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

2. 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”

3. 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

4. - 4 - 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

5. Academic Staffing Functionality

6. Appointments and People Employee Academic Affiliate Contingent Worker ACADEMIC UNITS (APPOINTMENTS) SUPERVISORY ORGANIZATIONS (POSITIONS)

7. Academic Appointments

8. - 8 - 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

9. - 9 - Academic Appointment Attributes

10. Academic Tracks & Ranks

11. 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

12. - 12 - 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

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

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

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

16. Academic Tracks (example – SOM) Ladder Emeritus Named Professorsh ip Non-LadderTeachingAdjunctVisiting Professional Practice Other Non- Ladder ResearchTraining Academic Affiliate Academic Administrative

17. Academic Tracks (example)

19. Academic Ranks (example) SAMPLE ONLY

20. - 20 - Academic Administrative Track Academic Administrative Ranks# in Rank President1 Provost1 Deputy Provost5 Dean15 Division Director4 Master12 Chair of Council of Masters1 Director of Graduate Studies*# Director of Undergraduate Studies*# Department Chair**83 Section Chief**58 Acting or Interim Dean or Chairvaries * 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

21. Academic Structure

22. - 22 - 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

23. - 23 - 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 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)

24. - 24 - 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 American Studies Cognitive Science Institute for Biospheric Studies Institute for Social and Policy Studies International Security Studies Jackson Institute MacMillan Center Women's, Gender, and Sexuality Studies School of Architecture School of Art School of Drama Divinity School 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)

25. - 25 - Yale Academic Structure (cont’d) School of Medicine (cont’d) School of Public Health Biostatistics Chronic Diseases Environmental Health Global Health 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)

26. - 26 - 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 Pediatrics Adolescent Medicine Cardiology Critical Care Developmental Behavior Pediatrics Emergency Medicine Endocrinology Gastroenterology General Pediatrics Hematology / Oncology Immunology Infectious Disease Neonatology Nephrology Neurology Respiratory 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)

27. - 27 - 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

28. Demo/Q & A