CEFNS FAAR/Faculty 180 User Manual, updated 4/16/15
Contents
1. Promotion and or Tenure evaluations you would want to include the Promotion and or Tenure Application form Highlight this to select classification form s h Lock CV s defaults leave this selected 4 Supplementary Forms c Supplementary Forms Custom Evaluation Forms select Promotion and Tenure Recommendation Chair for an embedded form d Faculty Classification input forms select Start Semester and End Semester for the period being reviewed and select the input form related to the type of evaluation Promotion and or Tenure Recommendation Chair director Please note that you only need to select a custom form or a faculty classification input form not both 5 Notifications b Notify faculty and administrators responsible for managing other levels within this evaluation process Select On Start Date amp Time Now Now with reminder on start date amp time or No Click Save and Add Another if you need to create another evaluation or Save and Return to complete Clicking Return will exit the evaluation form without saving any 40 Initiating Faculty submission of Promotion and or Tenure applications changes Dean s office The dean s office will initiate faculty submission of sabbatical application materials 5 6 7 8 Go to the communication tab Click on Faculty Classification Form in the lower right Select the semester of applicati2. If a class you taught is not listed let your chair know this indicates the schedule of classes was potentially inaccurate If more than one class is listed as separate when they should be combined e g co convened courses combine these courses into one 7 Prior to the beginning of the review cycle once initiated by the VPAP iv Add any notes as necessary in the comments box b Course attachments Attach the syllabus for each class listed Student course evaluations will be uploaded automatically starting Spring 2014 c Reassigned Duties any load reassigned to other responsibilities e g administrative release grant buyout etc d Advising Load list the number of students for whom you are officially listed as the academic advisor In CEFNS most students are advised centrally and not by faculty e Activity Distribution indicate the proportion of time which should reflect your SOE based on load for each area These are the same numbers that appear on your SOE for the specified term e g a faculty member with a 3 class load would list formal class lab 30 Prepare grade 30 student meetings amp advising 0 research 20 service 20 Average work hours per week The standard based on the 15 hour load at 3 work hours load hour 45 work hours week f Scholarly Activities iv If Copy Ongoing Activities is visible click on the link this allows determination of co
3. Personnel Action Calendar published by the Provost see website http nau edu Provost Reviews Tenure Sabbaticals Dean s office initiates application Faculty enter data Chairs Directors create evaluations ARC FSC Committee review Chair Director review decision Dean review decision Provost review decision Personnel Action Calendar published by the Provost see website http nau edu Provost Reviews Tenure Promotion amp Tenure Dean s office initiates application Faculty enter data Chairs Directors create evaluations ARC FSC Committee review Chair Director review decision College P amp T review decision Dean review decision Provost review decision President decision Personnel Action Calendar published by the Provost see website http nau edu Provost Reviews Tenure Profile Workload Forms Who When The foundation of the system this is your electronic vita All efforts and activities should be entered Faculty Anytime into the profile workload forms Any report or review will pull data from what is entered in the profile workload forms Prior to each review cycle faculty will be prompted to submit a formal Prior to the beginning Workload Form The Profile Workload form link on the MY DATA tab under Standard Input Forms is of the review cycle available at all times see Personnel Action Calendar published by Every piece of information entered i
4. Select Promotion and Tenure 2014 15 use current year for the evaluation period f Title Please follow these naming convention guidelines from the VPAP s office to ensure consistency and clarity Titles must match those in the Personnel Action Calendar Title sabbatical reviews as follows listing the specific department name at the end ii Promotion and or Tenure Review FSC Department j Type Select Tenure and Promotion or Promotion Evaluation k Access to Results leave as Allow for options 1 amp 2 and make a choice whether to allow reviewers in any evaluation process access the 3 AN items Faculty Being Evaluated v Click Select Faculty vi Onthe pop up screen under Standard Filters choose All Active to view all faculty You can limit the number of faculty names visible by choosing Full time or Part time vii Click on the faculty names applying for promotion and or tenure can choose multiple by holding the cntrl key while clicking on names then click the gt to move faculty names into the Selected area viii Select only those faculty applying for promotion and or tenure and Click 36 Department Early August chairs directors Select Faculty 2 Assign Evaluator s amp Schedule d Start Date amp Time and End Date amp Time these should match the time period from the Personnel Action Calendar For example the FSC revi
5. A summary letter will be written and attached but this must be in addition to the ratings and notes entered into the FAAR system form see ARC FSC Evaluation Submission Faculty Status Committee For any tenure track faculty a statement regarding progress toward tenure must be included If the ARC and FSC are the same then that committee can make a recommendation within the evaluation form and also attach a letter 1 From the home page in FAAR under Evaluation click the Complete Evaluation description link there are likely multiple links available 22 Follow dates in the Personnel Action Calendar Follow dates in the Personnel Action Calendar 2 A list of faculty to review is visible For each faculty member to review Click View under Standard CV to review CV and workload information Click View under Statement of Expectations to view SOE information a All efforts activities from only the review period are displayed b Blue text indicates links click on those to see specific files c Look for the self evaluation link for the faculty member s accomplishments Following department criteria process committee s compile evaluations and develop an evaluation score merit rating and comment for each area in which faculty have load as well as an overall rating comment These areas include any of the following a Overall b Other c Scholarship d Service e Student related t
6. Notify faculty and administrators responsible for managing other levels within this evaluation process Select On Start Date amp Time Now Now with reminder on start date amp time or No 5 Click Save and Add Another if you need to create another review or Save and Return to complete Clicking Return will exit the evaluation form without saving any changes Faculty Submit Materials Faculty review data already entered in the system will have been initially entered by completing the profile workload forms or electronic CV information Additional information is added and supporting documentation and evidence is included Departments units are responsible for specifying the information to attach and the metrics by which faculty are reviewed This is where faculty would attach their accomplishments in a separate document if necessary 1 In FAAR click the My Data tab Faculty Click the Profile Workload Forms Verify all information is up to date Click Add next to 12 Self Evaluation Start semester select the first semester under review End semester select the last semester under review Title Enter Accomplishments YEAR etc SS N p n e w Ze Browse and attach your self evaluation file NOTE it is helpful to include your name in the 21 Due date according to Personnel Action Calendar name of the file 9 Click Save and Return Chair Dire
