANIZATION OF PERSONNEL SYSTEM Section 1 Purpose 5 Section 2 Coverage 5 Section 3 Definitions S Section 4 Merit Principle 6 Section 5 Responsibility of Board of Commissioners 6 Section 6 Responsibility of County Manager 7 II. CLASSIFICATION PLAN Section 1 Adoption Section 2 Allocation of Positions Section 3 Administration of the Position Classification Plan Se --tics 4 :amendment of Position Classification Plai, III. THE PAY PLAN Section 1 Adoption 9 Section 2 Maintenance of the Pay Plan 10 S °ction 3 Use of Salary Ranges 10 Section 4 Payment at a listed Rate 10 Section 5 Salary of Trainee 11 Section 6 Pay Rates in Promotion, Demotion, Transfer and Reclassification 11 Section 7 Pay Rates in Salary Range Revisions 11 Section 8 Pay for Part -Time Work 12 Section 9 Overtime 12 Section 10 Call Back Pay 14 Section 11 Payroll Deductions 14 Section 12 Longevity Pay 14 Section 13 Travel Allowances 14 IV. RECRUITMENT AND EMPLOYMENT Section 1 Statement of Equal Employment Opportunity 15 Policy Section 2 Implementation of EEO Policy 15 Section 3 Recruitment 15 Section 4 Job Advertisements 15 Section 5 Applications for Employment 16 Section 6 Application Reserve File 16 Section 7 Qualification Standards 16 Section 8 Selection 16 Section 9 Appointments 17 Section 10 Probationary Period of Employment 17 Section 11 Promotion 18 ' Section 12 Demotion 18 Section 13 Transfer 19 PAGE V. CONDITIONS OF EMPLOYMENT VI. Section 1 Workweek 19 Section 2 Gifts and Favors 19 Section 3 Political Activity Restricted 19 Section 4 Outside Employment 20 Section 5 Limitation of Employment of Relatives 20 LEAVES OF ABSENCE Section 1 Holidays 20 .Section 2 Effect of Work on Holidays on Other Types of Paid Leave 21 Section 3 Holidays - When Work Required 21 Section 4 Vacation Leave 21 Section 5 Vacation Leave - Initial Appointment Probationary Employees 22 Section 6 Vacation Leave - Manner of Accumulation 22 Section-7 Vacation Leave - Maximum Accumulation 22 Section 8 Vacation Leave - Manner of Taking Leave 23 Section 9 Vacation Leave - Previous Leave Credit 23 Section 10 Vacation Leave - Terminal Pay and Repayment of Vacation Leave 23 Section 11 Vacation Leave - Payment for Accumulated Vacation Leave Upon Death 23 Section 12 Sick Leave 23 Section 13 Sick Leave - Manner of Accumulation 24 Section 14 Sick Leave - Maximum Accumulation 24 Section 15 Sick Leave - Physician's Certificate 24 Section 16 Sick Leave - Retirement Credit for Accumulated Sick Leave 24 Section 17 Sick Leave - Previous Leave Credits 24 Section 18 Sick Leave - Credit for Accumulation From Previous Employment 25 Section 19 Calculation of Holiday Leave, Vacation Leave and Sick Leave 25 Section 20 Leave Without Pay - Policy 25 Section 21 Leave Without Pay - Retention and Continuation of Benefits 26 Section 22 Workmen's Compensation Leave 26 Section 23 Maternity Leave - Employee Responsibility 26 Section 24 Maternity Leave - Use of Leave 26 Section 25 Military Leave 27 Section 26 Civil Leave 27 Section 27 Petty Leave 28 Section 28 Education Leave with Pay 28 Section 29 Adverse Weather 29 PAGE VII. SEPARATION, DISCIPLINARY ACTION AND REINSTATEMENT Section 1 Types of Separation 29 Section 2 Resignation 29 Section 3 Reduction in Force 30 .Section 4 Disability 30 Section 5 Retirement Age 30 Section 6 Death 30 Section 7 Disciplinary Action 30 Section 8 Failure in Performance of Duties 31 Section 9 Failure in Personal Conduct 32 Section 10 Disciplinary Suspension 33 Section 11 Immediate Disciplinary Suspension 33 Section 12 Non- Disciplinary Suspension _.._ 33 Section 13 Dismissal 33 Section 14 Employee Appeal 34 Section 15 Reinstatement 34 VIII.GRIEVANCE PROCEDURE, DISCRIMINATORY AND ADVERSE ACTION APPEALS Section 1 Organization of Advisory Personnel Board 35 Section 2 Grievance and Adverse Action - Definitions 36 Section 3 Grievance Procedure and Adverse Action 40 Section 4 Appeal - Policy 36 Section 4 Grievance and Adverse Action Appeal Procedure - Non - Discrimination 37 Section 5 Grievance and Adverse Action Appeal Procedure - Discrimination 39 IX. EMPLOYEE BENEFITS Section 1 Insurance•Benefits 39 Section 2 Unemployment.Insurance 39 Section 3 Old Age and Survivor's Insurance 40 Section 4 Retirement Benefits 40 X: PERSONNEL RECORDS AND REPORTS Section 1 Personnel Records Maintenance 40 Section 2 Access to Personnel Records 41 Section 3 confidential Information 41 Section 4 Records of Former Employees 42 Section 5 Remedies of Employees Objecting to Material in File 42 Section 6 Penalty for Permitting Access to Confidential File by Unauthorized Person 42 Section 7 Penalty for Examining and /or Copying Confidential Material Without Authorization 42 Section 8 Destruction of Records Regulated 43 PAGE XI.. IMPLEMENTATION OF POLICY Section 1 Conflicting Policies Repealed 43 Section 2 Separability 43 Section 3 violations of Policy Provisions 43 Section 4 Effective Date 43 a ARTICLE I. ORGANIZATION OF PERSONNEL SYSTEM Section 1. Purpose The purpose of this policy is to establish a personnel system which will recruit, select, develop and maintain an effective and responsible work force. This policy is established under the authority of Chapter 153A- Article 5 and Chapter 126 of the General Statutes of North Carolina. Section 2. Coverage (a) All employees in the County's service shall be subject to this policy except as provided in this section. (b) The following officials and employees are exempt: (1) elected officials; (2) the county manager; (3) county attorneys; and (4) employees of the county board of education. (c) The following employees shall be covered only by the specifically designated Articles and Sections: (1) employees governed by the State Personnel Act shall be subject to Article I; Article III, Section 3,9,10,11,12,13; Article IV; Article V; Article VI; Article VII, Section 5, Article VIII; Article IX; Article X; and Article XI; (2) employees of the North Carolina Agriculture Extension Service shall be subject to Article V, Section 1 and Article VI, Sections 1 -3; (3} the supervisor of elections shall be subject to Article II and III, Article IV, Sections 1 -7; Articles V and VI; Article VII, Sections 2,6, 13, 15; and (4) temporary employees as designated by the Board of Commissioners shall be subject to Article I; Article III, Section 9; Article IV, Sections 1 -9; Article V; Article VI, Sections 1, 21; Article VIII, Section 5; Article Z; and Article XI. v . Section 3. Definitions (a) General County Employees. A County employee assigned to a department not subject to the State Personnel Act. (b) Competitive Service Employee. An employee of a local social service department, public health department, ox local office of civil preparedness receiving fedeial grant -in -aid funds. (c) Probationary Employee. A person appointed to a Regular position who has not completed the probationary period. See Article IV, Section 10. (d) Part -Time Employee. An employee, either regular or temporary, who is regularly scheduled less than the number of hours per workweek designated by the Board of County Commissioners as' full -time. (e) Full -time Employee. An employee, either regular or temporary, who is regularly scheduled to work the number of hours per workweek designated by the Board of Commissioners as full -time. (f) Regular Employee. A person appointed to serve in a position for an indefinite duration and who has served a period of more than six (6) calendar months or in the case of law enforcement officers, twelve (12) calendar months. (g) Temporary Employee. A person appointed to serve in a position for a definite duration. (h) Appointing Authority. Any board or position with legal or delegated authority to make hiring decisions. (i) Grievance. A claim or complaint based upon an event or condition which affects the circumstances under which an employee works, allegedly caused by misinterpretation, unfair application, or lack of established policy pertaining to employment conditions. (j) Adverse Action. A demotion, dismissal, reduction in pay, layoff, or an undesirable transfer or suspension. Section 4. Merit Principle All appointments, promotions, and other personnel transactions shall be made solely on the basis of merit and fitness. section 5. Responsibility of Board of Commissioners The Board of Commissioners shall establish personnel policies and rules, including the classification and pay plan and shall make and confirm appointments when so specified by law. G Section 6. Responsibility of County Manager The County Manager shall be responsible to the board of Commissioners for the administration of the personnel program. The County Manager shall appoint, suspend, and remove all County officers and employees except those elected by the people or whose appointment is otherwise provided for by law. The County Manager shall make appointments, dismissals, and suspensions in accordance with 153A -82 of the General Statutes of the State of North Carolina and Articles IV, VII, and VIII of this personnel administration policy. The Sheriff and Register of Deeds have the exclusive right to hire, discharge, and supervise the employees in their respective departments under the authority of 153 A -103 of the General Statutes of the State of North Carolina. The County Manager shall: (a) recommend rules and revisions of the personnel system to the Board of Commissioners for consideration; (b) recommend revisions to the position classification plan to the Board of Commissioners for approval; (c) prepare and recommend revisions to the pay plan to the Board of Commissioners for approval; (d) determine which employees shall be subject to the overtime provisions as provided for in Article III, Section 9; (e) establish and maintain a roster of all persons in the County service, setting forth each officer and employee, class title of position, salary, and changes in class title and status, and such data as may be deemed desirable or useful; (f) develop and administer such recruiting programs as may be necessary to obtain an adequate supply of competent applicants to meet the needs of the County; (q) develop and coordinate training and educational programs for County employees; (h) investigate periodically the operation and effect of the personnel provisions of this policy and at least annually report findings and recommendations to the board of Commissioners; and (i) perform such other duties'as may be assigned by the Board of commissioners not inconsistent with this policy. 7 Reference Note: officers whose appointments is required by law to be made by the Board of Commissioners. Clerk of the Board. 153A -111 County Attorney. 153A -114 i Deputy Tax Collector. 105- 349(f) Tax Collector. 105 -349 Tax Supervisor. 105 -294 Finance'Officer. 159 -24 The appointive power of the Commissioners is limited in the following instances: Article VII, 2 of the constitution of North Carolina provides that the Sheriff shall be elected. The Register of Deeds is elected quadrennially. 161 =2 The Sheriff and Register of Deeds have the right to hire, discharge, and supervise the employees of their offices. The local Board of Health appoints the Health Director after consultation with the Secretary of Human Resources and the Board of Boards of County Commissioners in the county or district. 