Workspace Overview: Faculty Button

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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

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All Faculty

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

1. Faculty Filters - You can filter faculty by those with outside activities, not in good standing, on leave, and faculty who have separated. 
2. Faculty Details - You can view faculty details such as the faculty's workspace, threshold, etc. To view these details click on the faculty member's name.

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Faculty Details

The Faculty Details page shows the faculty member's workspace, system emails that have been sent, recent changes to the faculty's account and much more.

1. Actions
   • Manage Notifications - You have the ability to manage faculty member email notifications. Faculty cannot manage their own email notifications, so if they request to unsubscribe to a particular email you will need to do it for them. To unsubscribe the faculty member to an email type, deselect the check box.

     

   • Annual Certification - Once an annual certification report has been accepted you will be able to select the annual certification button to view details and a PDF of the signed annual certification form. 
2. Tabs
   • Activities- Shows the faculty member's list of activities and prior approval forms. All options are read only except for the activity notes. You can add activity notes from this screen.
   • Emails - This section shows all system emails that have been sent to the faculty member. 

     

   • System Messages - Shows system alerts that have been generated. 
3. Faculty Status / Fiscal Status
   • Leave to engage in outside activity - Select his option when a faculty member is on leave to engage in an outside activity. When selected there will be an indicator beside the faculty member's name.
   • Override earnings threshold - Select this option to override the faculty member's earnings threshold. 
   • Override time threshold - Select this option to override the faculty member's threshold.
   • Include in 240-246 report - Select this option to include the faculty member in the 240-246 report to UCOP.
   • Separated - Select this option when a faculty member is separating from the university. When selected you will have the option to trigger the Annual Certification button for that faculty member. 
4. Time Threshold - The time threshold bar displays the number of hours the faculty has reported engaging in outside activities and their time threshold.
   • Green Bar (first bar) - The green bar indicates the total number of hours / earnings reported within their threshold.
   • Gold Bar (second bar) - The gold bar indicates the total number of hours/ earnings reported that exceeds their threshold.
5. Activity Description - Hover over the activity label icon to view the activity description entered by the faculty member.
   
6. Back to faculty list - Select this button to return to the faculty list.

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Over Time Threshold 

When a faculty member exceeds their time threshold they will be placed in the 'Over Time TH' tab. 

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Over Earnings Threshold

You may disregard this tab. When a Health Science faculty member exceeds their earnings threshold, they will be shown in the 'Over Earnings TH' tab.

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Approaching Threshold

When a faculty member is within 10% of reaching their time threshold they will be placed in the 'Approaching TH' tab.

The faculty member will also receive a disclaimer letting them know they are close to exceeding their time threshold.

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Faculty Payments

You may disregard this tab. This section is where reviewers assigned to Health Science faculty would document payments that have been made to the Health Sciences Compensation Plan.