Workspace Overview: Faculty Button

---

This article provides an overview of the Faculty section of the Reviewer workspace. The Faculty section is where you can view:

• A list of faculty within a department/unit
• A list of faculty who have exceeded or are close to exceeding their threshold
• Faculty's workspace (time threshold, activities, prior approval forms, annual certification report PDF)
• Manage faculty's email notifications
• Change faculty's status in UC OATS to 'on leave'
• View system emails that have been sent to faculty
• View recent system changes made to faculty's account
• Change faculty's status to 'separated' and trigger annual certification report
• Override faculty's threshold

---

All Faculty

The All Faculty tab displays all faculty within the selected department/unit. 

1. Faculty Filters: You can filter faculty based on specific criteria, such as those with outside activities, those not in good standing, those currently on leave, and faculty who have separated.
2. Faculty Details: You can access detailed information about a faculty member, including their workspace, time threshold, and more. Simply click on the faculty member's name to view these details.

---

Faculty Details

The Faculty Details page provides a comprehensive view of a faculty member's information, including their workspace, system emails sent, recent changes made to their account, and additional relevant details.

1. Actions
   • Manage Notifications: As a reviewer, you can manage email notifications for faculty members. Since faculty cannot adjust their own notification preferences, you will need to handle any requests to unsubscribe them from specific emails. To unsubscribe a faculty member from a particular email type, simply deselect the corresponding checkbox in their notification settings.

     

   • Enter an Activity: This option enables reviewers with the "Historical Data Manager" role to input activities on behalf of a faculty member, allowing for the entry of historical data as needed.
   • Annual Certification: After an annual certification report has been accepted, you can click the Annual Certification button to view detailed information and access a PDF copy of the signed annual certification form.
2. Additional Options:
   • Activities: Shows the faculty's list of activities and prior approval forms.
   • Emails: This section provides a record of all system-generated emails that have been sent to the faculty member, allowing you to review communication history as needed. 

     

   • System Messages: This section displays system-generated alerts, providing insight into any notifications or warnings related to the faculty member's account. 
   • Deleted Activities: This section lists activities that have been removed from the faculty's workspace. If needed, you have the option to restore a deleted activity by selecting the Undelete option. 
3. Faculty Status / Fiscal Status
   • Leave to engage in outside activity: Select this option when a faculty member is on leave specifically to engage in an outside activity. Once selected, an indicator will appear next to the faculty member's name to highlight their status.
   • Override time threshold: Use this option to override the faculty member's earnings threshold when necessary.
   • Include in 240-246 report: Select this option to include the faculty member in the 240-246 Report submitted to UCOP.
   • Separated: Select this option when a faculty member is separating from the university. Once selected, you will have the option to activate the Annual Certification button for the faculty member to finalize their certification process.
4. Time Threshold - The Time Threshold bar visually tracks the number of hours a faculty member has reported engaging in outside activities relative to their time threshold. The Exceeded Time bar represents the total number of hours that have exceeded the time threshold.
5. Back to list - Select this button to return to the faculty list.

---

Over Time Threshold 

Faculty members who exceed their time threshold will be automatically placed in the "Over Time TH" tab for monitoring and further action.

---

Over Earnings Threshold

You may disregard this tab unless you are managing Health Sciences faculty. Faculty members who exceed their earnings threshold will appear in the "Over Earnings TH" tab for tracking and review.

---

Approaching Threshold

Faculty members who are within 10% of reaching their time threshold will be automatically placed in the "Approaching TH" tab, allowing you to monitor their status closely.

 

---

Faculty Payments

You may disregard this tab unless you are assigned to Health Sciences faculty. This section is designated for documenting payments made to the Health Sciences Compensation Plan for applicable faculty members.