Track Fac Evnts Training

Enterprise HR 9.
0 - Track Faculty Events

Created on 2/5/2010 10:46:00 AM
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Training Guide
Enterprise HR 9.0 - Track Faculty Events
Table of Contents
Enterprise HR 9.0 - Track Faculty Events ...................................................................1
Calculating Tenure................................................................................................................ 1
Setting Up Administrative Posts........................................................................................................ 1 Defining Tenure Data ....................................................................................................................... 5 Defining Prior Experience and Credits ............................................................................................ 11 Calculating Tenure ......................................................................................................................... 16 Viewing Related Jobs ..................................................................................................................... 22 Viewing the Change History ........................................................................................................... 26 Viewing the Service History ........................................................................................................... 29
Tracking Events .................................................................................................................. 33

Tracking an Employee's Activities .................................................................................................. 33 Tracking an Employee's Publications .............................................................................................. 38 Tracking an Employee's Student Advisees ...................................................................................... 42 Tracking a Faculty Member's Teaching Responsibilities .................................................................. 46
Managing Cases .................................................................................................................. 50

Defining the Purpose of a Case ....................................................................................................... 50 Reviewing Information From Specific Reviewers............................................................................ 55 Viewing Less Sensitive Cases ......................................................................................................... 60 Viewing the Final Status of an Employee Case ................................................................................ 63
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PeopleSoft Human Resources Track Faculty Events business process enables you to track tenure, faculty events, and to manage faculty cases and reporting requirements. You track the tenure eligibility of your faculty by using rules and calendars that you establish. You will set up service parameters and service accrual control tables, assign employees to tenure, and calculate tenure for employees. This section provides complete information to set up tenure tracking. You can track the following faculty events: activities; administrative posts; education, both school and professional training; honors and awards; licenses and certificates; memberships in professional organizations; presentations; publications, special projects; student advisement; teaching responsibilities; and committee membership. You can also review employee cases. You can easily prepare a case and send it on to others for review while maintaining the confidentiality of the employee. You define the purpose of the case, for example, academic rank review. This feature enables you to manage the case review process within a case review group (such as a department), by reviewer, reviewer team, process step, dates received and forwarded, recommendations, and final actions. Upon completion of this module, you will be able to: Calculate tenure. Track events. Manage cases.
Calculating Tenure
The Track Faculty Events business process in PeopleSoft Human Resources offers a tenure tracking feature that enables you to track the tenure eligibility of your faculty using complex rules that you set up. You can: Establish rules and calendars for calculating tenure service based on your organizations specific needs. Track tenure-related data and maintain a tenure service clock for employees on tenure track. Upon completion of this lesson, you will be able to: Set up administrative posts. Define tenure data. Define prior experience and credits. Calculate tenure. View related jobs. View the change history. View the service history.
Setting Up Administrative Posts

The Administrative Posts Table page enables you to set up administrative posts.
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Your goal is to set up a post for the administrative position of a Dean. Procedure
Step 1.
Action Begin by navigating to the Administrative Post Table page. Click the Set Up HRMS link.
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Step 2. 3. 4.
Action Click the Product Related link. Click the Workforce Development link. Click the Administrative Posts link.
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Step 5. 6. 7. 8. 9.
Action Click the Add a New Value tab. Enter the desired information into the Administrative Post field. Enter "Dean". Click the Add button. Use the Administrative Post Table page to set up administrative posts. The Administrative Post field is already populated based on the information you specified in the Administrative Posts add a new value page. For this exercise, retain the value in the Administrative Post field.
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Step 10. 11. 12. 13. 14. 15.
Action Click in the Description field. Enter the desired information into the Description field. Enter "Dean of Education". Click the Post Type list. Click the Title list item. Click the Save button. You successfully set up the administrative position of a Dean. End of Procedure.
Defining Tenure Data

