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SPOT Briefing (Search Procedures, Operations, & Tasks) Friday, September 12, 2014     California University of Pennsylvania Building Character. Building.

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Presentation on theme: "SPOT Briefing (Search Procedures, Operations, & Tasks) Friday, September 12, 2014     California University of Pennsylvania Building Character. Building."— Presentation transcript:

1 SPOT Briefing (Search Procedures, Operations, & Tasks) Friday, September 12,     California University of Pennsylvania Building Character. Building Careers.  

2 3 Parts to the Guide: Academic Affairs Guidelines
Social Equity Guidelines PeopleAdmin Hiring Managers User’s Guide Faculty Search Information web page:

3 Search Process Basics Department Policies/Procedures
Verify (or Establish if none exist) Regular full-time department faculty vote Search Committee Chair (Hiring Manager) Must be a tenured faculty member Dept Clerical cannot be Hiring Manager

4 Search Process Basics Role of the Department Chair
Separate from search committee Cannot serve on search committee Must not participate in search committee deliberations Interviews candidates separately Makes a separate recommendation

5 The Search Committee Odd number Search Committee chair must be tenured
Commitment to all phases of the search process Dept chair is not on the search committee Faculty Search Diversity (EEO) representative

6 PeopleAdmin Software that manages the search process
Manual: Guide to faculty searches Part 3 Online training, page 7 of guide PeopleAdmin questions – contact Eric Guiser in HR

7 First task – creating the posting in PeopleAdmin
3 steps to creating the posting using MS WORD templates, create the job description and short ad copy 2. secure approval from Faculty Search Coordinator (FSC) and Social Equity. 3. input job description in PeopleAdmin Describe each step

8 Using the MS WORD Job Description template
Enter text into expandable text boxes See appendix for sample language Describe requirements carefully Reference contact info (Not Reference Letters)

9 Using the MS WORD Job Description template, cont.
Job Title: Enter Tenure Track Faculty, dept, program or discipline Position Type/Salary: Enter dept name Job Summary/Basic Function: “Ability to teach:” enter discipline specific content area, labs; internship supervision; accreditations; outcomes assessment; online; off-campus; travel; etc. (if applicable)

10 Using the MS WORD Job Description template, cont.
Required skills, knowledge, & abilities: describe required/preferred; certifications, prior experiences, dispositions, etc. Minimum Education/Training: enter applicable terminal degree, doctorate required (unless approved by Dean/Provost)

11 Using the MS WORD Job Description template, cont.
Save as “dept name” job description to Faculty Search Coordinator and Social Equity Officer for approval

12 Using the Ad Copy WORD template, cont.
Replace highlighted text with appropriate language for your position Save as “dept name” ad copy Send to Faculty Search Coordinator and Social Equity Officer for approval

13 Creating the posting in PeopleAdmin
Job description Ad copy Diversity recruitment plan Space utilization form

14 Creating the posting in PeopleAdmin, cont.
Follow the directions in PeopleAdmin manual to create a posting from Template Contact HR if you don’t have an account. Select Tenure Track Faculty template Enter posting details Copy/paste details from Job Description MS WORD template Complete all required fields Check required documents Letter of application, CV, transcripts, reference info (other), teaching philosophy, certifications/licenses Save as you go

15 Creating the posting in PeopleAdmin, cont.
Attach documents Job description Short Ad copy Diversity recruitment plan Space utilization request Use specific questions/qualifying points cautiously

16 Posting Approval Process
Hiring Manager to Faculty Only: Dept Head (dept chair) Dept Chair to Dept Head/Dean (Dean) Dean to VP/Provost, to Controller, to Budget Officer, to VP Admin/Finance, to President, to HR, to Social Equity HR Posts Approved Opening

17 Role of Social Equity in the search process
Administrative Diversity Recruitment Plan Advertises & Recruits for Diversity Reviews all Postings, Phases, Ratings, & Processes Collects all documentation (paper & electronic)

18 Role of Faculty Search Coordinator
Places Chronicle of Higher Ed Ad Reviews all Postings, Phases, Ratings, & Processes Monitors Search Timeline Non-PeopleAdmin Assistance

19 Advertising the openings
Social Equity → Diversity (group ads) Academic Affairs → Chronicle of Higher Ed Department → Discipline-specific Use Job Description or Ad Copy Free - Professional associations & contacts Not Free - Dean approval & SAP

20 Receiving Applications
Applications Accepted Online Only (PeopleAdmin) Every Application Item Must Be Completed Files Uploaded Electronically Unofficial Transcripts at Application

21 Reviewing Applicants overview
3 phases to the review process Phase 1: Initial review/screening Phase 2: Phone interview Phase 3: On campus visit

22 Reviewing Applicants overview, cont.
Use standard, customizable Matrix Forms Permission required for each phase Hiring Manager updates applicants’ status at each phase s automatically sent – NO Letters

23 Hiring manager responsibilities Pre-Phase 1
Adapt Phase 1 form, to FSC and Social Equity for approval Change status of applicants to “under review by committee” Activate guest user account for search committee Notify committee that apps are ready for review; Committee uses Phase 1 form

24 Phase 1 example

25 Phase 1 Initial Review/screening
After review, HM compiles all forms, s to FSC and Social equity for approval to move to Phase 2

26 Phase 1 example (compiled)

27 Phase 2 Phone/SKYPE interviews
Again, HM adapts form, s to FSC and Social Equity for approval

28 Phase 2 Phone/SKYPE interviews cont.
After approval, HM schedules SKYPE interviews RECORDING OF INTERVIEWS IS PROHIBITED!! After review, HM compiles all forms, s to FSC and Social equity for approval to move to Phase 3 After approval, change applicants’ status

29 Phase 2 example (compiled)

30 Phase 3 on-campus interviews
Again, HM adapts form, s to FSC and Social Equity for approval

31 Phase 3 on-campus interviews
After approval, HM schedules on-campus interviews (3 is ideal) Activities: Class presentation, search committee meeting, dept, dept chair, Dean, Provost RECORDING OF INTERVIEWS IS PROHIBITED!!

32 Additional Info Official Transcripts
Background Check Release & Driver’s License Travel & Hotel Procedures International Travel Reference Checks

33 Recommending Applicants
Dept Faculty Recommendation Faculty review applicants’ credentials Tenured/tenure track faculty vote Dept chair sends letter documenting results of vote to Dean, FSC, and Soc Eq HM changes applicants’ status in PA; forwards recommendation to Soc Eq in PA Soc Eq reviews finalists, forwards to Dept Chair in PA Dept Chair forwards to Dean, etc.

34 Recommending Applicants, cont.
Academic Affairs conducts background check Dept chair and Dean send separate recommendations on letterhead to Provost Include recommendation of dept faculty Different for tenure track vs temp Explain how dept chair makes rec

35 The Offer Provost establishes finalist pool, confers with President
Veterans preference Upon president approval, Dean presents offer, negotiates rank/salary to finalist When the finalist accepts, HM works with dept secretary to prepare Hiring Form and Change to Published Schedule form Different for tenure track vs temp Explain how dept chair makes rec

36 Post-Search procedures
HM forwards all documentation (rating sheets, etc.) to Soc Eq No feedback to unsuccessful applicants President makes official offer HR changes applicants’ status (hired or rejected), closes posting Different for tenure track vs temp Explain how dept chair makes rec

37 Questions? Contact Dr. Stephen Whitehead, Faculty Search Coordinator, 4830


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