HomeMy WebLinkAboutStaff report 10386
City of Palo Alto (ID # 10386)
Policy and Services Committee Staff Report
Report Type: Action Items Meeting Date: 6/11/2019
City of Palo Alto Page 1
Summary Title: Status Update of Audit for Disability and Workers
Compensation
Title: Staff Recommends the Policy and Services Committee Recommend the
City Council Accept the Status Updates of the Audits on Recommendations
From the 2016 Disability Rates and Workers' Compensation Audit
From: City Manager
Lead Department: Human Resources
Recommendation
Staff recommends that the Policy and Services Committee recommend that the City
Council accept the Status Update of Audit Recommendations for the 2016 Disability
Rates and Workers’ Compensation Audit.
Background
The City Auditor’s Office issued an audit with an objective to assess the effectiveness of
activities to manage and minimize disability retirements and workers’ compensation
claims. This audit included the review of processes to ensure employee safety, tracking
and reporting activities, contract administration and efficiency of claim processing.
As recommended in the audit, procedures and processes to improve claim monitoring
have been implemented and there continues to be focus on timeliness of claim
reporting and ensuring reliable reporting of performance data.
Staff has continued to work on completing audit recommendations. Staff last reported
on audit status to the Policy and Services Committee in October 2018. At that point, 10
out of 15 recommendations had been completed.
Discussion
The Status Update document is attached and provides an update of the status of the
recommendations still in progress. Two of the recommendations involve employee and
supervisor training being coordinated for later this year and the remaining two involve
correcting CalPERS payroll reports in progress to be completed by end of August 2019.
One recommendation has been determined to not be feasible or cost effective as it was
City of Palo Alto Page 2
an improvement dependent on the ERP replacement that is no longer moving forward
at this time.
Attachments:
• Attachment A: Disability Work Comp Audit update May 2019 v4
STATUS OF AUDIT RECOMMENDATIONS
DISABILITY RATES AND WORKERS’ COMPENSATION – ISSUED 10/17/16
PAGE 1
The City Manager has agreed to take the following actions in response to the audit recommendations in this report. The City Manager will report
progress on implementation six months after the Council accepts the audit report, and every six months thereafter until all recommendations have been
implemented.
Recommendation
Responsible
Department Original Response and Target Date
Current Status
(Complete, In
Progress, or Not
Started)
Implementation Update and
Expected Completion Date
Finding 1: The City’s Injury and Illness Prevention Program (IIPP) is comprehensive but has lost its effectiveness due to the loss of its City Safety Officer.
1.3. HR review departmental
procedures and safety
requirements to ensure they align
with the revised IIPP and City
policy and procedures.
Human
Resources
Concurrence: Agree
Target Date: December 15, 2016
Action Plan: HR is in process of
securing a safety specialist to conduct
periodic inspections of City facilities
for hazard assessment. This
comprehensive evaluation will include
determining if any corrections need to
be completed, including updating or
implementing work procedures.
In Progress May 2019 Management Update:
In progress: Trainer identified to present
Supervisor safety training is no longer offering this
course. HR will work with new City training vendor
to find an alternate training resource.
Expected Completion Date: October 25, 2019
September 2018 Management Update: Supervisor
safety training presentation has been identified to
train supervisors on effective injury and illness
prevention strategies and conducting accident
investigations.
Expected Completion Date: January 31, 2019
January 2018 Management Update:
Currently, the following components of an
effective IIPP are ongoing:
Accident Investigation: supervisors investigate all
accidents, injuries and near-misses and make
appropriate changes to minimize recurrence.
Hazard Correction:
Supervisors correct conditions that are discovered
during their monthly inspections or after an injury
or accident to prevent reoccurrence.
Training:
STATUS OF AUDIT RECOMMENDATIONS
DISABILITY RATES AND WORKERS’ COMPENSATION – ISSUED 10/17/16
PAGE 2
Recommendation
Responsible
Department Original Response and Target Date
Current Status
(Complete, In
Progress, or Not
Started)
Implementation Update and
Expected Completion Date
Supervisors are responsible for ensuring their
employees are trained to perform work safely.
Documentation:
Safety training sign-in sheets and investigation
reports are maintained.
Communication:
Employees know how to inform management
about health and safety matters.
Expected Completion Date: June 2018
1.5. HR identify industry-specific
ergonomics and general wellness
training opportunities to minimize
common injuries, and coordinate
with departments to ensure
regular training is provided to
employees.
Human
Resources
Concurrence: Agree
Target Date: September 16, 2016
Action Plan: HR will coordinate
industry-specific ergonomic training,
similar to training provided to Parks
maintenance employees in 2010 and
Library employees in 2014. We agree
industry-specific ergonomic training
serves as a reminder for example, that
the best way to prevent back injuries
is to develop habits that reduce the
strain placed on the back.
In Progress May 2019 Management Update:
In progress: Human Resources is coordinating
training sessions with Utilities Operations
personnel to provide programming focused on
BackSafe Fundamentals and injury prevention.
Expected Completion Date: October 25, 2019
September 2018 Management Update:
Due to training staffing changes, industry-specific
ergonomic training has not been coordinated and
will be scheduled in Spring 2019.
Expected Completion Date: May 2019
January 2018 Management Update:
Have identified trainer and in process of
establishing contract and training dates. Using
claim data for previous 5 years, have identified top
5 body parts injured with objective to train
employees with highest exposure and focus on
injury prevention.