The Tenure Data page enables you to maintain tenure tracking data for employees. PeopleSoft automatically populates the default information from the Job Data component. In this scenario, your goal is to use the Tenure Data page to define the tenure data for an employee. Procedure
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Step 1.
Action Begin by navigating to the Tenure Data page. Click the Workforce Development link.
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Step 2. 3.
Action Click the Faculty Events link. Click the Create Tenure Data link.
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Step 4. 5. 6.
Action Enter the desired information into the EmplID field. Enter "KU0006". Click the Search button. Use the Tenure Data page to maintain tenure tracking data for employees.
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Step 7.
Action Use the Tenure Status list to select the employee's current status. Click the Tenure Status list.
8. 9.
Click the Non Tenure On Track list item. The Home Rank is automatically populated from the Position Data component or the Job Code component. If you did not set up a home rank, select it here, such as 005 (professor). Click in the Home Rank field.
10. 11.
Enter the desired information into the Home Rank field. Enter "901". Use the Track Start Date field to specify the date from when the employee's tenure accrual begins. The default is the hired date from the employment record. Employees with the Non Tenure On Track tenure status must have a track start date. Click in the Track Start Date field.
12.
Enter the desired information into the Track Start Date field. Enter "08/01/2007".
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Step 13. Action Use the Change Date field to specify the date when the rank or status change is effective. The default date is the track start date. For this exercise, the Change Date field has the same value as the Track Start Date field. Retain the default date. Click in the Change Date field. 14. 15. 16. Click the Change Reason list. Click the Retro Adj list item. Use the Original Track Date field to specify the date when the tenure tracking begins for the employee. The default is the track start date. Click in the Original Track Date field. 17. 18. Enter the desired information into the Original Track Date field. Enter "01/01/2007". Use the Tenure Home field to specify the department granting the employee's tenure. Click in the Tenure Home field. 19. 20. Enter the desired information into the Tenure Home field. Enter "41000". Use the Service Calc. Group field to specify the group to calculate tenure accrual. Click the Service Calc. Group list. 21. 22. 23. 24. 25. 26. Click the FAC list item. Click in the Mandatory Review Dt field. Enter the desired information into the Mandatory Review Dt field. Enter "08/01/2012". Click in the Total Required field. Enter the desired information into the Total Required field. Enter "10". Click the Save button.
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Step 27. Action You successfully defined tenure data for an employee. End of Procedure.
Defining Prior Experience and Credits

The Prior Experience/Credits page enables you to track an employee's service accrued from other institutions that counts toward your organization's tenure service clock. Before you track an employee's prior experience, you must maintain experience and credit types on the Exp/Credit page. In this scenario, your goal is to track the prior experience and credits accrued to a professor. Procedure
Step 1.
Action Begin by navigating to the Tenure Data page. Click the Workforce Development link.
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Step 2. 3.
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Step 4. 5. 6.
Action Enter the desired information into the EmplID field. Enter "KU0006". Click the Search button. Use the Tenure Data page to maintain tenure tracking data for employees.
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Step 7. 8.
Action Click the Prior Experience/Credits tab. Use the Prior Experience/Credits page to track an employee's service accrued from other institutions that counts toward your organization's tenure service clock.
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Step 9.
Action Use the Exp / Credit field to select the employee's previous experience or credit type. Enter the desired information into the Exp / Credit field. Enter "PUNV".
10.
Use the From Date field to specify the beginning date of the experience or credit. Click in the From Date field.
11. 12. 13. 14. 15.
Enter the desired information into the From Date field. Enter "09/01/1995". Click in the To Date field. Enter the desired information into the To Date field. Enter "08/01/2007". Click the Add to Tenure option. Use the Rank field to specify the rank at which the credits were granted. Click in the Rank field.
16. 17.
Enter the desired information into the Rank field. Enter "903". Click the Save button.
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Step 18. Action You successfully defined prior experience and credits for an employee. End of Procedure.
Calculating Tenure
The Batch Tenure Calc page enables you to run tenure calculation processes and update tenure service history. Before using this page, you must set up the Calculation Group page. To enter the time period for the calculation process in the From Date and To Date fields, the dates must exactly match a computational period of the calendar used by the calculation group that you are processing. The from date must match a period begin date in the calendar, and the to date must match a period end date. In this scenario, your goal is to run the tenure calculation process for one of your professors. Procedure
Step 1.
Action Begin by navigating to the Batch Tenure Calc page. Click the Workforce Development link.
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Step 2. 3.
Action Click the Faculty Events link. Click the Perform Tenure Calculations link.
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Step 4.
Action You can run this process by searching for an existing Run Control ID or you can add a new value. Creating a Run Control ID that is relevant to the process may help you remember it for future use. Click the Add a New Value tab.
5.
A Run Control ID is an identifier that, when paired with your User ID, uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures that when a process runs in the background, the system does not prompt you for additional values. Enter the desired information into the Run Control ID field. Enter "Tenure".
6. 7.
Click the Add button. Use the Batch Tenure Calc page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run. Enter the time period for the calculation process in the From Date and To Date fields. These dates must exactly match a computational period of the calendar used by the calculation group that you are processing. The From Date and To Date field values must match a period begin and end date, respectively, in the calendar.
8.
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Step 9. Action Use the Calc Group field to specify the calculation group for which you want to run tenure service totals. The calculation group processes all employees within that group for the specified dates unless you specify an individual employee ID. When you process an individual, you must still select a calculation group. For this exercise, retain the default calculation group.
Step 10.
Action Use the EmplID field only to process tenure for an individual employee; otherwise, leave this field blank. Click in the EmplID field.
11. 12.
Enter the desired information into the EmplID field. Enter "KU0006". Use the Period Processing Mode - E&G field to select the mode in which you want to run the tenure calculation process. The system automatically selects one of the related check boxes to reflect your selection. Mode options include: Delete and Rebuild History, Normal Run, and Update to History. For this example, use the default.
13.
Click the Run button.
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Step 14. 15. Action Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format. You must select a Server Name to identify the server on which the report/process will run. If you use the same Run Control ID for subsequent processes, the server name that you last used will default in this field.
Step 16. 17. 18. 19.
Action Click the Server Name list. Click the PSNT list item. Use the Type field to select the type of output you want to generate for this job. Use the Format field to define the output format for the report. The values are dependent upon the Process Type you have selected. In this example, the default value is None. Click the OK button. Notice the Process Instance number appears. This number helps you identify the process you have run when you check the status.
20. 21.
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Step 22. 23.
Action Click the Process Monitor link. Use the Process List page to view the status of submitted process requests.
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Step 24.
Action The current status of the process is Queued. The process is finished when the status is Success. Continue to click the Refresh button until the status is Success. Click the Refresh button.
25. 26.
The Run Status is now Success. You successfully calculated the tenure for an employee. End of Procedure.
Viewing Related Jobs

