Effort reporting for
LSA Tenured and Tenure Track
Faculty Appointments
Deb Erskine
Krista Farmer
Peggy Westrick
April 6, 2016
1
LSA rolled out Effort Reporting in 2009 for the NS
and 2010 for SS & HU
• This formalized the effort framework for the College
• Shortcodes now are used appropriately to track the distribution of
effort
• By using the appropriate shortcodes throughout the year Effort
Certification at the end of the year is correct
2 Peg
Why is it important
• Compliance – Annual Certification
• Reporting
• Activity Based Budgeting
• Effective planning
3 Peg
Effort Certification
Who Certifies?
• Sponsored Activity
• Cost Sharing Related to Sponsored Activity
• More than one Functional Activity
o Instruction/Service/Department Scholarship Research (no they
roll up to the same activity)
o Administration
o Internally funded Organized Research (i.e. Rackham, UMOR,
College)
Annually for faculty & staff
Term by term for GSRAs
4 Peg
Effort Certification
• Certifying that work was performed
• Effort is NOT dollars
• Effort is 100% of what it takes to complete your job responsibilities
5 Peg
Effort Certification Process
• Online via Wolverine Access
o Employee Business
o Educational material and test
o Capability to email Admin Contact
o Recertify if any change is made to DBE data
• Certify before leaving/terminated from University
• “As Needed” Paper Report
• Alternate signer ONLY in extenuating circumstances
6 Peg
Effort Certification Questions
7 Peg
Since the implementation of Effort Reporting in
LSA …
The College and departments
• can see:
o Faculty not teaching full load (less than 50% instruction)
o Leaves
o Department Scholarship Research effort
o Department Administration effort
• can pull this information through Pathways using MRS and
Business Objects!
• can address significant sponsored research compliance issues.
8 Peg
Formalizing the Framework for Faculty
• College & department/unit expectations – Academic Year Model
(Framework)
o Instruction
 40% instruction - four course load for research active faculty
(10% each)
 10% departmental service
o Organized & Departmental Scholarship/Research
 50% scholarly work and research
(Remember that if you are appointing a term the %
doubles.)
9 Peg
Framework for Chairs
Academic and Summer effort needed for Chairs.
• AY -- 50% Department Administration—11100
• AY -- 50% Department scholarship/research—21000
o Or reduced if Chair is teaching (we will show more later)
• One summer month Department Administration – 11100
o Per Chair’s offer letter on source of funds to cover this effort
10 Peg
Chairs & Directors with Joint Appointments
wishing to teach in unit where they serve as chair.
• As we said Chairs administrative effort is 50%
• If appointment in unit where they serve as Chair is only 50% all
their effort is required for serving as Chair
• Chairs or Directors wishing to teach in the unit where they serve as
Chair use effort available in their other appointing unit from their
scholarship/ research “bucket”.
• This requires that both units agree.
• HR paperwork will be completed in their non-Chair department
• One 1/9 effort required in summer during the three month period
for work as Chair.
11 Peg
Framework for Associate Chairs
Currently we see two scenarios—either is fine:
• With course release
o 40% Instruction/department service—11000
o 10% Administrative course release—46100
o 50% Department scholarship/research—21000
• With other compensation (Admin diff; summer 1/9th; research account;
etc.)
o 50% Instruction/department service—11000
o 40% Department scholarship/research—21000
o 10% Department administration—11100
Since 10% is captured as administration which is the effort needed for
associate chairs both examples show that administrative effort. One way
in our examples is that they get a course release. In the other example
they get additional compensation but continue to teach full load.
