Track Fac Evnts Training

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Enterprise HR 9.0 - Track Faculty EventsCreated on 2/5/2010 10:46:00 AM


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Training GuideEnterprise HR 9.0 - Track Faculty Events

Page iii

Table of ContentsEnterprise HR 9.0 - Track Faculty Events ...................................................................1

Calculating Tenure................................... ........................... .......................... ........................ 1Setting Up Administrative Posts........................................................................................................ 1Defining Tenure Data ....................................................................................................................... 5Defining Prior Experience and Credits ............................................................................................ 11Calculating Tenure ......................................................................................................................... 16Viewing Related Jobs ..................................................................................................................... 22Viewing the Change History ........................................................................................................... 26Viewing the Service History ........................................................................................................... 29

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

Managing Cases ................................ .......................... ......................... .......................... ..... 50Defining the Purpose of a Case ....................................................................................................... 50Reviewing Information From Specific Reviewers............................................................................ 55Viewing Less Sensitive Cases ......................................................................................................... 60Viewing the Final Status of an Employee Case ............. ............. ............. ............. ............. ............. .. 63


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Enterprise HR 9.0 - Track Faculty EventsPeopleSoft Human Resources Track Faculty Eventsbusiness 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 processwithin 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 Eventsbusiness process in PeopleSoft Human Resources offers a tenuretracking feature that enables you to track the tenure eligibility of your faculty using complex rulesthat 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 PostsThe Administrative Posts Tablepage 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 Action1. Begin by navigating to the Administrative Post Table page.

Click the Set Up HRMS link.


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Step Action

2. Click the Product Related link.

3. Click the Workforce Development link.

4. Click the Administrative Posts link.


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Step Action

5. Click the Add a New Value tab.

6. Enter the desired information into the Administrative Post field. Enter "Dean".

7. Click the Add button.

8. Use the Administrative Post Table page to set up administrative posts.

9. The Administrative Post field is already populated based on the information youspecified 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 Action

10. Click in the Description field.

11. Enter the desired information into the Description field. Enter "Dean ofEducation".

12. Click the Post Type list.

13. Click the Title list item.

14. Click the Save button.

15. You successfully set up the administrative position of a Dean.

End of Procedure.

Defining Tenure DataThe 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 Action

1. Begin by navigating to the Tenure Data page.

Click the Workforce Development link.


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Step Action

2. Click the Faculty Events link.

3. Click the Create Tenure Data link.


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Step Action

4. Enter the desired information into the EmplID field. Enter "KU0006".

5. Click the Search button.

6. Use the Tenure Data page to maintain tenure tracking data for employees.


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Step Action

7. Use the Tenure Status list to select the employee's current status.

Click the Tenure Status list.

8. Click the Non Tenure On Tracklist item.

9. The Home Rankis automatically populated from the Position Data component orthe Job Code component. If you did not set up a home rank, select it here, such as005 (professor).

Click in the Home Rankfield.

10. Enter the desired information into the Home Rankfield. Enter "901".

11. 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 Action

13. 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. Click the Change Reason list.

15. Click the Retro Adj list item.

16. 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. Enter the desired information into the Original Track Date field. Enter

"01/01/2007".

18. Use the Tenure Home field to specify the department granting the employee's

tenure.

Click in the Tenure Home field.

19. Enter the desired information into the Tenure Home field. Enter "41000".20. Use the Service Calc. Group field to specify the group to calculate tenure accrual.

Click the Service Calc. Group list.

21. Click the FAC list item.

22. Click in the Mandatory Review Dt field.

23. Enter the desired information into the Mandatory Review Dt field. Enter

"08/01/2012".

24. Click in the Total Required field.

25. Enter the desired information into the Total Required field. Enter "10".



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Step Action

27. You successfully defined tenure data for an employee.

End of Procedure.

Defining Prior Experience and CreditsThe Prior Experience/Credits page enables you to track an employee's service accrued fromother institutions that counts toward your organization's tenure service clock. Before you track anemployee'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 Action

1. Begin by navigating to the Tenure Data page.



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Step Action




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Step Action



6. Use the Tenure Datapage to maintain tenure tracking data for employees.


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Step Action

7. Click the Prior Experience/Credits tab.

8. 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 Action

18. You successfully defined prior experience and credits for an employee.

End of Procedure.