The Related Jobs page enables you to review current jobs that count toward an employee's tenure. This page is display-only. In this topic, your goal is to view related jobs for an employee.
Procedure
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Step 1.
Action Begin by navigating to the Related Jobs page. Click the Workforce Development link.
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Step 2. 3. 4.
Action Click the Faculty Events link. Click the Calculate Tenure link. Click the Review Related Jobs link.
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Step 5. 6. 7. 8. 9. 10. 11. 12. 13. 14.
Action Enter the desired information into the EmplID field. Enter "PJ016". Click the Search button. Use the Related Jobs page to review current jobs that count toward an employee's tenure. This page is display-only. The Tenure Home field displays the code for the department in which the employee received, or will receive, tenure. The Tenure Status field displays the employee's tenure status. The Track Start Dt field displays the date tenure tracking began for the employee. The Calc Group field displays the calculation group used to calculate this employee's tenure, such as FAC. The Override Calc field displays a value only if the Override Calculation? check box is selected on the Tenure Data page. The Tenure Granted Dt field displays the date tenure was granted if the employee received tenure status. The FTE For Accrual field displays the employee's FTE value, such as .80 for an employee working 80 percent of a normal full-time schedule. Maintain the FTE for accrual on the Employment Data - Employment Information page. The Current Department field displays the employee's current department. The Job Code field displays the employee's job code number and a description of the job.
15. 16.
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Step 17. 18. Action The Position field displays the employee's position number and a description of the position. You successfully viewed related jobs for an employee. End of Procedure.
Viewing the Change History

You use the Change History page to view changes made to academic rank and tenure status associated with a home department. The system automatically tracks changes. This page is display-only. In this topic, you will view the change history for academic rank and tenure status for an employee. Procedure
Step 1.
Action Begin by navigating to the Change History page. Click the Workforce Development link.
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Step 2. 3. 4.
Action Click the Faculty Events link. Click the Calculate Tenure link. Click the Review Rank/Status History link.
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Step 5. 6. 7.
Action Enter the desired information into the EmplID field. Enter "PJ018". Click the Search button. The Change History page enables you to view changes made to academic rank and tenure status associated with a home department. The system automatically tracks changes. This page is display-only. The Tenure Home field displays the code for the department in which the employee received, or will receive, tenure. The Tenure Status field displays the employee's tenure status. The Calc Group field displays the calculation group used to calculate this employee's tenure, such as FAC. The Track Start Date field displays the date tenure tracking began for the employee. The Override Calc field displays a value only if the Override Calculation check box is selected on the Tenure Data page. The Tenure Granted Date field displays the date tenure was granted if the employee received tenure status. The Academic Rank field displays the employee's academic rank at the time of the rank or status change. The Tenure Status field displays the employee's tenure status at the time of the rank or status change.
8. 9. 10. 11. 12. 13. 14. 15.
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Step 16. 17. 18. Action The Action Date field displays the date the rank or status change takes place. The Change Reason field displays the reason for the rank or status change. You successfully viewed the change history for academic rank and tenure status. End of Procedure.
Viewing the Service History

