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Administrator Guide
Last Updated: 2023-06-23
Steps: Manage Academic Appointments

Steps: Manage Academic Appointments

You can track academic appointments, including:
  • Relevant dates.
  • Academic unit or department affiliation.
  • Named professorships.
  • Rank.
  • Title.
  • Tenure status for paid and unpaid academic members.
  1. Set up academic staffing with these tasks:
    Task
    Description
    Notes
    Maintain Academic Track Type Categories
    Define categories, such as
    Regular Professional Faculty
     and
    Administrative
    .
    Track types track an academic appointment.
    Maintain Academic Track Type Category Groups
    Organize categories into groups. You can include each category in only 1 category group.
    Categories and category groups simplify reporting on academic track types.
    Maintain Academic Appointment Identifier Types
    Describe the identifier types and indicate which ones are primary.
    Maintain Academic Appointment Identifiers
    Create the identifiers and map them to identifier types. A typical appointment will be a
    Primary
    ,
    Joint
    , or
    Dual
     appointment.
    Appointment identifier is a required field on faculty appointments.
    Maintain Academic Ranks
    Select the
    Emeritus
     check box to associate an emeritus status with a rank.
    Rank Order
     determines the order in which the options for the
    Rank
     field display in prompts.
    You can use faculty rank to track promotions throughout an appointment. You can only select ranks associated with the appointment track type.
    If you inactivate a rank it remains in historical reporting, but you can't assign it to new appointments.
    Use the
    Maps to IPEDS Rank
     field to define your ranks for IPEDS reporting.
    Maintain Academic Tenure Statuses
    Select the
    Tenured
     check box for the
    Academic Tenure Status
     that reflects tenure achieved.
    Tenure status simplifies reporting and qualifies academic employees for select compensation and benefits. You can only select statuses associated with the appointment track type.
    Maintain Academic Periods
    Specify the
    Start Date
    ,
    End Date
    , and
    Academic Year
     for each period.
    In custom reports, you can use academic period report fields to select appointment date ranges. It's best when date ranges don't overlap.
    Maintain Appointment Specialties
    Select an
    Academic Unit or Academic Unit Hierarchy
     and then manage existing specialties and subspecialties to make them visible during appointment business processes.
    Create appointment specialties and subspecialties using the
    Create Specialty
     and
    Create Subspecialty
     tasks.
    Maintain Appointment Title Rules
    Specify a
    Track Type
     and select a rule for the associated
    Position
    .
    The rules you specify in the
    Maintain Appointment Title Rules
     task automatically populate the
    Constructed Title
     field of these tasks:
    • Add Academic Appointment
    • Update Academic Appointment
    Security:
    Set Up: Academic Appointments and Related Data
    ,
    Set Up: Academics
    , and
    Set Up: Appointment Specialties
     domains in the Academic Faculty functional area.
  2. You can use track types to differentiate faculty based on rank and eligibility for promotion, tenure, and sabbatical programs.
  3. Identify academic unit types within the college or university:
    1. Access the
      Maintain Academic Unit Subtypes
       task.
      Security:
      Set Up: Academic Units
       domain in the Academic Faculty functional area.
    2. Give each subtype a name and select its usage. Example: Create a
      College
       or
      University
       subtype for use with an academic unit hierarchy, and
      Department
       or
      Lab
      subtypes for use with academic units. These subtypes define groupings for prompt folders and reporting.
    3. Select the
      Visible on Public Views
       check box to indicate which subtype is assigned to the top node of the academic unit hierarchy representing your actual organizational structure. When you view academic units, the selected subtype displays in the
      Included In
       context for the academic unit hierarchy.