12 Peg
Formalizing the Framework
Scholarship / Research
50% 9 months
Instruction / Service
50% 9 months
•
•
•
•
•
•
Didactic Teaching
Managing & Mentoring Research
Groups
Service work in your unit
Office hours
Course development & planning
Mentoring undergraduate students
Standard:
• 4 courses or course equivalents (10%
each)
• 1 service credit (10%)
•
•
•
•
•
•
•
•
Work on your individual research, nonsponsored
Reviewing journal articles/manuscripts
Reviewing proposals
Writing proposals
Writing books
Writing journal articles
Cost Sharing
Mentoring graduate students in your unit
Potential Supplemental or Replacement
Funding Sources
• Sponsored
• Departmental
• College
• University Funded
Summer
Can be any of the above activities. The summer funding is NOT
guaranteed by the College unless previously negotiated.
13 Krista
The Framework
Didactic vs. Research Group Course Equivalent
Didactic
• Classroom contact
• Departments teach 2, 3, or 4
Didactic courses based on
their research volume
14 Krista
Research Group Course Equivalent
(RGCE)
• Managing and Mentoring
Research Groups
• Departments who have
sponsored research funding do
some of their teaching by
managing labs and research
staff.
• Depending on the department
faculty may have credit for one
or two RGCE. These take the
faculty member to four.
The Framework
Service vs. Administration
Service Activities
• Department Commitment
• Service work defined by own
department
• Inter-departmental committees
• Departmental promotion &
review committees
Administration Activities
• Activities compensated by the
college
• Chair, Associate Chair, Dean,
Associate Dean
• College committee work
(doesn’t require effort certification)
(does require effort certification)
15 Krista
The Framework
Course BuyOuts vs. Course Release
Course BuyOuts
• When funds are provided for buyout.
• Always at the discretion of the Chair.
• Each course is a minimum of 20%
effort over the AY (doubles for a term
only) as we must buyout of both
course (10%) and corresponding
research effort (10%). Course buyouts
don’t reduce service expectation for
faculty.
• The shortcode you use to buyout has
the intelligence built into it through
the Class Code to describe the activity.
• Example over 9month period:
o 20%-shortcode from source of
buyout
o 40%-LIREG Instructional/Service
o 40%-LIREG Scholarship/Research
16 Krista
Course Releases
• When a Chair excuses a faculty member from
teaching without expectation of funding from
another source (example might be a new
faculty member ramping up research per offer
letter).
• Always at the discretion of the Chair or Dean.
• Shortcodes should be chosen based on actual
activity. Examples below:
o
o
o
Increased Scholarship/Research example over 9 month
period:
 40%-LIREG instructional
 60%-LIREG Scholarship/Research
Adding Administrative Effort
 40%-LIREG Instructional
 50%-LIREG Scholarship/Research
 10%-LIREG Administration
Adding Instruction Course Release
 40%-LIREG Instructional
 50%-LIREG Scholarship/Research
 10%-LIREG Instructional Course Release (47000)
Reminder on how the Structure allows the
appointments to do the work.
• Chartfields – the structure behind all budgeting and reporting
• Valid values vs. Correct chartfields
• Telling the RIGHT story
17 Krista
Setting up the framework with Shortcodes
not all available class codes are typically used in LSA
Example
LSA Shortcode
number
(Your five Shortcodes
will be different)
18 Krista
LSA
Program
Code
Activity performed when using shortcode
Class
Code
123456
LIREG
Instruction - Courses both didactic and Research Group Equivalents.
Also the regular departmental service.
11000
123457
LIREG
Departmental Scholarship/Research - Individual unsponsored
research, writing journal articles, books, writing and reviewing
proposals.
21000
123458
LIREG
Administration - Chairs, Directors, Associate Chairs effort that is not
normal departmental service. Typically this would be associated with
a formal HR title.
11100
123459
LIREG
Instruction Course Release - Any effort that should still be counted in
instruction. Using this shortcode allows units to track the number of
course releases related to instruction within own unit.
47000
123460
LIREG
Administration Course Release - This shortcode allows units to track
course releases related to administrative activity . Examples are
Executive Committee service, DEC, Associate Chairs /Directors or
service to Central Administration. Using this shortcode allows units to
track the number of course releases related to administration within
own unit.