The Service History page enables you to view the permanent results of a calculation process run in Update to History mode, including the history of tenure time calculated or adjusted. In addition, you can make adjustments to include the next time you run a calculation process in Update to History mode. When you make adjustments, the system automatically updates the totals on the Tenure Data page. In this scenario, you will view the history of tenure time calculated or adjusted for an employee. Procedure
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Step 1. Action Begin by navigating to the Service History page. Click the Workforce Development link.
Step 2. 3.
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Step 4. 5. 6.
Action Enter the desired information into the EmplID field. Enter "PJ018". Click the Search button. You can make adjustments to include the next time you run a calculation process in Update to History mode. When you make adjustments, the system automatically updates the totals on the Tenure Data page.
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Step 7. 8.
Action Click the Service History tab. The Service History page enables you to view the permanent results of a calculation process run in Update to History mode, including the history of tenure time calculated or adjusted. The Total Time Required field displays the total number of service years required from the Tenure Data page. The Total Time Accrued field displays the number of years accrued toward tenure. The Prior field displays tenure credits for prior experience from the Prior Experience/Credits page. The Time to Accrue field displays the remaining number of years before tenure is granted. The Begin Date field displays the beginning date of the tenure in this calculation process. You cannot change the begin and end dates if the service history for the period already exists. The End Date field displays the ending date of the tenure in this calculation process. You cannot change the begin and end dates if the service history for the period already exists. The Service w/o Breaks field displays the percent of FTE accrued without service breaks. The Total Service Accrued field displays the total percentage of services accrued. This field increases incrementally when the calculation process is run. The Accum Breaks field displays the accumulated service breaks.
9. 10. 11. 12. 13.
14.
15. 16. 17.
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Step 18. 19. 20. 21. 22. 23. Action The Rank field displays the rank for the calculation group. The Calc Group field displays the calculation group, such as FAC. If the calculation process creates the line, the Gen/Adj field displays G (generated). If it is entered online, it displays A (adjustment). The Action field displays the job action, such as LOA (leave of absence), occurring within the requested period. The Reason Code field displays the reason code associated with the action that makes it count toward accrued tenure. Use the Adjustment Reason field to adjust tenure accrual history records. You can add a new row or adjust an existing row. You can also modify a record generated by the system. However, running a calculation process in Delete & Rebuild History mode purges the record. Click the Notes button to display notes regarding the employee's tenure history. You successfully viewed the history of tenure time. End of Procedure.
24. 25.
Tracking Events
The Track Faculty Events business process enables you to track the following faculty events: activities; administrative posts; education, both school and professional training; honors and awards; licenses and certificates; memberships in professional organizations; presentations; publications, special projects; student advisement; teaching responsibilities; and committee membership. Upon completion of this lesson, you will be able to: Track an employee's activities. Track an employee's publications. Track an employee's student advisees. Track a faculty member's teaching responsibilities.
Tracking an Employee's Activities

The Activities page enables you to track employee activities. In this scenario, your goal is to enter activity information for an employee. Procedure
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Step 1.
Action Begin by navigating to the Activities page. Click the Workforce Development link.
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Step 2. 3.
Action Click the Faculty Events link. Click the Activities link.
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Step 4. 5. 6.
Action Enter the desired information into the EmplID field. Enter "KU0006". Click the Search button. Use the Activities page to track an employee's activities.
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Step 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18.
Action Click the Activity Type list. Click the Original Research list item. Click in the Activity field. Enter the desired information into the Activity field. Enter "Researching nanotechnology". Click in the Sponsor field. Enter the desired information into the Sponsor field. Enter "Department Head". Click in the From Date field. Enter the desired information into the From Date field. Enter "08/01/2007". Click in the Thru Date field. Enter the desired information into the Thru Date field. Enter "08/01/2010". Use the Compensated field to indicate if the employee was compensated or not for the activity. For this exercise, retain the default value in the Compensated field. Click in the Organization field.
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Step 19. 20. 21. Action Enter the desired information into the Organization field. Enter "Engineering Department". Click the Save button. You successfully entered information about an employee's activities. End of Procedure.
Tracking an Employee's Publications