Expected Completion Date: May 2018
STATUS OF AUDIT RECOMMENDATIONS
DISABILITY RATES AND WORKERS’ COMPENSATION – ISSUED 10/17/16
PAGE 3
Recommendation
Responsible
Department Original Response and Target Date
Current Status
(Complete, In
Progress, or Not
Started)
Implementation Update and
Expected Completion Date
Finding 2: Injured employees’ benefit eligibility is not accurately and completely tracked and monitored, resulting in both overpayments and underpayments of
workers’ compensation benefits.
2.1. HR continue working with ASD and
CalPERS to address the disability
leave benefits that were
incorrectly reported as
compensation to CalPERS.
Human
Resources
Concurrence: Agree
Target Date: February 2017
Action Plan: HR worked with Payroll
to identify wage codes and required
corrections needed to fix CalPERS
payroll report.
In Progress May 2019 Management Update:
In progress: Consultant has been hired to work on
CalPERS payroll reporting correction which
requires SAP programming. Consultant’s expected
start date is May 20, 2019 and expected to be
completed by June 30, 2019. Testing is targeted
for July 2019.
Expected Completion Date: August 30, 2019
September 2018 Management Update:
Implentation of new disability coding delayed due
to priority FLSA project and Union contract
implementation. Testing dates under review with
ASD.
Expected Completion Date: June 2019
January 2018 Management Update:
SAP Functional has configured new disability
coding to make correction to CalPERS report. Next
steps include testing by Payroll and HR to move
forward with correction which have been delayed
due to other priority projects.
Expected Completion Date: June 2018
2.4. HR work with ASD to ensure that
the data necessary for disability
leave management is captured
through time reporting in SAP to
support the process, including:
Human
Resources /
Administrative
Services
Concurrence: Agree
Target Date: February 2017
Action Plan:
a. HR following up with ASD Payroll
on feasibility to revise City payroll
procedures; otherwise, will
In Progress May 2019 Management Update:
b.1)
In progress: Consultant has been hired to work on
CalPERS payroll reporting correction which
requires SAP programming. Consultant’s expected
start date is May 20, 2019 and expected to be
STATUS OF AUDIT RECOMMENDATIONS
DISABILITY RATES AND WORKERS’ COMPENSATION – ISSUED 10/17/16
PAGE 4
Recommendation
Responsible
Department Original Response and Target Date
Current Status
(Complete, In
Progress, or Not
Started)
Implementation Update and
Expected Completion Date
a. Revising the City’s payroll
procedures, Policies and
Procedures 2-06/ASD, to
provide clear instruction for
reporting disability leave on
SAP timecards.
b. Configuring the SAP system to:
• Track compensation
reportable to CalPERS
separately.
• Track medical
appointments that qualify
as disability leave by
creating a separate payroll
code.
• If feasible and cost-
effective, limit the number
of days each employee can
code disability leave or
modified duty on their
timecard based on their
position.
include steps in City’s Workers
Compensation policy.
b. ASD and HR have determined
how to code public safety
temporary disability as
“PERSable” and non-public safety
temporary disability as “non-
PERSable” by using different SAP
codes.
- A separate timecard code
(7600) is being developed to
track medical appointments.
- Limiting the number of hours
each employee can code
disability leave can be
accomplished when disability
leave bucket is established;
may not be feasible for
modified duty and requires
further review.
completed by June 30, 2019. Testing is targeted
for July 2019.
Expected Completion Date: August 30, 2019
b.3)
Closed: Not feasible or cost-effective at this time.
There will be no new ERP system and over the next
two years the proposed contract will be limited to
only maintenance and limited update of the
current system. However, if there is an
opportunity in the future to develop new SAP
coding for workers’ compensation tracking, HR will
resume discussion with the SAP functional team.
September 2018 Management Update:
50% complete
b.
1. In Progress- SAP Functional has configured
new disability coding to make correction to
CalPERS report.Next steps include testing by
Payroll and HR to move forward with
correction which has been delayed due to
other priority FLSA and Union contract
implementation project.
3. Not started- HR discussed new process with
SAP Functional to develop new SAP coding
system for workers compensation tracking. At
this time, determined not feasible in SAP.
Instead, HR will review new HR ERP solution
to look for improved coding process.
Expected Completion Date: June 2019
STATUS OF AUDIT RECOMMENDATIONS
DISABILITY RATES AND WORKERS’ COMPENSATION – ISSUED 10/17/16
PAGE 5
Recommendation
Responsible
Department Original Response and Target Date
Current Status
(Complete, In
Progress, or Not
Started)
Implementation Update and
Expected Completion Date
January 2018 Management Update:
50% complete
a. Completed- HR has drafted Timecard
Disability and Modified Duty Coding
guideline which will be attached to City’s
Workers Compensation policy
b.
1. In Progress- SAP Functional has configured
new disability coding to make correction to
CalPERS report.Next steps include testing by
Payroll and HR to move forward with
correction which has been delayed due to
other priority projects.
2. Completed- New SAP payroll code has been
created by ASD and tested by HR to track
medical appointments separately from
disability leave. An email communication
was distributed to city staff on use of new
code.
3. Not started- HR discussed new process with
SAP Functional to develop new SAP coding
system for workers compensation tracking.
At this time, determined not feasible in SAP.
Instead, HR will review new HR ERP solution
to look for improved coding process
Expected Completion Date: June 2018