7. g by clicking the Change link b Evaluation Process Select Annual Review 2014 15 or desired evaluation use 15 Department Chairs Directors Dean s office will send this out to Department Chairs Directors Prior to the start of the Fall Semester Department Early August chairs directors current year for the evaluation period c Title Please follow these naming convention guidelines from the VPAP s office to ensure consistency and clarity Enter an appropriate title based on the specific faculty being identified Titles must match those in the Personnel Action Calendar Type one of the following listing the specific department name at the end i 2 Year Tenure Track Probationary Annual Review PEER Department ii Post Tenure Annual Review PEER Department iii Continuing Non Tenure Track Annual Review PEER Department iv 37 5 Year Tenure Track Annual Review PEER Department v 1 Year Tenure Track Annual Review PEER Department vi 1 Year Non Tenure Track Annual Review PEER Department d Type Select Annual Evaluation or desired evaluation type e Evaluation Access leave as Allow for options 1 amp 2 and make a choice whether to allow reviewers in any evaluation process access the 37 AN items f Faculty Being Evaluated i Click Select Faculty ii On the pop up screen under Standard Filters choose All Active to view all faculty You can limit the nu
8. i Other Institutional Service activities that are university related but not listed as institutional committees Follow the same procedures as outlined in e Scholarly Activities above j Professional Service follow same procedures as outlined in e Scholarly Activities above k Community Service follow same procedures as outlined in e Scholarly Activities above Professional Development follow same procedures as outlined in e Scholarly Activities above m Self Evaluation refer to department requirements regarding whether any information is required in this category of the workload form i e Annual Performance Report Professional Narrative etc 3 Click Save and Return if additional time is needed to edit the form Once completed click Submit Completed Workload for Review Reviewing amp Approving Workload Form Directions for Chairs Directors 1 2 3 4 ul In FAAR select the Administration tab and click Approve Faculty Input Edit the Unit as appropriate e g Department Change Semester to the semester to be reviewed usually the prior semester Click on the name of the unit then the number blue next to the unit for which faculty are listed Click on the faculty member name Either approve or reject reject sends the form back to the faculty member for revision by clicking the appropriate button at the bottom of the page 10 Chairs Directors After facul
9. use current year for the evaluation period c Title Please follow these naming convention guidelines from the VPAP s office to ensure consistency and clarity Titles must match those in the Personnel Action Calendar Title sabbatical reviews as follows listing the specific department name at the end i Sabbatical Review FSC Department d Type Select Sabbatical Evaluation e Access to Results leave as Allow for options 1 amp 2 and make a choice whether to allow reviewers in any evaluation process access the 3 g4 items f Faculty Being Evaluated i Click Select Faculty ii On the pop up screen under Standard Filters choose All Active to view all faculty You can limit the number of faculty names visible by choosing Full time or Part time iii Click on the faculty names applying for sabbatical can choose multiple by holding the cntrl key while clicking on names then click the gt to move faculty names into the Selected area iv Select only those faculty applying for sabbatical and Click Select Faculty 28 Department Early August chairs directors 2 Assign Evaluator s amp Schedule a Start Date amp Time and End Date amp Time these should match the time period from the Personnel Action Calendar For example the FSC review for Sabbatical applications took place last year from 9 8 14 to 9 26 14 Faculty Response Due Date select t
10. Classification input forms select Start Semester and End Semester for the period being reviewed and select the input form related to the type of evaluation Sabbatical Recommendation Chair review Please note that you only need to select a custom form or a faculty classification input form not both 5 Notifications a Notify faculty and administrators responsible for managing other levels within this evaluation process Select On Start Date amp Time Now Now with reminder on start date amp time or No Click Save and Add Another if you need to create another evaluation or Save and Return to complete Clicking Return will exit the evaluation form without saving any changes 32 Initiating Faculty submission of Sabbatical applications Dean s office The dean s office will initiate faculty submission of sabbatical application materials 1 2 3 4 Go to the communication tab Click on Faculty Classification Form in the lower right Select the semester of application Check the box Sabbatical Application Select the appropriate faculty from the list then click Save and Return Faculty Submit Materials Faculty review data already entered in the system will have been initially entered by completing the profile workload forms prior to the review cycle Additional information is added and supporting documentation and evidence is included Depar
11. Faculty Activity and Achievement Reporting FAAR http www data180 com faculty180 nau Note FAAR works best in Firefox Log in using your NAU ID password Contents Process OVERVIEW EE 2 Workload Form OVErVieW cccssccccsssnececeesneeeceeseeecseaaeeecseaeeecsesaeeeceesaeeeceesaeeesseaaeeecseaueeeceesaeeeceeaueeeeeeqeeeeeeea 4 Workload Form General 5 Complete Workload Forni OVErnviewivcecsscessscecaccecviessoseedceceecsedvansned e E eege eege 7 Workload FON EE 7 Reviewing amp Approving Workload Form 10 Statement of Expectations OvVerVieWcse a ds ede ads 11 Provost s office initiate Statement of Expectations cccccccssccsssscssssecseseecsnscesseesessecssesecsueesssaeessseeesees 11 Faculty Enter INTO EE 12 Chair Director Dean review amp approve OF return ccscccecssccsssseessececsseceeseecsseeecsaececsseceseeesateeeaeeeeseeess 12 Peer Annual Evaluation Annual Review Overvlew 14 Creating ARC FSC Evaluations cccccccsssecssecesscecssesecssececseeceseecesaeeecaseceseceseeceaaececaeecesseceaueeeaaeeeeseeens 15 Creating Chair Director Evaluations 18 Faculty Submit Materialie 21 Chair Director Verification of Format Completton 22 ARC FSE Felen SEENEN e EES 22 ARG FSC Evaluation SUBMISSION s cctecvscaccessncoctes sacneedssibeckedsicececsntaceestecerdvsavecZeveaenede aaa a ad aaa 23 Chair Director ET 25 Sabbatical application OverviGW E 27 Creating FSC Sabbatical Application Evaluatlon 27 Creatin
