1. Incremental Pay Progression

2. Introduction The NHS should have the patient at the heart of everything it does and this includes having the workforce with the right skills. It is the expectation of the Trust, that employees on Agenda for Change bands will normally progress through the pay points of their pay points annually. However, section 1.8 of the revised Agenda for Change Terms and Conditions Handbook state that as of 31 st March 2013 that “Incremental pay progression for all pay points, within each pay band, will be conditional upon individuals demonstrating the required level of performance and delivery during the review period”.

3. What does that mean for you as managers & staff? As a manager you will need to define what the required standards are in relation to job descriptions and which includes adherence to the contract of employment for each individual you manage, and whose appraisal you are responsible for. An Individual is considered to not be meeting the ‘required standard’ in the following circumstances & circumstances where pay can be deferred. Staff must meet their Individual Objectives Specific targets with a threshold value attached Individual Contribution to organisation targets Demonstrable application of agreed values

4. Process for Deferring Pay Progression Failure to meet key objective/agreed values Misconduct Issues Employees being managed under the Performance and Capability Policy Non-Compliance with mandatory training requirements Non Compliance with the appraisal process Bands 8C, 8D, and 9 – Top 2 increments

5. Process for Applying Incremental Payments – without issues No increments will be awarded to any individual by Employee Services unless they are in receipt of an ESR2 form. Once you have completed an appraisal and you are happy for the individual to receive their increment you must complete this form immediately and send it off to Employee Services.

6. Appeals Process If an individual believes that his/her line manager’s decision to defer pay progression due to non achievement of objectives, or non compliance, with appraisal or mandatory training is incorrect, he/she should invoke the Trust’s grievance procedure. If an appeal is upheld, the increment date will be backdated to the original date.

7. Letters Available Within the Policy and Procedure Deferral of Incremental Pay – Letter for Personal File Withdrawal of Incremental Pay – Letter for Personal File Bands 8C, 8D and 9, top two increments

8. Questions ?