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: 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
   • Not in goodstanding: Select this option when a faculty is not in good standing. This will add an indicator to the faculty's name.
   • 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 time when necessary.
   • Override earnings threshold: Use this option to override the faculty's earnings threshold.
   • 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/Earnings Threshold - The threshold bars display the reported hours and earnings the faculty has reported engaging in outside activities.
5. 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

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

This is where reviewers will document payments that have been made to the Health Sciences Compensation Plan.