Adding a New Appointment

There are two ways to manage faculty data in UC OATS; Faculty Data Import and manually managing faculty data. This article will focus on how to manually add a new faculty appointment. Please note, only one appointment can be primary and the sum of the faculty member's appointment across departments cannot be greater than 1.0 (100%). Also, faculty members cannot have two appointments within the same department. For example, if a faculty member is also a dean for the department, you would change the faculty type to a dean appointment (240 in 025 Context or 240 HSCP Context 671). 

To add a new faculty appointment,

1. Click on the "App Admin" button to open the Application Administrator workspace.
2. Make sure you are in the correct fiscal year. You can move forward and back through fiscal years by clicking the arrows.
3. Select the "Departments" tab and locate the department / unit where that faculty member should reside. You can use the (a) "Department Hierarchy Tree Structure" button or (b) you can click on the department / unit title links until you get to the appropriate location. 
4. Once you are in the appropriate department, click on the "Faculty" tab. The list of faculty within that unit will appear.
5. Click on the "Add Faculty" button. 
6. Enter the faculty member's name into the "Search for Faculty" search bar. UC OATS will search the database for the faculty member. A list of possible matches may appear. Select the faculty member's name.
7. Fill out the "Adding Faculty" form.
   WARNING: A faculty member's appointment cannot exceed 100% which is 1.0. Also, faculty members cannot have two appointments within the same department. For example, if a faculty member is also a dean for the department, you would change the faculty type to a dean appointment (240 in 025 Context or 240 HSCP Context 671). 
   1. Current faculty appointment - This section will show you the faculty member's current appointment. You can adjust the faculty member's appointment percentage in the space provided.
   2. New faculty appointment - You can change the faculty's primary appointment to the new appointment and adjust appointment percentages.
8. Click the "Save" button.