12. Statement of Expectations Note the SOE looks forward to the coming year while the workload looks back over the previous year Vice Provost for Academic Personnel initiates Faculty enter information Chair Director approves and then Dean has view capabilities Prior to April 1 every spring Profile Workload Forms General Activities and CV information other than teaching advising etc that is available only during the workload review period can be entered at any time Faculty enter information Any time Workload Forms Faculty review update activities from previous academic year Vice Provost for Academic Personnel initiates Faculty enter data Chair Director approves Prior to beginning of faculty review cycle Annual Review Vice Provost for Academic Personnel initiates workload Faculty enter data Chairs Directors create evaluations ARC FSC Committee review Chair Director review decision Dean review as necessary Personnel Action Calendar published by the Provost see website http nau edu Provost Reviews Tenure Retention Renewal Review Vice Provost for Academic Personnel initiates workload Faculty enter data Chairs Directors create evaluations ARC FSC Committee review Chair Director review decision Dean review decision Provost review decision for tenure track faculty only President decision non renewal of tenure track faculty only
13. arship amp Service amp Other In the text box edit text with goals objectives activities for each faculty member as necessary Percent of load Review the of effort for each category and edit as necessary Make sure to only enter a 1 3 digit number without any extra characters e g 6 Ifthe SOE is approved and no changes are necessary if not approved go to step 7 a At the top of the table find the drop down box under the word Value and choose Yes b Click Submit Classifications at the bottom of the page 7 If edits are necessary the SOE must be returned to the faculty member for revisions a At the top of the table find the drop down box under the word Value and choose No Click Submit Classifications at the bottom of the page This returns the SOE to the faculty member for revisions go back to Faculty Enter Info directions on previous page 13 Annual Evaluation Annual Review Refer to the Personnel Action Calendar for due dates and responsibilities for data to enter and levels of review based on faculty rank Overview 1 Vice Provost for Academic Personnel initiates workload forms for previous academic year 2 Faculty enters information and data 3 Chairs Directors approve workloads and create evaluations 4 Chair Director verifies all required documentation determined by department is present and approves for review by ARC or FSC if these ar
14. cal timetable 5 Curriculum Vita Attach a current copy of the complete CV However keep in mind the foundation of your application packet is the curriculum vita in FAAR Profile Workload documents and reports submitted every semester provide base information Faculty must make sure all activities are appropriately entered using the Workload form This includes attaching any supporting documentation e g conference proceedings manuscripts acceptance letters etc 6 Courses Taught Previous Two Years Paste a summary narrative of the courses taught in the previous two years in the area available Attach the following e A listing of courses taught for the previous two years 7 Documentation of Advance Arrangements Paste a summary narrative of the documentation of advance arrangements in the area available Attach the following e Any documentation of advance arrangements for while on sabbatical 8 Documentation of Previous Sabbatical Report Attach the following A copy of the previous sabbatical report if applicable 34 Promotion and or Tenure applications Refer to the Personnel Action Calendar for due dates and responsibilities Overview 9 10 11 12 13 14 15 16 17 Dean s office initiates Faculty enters information and data Chair Director creates evaluations Chair Director verifies all required documentation determined by department is present and approves for review by FSC Depart
15. ct Start Semester and End Semester for 29 the period being reviewed and select the input form related to the type of evaluation Sabbatical Recommendation Peer review Please note that you only need to select a custom form or a faculty classification input form not both 5 Notifications a Notify faculty and administrators responsible for managing other levels within this evaluation process Select On Start Date amp Time Now Now with reminder on start date amp time or No Click Save and Add Another if you need to create another evaluation or Save and Return to complete Clicking Return will exit the evaluation form without saving any changes Creating Chair Director Sabbatical Application Evaluation Directions for chairs directors to set up the sabbatical application evaluation in FAAR Refer to the personnel action calendar for due dates Evaluations will be set up for each of the following Chair Review Note You will need the following Personnel Action Calendar for dates Names of faculty applying for sabbatical From the Home tab in FAAR click the Administration tab and select Evaluations at the Department bottom left side of the page chairs directors On the next screen click Add select Use template and pick Sabbatical Review Chair from the drop down choices and click Add Evaluation Next screen enter the following 1 Evaluatio
16. ctor then Assign Evaluator s Evaluation Author Select and move your name to the selected area Select whether or not you will receive an email notice On Start Date amp Time Now Now with reminder on start date amp time 3 Evaluation Documents m Start Semester choose the first semester of the previous year for annual reviews p For other reviews choose the appropriate time frame previous 6 year for promotion and or tenure etc These will automatically be filled in for templates End Semester Choose the last semester being reviewed e g spring 2015 Document should default to Standard CV highlighted For all evaluations include the Statement of Expectations For some evaluations you will also want to add other classification forms Examples For Sabbatical evaluation you would want to include the Sabbatical Application form Highlight this to select classification form s Lock CV s defaults leave this selected 20 4 Supplementary Forms q Supplementary Forms Custom Evaluation Forms select custom form related to type of evaluation for an embedded form r Faculty Classification input forms select Start Semester and End Semester for the period being reviews and select the input form related to the type of evaluation Please note that you only need to select a custom form or a faculty classification input form not both 5 Notifications s
17. ctor Verification of Format Completion Department chairs directors are required to verify that each faculty member has submitted all necessary materials into the FAAR system They must also approve the submitted workloads To do so use the following steps 1 For each faculty member click the View button under Standard CV Review for all Department required materials e g accomplishments other information you have required chairs directors 2 If materials are missing follow up with faculty 3 From the administration tab in FAAR click the Approve Faculty Input link Numbers will be highlighted for submitted workload click to view Enter semester Click on faculty member name to view submitted workload a Vv e At bottom of Workload Form click Approve Workload Save Changes or Reject Workload amp Notify Faculty to return workload form Annual Review Committee ARC Faculty Status Committee FSC review The entire ARC and FSC committee will have access to files but only the chair one member from ARC FSC committee each committee if you have two are able to submit the review and evaluation Each department members and committee must attach a written recommendation to the evaluation in the FAAR system This can be signed by all the committee members or just the committee chair as appropriate Annual Review Committee Evaluation comments must be entered into the FAAR system using the evaluation template