Calculating TenureThe Batch Tenure Calcpage enables you to run tenure calculation processes and update tenureservice history. Before using this page, you must set up the Calculation Group page.

To enter the time period for the calculation process in the FromDate and To Date fields, thedates 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 Action

1. Begin by navigating to the Batch Tenure Calc page.



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Step Action


3. Click the Perform Tenure Calculations link.


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Step Action

4. 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, uniquelyidentifies the process you are running. The Run Control ID defines parameters thatare 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. Click the Add button.

7. Use the Batch Tenure Calc page to enter the request parameters. These parameterswill be used to define the processing rules and data to be included when the process

is run.

8. 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 usedby the calculation group that you are processing. The From Date and To Date fieldvalues must match a period begin and end date, respectively, in the calendar.


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Step Action

9. Use the Calc Group field to specify the calculation group for which you want to runtenure 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 Action

10. Use the EmplID field only to process tenure for an individual employee; otherwise,leave this field blank.

Click in the EmplID field.


12. 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 andRebuild History, Normal Run, and Update to History.

For this example, use the default.

13. Click the Run button.


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Step Action

14. Use the Process Scheduler Requestpage to enter or update parameters, such as

server name and process output format.

15. 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 servername that you last used will default in this field.

Step Action

16. Click the Server Name list.

17. Click the PSNT list item.

18. Use the Type field to select the type of output you want to generate for this job.

19. Use the Format field to define the output format for the report. The values aredependent upon the Process Type you have selected. In this example, the default

value is None.

20. Click the OKbutton.

21. Notice the Process Instance number appears. This number helps you identify theprocess you have run when you check the status.


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Step Action

22. Click the Process Monitor link.

23. Use the Process List page to view the status of submitted process requests.


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Step Action

24. 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. The Run Status is now Success.

26. You successfully calculated the tenure for an employee.

End of Procedure.

Viewing Related JobsThe Related Jobs page enables you to review current jobs that count toward an employee'stenure. This page is display-only.

In this topic, your goal is to view related jobs for an employee.

Procedure


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Step Action

1. Begin by navigating to the Related Jobs page.



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Step Action


3. Click the Calculate Tenure link.

4. Click the Review Related Jobs link.


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Step Action

5. Enter the desired information into the EmplID field. Enter "PJ016".


7. Use the Related Jobs page to review current jobs that count toward an employee's

tenure. This page is display-only.8. The Tenure Home field displays the code for the department in which the employee

received, or will receive, tenure.

9. The Tenure Status field displays the employee's tenure status.

10. The Track Start Dt field displays the date tenure tracking began for the employee.

11. The Calc Group field displays the calculation group used to calculate this

employee's tenure, such as FAC.

12. The Override Calc field displays a value only if the Override Calculation? checkbox is selected on the Tenure Data page.

13. The Tenure Granted Dt field displays the date tenure was granted if the employee

received tenure status.

14. The FTE For Accrual field displays the employee's FTE value, such as .80 for anemployee working 80 percent of a normal full-time schedule. Maintain the FTE for

accrual on the Employment Data - Employment Informationpage.

15. The Current Department field displays the employee's current department.

16. The Job Code field displays the employee's job code number and a description of

the job.


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Step Action

17. The Position field displays the employee's position number and a description of the

position.

18. You successfully viewed related jobs for an employee.

End of Procedure.

Viewing the Change HistoryYou use the Change Historypage 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 anemployee.

Procedure

Step Action

1. Begin by navigating to the Change History page.



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Step Action


3. Click the Calculate Tenure link.

4. Click the Review Rank/Status History link.


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Step Action



7. The Change Historypage enables you to view changes made to academic rank and

tenure status associated with a home department. The system automatically trackschanges. This page is display-only.