46100
18
rista
Recap ways to account for reduced teaching
Activity
Classcode
Notes
Examples
Administration
11100
Would expect to see a formal HR
title if performing this activity.
Requires effort certification.
Chairs, Associate Chairs (suggest making Associate chair’s
appointment official through HR title), Directors, and Associate
Directors.
Modified Duties
21000/
11100
Situational based on actual
activities.
Modified duties are approved by DivAD.
Leaves
(Scholarship/Rese
arch)
21000
Remember that Tom Hart
manages the HR paperwork for
leaves
Sabbatical, DOC, or SAL approved by College Executive Committee.
Medical Leaves
(administration)
11100
Please work with Deb Erskine.
Work Connections approval of disability.
Course Release
(administration)
46100
Could be real cost to unit due
to replacement teaching.
Requires effort certification.
Associate Chairs, Associate Directors, College Executive Committee,
service outside of unit, working for Central offices such as provost,
director of unit outside of LSA, other department commitment to
faculty member that doesn’t fall into any other category.
Course Release
(instruction)
47000
Could be real cost to unit due to
replacement teaching. Captures
instruction activity outside of
classroom teaching.
Developing a new department course for unit and chair/director
gives a course release (rare).
Course Buyout
Classcode
is defined
in
Shortcode
used
Appointing unit should check to
ensure that shortcode is correct
for activity performed.
Working on sponsored projects (NSF, NIH, etc).
Working in another unit who funds the course buyout rate of your
unit. Rate minimum is 20%.
New Faculty
with reduced
teaching load
21000
Appoint for actual activity
performed.
One course reduction in a basic 50/50 scenario : the DBE workflow
would have the Instruction-Service at 40% and the ScholarshipResearch at 60%.
19 Krista
Reporting on Faculty Effort Within Your Own
Department
• MRS – HR Tab
• Department Employee Report
o Run controls
 Effective: Current Date
 Job Family: Regular Instructional
 Employee Status: Active, Leave with Pay, Leave of Absence,
Short Work Break
 Employee Type: Regular
 POI Type: Employee
 Class Indicator: Regular, Acting, Overload
 Report Type: Funding
 Job Effective Dating: Current
 Earnings Effective Dating: Current
 Output Type: Excel Document
o Sort and subtotal distribution percentages by shortcode
20 Krista
MRS Report Example:
https://webapps.lsa.umich.edu/data/mrsframe.asp
21 Krista
Department Employee Report on HR Tab (must
have HR access)
22 Krista
Framework for Summer Appointments on grants
•
•
•
SPG 201.04 limits summer appointments on sponsored research to
2.5 months
Faculty may be permitted to fund another .5 month from Program
LSMRN (See: Request Form for Summer Appointment in Excess of
Two Months)
Funds must be available in LSMRN
o accrued by paying academic year salary on grants
o faculty may request approval to move discretionary research
funds to LSMRN
o http://www.lsa.umich.edu/UMICH/facstaff/Home/Budget/Poli
cies%20and%20Procedures/All%20Policies%20and%20Procedu
res/Guidelines%20for%20TT%20Faculty%20Requesting%20Sal
ary%20on%20Sponsored%20Funds.pdf
23 Krista
Framework for Summer Appointments on grants
•
•
•
Work on multiple grants should be spread appropriately
Academic year appointment should typically remain 50% teaching
and service and 50% research (combination of LIREG and
sponsored funds). Make sure that the AY sponsor effort is over at
least one term.
Summer .5 appointment should be on LSMRN with Class 21000
(See handout Request for Summer Appointment in Excess of Two
Months).
24 Krista
Monitoring is Important—Update Information as
needed during year
• One size does NOT fit all (telling the story)
o Course buy-outs and releases
 Real cost to unit
o All Leaves are scholarship/research
o Medical Absences are Administration
o Modified Duties should be Scholarship/Research (for actual activities)
and Administration for balance to capture the costs.
o Effort is not 40 hours – Effort is the amount of time it takes one to
complete their University responsibilities (more hours or less hours)
o Sponsored awards change at all times during the year.
