Faculty Workspace Overview

The following describes the features available in the My Activities and Forms section.

Manage your Activities by Fiscal Year

At the top of the workspace, you’ll find controls that allow you to manage activities within a specific fiscal year. 

From here, you can:

• Fiscal Year: View or switch between fiscal years. 
• Enter an Activity: Add a new activity to the fiscal year.
• Copy Activity: Copy an activity from a prior fiscal year into the selected fiscal year.

Workspace Dashboard

The dashboard provides an overview of required actions, your thresholds, and summer information (Academic-year faculty). 

Academic faculty dashboard

Health Science faculty dashboard

Dean/Faculty Administrator dashboard

• Summary: Notifications about required actions, such as unsubmitted forms or unsubmitted Annual Certification.
• Reported Time: Shows your time threshold, which is the number of hours you are allowed to engage in outside professional activities. The first bar shows how many hours you've reported against your time threshold. The second bar shows the number of hours that have exceeded your threshold. 
• Report Earnings (If applicable): Shows your earnings threshold, which is how much you can earn before you owe the plan. The first bar shows how much earnings you've reported against your threshold. The second bar shows the amount of earnings that have exceeded your threshold and will need to be paid to the plan. 
• Summer Months Information (If applicable): This is where academic year faculty indicate whether they will receive additional University compensation during the summer.
• Deans/Faculty Administrators: Their dashboard shows time with and without compensation. It also shows how many External For-Profit Boards they've signed up for.

Activity List: Viewing your Reported Activities

The activity list shows all activities you have entered for the selected fiscal year.

For each activity, you can:

• Show Details: Expand or collapse effort details.
• Forms: View prior approval forms (Category I, Student Involvement, Exceed Threshold, etc.).
• Edit: You have the option to edit your activity details, add student involvement, or move the activity to the next fiscal year.
  
• Delete: You can delete an activity only if there are no approved forms and no submitted Annual Certification associated with it.
• Enter Earnings/Effort: Select to add earnings and/or effort to the activity. Document all the time you spend on the activity and earnings (as applicable).
• Notes: Select to add notes or documentation to the activity. Entries can be viewed by staff with access to your activities.
• Edit Earnings/Effort: Your reported earnings/effort is shown below the activity. If you do not see it, select the Show Details button. You can modify the details. 
  
• Delete: You can delete the earnings/effort as needed.