18. d Use template or Do not use template If Use template is selected pick the desired evaluation from the drop down choices Next screen enter the following 18 Prior to the Start of the Faculty Review Cycle Prior to the start of the Fall Semester Early August 1 Evaluation Details a Evaluation level enter your specific unit e g by clicking the Change link b Evaluation Process Select Annual Review 2014 15 or desired evaluation use current year for the evaluation period c Title Please follow these naming convention guidelines from the VPAP s office to ensure consistency and clarity Enter an appropriate title based on the specific faculty being identified Titles must match those in the Personnel Action Calendar Type one of the following listing the specific department name at the end i 2 Year Tenure Track Probationary Annual Review Chair Department ii Post Tenure Annual Review Chair Department iii Continuing Non Tenure Track Annual Review Chair Department iv 3 5 Year Tenure Track Annual Review Chair Department v 1 Year Tenure Track Annual Review Chair Department vi 1 Year Non Tenure Track Annual Review Chair Department d Type Select Annual Evaluation or desired evaluation type e Evaluation Access leave as Allow for options 1 amp 2 and make a choice whether to allow reviewers in any evaluation process access the 3g items f Fac
19. e chairs submit evaluation 6 Department chair director reviews and writes recommendation 7 Dean reviews and approves or returns for revisions as necessary and writes recommendation Dept chair director reviews and writes recommendation Dean reviews and approves and writes recommendation Creating ARC FSC Evaluations Directions for chairs directors to set up the annual reviews in FAAR Each faculty classification e g ST year tenure track post tenure non tenure track etc will need to be set up using due dates and procedures following the personnel action calendar Note Templates are available each year for this purpose Cloning is another feature that makes this process easier Evaluations will be set up for each faculty classification for each of the following e ARC FSC Annual Review e Chair Director Review Note You will need the following e Personnel Action Calendar for dates e Names of faculty in each category of review e Names of Annual Review Committee members Faculty Status Committee members 1 In FAAR click the Administration tab and select Evaluations at the bottom left side of the page 2 On the next screen click Add select method Use template or Do not use template 3 If Use template is selected pick the desired evaluation from the drop down choices 4 Next screen enter the following 1 Evaluation Details a Evaluation level enter your specific unit e
20. e next screen click Add select Use template and pick Promotion and Tenure Review Chair from the drop down choices and click Add Evaluation Next screen enter the following 1 Evaluation Details a Evaluation level enter your specific department unit by clicking the Change link b Evaluation Process Select Promotion and Tenure 2014 2015 use current year 38 Department chairs directors Early August the evaluation period c Title Please follow these naming convention guidelines from the VPAP s office to ensure consistency and clarity Titles must match those in the Personnel Action Calendar Title sabbatical reviews as follows listing the specific department name at the end i Promotion and or Tenure Chair Department d Type Select Tenure and Promotion or Promotion Evaluation e Access to Results leave as Allow for options 1 amp 2 and make a choice whether to allow reviewers in any evaluation process access the 3 E items f Faculty Being Evaluated i Click Select Faculty ii On the pop up screen under Standard Filters choose All Active to view all faculty You can limit the number of faculty names visible by choosing Full time or Part time iii Click on the faculty names applying for promotion and or tenure can choose multiple by holding the cntrl key while clicking on names then click the gt to move faculty
21. e the committee chair or the person responsible for submitting the review letter to the selected area If your department has a separate FSC from the ARC then the chair from the ARC must be listed as an evaluation author more than one author can be listed if necessary Select whether or not they will receive an email notice On Start Date amp Time Now Now with reminder on start date amp time 3 Evaluation Documents m Start Semester choose the first semester of the previous year for annual reviews For other reviews choose the appropriate time frame previous 6 years for promotion and or tenure etc These will automatically be filled in for templates End Semester Choose the last semester being reviewed e g spring 2015 Document should default to Standard CV highlighted For all evaluations include the Statement of Expectations For some evaluations you will also want to add other classification forms Examples For Sabbatical evaluation you would want to include the Sabbatical Application form Highlight this to select classification form s 17 p Lock CV s defaults leave this selected 4 Supplementary Forms q Supplementary Forms Custom Evaluation Forms select custom form related to type of evaluation for an embedded form r Faculty Classification input forms select Start Semester and End Semester for the period being reviews and select the input fo
22. e the same 5 Department annual review faculty status committee s review write recommendation and committee chairs submit evaluation 6 Department chair director reviews and writes recommendation 7 Dean reviews and approves or returns for revisions as necessary and writes recommendation as applicable Who Vice Provost for Academic Personnel Faculty enter data ARC FSC review amp write recommendation Dept chair director reviews and writes recommendation Dean reviews and approves and writes recommendation When August Refer to the current year Personnel Action Calendar Retention Progress towards tenure reviews Refer to the Personnel Action Calendar for due dates and responsibilities for data to enter and levels of review based on faculty rank Overview 1 2 3 4 Vice Provost for Academic Personnel initiates workload forms for previous academic year Faculty enters information and data Chairs Directors approve workloads and create evaluations Chair Director verifies all required documentation determined by department is present Who Vice Provost for Academic Personnel Faculty enter data ARC FSC review amp write recommendation When August Refer to the current year Personnel Action Calendar 14 and approves for review by ARC or FSC if these are the same 5 Department annual review faculty status committee s review write recommendation amp committe
23. eaching amp advising f Retention renewal recommendation ARC FSC Evaluation Submission Only the lead evaluator e g committee chair will have the Evaluate option available Evaluation comments must be entered into the FAAR system using the evaluation template A summary letter must be written and attached The Summary Letter will be in addition to the ratings and notes entered into the FAAR system form 1 From the home page in FAAR under Evaluation click the Complete Evaluation ARC FSC committee chairs description link there are likely multiple links available A list of faculty to evaluate is visible Click Evaluate for the desired faculty member For Annual Review ARC FSC proceed to step 4 below a Onthe next screen depending on how the evaluation was set up there will be one of two options Retention Recommendation then select from the drop down choices and add the summary letter then click submit Or click on the blue Peer Annual Evaluation link and follow instructions below and screen print below 23 Following dates in the Personnel Action Calendar b A window will pop up In this window enter information as appropriate i Value drop down list for each category e 4 Highly Meritorious e 3 Meritorious e 2 Satisfactory e 1 Needs Improvement e Select if the category is not applicable ii Notes can enter comments notes for each relevant classification iii Pee
