Over Time and Earnings Threshold Forms

This article outlines the process of reviewing overtime and earnings threshold forms. When a faculty member surpasses their time or earnings threshold, an "Exceed Threshold" form is automatically generated. When completing this form, the faculty member should provide an accurate and comprehensive estimate of the time they plan to dedicate to the activity. It is highly recommended the faculty estimate up, so they have enough time and earnings to work with. Once the form is approved, the threshold for that specific activity is adjusted accordingly. If the faculty member exceeds the newly approved time or earnings threshold for the activity, a new "Exceed Threshold" form will be generated to ensure compliance and proper tracking.

To review an Exceed Threshold form:

1. Go to the Dashboard and view the "Forms in my Queue" section. The prior approval forms that have been waiting the longest will be at the top.

   

2. Click on the Exceed Threshold form you wish to review.
3. Ensure the Exceed Threshold form includes all the required information needed for the approver (e.g., Department Chair, Dean) to make an informed decision.
4. Check the Notes field for additional information and attachments.
5. Scroll to the bottom of the form to view available actions. 

   Review Options:

   • Mark As: Reviewed - Click Reviewed if the form is complete and ready to be forwarded to the approver (e.g., Department Chair, Dean).
   • Return To: Department/Faculty - Selecting this option will return the form to the specified location. Be sure to provide a detailed explanation in the space provided, outlining the reason for returning the form.

   
   Additional Options:

   • Add Alternate Approver - If a conflict of interest exists between the faculty member and the approver (e.g., they are married, related, etc.), you can assign an alternate approver. To do this, click the "Add Alternate Approver" button and select a person from the drop-down menu. If no alternate approver is listed in the system, contact your supervisor. Your supervisor can then reach out to your campus OATS administrator to request the addition of an alternate approver for your department.
6. Click the Submit Action button.