25 Deb
When should we use Additional Pay?
•
•
•
For incidental work of less than 32 hrs/month or 2 weeks
NEVER FROM SPONSOR FUNDS
Not for 1/9ths requiring effort (see procedure for Effort Bearing
1/9ths)
http://www.lsa.umich.edu/facstaff/budgetandfinance/policiesandprocedu
res/allpolicies
26 Deb
DBE Example
Faculty with no organized research
(1 Empl Record)
Short
Code % Effort
% Dist
Effective
Date
End Date
Comp Rt
Dist
Fund
Dept ID Program
Class
Project
Grant
Activity
123456
50.00
50.00 9/1/2xxx
5/31/2xxx
$40,000 10000
170000
LIREG
11000
Instruction
123457
50.00
50.00 9/1/2xxx
5/31/2xxx
$40,000 10000
170000
LIREG
21000
Dept Scholarship/
Research
27 Deb
DBE Example
Faculty with SAL Full Pay
Fellowship running through UM
(1 Empl Record)
Short
Code % Effort
% Dist
Effective
Date
End Date
Comp Rt
Dist
Fund
Dept ID Program
Class
123457
55.00
55.00 9/1/2xxx
5/31/2xxx
$55,000 10000
170000
LIREG
21000
352258
45.00
45.00 9/1/2xxx
5/31/2xxx
$45,000 20000
170000
10000
22100
28 Deb
Project
Grant
Activity
Dept Scholarship/
Research (TOA)
N017824
Sponsored Funds
(Fellowship)
DBE Example
Faculty with SAL Reduced Pay
Fellowship NOT running through UM
(1 Empl Record)
Short
Code % Effort
123457
29 Deb
55.00
Effective
Date
End Date
100.00 9/1/2xxx
5/31/2xxx
% Dist
Comp Rt
Dist
Fund
$55,000 10000
Dept ID Program
Class
170000
21000
LIREG
Project
Grant
Activity
Dept Scholarship/
Research (TOA)
DBE Example
Faculty with SAL full Pay for one term
Fellowship running through UM
(1 Empl Record)
Class
Short
Code % Effort
% Dist
Effective
Date
Comp Rt
End Date
Dist
Fund
Project
Grant
Dept ID Program
Activity
123457
10.00
10.00 9/1/2xxx
12/31/2xxx
$10,000 10000
170000
LIREG
21000
Dept Scholarship/
Research
352258
90.00
90.00 9/1/2xxx
12/31/2xxx
$90,000 20000
170000
10000
22100 N017824
Sponsored Funds
30 Deb
DBE Example
Faculty with organized research
(1 Empl Record)
Class
Short
Code % Effort
% Dist
Effective
Date
End Date
Comp Rt
Dist
Fund
Project
Grant
Dept ID Program
Activity
123456
50.00
50.00 9/1/2xxx
5/31/2xxx
$48,000 10000
170000
LIREG
11000
Instruction
123457
30.00
30.00 9/1/2xxx
5/31/2xxx
$28,800 10000
170000
LIREG
21000
Dept Scholarship/
Research
023333
20.00
20.00 9/1/2xxx
5/31/2xxx
$19,200 20000
170000
10000
22000
31 Deb
F011111
Sponsored Funds
DBE Example
Faculty with organized research with NIH Cap
(1 Empl Record)
Class
Short
Code % Effort
% Dist
Effective
Date
End Date
Comp Rt
Dist
Fund
Project
Grant
Dept ID Program
Activity
123456
50.00