130A -40. The Health Director appoints all employees of the health department in accordance with the provisions of the State Personnel Act. 126 -5(a) 130A -41. The Board of Social Services appoints the Social Services Director, who appoints the social services employees. 108 -17, 19. Agricultural extension employees are jointly appointed by the Board of Commissioners and the State Extension Service. County Board of Election is empowered to appoint and remove a Supervisor of Elections and all registrars, judges, assistants, and other officers of elections. 163 -33, 35. ARTICLE II. CLASSIFICATION PLAN NOTE: The County Directors of Social Services and Health Department shall make appointments, dismissals, and suspensions in accordance with 108 and 130A of the General Statutes of the State of'North Carolina. Section 1. Adoption The position classification plan, as set forth in this manual is hereby adopted as the position classification plan for the County. Section 2.. Allocation of Positions The County Manager shall allocate each position covered by the _ classification plan to its appropriate class in the plan. Section 3. Administration of the Position Classification Plan The County Manager shall be responsible for the administration and maintenance of the position classification plan so that it will accurately reflect the duties performed by employees in the classes to which their positions are allocated. Department heads shall be responsible for bringing to the attention of the County Manager (1) the need for new positions, and (2) material changes in the nature of duties, responsibilities, working conditions, or other factors affecting the classifications of any existing positions. New positions shall Commissioners after new position to the plan, or (2) recomm, classification plan be allocated. be established only with which the County Manager appropriate class within Bnd that the Board of Come to establish a new class the approval of the Board of shall either.(1) allocate the the existing classification nissioners amend the position to which the new position may When the County Manager finds that a substantial change has occurred in the nature or level of duties and responsibilities of an existing position, the county Manager shall (1) direct that the existing class specification be revised, (2) reallocate the position to the appropriate class within the existing classification plan, or (3) recommend that the Board of Commissioners amend the position classification plan to establish a new class to which the position may be allocated. Section 4. Amendment of Position Classification Plan Classes of positions shall be added to and deleted from position classification plan by the Board of Commissioners based on the 1 ec;oiineadati,irl of the County Manager. ARTICLE III. THE PAY PLAN Section 1. Adoption The schedule of salary ranges and class titles assigned to salary ranges, as set forth in this manual is hereby adopted as the pay plan for the County. Section 2. Maintenance of the Pay Plan The County Manager shall be responsible for the administration and maintenance of the pay plan. The pay plan is intended to provide equitable compensation for all positions, reflecting differences in duties and responsibilities, the comparable rates of pay for positions in private and public employment in the area, changes in the cost of living, the financial conditions of the County, and other factors. To this end, the county manager shall from time to time make comparative studies of all factors affecting the level of salary ranges and shall recommend to the Board of Commissioners such changes in salary ranges as appear to be warranted. Section 3. Use of Salary Ranges Salary ranges are intended to permit the recognition of individual performance. T}•-� following general provisions shall govern the granting of within range pay increments: (a) The minimum rate established for the class is the normal hiring rate, except in those cases where unusual circumstances appear to warrant appointment at a higher rate. Appointment above the minimum step may be made on the reccm ,nendation of the department . head with the approval of the County Manager when deemed necessary in the best interest of the County. Above- the - minimum appointments will be based on such.factors as the qualifications of the applicant being higher that the minimum education and training for the class, a shortage of qualified applicants to accept employment at the minimum step. (b) Pay steps above the minimum rate are reserved to reward employees for meritorious service. Each year, the County Manager may require department heads to consider the eligibility of employees to receive merit pay adjustments. Department heads shall consider all factors affecting employee performance and shall submit their recommendations in writing, giving the reasons whether to advance the employee or retain him at the s ;.me rate. All such advancements and retentions must be approved by the County Manager. Section 4. Payment at a Listed Rate All employees covered by the salary plan shall be paid at a listed rate within the salary ranges established for their respective job classes except for employees in a trainee status, or employees whose present salaries are above the established maximum rate following transition to .a new pay plan. 10 Section 5. Salary of Trainee An applicant hired or an employee promoted to a position in a higher class, who does not meet all the established requirements of the position, may be appointed at a rate in the pay plan below the minimum established for the position. An employee will remain on the trainee step until the department head certifies that the trainee is qualified to assume the full responsibilities for the position and the county Manager approves the certification. The department head shall review the progress of each employee in a trainee status every six (6) months or more frequently as necessary to determine when the trainee is qualified to assume the full responsibilities of the position. Section 6. Pay Rates in Promotion, Demotion, Transfer, and Reclasoification When an employee is promoted, demoted, transferred, or reclassified, the rate of pay for the new position shall be established in accordance with the following rules: (a) An employee who is promoted shall receive a one -step pay increase or ar. increase to the ^inimum step of the new nay range, whichever is higher. (b) employee osis demoted have his salary left the same or reduced any (c) An employee transferring from a position in one class to a position in another class assigned to the same pay range shall continue to receive the same salary. (d) An employee whose position is reclassified to a class having a higher salary range shall receive a one -step increase or an increase to the minimum step of the new pay range, whichever is higher. If his position is reclassified to a lower pay range and the employee is receiving salary above the maximum step established for the new class, the salary of the employee shall be maintained at that level until such time as the employee's pay range is increased above the employee's current salary. Section 7. Pay Rates in Salary Ran ge Revisions When the Board of commissioners approve a change in salary range for a class of positions, the salaries of employees whose positions are allocated to that class shall be affected as follows: (a) When a class of positions is assigned to a higher pay range, employees in that class shall receive a one -step pay increase or an increase to the minimum step of the new range, whichever is higher. 11 (b) When a class of positions is assigned to a lower pay range, the salaries of employees in that class will remain unchanged. If this assignment to a lower pay range results in an employee being paid at a rate above maximum step established for the new class, the salary of the employee shall be maintained at that level until such time as the employee's pay range is increased above the employee's current salary. Section 8. Pay for Part -Time Work The pay plan established by this policy is for full -time service. An employee appointed for less than full -time service will be paid an amount determined by the part -time position as related to the positions hourly rate. Section 9. overtime (al Planning to avoid overtime. Department heads shall arrange the work schedules of their employees so as to accomplish the required work within the normal workweek. (b) Definition. Overtime work shall be considered work performed by an employee at the direction or instruction or knowledge of a department head or his authorized representative which exceeds the normal workweek or work period of the employee. (c). Exempt employees. Designated employees in executive, administrative, and professional positions are not entitled to overtime pay. The county manager will designate, upon the recommendation of the department head, those employees exempt from the overtime pay provision of the Fair Labor Standards Act. A copy of the designation shall be made available to the exempt employee and shall be permanently filed in the employee's personnel folder and recorded on his position description. (d) Overtime pay. Performance of overtime work by non - exempt employees must be authorized by the department head in advance of the payment and shall be paid at one and one -half (1 1/2) times the regular rate for each hour of overtime worked. (e) Compensatory time. (1) Exempt employees. Employees required to work overtime shall receive compensatory time off at the rate of one (1) hour for each hour of overtime worked. All hours of accrued compensatory time in excess of forty (40) as of December 31st of each year shall be converted to annual leave. Each two -hour period of compensatory time or fraction thereof shall be converted into one - quarter (1/4) day of annual leave. In the event an exempt employee is terminated, he shall be paid for accrued compensatory time up to two hundred forty (240) hours at his regular hourly rate. (2) Non - exempt employees. 12 a. Regular schedule employees. Employees required to work overtime shall receive compensatory time off. Compensatory time shall be computed at one and one -half (1 1/2) hours for each hour of overtime worked. Employees who accrue compensatory time in excess of two hundred forty (240) hours or four hundred eighty (480), as appropriate, shall be paid overtime pay. In this case, overtime pay shall be computed on an hour - for -hour basis for each hour of excess compensatory time. b. Irregular schedule employees. Employees shall not accrue compensatory time off where the granting of compensatory time off would unduly disrupt operations or work schedules. These employees shall be paid over time pay at one and one -half (1 1/2) times their regular rate for each hour worked in excess of their designated wozk week our period. The county manager shall designate those class of employees entitled to overtime pay in lieu of compensatory time. c. Termination. An employee who has accrued compensatory time off upon termination of employment shall be paid fcr all unused compensatory time at a rate of compensation not less than: 1. The average regular rate received by such employee during the last three (3) years of the employee's employment; or 2. The final regular rate received for such employee, whichever is higher. d. Time sheets. Time sheets for all employees shall accurately reflect the hours worked by the employee and shall be certified by the employee prior to submission. e. Unauthorized work. Hours worked by an employee without the department head's or authorized representative's permission or contrary to his instructions shall not be considered time worked. f. Travel Time. County employees shall be credited with hours of work for all time spent in official travel, to include time spent travelling during nonduty hours. official travel is travel performed at the direction or approval of the department head. An employee is deemed to be in an official status from the time he departs a designated location in the county and until he arrives at his destination. Additionally, time spent travelling from the destination until returned to the county is deemed official travel. 