STEP 1:

NYCAPS :  go to www.nyc.gov/ESS and log in.

Enter your USER ID (your 7-digit Employee ID /Reference Number found on your paystub.

Your temporary password consists of the last two digits of your SSN, an underscore (_), the first three letters of your birth month (must be upper case), your birth day (including the leading zero, if applicable), and the birth year (all four). 

Example: 
Social Security Number: XXX-XX-XX99
Date of Birth: JANUARY 01, 1984
TEMPORARY PASSWORD:  99_JAN011984

STEP 2:

Once logged in, click PAY and TAX INFORMATION
then click Tax Withholdings.  

IMPORTANT NOTE:  You cannot use ESS to:

• To claim exempt
• To claim 10 or more federal allowances
• To claim 14 or more state allowances.

(To make the changes above, skip to step 7.)

STEP 3:

Under Tax Withholdings, review your current withholdings status information. Every employee will be defaulted to a single status with no withholdings unless indicated otherwise.

STEP 4:

Click the Change Withholdings Info button, which is toward the bottom of the page.

Note: Tax marital status of "SINGLE" applies to both "Single" as well as "Married but withholding at a higher single rate."

STEP 5:

No fields can be left blank. At least one field must have changes in order for the form to be submitted successfully. Please note that there must be a valid reason for making changes to tax withholdings (life events). You are limited to no more than three changes to your withholdings per year.

If you would like to review any IRS forms, or have general inquiries about your W-4, IT-2104 or tax withholdings, you can click the link at the bottom of the page to review the Office of Payroll Administration's information page.

The link says, "Additional Information and Instructions on completing W-4 and IT-2104".

STEP 6:

You can now review a summary of your election. If you are satisfied with your changes, check the box acknowledging that you understand and agree to the terms and conditions in the middle of the page, review the statements of the employee authorization

• If you are not ready to submit your elections, click the cancel button. No changes will be made to your current tax/withholdings information.
• If you are ready to submit and finalize your tax withholding selection, then enter the last four digits of your Social Security number, and click Certify/Confirm in order to submit your changes.

You will receive an email confirmation shortly after submitting your form.

If you make a change on a Saturday or Sunday, it will be entered into the system Monday night. If you don't see your changes on Monday, review it in two business days (Wednesday morning).

If you are an H-Bank/740 (an admin employee), the changes you make in NYCAPS ESS will not be reflected in the system for up to TWO weeks.

STEP 7:

DOE employees cannot use NYCAPS ESS to make the following changes:

• claiming tax exempt
• claiming more than 10 federal allowances
• claiming more than 14 state allowances

In order to claim the above, you submit a Personal Tax Data Change form, along with a W-4 form and IT-2104-E form and supporting documentation.  Follow these steps:

1. Download the Personal and Tax Data Change form from the HR Connect website at the HR Connect Employee Web Portal at
   https://doehrconnect.custhelp.com. 
   Login with your Windows/Outlook user ID and password. Then click on the "Forms" button in the "Helpful Links" box on the right.
2. Complete the form based on the instructions provided on the form.  You must complete the entire form, as incomplete forms will not be processed.
3. Send the completed form and supporting documents to HR Connect as indicated in the form's instructions, such as the W-4 form and/or a IT-2104, or Certificate of Affirmation to the following address:

Division of Human Resources/HR Connect
New York City Department of Education
65 Court St.
Room 102
Brooklyn, NY 11201

Upon receiving the grievance, the principal must arrange a grievance conference with you and your chapter leader. If the matter is not resolved at the conference, the principal must issue a written decision within five school days of receiving the grievance. 

If the principal denies your grievance, the union has 15 school days to file a Step 2 chancellor’s level grievance. The UFT’s grievance committee in each borough meets to decide which of the grievances denied at Step 1 should proceed to Step 2. In making its decision, the committee discusses the merits of each case, keeping in mind that arbitration decisions set precedents for all members.

If the principal denies your grievance, the union has 15 school days to file a Step 2 chancellor’s level grievance. The union must investigate the denial, but it can appeal to the chancellor’s representative at Step 2. Only the union may appeal or initiate grievances at Step 2.

The UFT’s grievance committee in each borough meets to decide which of the grievances denied at Step 1 should proceed to Step 2. In making its decision, the committee discusses the merits of each case, keeping in mind that arbitration decisions set precedents for all members.

It is important that you provide the borough committee with all relevant documentation through your UFT district representative. The member has the right to appeal the borough committee’s decision to the Grievance Department.

• High School—60 days before the end of the term
• Middle School—Before May 1
• Elementary School—Early in the Spring

• Teachers in elementary schools who have served in a school for one year or longer should receive assignments for the next school year before June 15.
• Teachers in junior high schools and high schools should be informed of subjects, grade levels, any special or unusual classes to be taught no later than 10 school days prior to the end of the year.
• Teachers in Junior high schools should receive their programs no later than 5 days before the last day of school.
• Teachers in high schools should receive their programs no later than the day before the last day of school.

Note that administration has the right to issue amended programs after the above deadlines, but the teacher has the right to grieve within two days of receiving an amended program.

It depends upon your years of service, your age of retirement, date of appointment, final average salary, and your pension tier, so it is highly individual. Attend a pension workshop or clinic to learn more. See upcoming events on the UFT website at: https://www.uft.org/your-benefits/pension/pension-clinics. 

You are entitled to an individual preliminary pension consultation any time before you retire to answer your questions and get an estimate of your pension payments and other benefits. Call your UFT borough office for an appointment.

If they are the retiree's pension beneficiary, they can contact the Teachers' Retirement System (TRS) and the UFT Pension Department.  

A member's beneficiary (or representative) must first submit a certified or original death certificate to TRS for the member; (s)he must also submit a Claimant's Statement (code DB17). TRS will inform them of additional documentation and forms they may have to file.

For more information, please see the Guide to Death Benefits for Beneficiaries of Retired Members or the Guide to Death Benefits for Beneficiaries of Non-Retired Members.

On your QPP retirement application, you must decide how your TDA funds will be distributed. You may receive your TDA funds as an annuity separate from your QPP retirement allowance. You may instead elect TDA Deferral status, and thereby defer distribution of your TDA funds past the initial payability date of your QPP retirement allowance. A third choice is to make a Direct Withdrawal, Direct Rollover, or Direct Transfer of all or part of your TDA funds; if you make a partial withdrawal, you may annuitize or defer your balance. For more information, please see the TDA Options at Retirement brochure.

You should not make a decision without first discussing these options with a UFT pension consultant. 

Checks for appointed pedagogues and annualized paraprofessionals are issued on a semi-monthly basis, on the 15th and 30th of each month.  

You can verify your current pay by logging in to the DOE Payroll Portal: https://payrollportal.nycboe.net.

For more information about your salary, steps and differentials, you can go to the UFT website at: https://www.uft.org/your-rights/salary.

DOE employees must immediately report all arrest to the Office of Personnel Administration and to their supervisor (Principal) in writing. DOE employees should email: OPIArrestNotification [at] schools [dot] nyc [dot] gov (OPIArrestNotification[at]schools[dot]nyc[dot]gov).