50.00 9/1/2xxx
5/31/2xxx
$48,000 10000
170000
LIREG
11000
Instruction
123457
37.78
37.78 9/1/2xxx
5/31/2xxx
$36,269 10000
170000
LIREG
21000
Dept Scholarship/
Research
17xxxx
0
2.61 9/1/xxxx
5/31/xxx
$2,505 22000
170000
NIHCP
22000 UXXXXX
02xxxx
12.22
9.61 9/1/xxxx
5/31/xxxx
$9,226 20000
170000
10000
22000
32 Deb
F0xxxx
NIH Salary Cap
Sponsored Funds
33 Deb
34 Deb
DBE Example
Faculty with 1 summer month
(1 Empl Record and 1 Summer Empl Record)
Short
Code % Effort
% Dist
Effective
Date
End Date
Comp Rt
Dist
Fund
Dept ID Program
Class
Project
Grant
Activity
123456
50.00
50.00 9/1/2xxx
5/31/2xxx
$40,000 10000
170000
LIREG
11000
Instruction
123457
50.00
50.00 9/1/2xxx
5/31/2xxx
$40,000 10000
170000
LIREG
21000
Dept Scholarship/
Research
023333
100.00
100.00 6/1/2xxx
6/30/2xxx
$8,889 20000
170000
10000
22000
35 Deb
F011111
Sponsored Funds
DBE Example
Faculty with 3 summer months (LSMRN)
Short
Code % Effort
% Dist
Effective
Date
End Date
Comp Rt
Dist
Fund
Dept ID Program
Class
Project
Grant
Activity
123456
50.00
50.000 9/1/2xxx
5/31/2xxx
$40,000 10000
170000
LIREG
11000
Instruction
123457
39.00
39.000 9/1/2xxx
12/31/2xxx
$40,000 10000
170000
LIREG
21000
Dept Scholarship/
Research
F01111
11.00
11.00 9/1/2xxx
12/31/2xxx
$40,000 20000
170000
10000
21000
123457
50.00
50.000 1/1/2xxx
5/31/2xxx
$40,000 10000
170000
LIREG
21000
023334
100.00
100.00 06/01/2xxx 06/30/2xxx
$40,000
2000
170000
10000
023335
100.00
100.00 7/01/2xxx
7/31/2xxx
$40,000 20000
170000
F01111
50.00
50.00 8/1/2xxx
8/31/2xxx
$4,445 20000
123459
50.00
50.00 8/1/2xxx
8/31/2xxx
$4,445 21000
36 Deb
F01112
Sponsored Funds
Dept Scholarship/
Research
22000
F01112
Sponsored Funds
10000
22000
F01113
Sponsored Funds
170000
10000
22000
F01112
Sponsored Funds
170000
LSMRN
21000
Dept
Scholarship/Research
DBE Example
Faculty with 2 summer months
(1 Empl Record and 1 Summer Empl Record)
Short
Code % Effort
% Dist
Effective
Date
Comp Rt
End Date
Dist
Fund
Dept ID Program
Class
Project
Grant
Activity
123456
50.00
50.00 9/1/2xxx
5/31/2xxx
$40,000 10000
170000
LIREG
11000
Instruction
123457
50.00
50.00 9/1/2xxx
5/31/2xxx
$40,000 10000
170000
LIREG
21000
Dept Scholarship/
Research
023333
100.00
100.00 6/1/2xxx
7/31/2xxx
$8,889 20000
170000
10000
22000
37 Deb
F011111
Sponsored Funds
DBE Example
Faculty with 9 month appt. in dept. (lines one and two)
and 12 month Curator appt. in museum (line three)
Short
Code % Effort
% Dist
Effective
Date
End Date
Comp Rt
Dist
Fund
Dept ID Program