The Publications page enables you to track publications such as books or journal and magazine articles. In this scenario, your goal is to add publication information for an employee. Procedure
Step 1.
Action Begin by navigating to the Publications page. Click the Workforce Development link.
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Step 2. 3. 4.
Action Click the Faculty Events link. Click the Track Events link. Click the Publications link.
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Step 5. 6. 7. 8.
Action Enter the desired information into the EmplID field. Enter "KU0006". Click the Search button. Use the Publications page to track an employee's publications. Use the Publication Number field to enter the publication number. For this exercise, retain the default publication number.
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Step 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20.
Action Click the Publication Type list. Click the Article list item. Click the Author Type list. Click the Author list item. Click in the Publication Title field. Enter the desired information into the Publication Title field. Enter "Scientific American". Click in the Publication Name field. Enter the desired information into the Publication Name field. Enter "Nanotechnology for Consumer Use". Click in the Publisher field. Enter the desired information into the Publisher field. Enter "Verlagsgruppe Georg von Holtzbrinck". Click in the Date field. Enter the desired information into the Date field. Enter "Oct 2003".
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Step 21. 22. 23. 24. 25. 26. Action Click in the Issue field. Enter the desired information into the Issue field. Enter "Oct 2003". Click in the Page Number(s) field. Enter the desired information into the Page Number(s) field. Enter "55-60". Click the Save button. You successfully added information about an employee's publications. End of Procedure.
Tracking an Employee's Student Advisees

The Student Advisement page enables you to track student advisement. In this scenario, your goal is to enter student advisement information between a professor and a student. Procedure
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Step 1. Action Begin by navigating to the Student Advisement page. Click the Workforce Development link.
Step 2. 3. 4.
Action Click the Faculty Events link. Click the Track Events link. Click the Student Advisement link.
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Step 5. 6. 7.
Action Enter the desired information into the EmplID field. Enter "KU0006". Click the Search button. Use the Student Advisement page to track an employee's student advisees.
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Step 8.
Action Use the Student Name field to enter the student advisee's name in the LastName,FirstName format. Enter the desired information into the Student Name field. Enter "Miller,John".
9. 10. 11. 12. 13. 14. 15. 16. 17. 18.
Click the Advisement Level list. Click the PhD Dissertation list item. Click in the From Date field. Enter the desired information into the From Date field. Enter "09/01/2005". Enter the desired information into the Thru Date field. Enter "09/15/2007". Click in the Project field. Enter the desired information into the Project field. Enter "PhD Dissertation on Robotics". Click in the Date Due field. Enter the desired information into the Date Due field. Enter "11/01/2007". Click the Save button.
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Step 19. Action You successfully entered employee student advisee information. End of Procedure.
Tracking a Faculty Member's Teaching Responsibilities

The Teaching Responsibilities page enables you to track the teaching responsibilities of your faculty. In this scenario, your goal is to enter teaching responsibility information for a professor who lectures to post-graduate students. Procedure
Step 1.
Action Begin by navigating to the Teaching Responsibilities page. Click the Workforce Development link.
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Step 2. 3. 4.
Action Click the Faculty Events link. Click the Track Events link. Click the Teaching Responsibilities link.
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Step 5. 6. 7.
Action Enter the desired information into the EmplID field. Enter "KU0006". Click the Search button. Use the Teaching Responsibilities page to track a faculty members teaching responsibilities.
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Step 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20.
Action Enter the desired information into the Course ID field. Enter "6.001". Click in the Title field. Enter the desired information into the Title field. Enter "Structure and Interpretation of Computer Programs". Click the Course Type list. Click the Lecture list item. Click in the Units field. Enter the desired information into the Units field. Enter "4". Click in the Term field. Enter the desired information into the Term field. Enter "1". Click in the Year field. Enter the desired information into the Year field. Enter "2007". Click in the Percent field. Enter the desired information into the Percent field. Enter "100.00".
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Step 21. 22. 23. 24. 25. 26. Action Click the Enrollment Type list. Click the PostGrad list item. Click in the Number Enrolled field. Enter the desired information into the Number Enrolled field. Enter "10". Click the Save button. You successfully entered a faculty member's teaching responsibilities. End of Procedure.
Managing Cases
The Track Faculty Events business process enables you to review employee cases. You can easily prepare a case and send it on to others for review while maintaining the confidentiality of the employee. You define the purpose of the case, for example, academic rank review. This feature enables you to manage the case review process within a case review group (such as a department), by reviewer, reviewer team, process step, dates received and forwarded, recommendations, and final actions. Upon completion of this lesson, you will be able to: Define the purpose of a case. Review information from specific reviewers. View less sensitive cases. View the final status of an employee case.
Defining the Purpose of a Case