13 Section 10. Call Back Pay Any county employee eligible to receive overtime compensation under this policy will be guaranteed a minimum payment of two hours wages for being called back to work outside of normal working hours. ; Section 11. Payroll Deductions Only payroll deductions specifically mandated or authorized by Federal, State or County act may be deducted at each pay period from each employee's pay. Other deductions may also be made from an employee's pay, subject to the approval of the Finance Officer; however, they must be requested and authorized by the employee. Section.12. Longevity pay Longevity pay shall be granted to all regular and probationary employees working thirtv (30) or more hours per week. (1) Time of Service. Employees with ten (10) years consecutive service by November 30 are eligible for longevity pay. (2) Payment for longevity. the amount of longevity payment shall be based on employee's annual salary on June 30, and paid annually in a lump sum payment the first week in December of the same year.' This payment shall no be made a part of the employee's base salary. Employees that separate after June 30 forfeit their entitlement. (3) Consecutive covered service. Employees are eligible for longevity pay under the following plan: Consecutive time and service Percentage of Annual Salary 10 thru 14 years 1.50% 15 thru 19 years 2.25% 20 thru 24 years 3.25% 25 years and up 4.50% Section 13. Travel allowances Allowances for travel, meals, and room rates for employees conducting official business shall be paid at the rate established by the board of county commissioners. Tips, not exceeding fifteen (15) percent of the meal cost, may be reimbursed. 14 ARTICLE IV. RECRUITMENT AND EMPLOYMENT NOTE: The Sheriff and Register of Deeds have the exclusive right to hire, discharge, and supervise the employees in their respective departments under the authority of 153A -103 of the General Statues of the State of North Carolina. Section 1. Statement of Equal Employment Opportunity Policy All applicants and employees of the county shall be given equal opportunity for employment without regard to race, religion, color, creed, national origin, sex, age, or physical disability, except where specific age, sex, and physical requirements constitute bona fide occupational qualifications necessary to proper and efficient administration. Discrimination against any person in recruitment, examination, appointment, training, promotion, retention, discipline, salary increases, or any other term or condition of employment because of race, color, national origin, or because of political or religious opinions or affiliations is hereby - prohibited. Prior approval must be obtained from the United States Department of Labor before establishing any age, sex, or physical requirement. Section 2. Implementation of EEO Policy All personnel responsible for recruitment and employment shall implement this personnel policy through procedures that will assure equal employment opportunity based on reasonable performance - related job requirements. Notices with regard to equal employment matters shall be posted in conspicuous places on County government premises in places where notices are customarily posted. Section 3. Recruitment When positions are to be filled within the County, department heads shall notify the Personnel Officer concerning the number and classification of positions which are to be filled. The Personnel Officer shall publicize these opportunities for employment including applicable salary ranges and employment qualifications. Information-on job openings and luring practices shall be provided to recruitment sources including organizations and news media available to minority applicants. In addition, notice of vacancies shall be posted at designated conspicuous sites within departments. Individuals shall be recruited from a geographic area as wide as necessary to insure that well qualified applicants are obtained for County service. Section 4. Job Advertisements Employment advertisements shall contain assurances of equal employment opportunity and shall comply with federal and state statutes regarding discrimination in employment matters. 15 Section 5. Applications for Employment All persons expressing interest in employment with the County shall either be given the opportunity to file an application for employment with the County directly or through referral to the ESC. ; Sectioa E. Application Reserve File Upon applying, each applicant shall be informed of the availability of current job openings. Applications, either taken by the County or referred by ESC shall be kept in a reserve file for a period of two (2) years, in accordance with Equal Employment Opportunity Commission guidelines. To the extent that it is practical, reference to these files shall be periodically in connection with the County's employment requirements to insure than equal consideration is given to all applicants. Section 7. Qualification Standard (a) Employees shall meet the employment standards established by the position classification plan and such other reasonable minimum standards of character, aptitude, ability to meet the public, and physical condition as recomatendations of the department heads. (b) Qualifications shall be reviewed periodically.to assure that requirements are fair and conform to the actual job performance requirements. (c) The County may employ an applicant in a trainee capacity who does not meet all minimum qualifications for a particular job if the deficiencies can be eliminated through orientation and on- the -job training. Section 8. selection When a job opening occurs, the initial screening of applicants may be conducted by the local ESC Office. The best qualified candidates shall then be referred to the County Personnel Office, at which time they shall file a formal application for employment and then proceed through the final stages of the selection process, including interviews, reference checks and any other steps deemed necessary. It may occasionally be in the best interest of the County to waive part or all of this process. Usually such exceptions would involve the recruitment of a highly skilled managerial and technical personnel. In such instances the approval of the County Manager shall be required. 16 Section 9. Appointments It is the County's policy to create career opportunities for its employees when possible. Therefore, when a current employee applying for a vacant position possesses the best qualifications of all applicants, that applicant shall be appointed to that position. Before any commitment is made to an applicant, the department head shall forward the applicant's completed application form to the County Manager with a recommendation concerning the classification of the position to be filled, the salary to be paid and the reasons for selecting the particular applicant over others. After investigating the qualifications and experience of the applicant and evaluating the results of the pre - employment physical examination, the County Manager shall approve or reject the appointment and determine the classification and starting salary of the employee, except that the Sheriff and the Register of Deeds shall make the appointment and the County Manager will determine the classification and starting salaries of new employees in those departments. By the authority of Chapter 153A -103 of the North Carolina General Statutes, the Board of Commissioners must approve the appointment by the Sheriff or Register of Deeds of a relative by blood or marriage of nearer kinship than first cousin or of a person who has been convicted of a crime invo?ving mcral turpitude. Section 10. Probationary Period of Employment An employee appointed or promoted to a regular position shall serve a probationary period of six (6) months, except that law enforcement officers shall serve a twelve (12) month initial appointment probationary period. An.employee serving a probationary period following initial appointment may be dismissed at any time during the probationary period if found to be performing assigned duties unsatisfactorily. A regular employee serving a probationary period following a promotion shall be demoted as piovided in Section 12 of this article if unable to perform assigned duties of the new job satisfactorily. Before completion cf the probationary period, all department heads shall indicate in writing to the County Manager: (a) that the employee's supervisor has discussed the new employee's progress (accomplishments, strengths, and weaknesses) with the new employee; (b) whether the new employee is performing satisfactory work; (c) whether the probationary period should be extended; and (d) whether the employeee should be retained in the present position or should be released, transferred or demoted. No employee shall remain on probation for more than one (1) YEAR. 17 Section 11. Promotion (A) Candidates for promotion.shall be chosen on the basis of their qualifications and their work records - without regard to age, sex, race, color, creed, religion, political affiliation, national origin, or physical handicap. Performance appraisals and work records for all personnel meeting minimum qualifications for the position shall be carefully examined when openings for positions in higher classification occur. (b) Vacancies in positions shall be filled as far as practicable by the promotion of employees in the service of the County. However, consideration should be given to all qualified applicants who have been the objects of historical discrimination. (c) If a current County employee is chosen for promotion, the supervisor shall forward the employee's name to the County Manager with recommendations for classification and salary and reasons for selecting the employee over other applicants. After considering the supervisor's comments, the County Manager shall make the appointment and determine the classification and starting salary. In the Sheriff's department and Register of Deeds' office, the respective department head will forward the employee's name to the County Manager with recommendations for classification and salary. Section 12. Demotion Any employee whose work in his present position is unsatisfactory or whose personal conduct is unsatisfactory may be demoted provided the employee shows promise of becoming