Class
Project
Grant
Activity
123456
25.00
50.00 9/1/2xxx
5/31/2xxx
$20,000 10000
189100
LIREG
11000
Instruction
123457
25.00
50.00 9/1/2xxx
5/31/2xxx
$20,000 10000
189100
LIREG
21000
Dept Scholarship/
Research
123556
50.00
100.00 9/1/2xxx
8/31/2xxx
$40,000 10000
202000
LIREG
22000
Dept Scholarship/
Research
38 Deb
DBE Example
Faculty with 9 month appt. in dept. (lines one and two)
and 9 month Curator appt. in museum (line three)
Short
Code % Effort
% Dist
Effective
Date
Comp Rt
End Date
Dist
Fund
Dept ID Program
Class
Project
Grant
Activity
123456
25.00
50.00 9/1/2xxx
5/31/2xxx
$20,000 10000
189100
LIREG
11000
Instruction
123457
25.00
50.00 9/1/2xxx
5/31/2xxx
$20,000 10000
189100
LIREG
21000
Dept Scholarship/
Research
123556
50.00
100.00 9/1/2xxx
5/31/2xxx
$40,000 10000
202000
LIREG
22000
Dept Scholarship/
Research
39 Deb
DBE Example
Faculty with joint appointment
(first dept. lines one and two, second dept. lines three and four)
Short
Code % Effort
% Dist
Effective
Date
End Date
Comp Rt
Dist
Fund
Dept ID Program
Class
Project
Grant
Activity
123456
25.00
50.00 9/1/2xxx
5/31/2xxx
$20,000 10000
175500
LIREG
11000
Instruction
123457
25.00
50.00 9/1/2xxx
5/31/2xxx
$20,000 10000
175500
LIREG
21000
Dept Scholarship/
Research
123556
25.00
50.00 9/1/2xxx
5/31/2xxx
$20,000 10000
193000
LIREG
11000
Instruction
123557
25.00
50.00 9/1/2xxx
5/31/2xxx
$20,000 10000
193000
LIREG
21000
Dept Scholarship/
Research
40 Deb
DBE Example
Faculty with LSA 50% appointment and with course buyout outside of LSA
(1 Empl Record)
Short
Code % Effort
% Dist
Effective
Date
End Date
Comp Rt
Dist
Fund
Dept ID Program
Class
123456
15.00
30.00 9/1/2xxx
5/31/2xxx
$48,000 10000
170000
LIREG
11000
123457
10.00
20.00 9/1/2xxx
5/31/2xxx
$28,800 10000
170000
LIREG
21000
023333
25.00
50.00 9/1/2xxx
5/31/2xxx
$19,200 10000
560000
10000
22000
41 Deb
Project
Grant
Activity
Instruction
Dept Scholarship/
Research
This is the ISR appt.
with LSA Course buyF011111
out
DBE Example
Faculty with LSA 100% UYR appointment and with course buyout outside of LSA for one term
(1 Empl Record)
Short
Code % Effort
% Dist
Effective
Date
End Date
Comp Rt
Dist
Fund
Dept ID Program
Class
123456
30.00
30.00 9/1/2xxx
12/31/2xxx
$48,000 10000
170000
LIREG
11000
123457
20.00
20.00 9/1/2xxx
12/31/2xxx
$28,800 10000
170000
LIREG
21000
023333
50.00
50.00 9/1/2xxx
12/31/2xxx
$19,200 10000
560000
10000
22000
42 Deb
Project
Grant
Activity
Instruction
Dept Scholarship/
Research
This is the ISR appt.
