Faculty and Other Academic Appointments

November 14, 2014

OFAS and YSM Information Sessions

This presentation may contain forward-looking statements for which there are risks, uncertainties, and assumptions. If the risks materialize or assumptions prove incorrect, the Faculty Team’s business results and directions could differ materially from results implied by the forward-looking statements……

Any unreleased services, features, functionality or enhancements …..are subject to change ……and may not be delivered as planned (or at all). rkday

“Safe Harbor”

• Workday will be the single source of Academic Appointment data

• All current and historical Academic Appointment information will be loaded for active Faculty and Postdocs

• Faculty and Postdoc appointees terminated in the last five (5) years will have their full academic appointment history loaded into Workday

• An individual must hold an Academic Appointment in order to be in an Academic Unit in the Academic Structure

• Persons in Workday holding an Academic Appointment may be Faculty, Other Academic Appointees (e.g., Postdocs), or Academic Affiliates

Guiding Principles

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• Configuration• Appointments

• Academic Tracks and Ranks

• Academic Structure

• Academic Pay

• Academic Leaves

• Named Professorships

• Academic Affiliates

• Academic Titles

• Centers, Programs and Institutes

• Business Processes• Add, Update, End Academic Appointments

• Hire, Termination, Change Job

• Manage Education, Manage Committees, Request Compensation Change

• Cross-Functional Overlap• Principal Investigator

• FTE

• Identify and Access Management (IAM)

• Security

• Committees

• Reporting

Agenda Topics

Academic Staffing Functionality

Appointments and People

Employee

Academic Affiliate

Contingent Worker

ACADEMIC U

NITS

(APPOIN

TMENTS)SUPERVISORY ORGANIZATIONS

(POSITIONS)

Academic Appointments

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• An academic appointment tracks an appointee’s activity at a university or college. (Workday definition)

• An academic appointment is provided to individuals who are directly involved in the delivery of academic education, research and practice at Yale

• Workday provides business processes to track academic appointments for paid and unpaid academic members, including relevant dates, academic unit affiliation, rank, title, and tenure status.

• Configurable attributes of an academic appointment include:

Academic Appointments

• Rank• Track Types• Academic Units (AU)

• Academic Unit Types• Academic Roles

• Academic Appointment Types• Roster Percentage (future topic)• FTE / Blended FTE (future topic)

• Related Academic Unit/Assignment to• Date to Rank• Where Co-Terminous• Adjusted Rank Date

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Academic Appointment Attributes

Academic Tracks & Ranks

• At Yale, distinctions are made among ladder faculty ranks, non-ladder instructional ranks, and research ranks

• An academic track is used to group academic ranks; different academic appointments have different sets of privileges and require different academic tracks

• Seven (7) Track Types – Ladder, Non-Ladder Teaching, Professional Practice, Research, Academic Administrative, Academic Affiliate, Training

• Tracks within a Track Type are based on unique ranks per School

• New Academic Administrative Track - Appointment type will be "Dual"

• Emeritus Faculty = own track and rank in the Ladder Track Type

• Named Professorship appointments = own track in the Ladder Track Type

• All Faculty and Postdoc Jobs (HCM) will use Position Management

Academic Ranks and Tracks

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• Configure the Yale Academic tracks and the ranks available within the track

• Attributes

Track Types

• Name• Category / Category Group • Rank(s)

• Available in Track• Include Promotion Program

• Academic Review Date (on appointment)

• Include Tenure Program• Tenure Home (on appointment)• Tenure Status (on appointment)• Probationary End Date (on

appointment)• Include Sabbatical Program

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Academic Track Type Categories and Track Types

Track Type Category Track Types

Ladder LadderNamed ProfessorshipEmeritusLadder to TenureClinician-EducatorClinician-ScholarInvestigatorUndifferentiatedClinical Track

Non-Ladder Teaching TeachingOther InstructionalAdjunctVisiting

Professional Practice Ladder EquivalentOther Non LadderClinical Track – LawClinician

Research Research

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Academic Track Type Categories and Track Types (cont’d)

Track Type Category Track Types

Academic Administrative Academic Administrative

Academic Affiliate Academic AffiliateVoluntary/Courtesy

Training Training

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Academic Tracks (example - Nursing)

Ladder

Ladder

Clinical Track

Undifferentiated

Emeritus

Named Professorship

Non-Ladder

Teaching

Adjunct

Visiting

Research TrainingAcademic Affiliate

Academic Administrative

Voluntary/Courtesy

Academic Affiliate

Academic Tracks (example – SOM)

Ladder

Ladder

Emeritus

Named Professorship

Academic Tracks (example)

Academic Tracks (example)

Academic Ranks (example)

SAMPLE ONLY

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Academic Administrative Track

Academic Administrative Ranks # in Rank

President 1

Provost 1

Deputy Provost 5

Dean 15

Division Director 4

Master 12

Chair of Council of Masters 1

Director of Graduate Studies* #

Director of Undergraduate Studies* #

Department Chair** 83

Section Chief** 58

Acting or Interim Dean or Chair varies

* Not consistently tracked today; ** Needs validation

Academic Administrative appointments will have an appointment identifier type of “Dual”

Used to track faculty who are given Academic Administrative appointments

All appointees in this track also hold an academic appointment in a school/department/section

Current and future appointments will be recorded in Workday

Academic Structure

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Academic Unit Hierarchy

Create academic unit hierarchies to reflect Yale’s Academic Structure.