a satisfactory employee in another position. Such a demotion shall be preceded by the warning procedures outlined in Article VII, Section i. Representative causes for demotion because of failure in work performance and failure in personal conduct are listed in Article VII, Section 8 and 9. If the demotion is for failure in performance of duties or failure in personal conduct, the employee shall be provided with written notice citing the recommended effective date and reasons for demotion and appeal rights available to the employee in Article VIII. An employee who wishes to accept a position with less complex duties and responsibilities may be demoted for reasons other than unsatisfactory performance of duties or failure in personal conduct. IV Section 13. Transfer If a vacancy occurs and an employee in another department is eligible for a transfer and is selected, the department head wishing to hire the employee shall request the transfer which shall be subject to the approval of the County Manager. Any employee transferred without his having requested it may appeal the action in accordance with the grievance procedure outlined in Article VIII. Any employee who has successfully completes a probationary period may be transferred to the same or similar class in a different department without serving another probationary period. ARTICLE V. CONDITIONS OF EMPLOYMENT Section 1. Work Week The established work week for the county is a seven -day period beginning on Sunday and ending on Saturday: Full -time employees shall normally work five (5) eight -hour days per week. Normal work hours shall be from 8:00 a.m. to 5:00 p.m., Monday through Friday, with one (1) hours permitted for lunclf. Department heads shall work those hours necessary to assure the satisfactory performance of their departments but not less than forty 40 hours per week. When the activities of a particular department require some other schedule tc meet the work needs, the county manager may authorized a deviation from the normal hourly schedule or work week. Section 2. Gifts and Favors (a) No official or employee shall accept any gift, favor or thing of value that may tend to influence that employee in the discharge of duties. (b) No official or employee shall grant in the discharge of duties any improper favor, service, or thing of value. Section 3. political Activity Restricted Each employee has a civic responsibility to support good government by every available means and in every appropriate manner. Each employee may join or affiliate with civic organizations of a partisan or political nature, may attend political meetings, may advocate and support the principles or policies of civic or political organizations in accordance with the Constitution and laws of the State of North Carolina and in accordance with the Constitution and laws of the United States'of America. 19 However, no employee shall (1) engage in any political or partisan activity while on duty; (2) use official authority or influence for the purpose of interfering with or affecting the employment or as a condition for employment, promotion, or tenure of office; (3) to contribute funds for political or partisan purposes; (4) coerce or compel contributions for political or partisan purposes by another employee of the County; or (5) use any supplies or equipment of the County for political or partisan purposes. Competitive services employees and employees in certain federally - aided programs are subject to the Hatch Act as amended in 1975. This federal act, in addition to prohibiting (2), (3),and (4) above, also prohibits candidacy for elective office in a partisan election. Any violation of this section shall subject such employee to dismissal or other disciplinary action. Section 4. Outside Employment Except for elected officials, part -time officials and temporary employees, the work of the county shall have precedence over the other occupational interests of employees. All outside employment for salary, wages or commissions and all self - employment must be reported to and approved by an employee's department head. Conflicting outside employment shall be grounds for dismissal or other disciplinary actions. An employee desiring approval of outside employment shall request same of his department head in writing, stating particulars in detail. (Department heads desiring outside employment shall request approval in writing, of the county manager.) A copy of the request, with a recommendation for approval or disapproval thereon, will be furnished to the personnel department by the department head. Section 5. Limitation of Employment of Relatives The employment of members of the same immediate family within the same department is discouraged. The term "immediate family" includes wife, husband, mother, father, brother, sister, daughter, son, grandmother, grandfather, grandson, granddaughter, aunts, and uncles. Included are the step -, half -, -in -law, and loco parentis relationships and those living within the same household. As an exception, members of the same immediate family may be considered for employment within the same department where two (2) current employees marry or if significant recruiting problems exist. However a member of the immediate family will not be employed if employment would result in one member supervising the other or one occupying a position which could influence the other's terms or conditions of employment. ARTICLE VI. LEAVES OF ABSENCE Section 1. Holidays The following days and such other days and the Board of Commissioners may designate are holidays with pay for employees and officers of the County working the basic workweek. 20 New Year's Day Martin Luther King's Birthday Good Friday Memorial Day Independence Day Labor Day Veteran's Day Thanksgiving Day Day after Thanksgiving Christmas - - Two (2) or three (3) workdays (see following Christmas Holiday scnedule) When a holiday other than Christmas Day falls on a Saturday or a Sunday, Monday shall be observed as a holiday. When Christmas Day falls on: The County observes: Sunday Friday and Monday Monday Monday and Tuesday Tuesday -- Monday, Tuesday, and Wednesday Wednesday Tuesday, Wednesday, and Thursday Thursday Wednesday, Thursday, and Friday Friday Thursday and Friday Saturday Friday and Monday Holiday leave earned by employees having a workweek with greater or fewer hours than the basic workweek shall be determined in accordance with the formula set forth in section 19 of this article. In order to be eligible for holiday pay, a temporary County employee must have worked a full regularly scheduled workday before and after the holiday, unless excused by the County. Section 2. Effect of Work on Holidays on other Types of Paid Leave Regular holidays which occur during a vacation, sick or other paid leave period of any officer or employee of the County shall not be charged as vacation, sick or other paid leave. Section 3. Holiday - When Work Required Employees, who work a regular 40 hour per week schedule, that are required to work on a regularly scheduled holiday may be granted time off for the hours worked. Employees who work on rotating shifts will be provided equal time off for the holiday(s) that they work. If•time off cannot be provided, the Department Head, with the County Manager's approval, may pay an employee for holiday(s) worked. Section 4. Vacation Leave Vacation leave shall be used for rest and relaxation, and may be used for medical appointments. 21 Section 5. Vacation Leave - Initial Appointment Probationary Employees Employees serving a probationary period following initial appointment may accumulate vacation leave but shall not be permitted to take vacation leave during the probationary period unless the denial of such leave will create an unusual hardship. Vacation leave may be taken during this period only \;ith the prior approval of appointing authority. Law enfcrcement officers shall be allowed to take accumulated vacation leave after six (6) months of service. Section 6. Vacation Leave- Manner of Accumulation Any employee working the basic workweek shall earn vacation leave at the following rates: Years Worked HOURS PER MONTH Regular Employees Day /Year Less than 2 6.67 10 2 but less than 5 8.00 12 5 but less than 10 10.00 15 10 but less than 15 12.00 18 15 but less than 20 14.00 21 20 or more 16.00 24 Vacation leave earned by employees having a workweek with greater or fewer hours than the basic workweek shall be determined in accordance with the formula set forth in Section 19 of this article. Section 7. Vacation Leave - Maximum Accumulation Annual leave may accumulated without any applicable maximum until December 31 of each calendar year. However, if the employee separates from service, payment for accumulated annual leave shall not exceed 240 hours. On December 31 any employee with more than 240 hours of accumulated leave shall have the excess accumulation cancelled so that only 240 hours are carried forward to January 1 of the next calendar year. Employees are cautioned not to retain excess accumulation of annual leave until late in the calendar year; due to the necessity to keep all County functions in operation; large numbers of employees cannot be granted annual leave at any one.time. If an employee has excess leave accumulation during the latter part of the year and is unable to take such leave because of staffing demands, the employee shall receive no special consideration either in having annual leave scheduled or in receiving any exception to the maximum accumulation. -52 Section 8. Vacation Leave - Manner of Taking Leave Vacation leave may be taken as earned by a regular employee subject to the approval of the supervisor, with the exception that all department heads and other employees so designated by the County Manager must take at least five (5.