The Case Review page enables you to define an employee case. For example, a case could involve a decision to give a faculty member a change in tenure status or a title change. In this scenario, your goal is to add information for a faculty member. Procedure
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Step 1.
Action Begin by navigating to the Case Review page. Click the Workforce Development link.
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Step 2. 3.
Action Click the Faculty Events link. Click the Identify Employee Case link.
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Step 4. 5. 6.
Action Enter the desired information into the EmplID field. Enter "KU0006". Click the Search button. Use the Case Review page to define an employee case.
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Step 7.
Action Use the Case ID field to enter a unique case identification number for the employee. Enter the desired information into the Case ID field. Enter "TR-001".
8.
Use the Case Type field to select the case type. Click the Case Type list.
9. 10.
Click the Title list item. Use the Case Status list to select the case status. Click the Case Status list.
11. 12. 13. 14.
Click the Open list item. Click the Tenure Status list. Click the On Track list item. Click in the Academic Rank field.
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Step 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. Action Enter the desired information into the Academic Rank field. Enter "901". Click in the Title field. Enter the desired information into the Title field. Enter "Professor of Engineering". Click in the Annual Rate field. Enter the desired information into the Annual Rate field. Enter "55000.00". Click in the Begin Date field. Enter the desired information into the Begin Date field. Enter "08/01/2007". Click the Outside Offer option. Click the Save button. You successfully defined information for an employee case. End of Procedure.
Reviewing Information From Specific Reviewers

The Review Path page enables you to review case information by selecting the employee and the case ID that you want to review. In this scenario, your goal is to review case information for an employee. Procedure
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Step 1.
Action Begin by navigating to the Review Path page. Click the Workforce Development link.
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Step 2. 3.
Action Click the Faculty Events link. Click the Case Information link.
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Step 4. 5. 6. 7. 8. 9.
Action Enter the desired information into the EmplID field. Enter "KU0006". Click in the SetID field. Enter the desired information into the SetID field. Enter "SHARE". Click the Search button. Use the Review Path page to review case information for an employee. Use the Review Dept field to select the appropriate identification (ID) for the department reviewing the case. For this exercise, retain the default review department. Each employee ID and case can have multiple reviewers. Use the Step field to enter a step number for each reviewer that an employee has. For this exercise, retain the default step number.
10.
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Step 11. 12. 13. 14. 15. 16. 17. 18. 19. 20.
Action Click in the Reviewer EmplID field. Enter the desired information into the Reviewer EmplID field. Enter "KU0003". Click in the Reviewer Team field. Enter the desired information into the Reviewer Team field. Enter "Engineering Department Heads". Click in the Case Received Date field. Enter the desired information into the Case Received Date field. Enter "09/12/2007". Click in the Recommendation Date field. Enter the desired information into the Recommendation Date field. Enter "09/12/2007". Click the Recommendation list. Click the Approve list item.
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Step 21. Action Use the Final Action option to specify that this is the last reviewer of the case. Click the Final Action option. 22. The Next Case Type and Next Review Date fields become available if the Final Action check box is selected. Select the next type of case that you anticipate for this employee, and enter the next review date. Click the Save button. You successfully entered information for specific reviewers. End of Procedure.
23. 24.
Viewing Less Sensitive Cases