24. ew for Promotion and or Tenure applications took place last year from 9 8 14 to 10 3 14 Faculty Response Due Date select the number of days faculty have to respond to each recommendation For Promotion and or Tenure it s 12 days Assign Evaluators iv Click Select Faculty v In the standard filters area under unit select change to make your unit visible note if any committee members are outside of your department yov ll need to select the appropriate unit to find those names and click Select faculty vi Click and select all FSC members Assign Evaluator s Evaluation Author Select and move the committee chair or the person responsible for submitting the review letter to the selected area Select whether or not they will receive an email notice On Start Date amp Time Now Now with reminder on start date amp time 3 Evaluation Documents e h Start Semester These will automatically be filled in for templates but usually approximately 6 10 years would be appropriate for Promotion and or Tenure End Semester Choose the last semester being reviewed e g spring 2015 Document should default to Standard CV highlighted For Promotion and or Tenure evaluations you would want to include the Promotion and or Tenure Application form Highlight this to select classification form s Lock CV s defaults leave this selected 4 Suppleme
25. g Chair Director Sabbatical Application Evaluation cccccccssccesssccssscecsseceececesseccsseeeeaeeesseeens 30 Initiating Faculty Submission ccccsessscecececessesceececececeeseaaaececeescessesaeaeeeseeesessesaeaeseeesesessesaeaeeeeseesesaes 33 Faculty Submit ENN EE 33 Submitting Sabbatical application 33 Promotion and or Tenure application Overview cc cccsssceesseceesceesseeeessececssecesseeesseeecsaeceeseeesstecesaeeecaeeeeees 35 Creating FSC Promotion and or Tenure Application Evaluation 35 Creating Chair Director Promotion and or Tenure Application Evaluation c ccccccceeseeesssceeseeesseeees 38 Initiating Faculty Submission cccsessececececseseseaecececsceeseaaaececeescessesaeaesececesusesaeaeseeecesesseaeaeseeeeeseesags 41 Faculty SUbMit ENN E EE 41 Submitting Promotion and or Tenure application 41 Dean REVIEW ee EE 44 CONStFUCTING E a 44 CONAUCtING NEE WEE 44 Viewing Doc m nts Within FAAR wes 2eccevekis dodesdecesisscastalesiceesGs sedate a S eebe EEE a 45 Viewing SOE amp Review Documents 45 Viewing Cunniculuti Vitaes gedet eege dE 45 Getting Course Evaluations for Submission in FAAR ccececsesssseeeeeceseesssaeseceeecesseeeaeseceessessessaeeeeeeesessees 46 Getting Your Course EvalUati Ons 2 dee deser ee ee e eege EE beateededs chesesesaseeveasevees 46 Loading Your Course Evaluations into the FAAR system 46 Process Overview Process Procedure Timeline
26. h Creative Activities Follow the instructions in the CEFNS P amp T Application Guideline document but can paste your scholarly statement or information about your application in the area available Attach the following please note these are just examples refer to the guidelines e Summary of scholarly accomplishments 42 e Other materials supporting your promotion and or tenure request in this area e Other materials related to scholarship not already included in Faculty 180 publications grants professional development etc 6 Overview of Service Activities Follow the instructions in the CEFNS P amp T Application Guideline document but can paste your service statement or information about your application in the area available Attach the following please note these are just examples refer to the guidelines e Committee acknowledgements e Other materials supporting your promotion and or tenure request in this area e Other materials related to service not already included in Faculty 180 awards etc Click Save and Return to continue working on your application or Submit when finalized and ready to submit 43 Dean Review Refer to the Personnel Action Calendar for due dates and responsibilities for data to enter and levels of review based on faculty rank Please note the dean s office will also set up the Provost s level reviews Overview 1 Dean s office initiates 2 Dean reviews Constructing Dean Rev
27. he number of days faculty have to respond to each recommendation In virtually all cases it s 7 days Assign Evaluators i Click Select Faculty ii In the standard filters area under unit select change to make your unit visible note if any committee members are outside of your department you ll need to select the appropriate unit to find those names and click Select faculty iii Click and select all FSC members Assign Evaluator s Evaluation Author Select and move the committee chair or the person responsible for submitting the review letter to the selected area Select whether or not they will receive an email notice On Start Date amp Time Now Now with reminder on start date amp time 3 Evaluation Documents a d Start Semester These will automatically be filled in for templates but usually approximately 6 10 years would be appropriate for Sabbaticals End Semester Choose the last semester being reviewed e g spring 2015 Document should default to Standard CV highlighted For Sabbatical evaluation you would want to include the Sabbatical Application form Highlight this to select classification form s Lock CV s defaults leave this selected 4 Supplementary Forms a b Supplementary Forms Custom Evaluation Forms select Sabbatical Review Peer for an embedded form Faculty Classification input forms sele
28. i e Promotion to Associate Professor with Tenure 2 Faculty Information Indicate the following e Year Started at NAU e Years in Current Rank choose from the drop down e Prior Years Credit If applicable 3 Promotion and or Tenure Overview Statement Follow the instructions in the CEFNS P amp T Application Guideline document but can paste your overview statement or information about your application in the area available Attach the following please note these are just examples refer to the guidelines e Narrative of Goals and Accomplishments e Explanation of any Administrative Activities e Years of prior service credit documentation e SOEs not already included in Faculty 180 e Department Unit Criteria for Promotion amp Tenure e Evaluation Recommendations from all review years levels not already included in Faculty 180 e Previous annual performance reports 4 Overview of Teaching and Student Related Activities Follow the instructions in the CEFNS P amp T Application Guideline document but can paste your teaching statement or information about your application in the area available Attach the following please note these are just examples refer to the guidelines e Summary of teaching accomplishments e Other materials supporting your promotion and or tenure request in this area e Other materials related to teaching not already included in Faculty 180 syllabi course evaluations etc 5 Overview of Scholarship Researc
