The senior policy applies to the entire University, but its application will depend on concrete situations and contexts. It may be decisive, for instance, whether or not a department or a section is in a phase of generational change causing problems.
Senior policy opportunities are based on the common management responsibility, which implies an assessment of individual staff, irrespective of age, and their compliance with expectations in their concrete job position.
The purpose of the senior policy is:
- To ensure current generational succession in which the proportion of young and older members of staff creates innovation and continuity in an academic or administrative area.
- To accommodate life phase-derived wants and needs regarding working conditions for the purpose of retention of staff, provided this is in the University's interest
- To create the opportunity for a dialogue between members of staff and managers, so that senior staff are given the opportunity to leave the labour market in a reasonable and decent manner.
In concrete terms, the senior policy objectives are supported by:
- Senior staff interviews conducted on an annual basis by line managers and senior members of staff
- Courses offered to staff and managers
- Senior political tools offered to line managers who, from a strategic perspective, wish to retain specific senior members of staff
- Senior political tools offered to line managers who, from a strategic perspective, wish to accommodate specific senior members of staff who wish to retire gradually from their job at the University.
2. Generational succession
It is crucial for the further development of Aalborg University's core services that the University can implement continuous and natural generational succession. Many members of staff have been employed at the University since it was founded. This has provided continuity and a distinct academic profile. Moreover, the University's fast growth over the past ten years has resulted in a large influx of staff, and consequently renewal.
Aalborg University is not facing a general problem caused by generational succession. However, variations exist in the overall age distribution across and at the individual main areas.
It is important that the ongoing and natural succession continues, so the most skilful members of staff, including senior employees, are retained at the University, while creating room for new members of staff, including young employees. It is up to local managers to ensure that any challenges pertaining to generational succession are managed well.
3. Senior staff interviews
According to the Danish government’s circular on senior employee and retirement schemes, senior members of staff must be offered a senior staff interview in connection with their staff performance review. Senior staff interviews may be integrated in staff performance reviews or may be conducted as separate interviews. According to AAU’s senior policy, senior staff interviews are mandatory from the time a member of staff has turned 60, and are available on a voluntary basis when the manager or the member of staff finds them to be desirable after the member of staff has turned 55.
The interview should focus on whether work tasks or working conditions should be changed as the employee grows older. For planning reasons, any plans concerning retirement time should be included. Topics such as early retirement, reduction in working hours and reduction in workload may be included.
A senior staff interview may include a dialogue on the following topics:
- present and future tasks
- development and motivation
- development needs and development wishes
- flexibility in work organisation
- generational succession
4. Senior Courses
The HR Department offers courses for senior staff each year (currently only in Danish). The purpose of these courses is to provide senior staff with an overview of the opportunities and consequences of retiring from the job market, and to give them a chance to discuss late-career opportunities and job development. The senior courses are supplemented by theme meetings and individual meetings to which pension fund staff are invited to provide information about more specific options and schemes.
5. Senior Staff Club at Aalborg University
Since 1997, a Senior Staff Club has existed at Aalborg University, offering continuous social connection between former staff and the University. The HR department provides information about the Club to retiring senior staff.
6. Senior political tools
The Danish Government's senior and retirement benefit schemes
A senior scheme or retirement scheme can be established when the management considers this to be possible and desirable. Mutual understanding between the management and the member of staff is essential as the schemes are voluntary.
The government agreement enables the establishment of retirement schemes in cases where the management considers staff reductions to be or to become necessary, and where it will then be desirable to promote this voluntary retirement.
Remuneration and other financing in connection with such senior schemes rest with the individual work place, as do other employment conditions determined by law, collective agreements and staff policies.
The possibilities are mentioned below and are described in more detail in the Circular on state-employed staff’s senior and retirement benefit schemes of 29 August 2011.
a) Reduction in working hours
A management may enter into an agreement with a concrete member of staff on a reduction in working hours and the payment of an extra pension contribution corresponding, as a maximum, to the difference between the contribution payable on the basis of the reduced working hours and the contribution made on the basis of the former rate of employment. It is a precondition that the member of staff has turned 60 and has been employed by the state for a total of ten years or more. Working hours must be at least 15 hours per week.
An agreement must be made to adapt work task distribution to the working hours (for instance between research and teaching activities for academic staff).
At AAU, such agreements may be made for a maximum period of tree years, and will usually imply that the member of staff retires fully after the expiry of the agreement.
b) Reduction in work tasks/work load (phased retirement)
A management may enter into an agreement with an employee to transfer to a lower-ranking position, provided the employee has turned 55 and has been employed full-time for the past ten years in a position including managerial responsibility, work task management or similar state-employment.
c) Senior holidays
A management may enter into an agreement with an employee on senior holidays (max. one paid holiday per month). It is a precondition that the employee has turned 62. Senior holidays must be taken in the current calender year and cannot be transferred from one year to the next. The senior holidays cannot be put together, but must be taken as one day per month.
d) Retention bonus
A management may enter into an agreement with a specific employee on the award of a retention bonus on retirement. It is a precondition that the employee has turned 62. Retention bonus may be awarded to employees who agree to postpone their retirement to a specified future date. The bonus will only be payable when the employee retires on the determined date.
If, for various reasons, the employee retires before the determined date, the agreement regarding the bonus payment will no longer apply. The bonus is a cash payment, and no extra pension or other contributions will be payable.
e) Voluntary redundancy in connection with personnel reduction
In situations where the management find or envisage that personnel reductions will be necessary, they may grant a redundancy payment to staff employed on a collective agreement basis who have been employed in the state system for 12, 15 or 18 years. Similarly, civil servants who retire as a result of voluntary redundancy will be awarded an annual payment supplementing their pension until they reach State Pension age.
In addition to the above government senior staff schemes, the University will use alternative employment types for senior staff they wish to retain. The option of using alternative job positions may depend on whether the employee in question occupies an academic or a support staff position. The options are listed below:
a) Part-time position
A reduction in working hours may be offered to an employee whose place of employment is interested in retaining the employee in a part-time position.
b) Hourly-paid consultants
Recruitment as an hourly-paid consultant may take place with a view to solving a task of a short duration or a small scale. Salary is paid on the basis of a time sheet, possibly including remuneration according to a service agreement
This scheme requires that the management and the employee have a mutual interest in the employee retaining affiliation with the department. A specific agreement about continued affiliation with the department upon retirement is concluded. This may include that the employee retains their office or other workplace for a period. No salary is payable under this scheme, but minor remuneration may be paid for tasks stipulated in an agreement.
The HR department is available to assist managers who wish to establish a senior scheme for an employee, or who require more general advice. All senior staff schemes must be established through the HR department. Senior schemes applying to academic staff require the involvement and approval of a manager at level 2 (Dean).
This agreement is valid as of 1 November 2013 and replaces the agreement reached in the Main Joint Consultation Committee on Senior Policy of 1 April 2009 as well as the appurtenant guidelines.
The senior policy constitutes a subpolicy under the overall staff policy for Aalborg University and is aimed at senior staff in their last years at the University. The policy sets the framework for the opportunities which are applicable to the working conditions of senior staff, and which support the University's overall strategy, including the goals established by the individual departments and sections. Agreement 3.08 of 1 November 2013