Each academic unit hierarchy is a single node that is part of a larger hierarchy or tree.

Academic unit hierarchies are primarily for reporting

Position : Supervisory Organization :: Academic Appointment : Academic Unit

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Yale Academic Structure

PresidentProvost

Yale CollegeGraduate SchoolFaculty of Arts and Sciences

Humanities

ClassicsEast Asian Languages and LiteraturesEnglishFrenchGermanHistoryHistory of Art

HumanitiesItalian Languages and LiteraturesJudaic StudiesComparative LiteratureMusic DepartmentNear Eastern Languages and Civilizations

PhilosophyReligious StudiesFilm StudiesSlavic Languages and LiteraturesSpanish and PortugueseTheater Studies

Social Sciences

AnthropologyEconomicsLinguisticsPolitical Science

PsychologySociologyStatistics

Biological Sciences

Ecology and Evolutionary BiologyMolecular Biophysics and BiochemistryMolecular, Cellular, and Developmental Biology

Physical Sciences

Applied PhysicsAstronomyChemistryComputer Science

Geology and GeophysicsMathematicsPhysics

(Academic Units are in green, italic font)

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Yale Academic Structure (cont’d)

Faculty of Arts and Sciences (cont’d)

School of Engineering and Applied Sciences

Biomedical EngineeringChemical and Environmental EngineeringElectrical EngineeringMechanical Engineering and Materials Science

Interdisciplinary Programs and Centers

African American StudiesAmerican StudiesCognitive ScienceInstitute for Biospheric StudiesInstitute for Social and Policy StudiesInternational Security Studies

Jackson InstituteMacMillan CenterWomen's, Gender, and Sexuality Studies

School of ArchitectureSchool of ArtSchool of DramaDivinity SchoolSchool of Forestry and Environmental StudiesSchool of LawSchool of ManagementSchool of MusicInstitute of Sacred MusicSchool of NursingSchool of Medicine

(Academic Units are in green, italic font)

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Yale Academic Structure (cont’d)

School of Medicine (cont’d)

School of Public Health

BiostatisticsChronic DiseasesEnvironmental HealthGlobal HealthHealth PolicyMicrobial Diseases

Basic Science Departments

Cell BiologyCellular and Molecular PhysiologyComparative MedicineGeneticsHistory of Medicine

ImmunobiologyMicrobial PathogenesisMolecular Biophysics and BiochemistryNeurobiologyPharmacology

Clinical Departments

AnesthesiologyChild Study CenterDermatologyDiagnostic RadiologyEmergency MedicineLaboratory MedicineNeurologyNeurosurgery

Obstetrics, Gynecology, and Reproductive SciencesOphthalmology and Visual SciencesOrthopaedics and Rehabilitation PathologyPsychiatryTherapeutic RadiologyUrology

(Academic Units are in green, italic font)

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Yale Academic Structure (cont’d)

School of Medicine (cont’d)

Internal Medicine

AIDSCardiologyDigestive DiseasesEndocrinologyGeneral MedicineGeriatrics

Global HealthHematologyImmunologyInfectious DiseasesMedical OncologyNephrology

Occupational MedicineOncologyPhysician Associate ProgramPulmonaryRheumatologyInternal Medicine

Pediatrics

Adolescent MedicineCardiologyCritical CareDevelopmental Behavior PediatricsEmergency Medicine

EndocrinologyGastroenterologyGeneral PediatricsHematology / OncologyImmunologyInfectious Disease

Infectious DiseaseNeonatologyNephrologyNeurologyRespiratory

Surgery

Endocrine SurgeryGastrointestinalGross AnatomyNeuropathologyOncologyOtolaryngologyPediatrics

PlasticCardiac SurgeryThoracic SurgeryTransplantTraumaUrologyVascular

(Academic Units are in green, italic font)

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Academic Units (AU)

AU’s are used to manage Academic Appointments Allows for a structure that differs from Supervisory Organizations

Unique Roles, such as Department A&P Coordinator or Faculty Affairs Coordinator Users may have roles in both a Supervisory Organization [SO] and Academic Unit [AU]

Academic Unit Subtypes (School, Division/Area, Department, Section, Program) Related Supervisory Organization (must have at least one)

These organizations provide routing assignments for academic appointment steps in staffing business processes and establish the default academic unit for the appointment

Demo/Q & A