` consecutive workdays of accrued vacation leave per calendar year. Section 9. Vacation Leave - Previous Leave Credit Vacation leave credit accumulated by each employee as of the adoption of this personnel administration policy shall be retained as of the effective date of this policy. Section 10. Vacation Leave - Terminal Pay and Repayment of Vacation Leave An employee wno is separated without failure in performance of duties or personal conduct, shall be paid for vacation leave accumulated to the date of separation not to exceed a maximum of 240 hours. or involuntary separation due to failure in performance of duties or personal conduct as outlined in Article VII, Section 8 and 9, accumulated vacation leave may be withheld at the discretion of the County Manager at the time of an employee's separation. Any vacation leave owed the County shall be deducte(:. from the employee's final compensation. Section 11. Vacation Leave - Payment for Accumulated Vacation Leave Upon Death The estate of an employee who dies while employed by the County shall be entitled to payment for all of the accumulated vacation leave credited to the employee's account not to exceed a maximum of 240 hours. Section 12. Sick Leave Sick leave with pay is not a right which an employee may demand but a privilege granted by the Board of Commissioners for the benefit of an employee when sick. Sick leave shall be granted to an employee absent from work for any of the following reasons: sickness, bodily injury, required physical or dental examinations or treatment, or exposure to a contagious disease when continuing to work might jeopardize the health of others. Sick leave may be used for death in the employee's immediate family but may not exceed three (3) days for any one occurrence, except by special permission from the department head. 23 The term "immediate family" includes, wife, husband, mother, father, brother, sister, daughter, son, grandmother, grandfather, grandson, granddaughter, aunts, and uncles,. Included are the step -, half -, -in -law, and loco parentis relationship and those living within the same household. Section 13. Sick Leave - Manaer of Accumulation Each full -time regular and probationary employee working the basic workweek shall earn sick leave computed at the following rate: Hours Earned Each Month 8 Hours Hours Earned Each Year 96 Hours Days Earned Each Year 12 days Sick leave earned ay regular employees having a workweek with greater or fewer hours than the basic workweek shall be determined in accordance with the formula set forth in Section 19 of this article. The County Manager may advance sick leave to an employee who has exhausted sick leave because of a major operation or illness. This advanced sick leave may not exceed the amount an employee can earn during the current calendar year except with the approval of the Board of Commissioners. At the time of an employee's separation, any sick leave owed the County shall be deducted from the employee's final compensation. Section 14. Sick Leave - Maximum Accumulation Sick leave will be cumulative for an indefinite period. Section 15. Sick'Leave - Physician's Certificate The employee's supervisor or department head may require a physician's certificate concerning the nature of the illness and the employee's physical capacity to resume duties for each occasion on which an employee uses sick leave to insure that there is no abuse of sick leave privileges. Section 16. Sick Leave - Retirement Credit for Accumulated Sick Leave one (1) month of retirement credit is allowed for each twenty (20) days and part thereof accrued in an employee's sick leave account at time of retirement to employees who are members of the North carolina Local Governmental Employees' Retirement System. Section 17. Sick Leave - Previous Leave Credits • Sick leave credits accumulated by each County employee shall be retained as of the effective date of this policy. 24 Section 18. Sick Leave - Credit for Accumulation from Previous Employment Employees whose date of employment occurs after the effective date of this policy and who were previously employed by a governmental entity in North Carolina will receive unlimited credit with the County for sick leave accumulated at that entity provided that verification of that accumulated sick leave is received from the entity and that the employee was not reimbursed for these days. This only applies to governmental entitities that were the employees place of employment immediately prior to their employment with the County. Section 19. Calculation of Holiday Leave, Vacation Leave, and Sick Leave Holiday leave, vacation leave, and sick leave earned by regular employees having a workweek wiLh.grea *er cr fewer hours than the basic workweek ehaii be determined in accordance with the following formula: (a) The number of hours worked by such employees shall be divided by the number of hours in the basic workweek. (b) The proportion obtained in step (a) shall be multiplied by the number of hours of leave earned annually by employees working the basic workweek, (c) The number of hours in step (b), divided by twelve, shall be the number of hours of leave earned monthly by the employees concerned. Section 20. Leave Without Pay - Policy A regular or probationary employee may be granted a leave of absence without pay for up to one (1) year by the appointing authority. The leave shall be used for reasons of personal disability, after both sick leave and desired amount of annual leave have been exhausted, continuation of education, special work that will permit the County to benefit by the experience gained or the work performed, or for other reasons deemed justified by the appointing authority. The employee shall apply in writing to the supervisor for leave. The employee is obligated to return to duty within or at the end of the time determined appropriate by the appointing authority. Upon returning to duty after being on leave without pay, the employee shall be entitled to return to the same position held at the time leave was granted or to one of like classification, seniority and pay. If the employee decides not to return to work, the supervisor should be notified immediately. The supervisor shall report this decision to the appointing authority. Failure to report at the expiration of a leave of absence, unless an extension has been requested, shall be considered a resignation. 25 Section 21. Leave Without Pay - Retention and Continuation of Benefits An employee shall retain all unused vacation, sick, and petty leave while on leave with pay. An employee ceases to earn leave credits on the date leave without pay begins. The employee may continue to be eligible for benefits under the County's group insurance plans, subject to any regulaticrs adopted by the Board of Commissioners and the regulations of the respective insurance carriers. Section 22. Workmen's Compensation Leave An employee absent from duty because of sickness or disability covered by the North Carolina Workmen's Compensation Act may receive Workmen's Compensation benefits and elect to use accumulated vacation and sick leave as a supplemental payment for the difference between his regular salary and the payments received under the Workmen's Compensation Act. Such an employee may have deducted from his accumulated vacation or sick leave that fraction of a day which is the same as the fraction that the supplemental payment for one day is of a regular day's pay. Upon reinstatement, an employee's salary will be computed on the basis of the last salary earned plus any increment or other salary increase to which the employee would have been entitled during the disability covered by Workmen's Compensation. Temporary employees will be placed in a leave without pay status and will receive all benefits for which they may be adjudged eligible under the Workmen's Compensation Act. Section 23. Maternity Leave - Employee Responsibility An employee desiring to take a leave-of absence from work for reasons caused by or contributed to by pregnancy, miscarriage, childbirth or recovery therefrom shall apply in writing to her supervisor stating the nature of her condition, the anticipated dates and duration of the requested leave and the types of leave requested. The supervisor shall forward her request to the appointing authority for approval. She is obligated to return to duty by the end of the time determined appropriate. If she finds she will not return to work, she shall notify her supervisor immediately. Failure to report at the expiration of a leave of absence unless an extension has been requested and approved shall be considered a resignation. Section 24. Maternity Leave - Use of Leave Limitation of employment before childbirth is prohibited. Accumulated sick leave is available to employees for the period of temporary disability in the same manner as for any other temporary disability. The attending physician shall indicate in writing the period during which the employee is physically unable to work. F. Leave without pay for up to six (6) calendar months is available for the time before the employee is disabled and the period of time after the disability ends. The employee may elect to use accumulated vacation leave (1) before going on sick leave, (2) after accumulated sick leave has been exhausted, and /or (3) after the temporary disability has ended. If an employee is temporarily disabled as a result of a pregnancy - related disability and has exhausted all accumulated sick leave, that employee shall be eligible to receive leave without pay for personal disability under the provisions of Section 20 of this article. Reinstatement to the same position or one of like classification, seniority and pay shall be made upon the employee's return to work. Section 25. Military Leave Regular employees who are members of the National Guard or Armed Forces Reserve will be allowed 96 hours military training annually (adjusted for employees having a workweek with greater or fewer hours than a basic workweek) with partial compensation. If the compensation received while on military leave is less than the salary that would have been earned during this same period as a County employee, the employee shall receive partial compensation equal to the difference in the base salary earned as a reservist or a guardsman and the salary that would have been earned during this same period as a County employee. The effort will be to maintain the employee' _s salary at the normal level during this period. If such military duty is required beyond 96 hours, the employees shall be eligible to take accumulated vacation leave or be placed in a leave without pay status. While taking military leave with partial pay or without pay, the employee's leave credits.and other benefits shall continue to accrue as if the employee physically remained with the County during this period. Regular employees who are guardsmen and reservists have all job rights specified in the Veterans Readjustment Assistance Act. Section 26. Civil Leave County employee called for jury duty or as a court witness for the federal or state governments or a subdivision thereof, shall receive leave with pay for such duty during the required absence without charge to accumulated vacation, sick or petty leave. An employee may keep fees and travel allowances received for jury or witness duty in addition to regular compensation, except that employees must turn over to the County any witness fees or travel allowances awarded by that court for court appearances in connection with official duties. While on civil leave, benefits and leave shall accrue as though on regular duty. 27 Section 27. Petty Leave An employee of the County shall be allowed seventy (70) minutes per month or fourteen (14) hours per year petty leave with pay over and above sick leave or vacation leave with pay. An employee may take petty leave in increments of fifteen (15) minutes up to a maximum of three (3) hours, with the permission of the supervisor. Any time taken above three (3) hours will be charged to vacation leave, sick leave, or leave without pay as may be appropriate. Petty leave will be in addition to any other leave which a County employee may earn and accumulate, but it should not accumulate beyond the end of a calendar year. Petty leave may be granted for personal matters which cannot be transacted outside of office hours, time lost reporting to work, medical appointments, and absences due to adverse weather conditions. Section 28. Educational Leave with Pay A leave of absence at full or partial pay during regular working huurs may be granted to an employee to take one (1) course which will better equip the employee to perform assigned duties upon the recommendation of the department head, and with the approval of the appointing authority. An employee may receive reimbursement for one (1) course at a time taken outside of working hourE which will better equip the employee to perform assigned duties, subject to the approval of the department head and the County Manager or appointing authority.. The County shall reimburse the employee for tuition, fees, and books for the course, provided the employee submits a receipt of course expenses and a notice of successful completion (passing grade or better) of course. 