Salary units, and senior and middle management allowances

Calculate salary units, and senior and middle management allowances.

We provide your board with salary units which you can allocate as permanent or fixed-term additions to your teachers’ salaries.

Senior management allowances and middle management allowances give you a way to recognise and reward teachers who take on certain responsibilities.

Salary units

Your board can use salary units to recognise management or extra responsibilities that teachers take on and for recruitment, retention and reward.

Salary units are generated by formula using your school’s entitlement staffing. Very small schools may generate zero units.

For salary units generated by the Ongoing Resourcing Scheme.

Special Education Staffing — ORS Resourcing

How we calculate salary units

We use the following formula to calculate entitlement units:

Generating staffing = entitlement staffing plus eligible attached teachers minus one (the principal).

Rounded to the nearest whole number.

Salary unit formulas by school type

School type

Salary unit formula 

Primary, intermediate and special

(1.28 x generating staffing) - 1.7

Area/composite and restricted composite

(1.33 x generating staffing) + 2.6

Secondary

(1.2 x generating staffing) + 8

Attached teachers — eligibility for salary units

The following attached teachers are eligible for salary units:

  • approved resource teachers of vision
  • approved resource teachers of the deaf.

Rules for allocating salary units

Salary units may only be allocated subject to the following:

  • Units are for teachers, and unless a person is employed as a teacher they may not be paid a unit. 
  • Units may be allocated to part-time teachers, but they must be allocated as whole units rather than fractions of a unit. 
  • Units may not be divided, except in the case of official ‘job share positions’ and as described in the appropriate teachers' collective agreement. 
  • Units may not be paid to principals.
  • Units may be allocated on a permanent or fixed-term basis as prescribed by the appropriate teachers’ collective agreement. 
  • The rules for allocating units are set out in teachers’ collective agreements and, in the case of primary, intermediate and special schools, are also covered in the ‘Unit Allocation Guidelines’ issued jointly by the Ministry of Education, New Zealand Educational Institute (NZEI) and New Zealand School Trustees Association (NZSTA) in 2008. 
  • Up to 40% of units may be allocated as fixed term. 
  • Fixed-term units are for the period allocated by the board and are usually for a minimum of 1 term. Salary protection only applies to units allocated permanently. 
  • Units are paid fortnightly as part of salary and not as a lump sum. 
  • Primary or intermediate schools with a staffing entitlement of 21 or fewer full- time teacher equivalents (FTTEs) may designate no more than 2 teachers holding permanent units as ‘deputy principal’ or ‘assistant principal’. In schools with more than 21 teachers, no more than 3 teachers may be designated as ‘deputy principal’ or ‘assistant principal’. 
  • Units are not part of the banking staffing arrangements, therefore boards can’t offset under and overuse during the course of the school year. 
  • Some units are allocated to specific attached positions, for example, resource teachers of learning and behaviour (RTLB). These units must be given to the teacher occupying the specific position. They’re not included in the board’s entitlement units but allocated separately. 

Senior management allowances — for secondary schools only

A senior management allowance may be available to a teacher who is an assistant or deputy principal and formally carries out some of the principal’s duties from time to time.

How we calculate senior management allowances

We use the following formula to calculate senior management allowances:

Senior management allowance = 0.18 x (management staffing - 1) +2

Rounded up to the nearest whole number.

Rules for allocating senior management allowances

The rules governing the allocation of senior management allowances are set out in the Secondary Teachers’ Collective Agreement (STCA) and covered by the guidelines prepared by the Post Primary Teachers’ Association (PPTA) and New Zealand School Trustees Association (NZSTA).

Middle management allowances — for secondary and composite schools

A middle management allowance may be available for a teacher who has has specific curriculum or pastoral management responsibility (such as being a head of department or a dean), or is responsible for at least 5 students funded under the Ongoing Resourcing Scheme.

How we calculate middle management allowances

Formula for secondary schools

Middle management allowance = (0.6945 x generating staffing) + 5 [rounded to the nearest whole number] + integer (ORS roll/5).

Where generating staffing = the sum of:

  • entitlement staffing; plus
  • eligible attached teachers
  • minus one (the principal).

Formula for area and composite schools

Middle management allowance = 0.6 x generating staffing.

Rounded to the nearest whole number.

For an area school that has a secondary roll greater than 59, the number resulting from the calculation in subclause (2) is added to the number calculated by:

(a) multiplying the school's secondary roll by 0.011; and

(b) adding 2 to the resulting product; and

(c) if the resulting sum is not a whole number,—

  • (i) decreasing it to the nearest lower whole number, if it ends in less than 0.5; or
  • (ii) increasing it to the nearest higher whole number, if it ends in 0.5 or greater.

How we calculate ‘generating staffing’

Generating staffing is calculated by adding the following:

  • secondary (Years 9-15) curriculum staffing 
  • curriculum base staffing 
  • guidance staffing for the school's secondary students.

Rules for allocating middle management allowances

For teachers covered by the Secondary Teachers’ Collective Agreement.

The rules for the allocation of middle management allowances are set out in the Secondary Teachers' Collective Agreement.

Secondary Teachers' Collective Agreement

The rules are also covered in the guidelines from the PPTA and the NZSTA.

Post Primary Teachers' Association website(external link)

NZ School Trustees' Association(external link)

In summary, they state the following:

  • middle management allowances may be allocated to teachers who hold 0-5 salary units
  • up to 20% of the middle management allowance may be allocated to teachers without salary units who have designated curriculum or pastoral management responsibilities
  • no teacher may hold more than 2 middle management allowances
  • teachers with 5 salary units, who have significant designated curriculum-related management responsibilities, may be allocated middle management allowances, but may only hold 1 allowance
  • up to 40% of the middle management allowances in secondary schools can be allocated on a fixed-term basis.

For teachers covered by the Area School Teachers’ Collective Agreement

The rules governing the allocation of middle management allowances are set out in the Area School Teachers’ Collective Agreement. The rules are also covered in the guidelines from the PPTA and the NZSTA.

Area School Teachers' Collective Agreement

Post Primary Teachers' Association website(external link)

NZ School Trustees' Association(external link)

You can allocate middle management allowances to teachers with designated curriculum and/or pastoral management responsibilities subject to the agreed set of criteria and limitations. In summary, the Area School Teachers’ Collective Agreement states that:

  • In schools with a total of 7 or more middle management allowances, up to 20% of the allowances may be allocated to teachers without salary units who have curriculum and/or pastoral management responsibilities.
  • In schools with fewer than 7 middle management allowances, only one allowance may be allocated to a teacher without salary units who has curriculum and/or pastoral management responsibilities. 
  • No teacher may hold more than 2 middle management allowances. 
  • Teachers with 5 salary units, who have significant designated curriculum-related management responsibilities, may be allocated middle management allowances, but may only hold 1 allowance. 
  • Up to 40% of the middle management allowances in area schools with 4 or more allowances can be allocated on a fixed-term basis. 
  • In schools with fewer than 4 middle management allowances, one allowance can be allocated on a fixed-term basis.

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