The Case View page enables you to view the less sensitive information from the Case Review and Review Path pages. Although this page is display only, only users with access to the current steps in the review process can access this information. However, all users with access to an employee's job record can view this information. In this example, you will view information from the Case Review and Review Path pages. Procedure
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Step 1.
Action Begin by navigating to the Case View page. Click the Workforce Development link.
Step 2. 3.
Action Click the Faculty Events link. Click the Case Progress link.
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Step 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17.
Action Enter the desired information into the EmplID field. Enter "KU0006". Click the Search button. The Case View page enables you to view the less sensitive information from the Case Review and Review Path pages. This page is display only. The Tenure/Home Dept field displays the employee's home department from the Tenure Data page or the Job Data component. The Annual Rate field displays the employee's current annual salary from the Job Data component. The Academic Rank field displays the employee's current academic rank from the Tenure Data page. The Tenure Status field displays the employee's tenure status from the Tenure Data page. The Case ID is a unique case identification number for the employee. The Case Type field displays the type of case. The Case Status field displays the status of the case. The Tenure Status field displays the employees proposed tenure status. The Acad Rank field displays the proposed academic rank. The Title field displays the proposed title. The FTE field displays the proposed full-time equivalent for this position.
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Step 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. Action The Annual Rate field displays the proposed salary from the position. The Begin Date field displays the proposed begin date for the position. The Review Dept field displays the identification (ID) for the department reviewing the case, such as D2142 (economics department). The Reviewer EmplID field displays the employee ID of the person reviewing the case. The Reviewer Team field displays the team name or department description. The Case Received Date field displays the date the reviewer received the case. The Recommendation Date field displays the date the reviewer made the recommendation. The Forwarded Department field displays the department to which the case was forwarded if this is not the final step in the review process. The Forward Dt field displays the date the case was forwarded to the next reviewer. The Final Action check box will be selected if this is the last reviewer of the case. The Next Case Type and Next Review Date fields are available if the Final Action check box is selected. 28. You successfully viewed information from the Case Review and Review Path pages. End of Procedure.
Viewing the Final Status of an Employee Case

The Case Final Status page enables you to view the final, approved employee cases. This page displays details from approved cases only. You can use this information as a reference when you enter resulting changes in the faculty member's Job Data component. In this example, you will view the status of an employee's case. Procedure
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Step 1.
Action Begin by navigating to the Case Final Status page. Click the Workforce Development link.
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Step 2. 3. 4.
Action Click the Faculty Events link. Click the Manage Cases link. Click the Review Case Status link.
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Step 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18.
Action Enter the desired information into the EmplID field. Enter "KU0006". Click the Search button. The Case Final Status page enables you to view the final, approved employee cases. This page displays details from approved cases only. The Tenure/Home Dept field displays the employee's home department from the Tenure Data page or the Job Data component. The Annual Rate field displays the employee's current annual salary from the Job Data component. The Academic Rank field displays the employee's current academic rank from the Tenure Data page. The Tenure Status field displays the employee's tenure status from the Tenure Data page. The Case ID field displays the unique case identification number for the case. The Case Type field displays the case type. The Case Status field displays the final case status. The Tenure Status field displays the employees final tenure status. The Academic Rank field displays the employee's final rank. The Title field displays the final title for the employee. The Begin Date field displays the begin date for the new position.
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Step 19. 20. 21. 22. Action The Outside Offer check box will be selected if this employee has an outside offer of employment. The Details field displays the name of the organization offering the outside position, or other details about the offer. The Notes field displays notes related to the final status of the employee case. You successfully viewed the status of an employee case. End of Procedure.
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Enterprise HR 9.

0 - Track Faculty Events

COPYRIGHT & TRADEMARKS

Tracking Events .................................................................................................................. 33

Managing Cases .................................................................................................................. 50

Enterprise HR 9.0 - Track Faculty Events

Setting Up Administrative Posts

Step 10. 11. 12. 13. 14. 15.

Defining Tenure Data

Defining Prior Experience and Credits

11. 12. 13. 14. 15.

Click the Run button.

Step 16. 17. 18. 19.

Step 22. 23.

Viewing Related Jobs

Step 5. 6. 7. 8. 9. 10. 11. 12. 13. 14.

Viewing the Change History

8. 9. 10. 11. 12. 13. 14. 15.

Viewing the Service History

9. 10. 11. 12. 13.

15. 16. 17.

Tracking an Employee's Activities

Tracking an Employee's Publications

Tracking an Employee's Student Advisees

9. 10. 11. 12. 13. 14. 15. 16. 17. 18.

Tracking a Faculty Member's Teaching Responsibilities

Defining the Purpose of a Case

11. 12. 13. 14.

Reviewing Information From Specific Reviewers

Viewing Less Sensitive Cases

Step 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17.

Viewing the Final Status of an Employee Case

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