Setting Up Term Workload for Non-Classroom Assignments

Business Process: Setting Up Instructor Term Workload for Non-Classroom Assignment

Module: Curriculum Management

Prerequisites: Instructor is active with correct competencies loaded on Instructor/Advisor Table and has classroom assignments.

Instructions:This Job Aid will go over the process of setting up term workload for classroom faculty. Non-Classroom Term Workload setup will be covered in the job aid Adding A Non-Classroom Assignment for an Instructor.

Step	Instructions
1	Navigate to Instructor Term Workload. Click on the NavBar icon . Then click the Navigator Icon Campus Solutions > Navigator > Curriculum Management > Instructor/Advisor Information > Instructor Term Workload

Step	Instruction
2	Type in employee ID in the ID field. If ID is unknown, type in the employee name in the name field. Ensure name is input as last name, first name (with no spaces in between). Click Search. If “No matching values were found” then click on the Add a New Value tab to add instructor.

Step	Instruction
3	Under the Add a New Value tab, if employee ID is unknown, click on the magnifying glass to display the Look Up ID section. You can look up Instructor by Last Name, First Name. Click Look Up to search.

Step	Instruction
4	Click on the Instructor Link. The ID will populate in the ID field on the Term Workload page under Add a New Value tab. Then click Add.

Step

Instruction

5

The Term Workload page for the instructor will pop up. Under Term, input the correct term to load the instructor assignment.

Update the Instructor Assignment Class value. Refer to your Instructor Assignment Class Crosswalk to determine the correct value. Do NOT leave the field as GENERAL.

Select the correct Academic Organization for the instructor. The Academic Organization field on Term Workload is used for Flex reporting and should denote the department the faculty member belongs to.

Step	Instruction
6	Under the Workload Assignment tab, begin first by selecting the Assign Type drop down. Select the correct non-classroom assignment for the instructor. A description will populate in the Description box. Update it if needed.

Step	Instruction
7	Input the correct Campus under the Campus field.

Step	Instruction
8	Enter the Start Date and End Date. Input the correct FTE % under Assignment FTE %.

Step	Instruction
9	Enter Comments under Comments box. Limit to 100 characters, including spaces. Note: Do NOT use commas for comments, use semicolons. Commas will cause an error in the Faculty Assignment Data Alpha List excel sheet.

Step

Instruction

10

Click on the Job Code tab to select the correct Empl Rcd# with appropriate Job Title.

Note: Non-classroom assignment job codes normally start with A3 (for Contract Non-Classroom) and A6 (for adjunct/overload non-classroom).

If this is the first time the instructor is offered this non-classroom assignment and none of the corresponding employee record numbers, job code or job title fit, then scheduler must submit an ADJUNCT PASS sheet to their business office to create the new job code for the instructor.

Step	Instruction
11	Once all information is correctly input, click Save to save all the information. Note the Total Term FTE % box will now display a new FTE % amount.

Step	Instruction
12	End of Process.