8. The Tenure Home field displays the code for the department in which the employeereceived, or will receive, tenure.

9. The Tenure Status field displays the employee's tenure status.

10. The Calc Group field displays the calculation group used to calculate this

employee's tenure, such as FAC.

11. The Track Start Date field displays the date tenure tracking began for the

employee.

12. The Override Calc field displays a value only if the Override Calculation check

box is selected on the Tenure Data page.13. The Tenure Granted Date field displays the date tenure was granted if the

employee received tenure status.

14. The Academic Rankfield displays the employee's academic rank at the time of the

rank or status change.

15. The Tenure Status field displays the employee's tenure status at the time of the rankor status change.


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Step Action

16. The Action Date field displays the date the rank or status change takes place.

17. The Change Reason field displays the reason for the rank or status change.

18. You successfully viewed the change history for academic rank and tenure status.

End of Procedure.

Viewing the Service HistoryThe Service History page enables you to view the permanent results of a calculation process runin 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 thetotals 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 Action

1. Begin by navigating to the Service History page.


Step Action




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Step Action



6. 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 automaticallyupdates the totals on the Tenure Data page.


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Step Action

7. Click the Service History tab.

8. 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.

9. The Total Time Required field displays the total number of service years requiredfrom the Tenure Datapage.

10. The Total Time Accrued field displays the number of years accrued toward tenure.

11. The Prior field displays tenure credits for prior experience from the PriorExperience/Creditspage.

12. The Time to Accrue field displays the remaining number of years before tenure is

granted.

13. 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 theperiod already exists.

14. 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 periodalready exists.

15. The Service w/o Breaks field displays the percent of FTE accrued without service

breaks.

16. The Total Service Accrued field displays the total percentage of services accrued.This field increases incrementally when the calculation process is run.

17. The Accum Breaks field displays the accumulated service breaks.


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Step Action

18. The Rankfield displays the rank for the calculation group.

19. The Calc Group field displays the calculation group, such as FAC.

20. If the calculation process creates the line, the Gen/Adj field displays G (generated).

If it is entered online, it displays A (adjustment).

21. The Action field displays the job action, such as LOA (leave of absence), occurring

within the requested period.

22. The Reason Code field displays the reason code associated with the action that

makes it count toward accrued tenure.

23. Use the Adjustment Reason field to adjust tenure accrual history records. You canadd a new row or adjust an existing row. You can also modify a record generated bythe system. However, running a calculation process in Delete & Rebuild History

mode purges the record.

24. Click the Notes button to display notes regarding the employee's tenure history.

25. You successfully viewed the history of tenure time.End of Procedure.

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 andawards; licenses and certificates; memberships in professional organizations; presentations;

publications, special projects; student advisement; teaching responsibilities; and committeemembership.

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 ActivitiesThe 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 Action

1. Begin by navigating to the Activities page.



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Step Action


3. Click the Activities link.


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Step Action



6. Use the Activities page to track an employee's activities.


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Step Action

7. Click the Activity Type list.

8. Click the Original Research list item.

9. Click in the Activity field.10. Enter the desired information into the Activity field. Enter "Researching

nanotechnology".

11. Click in the Sponsor field.

12. Enter the desired information into the Sponsor field. Enter "Department Head".

13. Click in the From Date field.

14. Enter the desired information into the From Date field. Enter "08/01/2007".

15. Click in the Thru Date field.

16. Enter the desired information into the Thru Date field. Enter "08/01/2010".

17. 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.

18. Click in the Organization field.


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Step Action

19. Enter the desired information into the Organization field. Enter "Engineering

Department".


21. You successfully entered information about an employee's activities.

End of Procedure.

Tracking an Employee's PublicationsThe 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 Action

1. Begin by navigating to the Publications page.



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Step Action


3. Click the Track Events link.

4. Click the Publications link.


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Step Action



7. Use the Publications page to track an employee's publications.

8. Use the Publication Number field to enter the publication number. For thisexercise, retain the default publication number.