28 Section 29. Adverse weather when the weather is such that travel to or from the workplace may be, in the judgment of the County Manager, hazardous to the employee or to others, . the County Manager may allow leave with pay and declare the County agencies closed for all or any part of a workday. In making this judgment, the County Manager shall consider advice from such agencies as the Office of Emergency Management, the Sheriff's Department, the State Highway Patrol, and the National Weather Service. The Manager shall also attempt to confer with the Chairman of the Board of Commissioners or the Vice- Chairman regarding such action. The Manager will advise local radio and television stations of his decision as soon as possible to provide the widest dispersion of the information. In the event that the decision is made to keep offices open and the employee feels, in their opinion, that travel to and from the workplace would be too hazardous, the following rules will apply: 1. Employees who feel endangered getting to and from the work because of hazardous driving conditions will charge time not worked to vacation or petty leave. 2. where possible, such employees may be given an opportunity to make up such time rather than charge it to "leave" subject to these limitations: (a) All make -up time must be approved in advance by the department head. (b) The supervisor or a designated supervisor must work if time is made up on Saturdays. (c) Break time cannot be use as make -up time. (d) All time must be made up within 30 days of the adverse weather ARTICLE VII. SEPARATION, DISCIPLINARY ACTION, AND REINSTATEMENT Section 1. Types of Separation All separations of employees from positions in the service of the County shall be designed as one of the following types and shall be accomplished in the manner indicated: resignation, reduction in force, disability, retirement, dismissal, or death. Section 2. Resignation A minimum of two (2) weeks' notice is expected of all resigning personnel. Such notice should be given to the department head (or in the case of department heads, to the County Manager). 29 Section 3. Reduction in Force =n the event that a reduction in force 'becomes necessary, consideration ` shall be given to the quality of each employee's past performance, organizational needs, and seniority in determining those employees to be retained. Employees who are laid off because of reduction in force shall be given at least two 2 weeks' notice of anticipated lay -off. No regular employee shall be separated while there are temporary employees serving.in the same class in the department, unless the regular employee is not willing to transfer to the position held by the temporary employee. Section. 4. Disability An employee maybe-separated for disability when the employee - cannot perform the required duties because of a physical or mental impairment..: Action may be initiated by the employee or the County but in all cases it shall be supported by medical evidence as certified by a competent physician. The County may require an examination at its expense and performed by a physician of its choice. Before an employee is separated for disability, a reasonable effort shall be made to locate alternative positions within the County's service for which the employee may be suited. Section 5. Retirement Age All County personnel shall automatically retire on the last day of the fiscal year in which the employee reaches age seventy (70) unless the Board of Commissioners grants a one (1) year extension. The Board of Commissioners may grant extensions of employment until the employee reaches age seventy -five (75). Such extensions shall be based upon the recommendation of the appointing authority and upon the findings of a medical examiner designated-by the County. Retirement shall be mandatory for all employees subject to the provisions of this article upon the last day of the fiscal year in which the employee reaches ages seventy -five (75). Section 6. Death All compensation due in accordance with Article VI, Section 10 of this policy will be paid to the estate.of a deceased employee. The date of death shall be recorded as the separation date for computing compensation due. Section 7. Disciplinary Actions An employee may be suspended or demoted by the department head because of failure in performance of duties or failure in personal conduct. The department head shall provide the employee with a written notice including the recommended effective date, reasons for the action, and appeal rights available to the employee. 30 Section 8. Failure in Performance of Duties. An employee whose work is unsatisfactory over'a period of time shall.be notified by the supervisor in what way the employee's work is deficient, and what must be done if the work is to be satisfactory. An employee who is suspended, demoted or dismissed for unsatisfactory performance of duties shall receive at least three warnings before disciplinary action is taken. First, one or more oral warnings must be issued by the employee's supervisor; second, an oral warning with a follow -up letter to the employee which sets forth the points covered in their discussion must be issued by the supervisor; and third, a written warning must be issued by the department head serving notice upon the employee that corrective action must be taken immediately in order to avoid disciplinary actions. The supervisor and the department head must record the dates of.their discussions with the employee, the performance deficiencies discussed and the corrective actions recommended, and.must file the information in the employee's personnel folder. The employee must be allowed at least ten (10) workdays to respond to the charges before any determination is made by the department head concerning a suspension or a demotion. Any determination by the appointing authority concerning dismissal- shall be made in accordance with the provisions of Section 13. Dismissal. The following causes relating to failure in the performance of duties are representative of those considered to be adequate grounds for suspension, demotion, or, dismissal: (a) inefficiency, negligence or incompetence in the performance of duties; (b) careless, negligent or improper use of County property or equipment; 31 (c) physical or mental incapacity to perform duties; (d) discourteous treatment of the public or other employees; (e) absence without approved leave; (f) habitual improper use of leave privileges; and (g) habitual pattern of failure to report for duty at the assigned time and place. Section 9. Failure in Personal Conduct An employee may be suspended, demoted or dismissed for causes relating to personal conduct detrimental to County service (1) in order to avoid undue disruption of work, (2) to protect the safety of persons or.property,.or (3) for either serious reasons. The following causes relating to failure in personal conduct are representative of those considered to be adequate grounds for suspension, demotion or dismissal: (a) fraud in securing appointment; (b) conduct unbecoming a public officer or employee; (c) conviction of a felony or of a• misdemeanor which would adversely affect performance of duties, or entry of a plea of "no contest" to either; (d) misappropriation of County funds or property; (e) falsification of County records for personal profit or to grant special privileges; (f) reporting to work under the influence of alcohol or narcotic drugs or partaking of such things while on duty orlwhile on- public property, except that prescribed medication may be taken within the limits set by a physician so long as medically necessary; (g) willful damage or destruction of property; (h) willful acts that would endanger the lives and property of others; (i) acceptance of gifts in exchange for "favors" or "influence "; (j) incompatible employment or conflict of interest; (k) violation of political activity restrictions. 32 An employee demoted for causes relating to personal conduct shall be given a statement of the charges, be allowed to respond in writing, and be given a prompt written statement of'the decision of the'department head or the appointing authority. These steps shall be taken before the disciplinary action except in cases of suspensions where a written statement will be sent to employee by certified mail. Section 10. Disciplinary Suspension An employee who is suspended for disciplinary reasons shall be relieved temporarily of all duties and responsibilities and shall receive no compensation for the period of suspension. Section 11. Immediate Disciplinary Suspension An employee may be suspended without notice by the department head for causes related to personal conduct in order to avoid undue disXL+ption of work, to protect the safety of persons or property, or for other serious reasons. When a department head suspends an employee he shall tell the employee to leave County property at once and remain away until further notice. The department head shall notify the County Manager immediately. A c:•ri *_t_- su,-nmarY giving the circumstances and facts leading to the suspension shall be prepared; one cony shall be delivered to the employee by certified mail, and one copy shall be filed in the employee's folder. Section 12. Non - Disciplinary Suspension During the investigation, hearing or trial of an employee on any criminal charge or during the course of civil action involving an employee, the department head may suspend the employee without pay for the duration of the proceeding as a non - disciplinary action. However, the investigation, hearing, trial, or civil action must involve matters that may form the basis for disciplinary suspension, demotion or dismissal in order for the non - disciplinary suspension to be allowed. Pull recovery of pay and benefits for the period of non-disciplinary suspension will be authorized by the Board of Commissioners, if the suspension is terminated with full reinstatement of the employee. Section 13. Dismissal Before a regular employee may be dismissed on the basis of job performance or personal conduct, the following shall occur: (a) The supervisor recommending dismissal should discus the recommendation with, and receive the approval of, appropriate management. 