with LSA Course buyF011111
out
DBE Example
for existing Faculty with Chair Appointment
(1 Empl Record)
Short
Code % Effort
% Dist
Effective
Date
End Date
Comp Rt
Dist
Fund
Dept ID Program
Class
Project
Grant
Activity
123457
50.00
50.00 9/1/2xxx
5/31/2xxx
$40,000 10000
170000
LIREG
21000
Dept Scholarship/
Research
123458
50.00
50.00 9/1/2xxx
5/31/2xxx
$40,000 10000
170000
LIREG
11100
Administration
With additional pay – Chair Appt. Dry
43 Deb
DBE Example
for new or renewal Faculty with Chair Appointment
(1 Empl Record-lines one and two)
(1 Summer Empl Record- line three)
Short
Code % Effort
% Dist
Effective
Date
End Date
Comp Rt
Dist
Fund
Dept ID Program
Class
Project
Grant
Activity
123457
50.00
50.00 9/1/2xxx
5/31/2xxx
$40,000 10000
170000
LIREG
21000
Dept Scholarship/
Research
123458
Flex
Funds
50.00
50.00 9/1/2xxx
5/31/2xxx
$40,000 10000
170000
LIREG
11100
Administration
100.00
100.00 6/1/2xxx
6/30/2xxx
$8,889 10000
170000
LAFLX
11100
Administration
With additional pay – Chair Appt. Dry
44 Deb
Does Effort Reported Reflect Actual Activities for
Past Year?
Effort / Activities change
• Best practice: Chief Ad monitor at least each term
• Faculty can review their own Effort Certification Reports online via
Wolverine Access, Employee Business @ umich.edu
• Units will get a two week advance notification (approx. June 15) Tom
Hart in the Dean’s Office so they can review appointments one last
time and make corrections, if needed, before faculty get notification
from the Cost Reimbursement Office
45 Deb
Tools
• Calculator
• DBE Workflow
• Management Reporting System (MRS)
46 Peggy
Frequently Asked Questions
FAQs
How often will the appointment have to be changed? Most will only
change when they go on leave and the leave is managed by Tom Hart
in the Dean’s Office.
Who will have to certify? Only faculty that have administrative or
organized research appointments in addition to their instruction and
department scholarship/research.
How are leaves reflected? Leaves are a scholarly/research activity.
Medical time-off is administration. Modified Duties can be a
combination of Scholarship/Research and Administration. The
Administrative Shortcode will capture non-work costs.
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Frequently Asked Questions
FAQs
Does the source of the administrative differential and additional pay
matter for effort reporting? No, since these are payments and don’t
generate effort. Remember to use the appropriate shortcode for these types of
payments (can’t use sponsored funds).
What if faculty teach more than four courses? When effort goes beyond
40% for teaching the additional instructional effort should come from
Department Scholarship Research. You should not change the service portion
of the appointment in this scenario.
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Frequently Asked Questions
FAQs
What activity is course buyout? The activity they are doing in place of
teaching.
What percent effort should the Chair have for administration? 50% AY
and One Summer Month.
What category should I take effort from if a Chair wants to teach a
course? Scholarship/Research.
What if the Chair only has 50% effort available in my unit and wants to
teach in my unit? You must negotiate an agreement with other
appointing unit to use available effort from the scholarship/research
bucket.
When does service become administration? When service goes beyond
the expectation/norm for your unit and is approved by the unit’s
Chair or Director
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Frequently Asked Questions
FAQs
Does the effort for the activity Administration Course Release--46100
require effort certification? YES.
Should the Associate Chairs have a formal HR title? Best practice would
be to officially appoint as associate chair. This would mean an internal posting
should be sent with the PAR.
When someone is given a course release that isn’t Instruction Course
Release or Administration Course Release how should it be captured
on the DBE Workflow? You should reduce the instruction % to reflect the
actual teaching assignment and increase the department scholarship research.
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? Your Questions ?
51 Peggy
Resources
Office
Contact Name
Email Address
LSA Faculty HR
Deb Erskine
derskine@umich.edu
LSA Research
Peggy Westrick
pegwest@umich.edu
LSA Finance
Krista Farmer
kfarmer@umich.edu
LSA GSA
Tom Hart
tjhart@umich.edu
Cost Reimbursement
Chad Greenwell
cdwell@umich.edu
Documents
Contact Name
URL
Standard Practice Guide
501.10
Policy on Effort Certification
http://spg.umich.edu/pdf/501.10.pdf
Standard Practice Guide
201.04
Summer Appointment-UM
Campus
http://spg.umich.edu/pdf/201.04.pdf
52 Peggy