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Step Action

9. Click the Publication Type list.

10. Click the Article list item.

11. Click the Author Type list.

12. Click the Author list item.

13. Click in the Publication Title field.

14. Enter the desired information into the Publication Title field. Enter "ScientificAmerican".

15. Click in the Publication Name field.

16. Enter the desired information into the Publication Name field. Enter"Nanotechnology for Consumer Use".

17. Click in the Publisher field.

18. Enter the desired information into the Publisher field. Enter "VerlagsgruppeGeorg von Holtzbrinck".

19. Click in the Date field.

20. Enter the desired information into the Date field. Enter "Oct 2003".


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Step Action

21. Click in the Issue field.

22. Enter the desired information into the Issue field. Enter "Oct 2003".

23. Click in the Page Number(s) field.

24. Enter the desired information into the Page Number(s) field. Enter "55-60".


26. 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 astudent.

Procedure


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Step Action

1. Begin by navigating to the Student Advisementpage.


Step Action



4. Click the Student Advisement link.


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Step Action



7. Use the Student Advisement page to track an employee's student advisees.


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Step Action

8. Use the Student Name field to enter the student advisee's name in theLastName,FirstName format.

Enter the desired information into the Student Name field. Enter "Miller,John".

9. Click the Advisement Level list.

10. Click the PhD Dissertation list item.

11. Click in the From Date field.

12. Enter the desired information into the From Date field. Enter "09/01/2005".

13. Enter the desired information into the Thru Date field. Enter "09/15/2007".

14. Click in the Project field.

15. Enter the desired information into the Project field. Enter "PhD Dissertation on

Robotics".

16. Click in the Date Due field.

17. Enter the desired information into the Date Due field. Enter "11/01/2007".



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Step Action

19. You successfully entered employee student advisee information.

End of Procedure.

Tracking a Faculty Member's Teaching ResponsibilitiesThe Teaching Responsibilitiespage enables you to track the teaching responsibilities of yourfaculty.

In this scenario, your goal is to enter teaching responsibility information for a professor wholectures to post-graduate students.

Procedure

Step Action

1. Begin by navigating to the Teaching Responsibilitiespage.



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Step Action



4. Click the Teaching Responsibilities link.


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Step Action



7. Use the Teaching Responsibilitiespage to track a faculty members teaching

responsibilities.


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Step Action

8. Enter the desired information into the Course ID field. Enter "6.001".

9. Click in the Title field.

10. Enter the desired information into the Title field. Enter "Structure andInterpretation of Computer Programs".

11. Click the Course Type list.

12. Click the Lecture list item.

13. Click in the Units field.

14. Enter the desired information into the Units field. Enter "4".

15. Click in the Term field.

16. Enter the desired information into the Term field. Enter "1".17. Click in the Year field.

18. Enter the desired information into the Year field. Enter "2007".

19. Click in the Percent field.

20. Enter the desired information into the Percent field. Enter "100.00".


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Step Action

21. Click the Enrollment Type list.

22. Click the PostGrad list item.

23. Click in the Number Enrolled field.

24. Enter the desired information into the Number Enrolled field. Enter "10".


26. You successfully entered a faculty member's teaching responsibilities.

End of Procedure.

Managing CasesThe 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 adepartment), 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 CaseThe 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 Action

1. Begin by navigating to the Case Review page.



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Step Action


3. Click the Identify Employee Case link.


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Step Action



6. Use the Case Review page to define an employee case.


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Step Action

7. 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. Click the Title list item.

10. Use the Case Status list to select the case status.

Click the Case Status list.

11. Click the Open list item.

12. Click the Tenure Status list.

13. Click the On Tracklist item.

14. Click in the Academic Rankfield.


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Step Action

15. Enter the desired information into the Academic Rankfield. Enter "901".

16. Click in the Title field.

17. Enter the desired information into the Title field. Enter "Professor of Engineering".

18. Click in the Annual Rate field.

19. Enter the desired information into the Annual Rate field. Enter "55000.00".

20. Click in the Begin Date field.

21. Enter the desired information into the Begin Date field. Enter "08/01/2007".

22. Click the Outside Offer option.


24. You successfully defined information for an employee case.

End of Procedure.