33 (b) A pre - dismissal conference shall be held between management representative(s) and the.employee. No attorneys or other such representatives for either party shall be present at this conference; a witness or security personnel may be present if management deems it necessary. The management representative shall present the employee with the specific reasons for the proposed dismissal and a brief summary of the information which management believes supports the proposed dismissal. The employee shall have a right to respond to that notice of proposed dismissal in the conference. (c) If, at the end of the pre - dismissal conference, the management representative determines that dismissal is justified, he /she may present the employee with a letter of dismissal. However, the management representative may elect to defer the dismissal based on information presented by the employee, and reconsider the proposed dismissal. If, following such reconsideration, the decision is to dismiss, then no further pre - dismissal conference is required. (d) The employee must be given written notice of the dismissal. This written notice must include specific reasons for the dismissal and the employee's right of appeal. (e) Upon dismissal on the basis of job performance, an employee may be given up to two weeks notice. In exceptional circumstances, and with the prior approval of the County Manager or his designee, a payment of up to two weeks salary may be made in lieu of notice. Notice or pay in lieu of notice shall apply only to dismissals based on job performance. Section 14. Employee Appeal A regular employee wishing to appeal may present the matter in accordance procedure prescribed in Article VIII Section 15. Reinstatement a demotion, suspension or dismissal with the provisions of the grievance of this ordinance. An employee who resigns while in good standing or who is separated because of reduction in force may be reinstated within one (1) year of the date of separation, with the approval of the department head and the appointing authority. An employee who enters extended active duty with the Armed Forces of the United States, the Public Health Service or with a Reserve component of the Armed Forces will be granted reinstatement rights commensurate with Chapter 43 of Public Law 93 -508. An employee who is reinstated shall be credited with previous service and previously accrued sick leave and will receive all benefits provided in accordance with this policy and state law. The salary paid a reinstated employee shall be as close as reasonably possible, given the circumstances of each employee's case, to the salary step previously attained by the employee in the salary range for the previous class of work, plus any across-the--board pay increases. 34 ARTICLE VIII. GRIEVANCE PROCEDURE, DI AND ADVERSE ACTION APPEAL Section 1. Organization of Advisory Personnel Board The Board of Commissioners shall appoint an Advisory Personnel Board to consist of three (3) members. Members of the Advisory Personnel Board shall serve three (3) year staggered terms. Members shall be appointed by the Board of Commissioners at their first regular meeting in January of each year. A member of the Advisory Personnel Board may be removed by the Board of Commissioners only for cause and after being given a written statement of the charges and a public hearing thereon, if so requested. Vacancies in an unexpired term shall be filled by the Board of Commissioners by appointment for the remainder of the term. Each member of the Advisory Personnel Board shall be a qualified voter of the County, and shall be known to be in sympathy with the merit principle of personnel administration. One member of the Advisory Personnel Board shall have had experience in public or private personnel administration. Any member of the Advisory Personnel Board who becomes a candidate for political office, or actively participates in County elections, in the manner herein before set forth, shall be deemed to have vacated his :or :�icn as a member of the Advisory Personnel Board. Members of the ..dvisory Personnel Board shall not be eligible for more than two (2) consecutive three (3) year terms on the Board. The Advisory Personnel Board at the first meeting in January of each year shall elect one of its members as Chairman, who shall preside at all meetings, and shall be responsible for calling all such meetings. Meetings shall be held from time to time as necessary, and two (2) members shall constitute a quorum. Members of the Advisory Personnel Board shall serve without compensation. The County shall provide clerical support to the Board to perform such duties as the Board may direct. The Advisory Personnel Board shall: (1) Advise the Board of Commissioners and the County Manager on County Personnel problems; (2) Conduct public hearings upon the request of the Board of Commissioners or discharged, suspended, or demoted County Employees. The Board shall have all powers necessary to complete investigation of the action taken, including the power to call and examine witnesses and papers. The Board shall inform the employee and the Board of Commissioners in writing of its findings and recommendations; and (3) Keep an accurate record of all its proceedings, findings, and recommendations. 35 Section 2. Grievance and Adverse Action - Definitions A grievance is a claim or complaint based upon an event or condition which . affects the circumstances under which an employee works, allegedly caused by misinterpretation, unfair application, or lack of established policy pertaining to employment conditions. A grievance might involve alleged safety or health hazards, unsatisfactory physical facilities, surroundings, materials or equipment, unfair or discriminatory supervisory or disciplinary practices, unjust treatment by fellow workers, unreasonable work quotas, or any other grievance relating to conditions of employment. An adverse action is a demotion, dismissal, reduction in pay, layoff, or an undesirable transfer or suspension. Section 3. Grievance Procedure and Adverse Action Appeal - Policy In order to maintain a harmonious and cooperative relationship between the County and its employees, it is the policy of the County to provide for the settlement of problems and differences through an orderly grievance procedure. Every regular employee shall have the right to present his problem, grievance or adverse action appeal in accordance with the established policy free from interference, coercion, restraint, discrimination, or reprisal. It is the responsibility of supervisors at all levels, consistent with authority delegated to them, to consider and take appropriate action promptly and fairly on a grievance or adverse action appeal of any employee. In adopting this policy,the County sets forth the following objectives to be attained in this program: Assure employees of a way in which they can get their problems or complaints considered rapidly, fairly, and without fear of reprisal. Encourage the employee to express himself about how the conditions of work affect him as an employee. Get better employee understanding of policies, practices, and procedures which affect them. Provide employees with assurance that actions are taken in accordance with policies. Provide a check on how policies are carried out by supervisors. Give supervisors a greater sense of responsibility in their dealings with employees. CM Section 4. Grievance and Adverse Action Appeal Procedures - - Non- Discrimination Any regular County employee having a problem or grievance arising out of or due to his employment and who does not allege discrimination because of his age, sex, race, color, national origin, religion, creed, physical disability, or political affiliation shall first discuss his problem or grievance with his supervisor and follow the grievance and adverse action appeal established by the County. Step One. The employee with a grievance or adverse action appeal shall present the matter orally or in writing to his immediate supervisor within fifteen (15) calendar days of its occurrence or within fifteen (15) calendar days of the.time the employee learns of its occurrence, with the objective of resolving the matter informally. If the exact date cannot be established for the occurrence of a grievance circumstance, the fifteen (15) calendar day limit will be waived, but the employee should-file the grievance within a reasonable time period. The supervisor should be and is encouraged to consult with any employee or officer deemed necessary to reach a correct, impartial, and equitable determination and shall give the employee an answer as soon as possible, but within five (5) working days. Ste^ 7w7o. If the decision is not satisfactory to the employee in Step 1, or if he fails to receive an answer within the designated period provided in Step 1, he may file the grievance in writing within ten (10) working days with the department head, who shall hear the grievance and render a decision in writing within a maximum of ten (10) working days. For employees in the Sheriff's department and the Register of Deeds office, there shall be no appeal beyond the decision of the respective department heads. Step Three Grievance: General County Employee. If the decision is not satisfactory to a general County employee in Step 2, or if he or she fails to receive an answer within the designated period provided in Step 2, an employee.mzy file the grievance with the County Manager. The County Manager shall hear the grievance appeal and render a_decision in writing within five (5) working days. The Manager's decision shall be final regarding the grievance. Step Three Adverse Action: General Countv Employee. In an adverse action case (demotion, dismissal, reduction in pay, layoff or an undesirable transfer or suspension), the general County employee may ether appeal to the County Manager or to the Advisory Personnel Board. 37 The County Manager shall hear the adverse action appeal and render a decision in writing within five (5) working days or may refer the matter to the Advisory Personnel Board. If the Manager hears the adverse action • appeal, he shall report his decision to the employee and to the Board of County Commissioners within five (5) working days. If a general County employee shall appeal an adverse action to the Advisory Personnel Board or if the County Manager shall refer an adverse action appeal to the Advisory Personnel Board established in accordance with these rules, the Advisory Personnel Board shall hold a hearing thereon within ten (10) working days. Within five (5) days of the hearing, the Advisory Personnel Board shall render a written advisory opinion to the employee and the Manager. The hearing shall be open to the public unless both parties agree that the hearing shall be closed. In a hearing before the Advisory Personnel Board, the County must produce evidence to justify the adverse actions taken by.the County regarding the employee. The employee must be given the sight at...the hearing to examine all evidence and to cross examine witnesses. The employee has the right to be represented by a'person of his choice. The Advisory Personnel Board may hold an executive session for the purpose of making its decision. The advisory opinion of the Personnel Board shall be forwarded to the employee, the County Manager, and the Board of County Commissioners. Step Three: Competitive Service Employee If a competitive service employee is not satisfied with the Step Two decision or if he fails to receive an answer within a reasonable period of time, he may file the grievance or adverse action appeal with the State Personnel Commission within thirty (30) days after receipt of notice of the