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Removing Existing Appointments


There are two ways to manage faculty data in UC OATS: Faculty Data Import and manual management. This article focuses on how to manually remove an existing faculty appointment. Please note that an appointment can only be removed if it is not the primary appointment. If it is the primary appointment, you must first assign a new primary appointment before proceeding. Removing a faculty appointment does not delete the faculty member from UC OATS. For more information on separating a faculty member, refer to the  Annual Certification (Separated Faculty) article. 

Note:
  • Confirm the faculty's appointments are removed from all relevant fiscal years. You will need to use the Fiscal Year indicator to check fiscal years.

To remove an existing faculty appointment:

  1. Click on the App Admin tab.Application Administrator workspace page
  2. Ensure you are in the correct fiscal year. You can move forward and back through fiscal years by clicking the arrows.
  3. Select the Departments button and locate the unit where that faculty member resides. You can use the (a) Department Hierarchy Tree Structure button or (b) you can click on the unit title links until you get to the appropriate location. 
  4. Once you are in the appropriate department, click on the Faculty button.faculty tab page
  5. Locate the faculty member and click on the Delete button. Please note: an appointment can only be removed if it is NOT the primary appointment. If it is the primary appointment, you must set a new primary appointment before you can remove the appointment. 
  6. Review the disclaimer and then click the Submit button.disclaimer before deleting appointment

Last Modified: 2020-08-27 10:01:33.53059-07