Reviewing Information From Specific ReviewersThe 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 Action

1. Begin by navigating to the Review Pathpage.



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Step Action


3. Click the Case Information link.


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Step Action


5. Click in the SetID field.

6. Enter the desired information into the SetID field. Enter "SHARE".


8. Use the Review Pathpage to review case information for an employee.

9. Use the Review Dept field to select the appropriate identification (ID) for the

department reviewing the case. For this exercise, retain the default reviewdepartment.

10. 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.


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Step Action

11. Click in the Reviewer EmplID field.

12. Enter the desired information into the Reviewer EmplID field. Enter "KU0003".

13. Click in the Reviewer Team field.

14. Enter the desired information into the Reviewer Team field. Enter "EngineeringDepartment Heads".

15. Click in the Case Received Date field.

16. Enter the desired information into the Case Received Date field. Enter"09/12/2007".

17. Click in the Recommendation Date field.

18. Enter the desired information into the Recommendation Date field. Enter"09/12/2007".

19. Click the Recommendation list.

20. Click the Approve list item.


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Step Action

21. 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 FinalAction check box is selected. Select the next type of case that you anticipate for thisemployee, and enter the next review date.


24. You successfully entered information for specific reviewers.End of Procedure.

Viewing Less Sensitive Cases

The Case View page enables you to view the less sensitive information from the Case Reviewand 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 anemployee'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 Action

1. Begin by navigating to the Case View page.


Step Action


3. Click the Case Progress link.


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6. 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.7. The Tenure/Home Dept field displays the employee's home department from the

Tenure Data page or the Job Data component.

8. The Annual Rate field displays the employee's current annual salary from the JobData component.

9. The Academic Rankfield displays the employee's current academic rank from theTenure Data page.

10. The Tenure Status field displays the employee's tenure status from the Tenure

Data page.

11. The Case ID is a unique case identification number for the employee.

12. The Case Type field displays the type of case.

13. The Case Status field displays the status of the case.

14. The Tenure Statusfield displays the employees proposed tenure status.

15. The Acad Rankfield displays the proposed academic rank.

16. The Title field displays the proposed title.

17. The FTE field displays the proposed full-time equivalent for this position.


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18. The AnnualRate field displays the proposed salary from the position.

19. The Begin Date field displays the proposed begin date for the position.

20. The Review Dept field displays the identification (ID) for the department reviewing

the case, such as D2142 (economics department).

21. The Reviewer EmplID field displays the employee ID of the person reviewing the

case.

22. The Reviewer Team field displays the team name or department description.

23. The Case Received Date field displays the date the reviewer received the case.

24. The Recommendation Date field displays the date the reviewer made therecommendation.

25. The Forwarded Department field displays the department to which the case wasforwarded if this is not the final step in the review process.

26. The Forward Dt field displays the date the case was forwarded to the next reviewer.

27. 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 FinalActioncheck 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 CaseThe 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 Action

1. Begin by navigating to the Case Final Statuspage.



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Step Action


3. Click the Manage Cases link.

4. Click the Review Case Status link.


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7. The Case Final Status page enables you to view the final, approved employee

cases. This page displays details from approved cases only.8. The Tenure/Home Dept field displays the employee's home department from the

Tenure Data page or the Job Data component.

9. The Annual Rate field displays the employee's current annual salary from the JobData component.

10. The Academic Rankfield displays the employee's current academic rank from theTenure Data page.

11. The Tenure Status field displays the employee's tenure status from the Tenure

Data page.

12. The Case ID field displays the unique case identification number for the case.

13. The Case Type field displays the case type.

14. The Case Status field displays the final case status.

15. The Tenure Statusfield displays the employees final tenure status.

16. The Academic Rankfield displays the employee's final rank.

17. The Title field displays the final title for the employee.

18. The Begin Date field displays the begin date for the new position.


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Step Action

19. The Outside Offer check box will be selected if this employee has an outside offerof employment.

20. The Details field displays the name of the organization offering the outside position,

or other details about the offer.21. The Notes field displays notes related to the final status of the employee case.

22. You successfully viewed the status of an employee case.

End of Procedure.

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