29. iew Directions for Dean s office to set up the Dean reviews in FAAR Set up evaluations for each of the following within a new Dean s Review process e 2 Year Tenure Track Probationary Annual Review Dean College e Sabbatical Review Dean College e Post Tenure Annual Review Dean College e Continuing Non Tenure Track Annual Review Dean College e 35 Year Tenure Track Annual Review Dean College e 1 Year Tenure Track Annual Review Dean College e 1 Year Non Tenure Track Annual Review Dean College e Set up any evaluations for faculty on non standard contracts Conducting Dean Review 1 From the Home tab in FAAR click the specific complete evaluation link 2 Review and make recommendations 44 Dean s office Dean Dean s office Dean August Refer to the current year Personnel Action Calendar August Refer to the current year Personnel Action Calendar Viewing Documents within FAAR Who Documents connected with any specific faculty are viewable by that faculty member in the FAAR system For example approved SOE s ARC letters Dean letters etc can all be viewed Note Internet Explorer tends not to work very well when viewing these documents If you have issues then try a different web browser such as Firefox Viewing SOE amp Review Documents While in FAAR go to the MY DATA tab Any Faculty In the My Reports area click Printable Classification Forms I
30. ion determined by department is present and approves for review by FSC Department faculty status committee s review write recommendation and committee chair s submit evaluation Department chair director reviews and writes recommendation Dean reviews and writes recommendation Provost reviews and provides recommendation in FAAR system Creating FSC Sabbatical Application Evaluation Directions for chairs directors to set up the sabbatical application evaluation in FAAR Refer to the personnel action calendar for due dates Evaluations will be set up for each of the following Faculty Status Committee Chair Review Note You will need the following Personnel Action Calendar for dates Names of faculty applying for sabbatical Names of Faculty Status Committee with committee chair 27 Who When Dean s office Refer to the current year Faculty submitting DEIER Calendar materials for sabbaticals FSC Dept chair director Dean Provost In FAAR click the Administration tab and select Evaluations at the bottom left side of the page On the next screen click Add select Use template and pick Sabbatical Review FSC from the drop down choices and click Add Evaluation Next screen enter the following 1 Evaluation Details a Evaluation level enter your specific unit e g by clicking the Change link b Evaluation Process Select Sabbatical Review 2014 15
31. k view printable classification forms from the my data tab There is also a Statement of Expectations Quicklinks on the home page in FAAR Chair Director review amp approve or return of SOE Directions for approving the SOE 1 In FAAR click Administration tab and select Input Classifications Chair Director 2 Make sure the appropriate Unit is displayed 3 From the Input form dropdown menu select SOE Administrative Approval Chair 4 Start semester choose the term of the SOE e g Fall 2015 5 Select all faculty desired to review 12 Early spring semester usually beginning March 1 allow enough time for a draft to be approved by the chair by April 1 April 1 Hold the Ctrl key down and click on names to select multiple faculty and move the faculty to the Selected faculty area by clicking gt gt To move all faculty click on the first name in the list hold the shift key down while clicking the last name on the list All will be highlighted in blue Click gt gt Under Input Option choose one of the following i Multiple Displays a table of all selected faculty in which you can enter data all at once May require scrolling right ii Individual One faculty member s form will be displayed and you ll need to enter all info then click to change the page to the next faculty member Review Expectations Student related activities amp Schol
32. mber of faculty names visible by choosing Full time or Part time iii Click on the faculty names for the review category can choose multiple by holding the cntrl key while clicking on names then click the gt to move faculty names into the Selected area 1 Select only those faculty in the specific review category For example if the evaluation being set up is for agna year Tenure Track Annual Review only those SE year TT faculty names should be in the Selected box iv Click Select Faculty g If desired enter a description of the evaluation in the Description text box 16 2 Assign Evaluator s amp Schedule h Start Date amp Time and End Date amp Time these should match the time period from the Personnel Action Calendar For example the FSC ARC review of 2 Year Tenure Track Faculty took place last year from 9 8 14 to 9 19 14 Faculty Response Due Date select the number of days faculty have to respond to each recommendation In virtually all cases it s 7 days Assign Evaluators i Click Select Faculty ii Inthe standard filters area under unit select change to make your unit visible note if any committee members are outside of your department you ll need to select the appropriate unit to find those names and click Select faculty iii Click and select all ARC and FSC members Assign Evaluator s Evaluation Author Select and mov
33. ment faculty status committee s review write recommendation and committee chair s submit evaluation Department chair director reviews and writes recommendation Dean reviews and writes recommendation Provost reviews and provides recommendation in FAAR system President s final decision Creating FSC Promotion and or Tenure Application Evaluation Directions for chairs directors to set up the promotion and or tenure application evaluation in FAAR Refer to the personnel action calendar for due dates Evaluations will be set up for each of the following Faculty Status Committee Chair Review Note You will need the following Personnel Action Calendar for dates Names of faculty applying for promotion and or tenure 35 Who When Dean s office Refer to the current year Personnel Action Faculty submitting Calendar materials for promotion and or tenure FSC Dept chair director Dean Provost President Names of Faculty Status Committee with committee chair In FAAR click the Administration tab and select Evaluations at the bottom left side of the page On the next screen click Add select Use template and pick Promotion and Tenure Review FSC from the drop down choices and click Add Evaluation Next screen enter the following 1 Evaluation Details d Evaluation level enter your specific unit e g by clicking the Change link e Evaluation Process
34. mpletion for ongoing activities already entered into the FAAR system you have to do this first If that link isn t there skip to step iv On the pop up window change the status of any activities as necessary For example if a manuscript was submitted in a prior year the drop down menu will display Submitted If this manuscript was published use the drop down menu to change that to Completed Published Once you ve reviewed and modified status for all activities click the Save button Click Add to add any new scholarly creative activities g Institutional Committees note the titles of these committees cannot be changed and new committees cannot be added by faculty Notify the dean s office to add any institutional committees i If Copy Ongoing Activities is visible click on the link this allows determination of completion for ongoing activities already entered into the FAAR system you have to do this first If that link isn t there skip to step iv ii On the pop up window change the status of any activities as necessary For example if you no longer serve on a committee that is listed from the drop down menu select that it ended in the semester being reported iii Once you ve reviewed and modified status for all activities click the Save button iv Modify existing v Add any new h Consulting follow same procedures as outlined in e Scholarly Activities above