local department head's Step Two decision. The request should be filed through the State Personnel Director. The State Personnel Director or any other person or persons designated by the Commission shall investigate the disciplinary action or alleged discrimination which is appealed to the Commission. The State Personnel Commission may hear the case or direct the State Personnel Director or other person or persons designated by the Commission to conduct a hearing of the facts and issues. If following the investigation and Fearing a settlement is agreed to by both parties, the State Personnel Director or the designated agent shall certify the settlement to the Commission. If following the investigation and hearing there are issues and facts on which agreement cannot be reached, the State Personnel Director or the designated agent shall report his findings to the Commission with his recommendations. The Commission at its next meeting, or as soon as possible thereafter, shall consider the report and modify, alter, set aside or affirm said report and certify its findings to the appointing authority. Decisions which may be made by the Commission include the reinstatement of an employee to the position from which he has been removed, the employment, promotion, transfer or salary adjustment of any individual to whom it has been wrongfully denied, or other suitable action to correct the abuse which may include requirement for any loss of salary which has resulted from the improper discriminatory action of the appointing authority. RU The decisions of the State Personnel Commission shall be binding in appeals of local employees subject to the State Personnel Act if the Commission finds that the employee has been subjected to discrimination or in any case where a binding decision is required by applicable Federal standards. However, in all other local employee appeals, the decisions of the State Personnel Commission shall be advisory to the local appointing authority. Section 5. Grievance and Adverse Action Appeal Procedure - ` Discrimination Any applicant for County employment, County employee, or former County employee who has reason to believe that employment, promotion, training, or transfer was denied him or that demotion, layoff, or termination of employment was forced upon him because of his.age, sex, race, color, national origin, religion, creed, political affiliation, or physical disability except where specific age, sex, or physical requirements constitute a bona fide occupational qualification necessary to proper and efficient administration, shall have the right to appeal directly to the County Manager (in the case of general County employment) or the State Personnel Commission (in the case of competitive service employment. A regular County employee has the right to appeal using the grievance procedure outlined in Section 4 of this article if he so desires. An employee or applicant must appeal an alleged act of discrimination within fifteen (15) days of the alleged discriminatory action. This procedure shall also apply to grievances involving the availability of services, programs and benefits to handicapped persons. ARTICLE IX. EMPLOYEE BENEFITS Section 1. Insurance Benefits The County provides a group health insurance program available to employees. The County may make other group insurance plans available for its employees upon authorization of the Board of Commissioners. Section 2. Unemployment Insurance In accordance with Public Law 94 -566 and Chapter 1124 of the Session Laws of 1977 of the North Carolina General Assembly, local governments are covered by unemployment insurance effective January 1, 1978. County employees who are laid off or released from the County service may apply for unemployment compensation through the local Office of the Employment Security Commission who will determine the employee's eligibility for this benefit. 39 Section 3. Old Age and Survivor's Insurance The County, to the extent of its lawful authority and power, has extended social security benefits for its eligible employees and eligible groups and classes of such employees. Section 4. Retirement Benefits The County provides retirement benefits for its employees. The County provides a retirement program for employees through the North Carolina Local Governmental Employee's' Retirement System and the Teachers' and State Employees' Retirement System of North Carolina for Law Enforcement Officers. Each employee appointed to a regular position shall be required to join one of the County retirement plans. F2TICLE S. RECORDS AND REPORTS Section 1. Personnel Record Maintenance Such personnel records as are necessary for the proper administration of the personnel system will be maintained by the County Personnel Officer and department heads subject to approval of the County Manager. The County ..all maintain in personnel record only infcrmation that is relevant to accomplishing personnel administration purposes. The following information on each County employee shall be maintained: (a) name; (b) age; (c) date of original employment or appointment to County services; (d) current position title; (e) current salary (f) date and amount of most recent change in salary; (g) date of most recent promotion, demotion, transfer, suspension, separation, or other change in position classification; and (h) office to which the employee is currently assigned. 40 section 2. Access to Personnel Records As required by G. S. 153A -98, any person may have access to the information listed in Section 1 of this article for the purpose of inspection, examination, and copying, during the regular business hours, subject only to such rules and regulations for the safekeeping of-public records as the Board of Commissioners may adopt. Access to such information shall be governed by the following provisions: (a) All disclosures of records shall be accounted for by keeping a written record (except for authorized persons processing personnel actions) of the following information: Name of employee, information disclosed; date information was requested; name and address of the person to whom the disclosure is made; purpose for which information is requested. This information must be retained for a period of two years. (b) Upon request, records of disclosure shall be made available to the employee to whom it pertains. (c) An individual examining a personnel record may copy the information; any available photocopying facilities may be provided and the cost may be assessed to the individual. (d) Any person denied access to any record shall have a right to compel compliance with these provisions by application to a court for writ of mandamus or other appropriate relief. Section 3. Confidential Information All information contained in a County employee's personnel file, other than the information listed in Section 1 of this article will be maintained as confidential in accordance with the requirement of G.S. 153A -98 and shall be open to public inspection only in the following instances: (a) The employee or his duly authorized agency may examine all portions of his personnel file, except, (1) letters of reference solicited prior to employment, and (2) information concerning a medical disability, mental or physical, that a prudent physician would not divulge to his patient. (b) A licensed physician designed in writing by the employee may examine the employee's medical record. (c) A county employee having supervisory authority over the employee may examine all material in the.employee's personnel file. (d) By order of the court of competent jurisdiction, any person may examine all material in the employee's personnel file. 41 (e) An official of any agency of the State or Federal government, or any political subdivision of the State, may inspect any portion of a personnel file when such information is deemed by the County Manager to be necessary and essential to the pursuance of a proper function of the inspecting agency, but no information shall be divulged for the purpose of assisting in a criminal prosecution of the employee or for the purpose of assisting in an investigation of the employee's tax liability. (f) Each individual requesting access to confidential information will be required to submit satisfactory proof of identity. (g) A record shall be made of each disclosure and placed in the employee's file (except disclosures to the employee and the supervisor). Section. 4. Per7ords of Former Employees The provisions for access to records apply to former employees as they apply to present employees. Section 5. Remedies of Employees objecting to Material in File An emn.lcvee who objects a material in his file may place in his file a statement relating to the material he considers to be inaccurate or misleading. The employee may seek the removal of such material in accordance with established grievance procedures. Section 6. Penalty for Permitting Access to Confidential File by Unauthorized Person G.S. 153 -98 provides that any public official or employee who knowingly and willfully permits any person to have access to any confidential information contained in an employee personnel file, except as expressly authorized by the designated custodian, is guilty of a misdemeanor and upon conviction shall be fined in an amount not to exceed five hundred dollars. Section 7. Penalty for Examining and/or Copying Confidential Material Without Authorization G.S. 153A -98 provides that any person, not specifically authorized to have access to a personnel file designated as confidential, who shall knowingly and willfully examine in its official filing place, remove or copy any portion of a confidential personnel file shall be guilty of a misdemeanor and upon conviction shall be fined in the discretion of the court but not in excess of five hundred dollars. 42 Section 8. Destruction of Records Regulated No public official may destroy, sell, loan, or otherwise dispose of any public record, except in accordance with G.S. 121 -5, without the consent of the State Department of Cultural Resources. Whoever unlawfully removes a public record from the office where it is usually kept, or whoever alters, defaces, mutilates or destroys it will be guilty of a misdemeanor and upon conviction will be fined not less than ten dollars nor more than five hundred dollars as provided in G.S. 132 -3. ARTICLE XI. IMPLEMENTATION OF POLICY Section 1. Conflicting Policies Repealed All policies, ordinances or resolutions that conflict with the provisions of this policy are hereby repealed. Section 2. Separability If any provision of this policy or any rule, regulations or order thereunder of the application of such provision to any person or circumstances is held invalid, the remainder of this policy and the &P:.'_icat -on of such remaining provisions of this policy of such rules, regulations or orders to persons or circumstances other than those held invalid will not be affected thereby. Section 3. Violations of Policy Provision An employee violating any of the provisions of this policy shall be subject to suspension and /or dismissal, in addition to any civil or criminal penalty,which may be imposed for the violation of the same. Section 4. Effective Date This policy shall become effective as of July 18, 1988. 43