Faculty and Other Academic Appointments OFAS and YSM

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Faculty and Other Academic Appointments OFAS and YSM Information Sessions November 14, 2014

Faculty and Other Academic Appointments OFAS and YSM Information Sessions November 14, 2014

“Safe Harbor” This presentation may contain forward-looking statements for which there are risks, uncertainties,

“Safe Harbor” 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

Guiding Principles • Workday will be the single source of Academic Appointment data •

Guiding Principles • 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

Agenda Topics • Configuration • • • Appointments Academic Tracks and Ranks Academic Structure

Agenda Topics • 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 -4 -

Academic Staffing Functionality

Academic Staffing Functionality

Appointments and People Employee Contingent Worker S SUPERVISORY ORGANIZATIONS T I ) N S

Appointments and People Employee Contingent Worker S SUPERVISORY ORGANIZATIONS T I ) N S (POSITIONS) U T IC EN M M E T D N I A O C A PP (A Academic Affiliate

Academic Appointments

Academic Appointments

Academic Appointments • An academic appointment tracks an appointee’s activity at a university or

Academic Appointments • 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: • Rank • Track Types • Academic Units (AU) • • • Academic Unit Types • Academic Roles • Academic Appointment Types • Roster Percentage (future topic) • FTE / Blended FTE (future topic) -8 - Related Academic Unit/Assignment to Date to Rank Where Co-Terminous Adjusted Rank Date

Academic Appointment Attributes -9 -

Academic Appointment Attributes -9 -

Academic Tracks & Ranks

Academic Tracks & Ranks

Academic Ranks and Tracks • At Yale, distinctions are made among ladder faculty ranks,

Academic Ranks and Tracks • 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

Track Types • Configure the Yale Academic tracks and the ranks available within the

Track Types • Configure the Yale Academic tracks and the ranks available within the track • Attributes • 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 - 12 -

Academic Track Type Categories and Track Types Track Type Category Track Types Ladder Named

Academic Track Type Categories and Track Types Track Type Category Track Types Ladder Named Professorship Emeritus Ladder to Tenure Clinician-Educator Clinician-Scholar Investigator Undifferentiated Clinical Track Non-Ladder Teaching Other Instructional Adjunct Visiting Professional Practice Ladder Equivalent Other Non Ladder Clinical Track – Law Clinician Research - 13 -

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

Academic Track Type Categories and Track Types (cont’d) Track Type Category Track Types Academic Administrative Academic Affiliate Voluntary/Courtesy Training - 14 -

Academic Tracks (example - Nursing) Ladder Non-Ladder Research Academic Administrative Academic Affiliate Ladder Teaching

Academic Tracks (example - Nursing) Ladder Non-Ladder Research Academic Administrative Academic Affiliate Ladder Teaching Voluntary/C ourtesy Clinical Track Adjunct Academic Affiliate Undifferentiated Visiting Emeritus Named Professorship - 15 - Training

Academic Tracks (example – SOM) Ladder Non-Ladder Teaching Emeritus Adjunct Named Professorshi p Visiting

Academic Tracks (example – SOM) Ladder Non-Ladder Teaching Emeritus Adjunct Named Professorshi p Visiting Professional Practice Other Non. Ladder Research Training Academic Affiliate Academic Administrative

Academic Tracks (example)

Academic Tracks (example)

Academic Tracks (example)

Academic Tracks (example)

Academic Ranks (example) SAMPLE ONLY

Academic Ranks (example) SAMPLE ONLY

Academic Administrative Track Academic Administrative Ranks # in Rank President 1 Provost 1 Deputy

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 ¡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 varies * Not consistently tracked today; ** Needs validation - 20 -

Academic Structure

Academic Structure

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

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 - 22 -

Yale Academic Structure President Provost Yale College Graduate School Faculty of Arts and Sciences

Yale Academic Structure President Provost Yale College Graduate School Faculty of Arts and Sciences Humanities Classics East Asian Languages and Literatures English French German History of Art Humanities Italian Languages and Literatures Judaic Studies Comparative Literature Music Department Near Eastern Languages and Civilizations Philosophy Religious Studies Film Studies Slavic Languages and Literatures Spanish and Portuguese Theater Studies Social Sciences Anthropology Economics Linguistics Political Science Psychology Sociology Statistics Biological Sciences Ecology and Evolutionary Biology Molecular Biophysics and Biochemistry Molecular, Cellular, and Developmental Biology Physical Sciences Applied Physics Astronomy Chemistry Computer Science Geology and Geophysics Mathematics Physics (Academic Units are in green, italic font) - 23 -

Yale Academic Structure (cont’d) Faculty of Arts and Sciences (cont’d) School of Engineering and

Yale Academic Structure (cont’d) Faculty of Arts and Sciences (cont’d) School of Engineering and Applied Sciences Biomedical Engineering Chemical and Environmental Engineering Electrical Engineering Mechanical Engineering and Materials Science Interdisciplinary Programs and Centers African American Studies Cognitive Science Institute for Biospheric Studies Institute for Social and Policy Studies International Security Studies Jackson Institute Mac. Millan Center Women's, Gender, and Sexuality Studies School of Architecture School of Art School of Drama Divinity School of Forestry and Environmental Studies School of Law School of Management School of Music Institute of Sacred Music School of Nursing School of Medicine (Academic Units are in green, italic font) - 24 -

Yale Academic Structure (cont’d) School of Medicine (cont’d) School of Public Health Biostatistics Chronic

Yale Academic Structure (cont’d) School of Medicine (cont’d) School of Public Health Biostatistics Chronic Diseases Environmental Health Global Health Policy Microbial Diseases Basic Science Departments Cell Biology Cellular and Molecular Physiology Comparative Medicine Genetics History of Medicine Immunobiology Microbial Pathogenesis Molecular Biophysics and Biochemistry Neurobiology Pharmacology Clinical Departments Anesthesiology Child Study Center Dermatology Diagnostic Radiology Emergency Medicine Laboratory Medicine Neurology Neurosurgery Obstetrics, Gynecology, and Reproductive Sciences Ophthalmology and Visual Sciences Orthopaedics and Rehabilitation Pathology Psychiatry Therapeutic Radiology Urology (Academic Units are in green, italic font) - 25 -

Yale Academic Structure (cont’d) School of Medicine (cont’d) Internal Medicine AIDS Cardiology Digestive Diseases

Yale Academic Structure (cont’d) School of Medicine (cont’d) Internal Medicine AIDS Cardiology Digestive Diseases Endocrinology General Medicine Geriatrics Global Health Hematology Immunology Infectious Diseases Medical Oncology Nephrology Occupational Medicine Oncology Physician Associate Program Pulmonary Rheumatology Internal Medicine Endocrinology Gastroenterology General Pediatrics Hematology / Oncology Immunology Infectious Disease Neonatology Nephrology Neurology Respiratory Pediatrics Adolescent Medicine Cardiology Critical Care Developmental Behavior Pediatrics Emergency Medicine Surgery Endocrine Surgery Gastrointestinal Gross Anatomy Neuropathology Oncology Otolaryngology Pediatrics Plastic Cardiac Surgery Thoracic Surgery Transplant Trauma Urology Vascular (Academic Units are in green, italic font) - 26 -

Academic Units (AU) AU’s are used to manage Academic Appointments § Allows for a

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 - 27 -

Demo/Q & A

Demo/Q & A