35. n Details a Evaluation level enter your specific department unit by clicking the Change link b Evaluation Process Select Sabbatical Review 2014 2015 use current year the evaluation period c Title Please follow these naming convention guidelines from the VPAP s office to 30 Early August ensure consistency and clarity Titles must match those in the Personnel Action Calendar Title sabbatical reviews as follows listing the specific department name at the end i Sabbatical Review Chair Department d Type Select Sabbatical Evaluation e Access to Results leave as Allow for options 1 amp 2 and make a choice whether to allow reviewers in any evaluation process access the 3 g4 items f Faculty Being Evaluated i Click Select Faculty ii On the pop up screen under Standard Filters choose All Active to view all faculty You can limit the number of faculty names visible by choosing Full time or Part time iii Click on the faculty names applying for sabbatical can choose multiple by holding the cntrl key while clicking on names then click the gt to move faculty names into the Selected area iv Select only those faculty applying for sabbatical and Click Select Faculty 2 Assign Evaluator s amp Schedule a Start Date amp Time and End Date amp Time these should match the time period from the Personnel Action Calendar For e
36. n choices and enter the ratings for each category then go to step 7 Or click the blue Chair s Annual Evaluation link and follow instructions below A window will pop up In this window enter information as appropriate a Value drop down list for each category i 4 Highly Meritorious ii 3 Meritorious iii 2 Satisfactory iv 1 Needs Improvement v Select if the category is not applicable b Notes enter comments notes for each relevant classification c Chair s retention renewal recommendation select response add comments d Click Submit Classifications Repeat the process for all faculty reviews From the Evaluate screen click on Browse and attach any documentation and the summary letter Enter any comments into the text box Click Save and Return Please note that once all evaluations are complete recommendations and summary letters attached for each faculty in that evaluation group there will be green check mark in a circle under Evaluation Complete You will still need to Submit Selected Evaluations by checking the box next to each one or the box at the top to select them all and click submit 26 Sabbatical applications Refer to the Personnel Action Calendar for due dates and responsibilities Overview 1 2 3 4 Dean s office initiates Faculty enters information and data Chair Director creates evaluations Chair Director verifies all required documentat
37. n the Form area choose the desired report Select the start semester and year for the desired report Click View Report will display in a new tab or window Viewing Curriculum Vita While in FAAR go to the MY DATA tab Any Faculty Inthe My Reports area click Vita In the type box select Standard CV Check the All box to view all activities or o Select the start and end semester and year for the desired CV Click Refresh Report and the vita will display 45 When Any Time Any Time Getting Course Evaluations for Submission in FAAR Who This process is currently being automated but until finalized all evaluations will need to be retrieved from the course evaluation system saved as a PDF and attached in FAAR Getting Your Course Evaluations 1 Refer to the current system for online course evaluations Any Faculty 2 Select the term you wish to retrieve course evaluations for Fall 2014 etc 3 Once obtain the evaluation save the file as a PDF or HTML format you can rename the report and save the report to a location on your computer or a server Loading Your Course Evaluations into the FAAR system 1 In FAAR under the MY DATA tab click on the appropriate workload form in the Any Faculty Prior Workload Forms middle box on the right side 2 In section B click the Add button next to the appropriate course 3 In the Course Attachments dialog box you must enter inf
38. names into the Selected area iv Select only those faculty applying for promotion and or tenure and Click Select Faculty 2 Assign Evaluator s amp Schedule d Start Date amp Time and End Date amp Time these should match the time period from the Personnel Action Calendar For example the chair review of promotion and or tenure applications took place last year from 10 3 14 to 11 6 14 e Faculty Response Due Date select the number of days faculty have to respond to each recommendation For Promotion and or Tenure it s 12 days f Assign Evaluators iv Click Select Faculty v In the standard filters area under unit select change to make your 39 unit visible note if any committee members are outside of your department you ll need to select the appropriate unit to find those names and click Select faculty vi Add yourself chair director to this list i Evaluation Author Select and move your name j Select whether or not you want to receive an email notice On Start Date amp Time Now Now with reminder on start date amp time 3 Evaluation Documents e Start Semester These will automatically be filled in for templates but usually approximately 6 10 years would be appropriate for Promotion and or Tenure f End Semester Choose the last semester being reviewed e g spring 2015 g Document should default to Standard CV highlighted For
39. ntary Forms C Supplementary Forms Custom Evaluation Forms select Promotion and 37 Tenure Recommendation FSC for an embedded form d Faculty Classification input forms select Start Semester and End Semester for the period being reviewed and select the input form related to the type of evaluation Promotion and or Tenure Recommendation FSC Please note that you only need to select a custom form or a faculty classification input form not both 5 Notifications b Notify faculty and administrators responsible for managing other levels within this evaluation process Select On Start Date amp Time Now Now with reminder on start date amp time or No Click Save and Add Another if you need to create another evaluation or Save and Return to complete Clicking Return will exit the evaluation form without saving any changes Creating Chair Director Promotion and or Tenure Application Evaluation Directions for chairs directors to set up the promotion and or tenure application evaluation in FAAR Refer to the personnel action calendar for due dates Evaluations will be set up for each of the following Chair Review Note You will need the following Personnel Action Calendar for dates Names of faculty applying for promotion and or tenure From the Home tab in FAAR click the Administration tab and select Evaluations at the bottom left side of the page On th
40. of Scholarship Z Select kel A Score of Service 7 Select kel A Score of Student Related Select kel P Peer retentionirenewal recommendation 7 Seient D Chair Director review 1 From the Home tab in FAAR click the Complete Evaluation description link there are Department Following the dates in likely multiple links available Chairs Directors the Personnel Action Calendar 2 A list of faculty is displayed For each faculty member to review Click View under Standard CV to review CV and workload information Click View under Statement of Expectations to view SOE information a Only activities from the period under review are displayed b View the self evaluation by clicking on attached links c Depending on the type of evaluation set up you will either be able to view the 25 embedded recommendation or need to view the ARC FSC recommendation by clicking on the blue Annual Review 2014 15 link or whatever evaluation was submitted by the ARC FSC for that faculty i On the pop up window click Peer Annual Evaluation ii The next window displays peer ratings and comments Once you have prepared your evaluation ratings and summary letter go back to the faculty list and click the Evaluate button On the next screen depending on how you set up the evaluation there will be one of two options Chair s Annual Evaluation then select from the drop dow
41. on Check the box Promotion and or Tenure Application Select the appropriate faculty from the list then click Save and Return Faculty Submit Materials Faculty review data already entered in the system will have been initially entered by completing the profile workload forms prior to the review cycle Additional information is added and supporting documentation and evidence is included Departments units are responsible for specifying the information to attach and the metrics by which faculty are reviewed Faculty will need an accomplishments summary typed and ready to attach following departmental school guidelines and requirements 6 7 8 9 10 In FAAR click the Home tab Faculty Click the Promotion and or Tenure Application Fall 2015 link Complete the form following CoFS guidelines and requirements and CEFNS P amp T Application Guidelines see the next section summary guidelines and checklists for preparing and submitting promotion and or tenure application You can continue to work on this application Make sure you select Save and Return Once you have completed the application click the Submit button Summary Guidelines for Preparing and submitting materials for promotion and or tenure application 1 Faculty Information 41 Early April Due date according to Personnel Action Calendar Select from the drop down choices to indicate the Action Requested
42. ormation for each field with red text file and type Select the file you created using the above steps Under the type field use the drop down menu to select Course Evaluation c If more than one course appears under these two required fields you will need to check the upload box next to the course or courses where this course evaluation should appear generally only one course will appear in this box d Click the Upload button Your file will now appear as a number in the table next to the course in section B 46 When During workload reporting periods until reports are automatically attached in FAAR During workload reporting periods until reports are automatically attached in FAAR
43. r retention renewal recommendation select appropriate response and add comment as necessary iv Click Submit Classifications c This returns you to the Evaluate screen where you can then click on Browse to attach the summary letter d Once complete click Save and Return This returns you to the list of faculty Proceed with evaluating all faculty for that evaluation group Progress toward tenure for tenure track faculty only a Enter or attach the committee evaluation of progress toward tenure This can be pasted into the Evaluation text box or a letter can be attached using the Browse button On the Evaluate page browse and attach any documentation or letters Click Save and Return Please note that once all evaluations are complete recommendations and summary letters attached for each faculty in that evaluation group there will be green check mark in a circle under Evaluation Complete You will still need to Submit Selected Evaluations by checking the box next to each one or the box at the top to select them all and click submit 24 Evaluator Instructions teunsststectory et Jemeni morlows 4 nighly merorious The overall score shouid reflect the weighed commibutions of the other scores Classifications for Faculty Sample to begin Summer 2012 Semester Cless ostion Value Notes Overall Soore F Select l A Score of Omer 7 Select kel A Score
44. ring semester usually around March 1 allow enough time for a draft to be approved by the chair by April 1 7 Inthe faculty list check the box next to every faculty member to create their SOE 8 Click Send and Return Each faculty member selected will then have a message on their FAAR system Home page that says Statement of Expectations Semester XXXX Note Make sure to notify faculty that they need to log on and complete the SOE Faculty Enter Info Directions for writing the first draft of the SOE and submitting it to the Chair Dean 1 In FAAR click Home tab and select Statement of Expectations Semester XXXX Faculty 2 Enter goals expectations for each category student related activities scholarship service other Be sure to list the specific classes you will be teaching for each semester 3 For Percent of load in each category enter a 1 3 digit number reflecting the percent of effort directed toward that activity with no additional characters e g 4 Click Save and Return if you need additional time to complete your SOE 5 When done click Submit Classifications Your chair director will now need to review and approve If revisions to the SOE are necessary the chair will send the SOE back to you and the Statement of Expectations Semester XXXX link will appear again on your Home tab in FAAR NOTE you can always view what you have submitted through the lin
45. rior to the review cycle each semester The CEFNS dean s office will notify you when this will occur and a link will be displayed on the My Data tab in FAAR displaying the semester for which the workload form must be completed e g Complete workload form Fall 2014 Faculty This requires faculty to report activities from the previous academic year which will be reviewed Secondly demonstration of work assigned in the Statement of Expectations must be reported for each faculty member Work that is posted may include any scholarly creative efforts updating vita essentially course syllabi and course evaluations and service activities Vice Provost for Academic Personnel 1 Vice Provost for Academic Personnel initiates workload Faculty enter data 3 Chairs directors review and approve When Prior to review cycle Prior to the beginning of the review cycle Workload Form This link is available only during specific periods prior to the beginning of the review cycle In FAAR select the home tab and click Complete workload form TERM XXXX Faculty 2 On the new page edit as appropriate considering your activities from the previous semester Teaching All classes for which you were listed as the instructor of record in LOUIE will be displayed Modify the load hours for every class If you taught a class e g independent study for which you did not have load make sure 0 is in the box
46. rm related to the type of evaluation Please note that you only need to select a custom form or a faculty classification input form not both 5 Notifications s Notify faculty and administrators responsible for managing other levels within this evaluation process Select On Start Date amp Time Now Now with reminder on start date amp time or No Click Save and Add Another if you need to create another evaluation or Save and Return to complete Clicking Return will exit the evaluation form without saving any changes Department Creating Chair Director Evaluations Chairs Directors Directions for chairs directors to set up the chair annual reviews in FAAR Each faculty classification e g SR year tenure track post tenure non tenure track etc will need to be set up using due dates and procedures following the personnel action calendar Note Templates are available each year for this purpose Cloning is another feature that makes this process easier Evaluations will be set up for the Chair Director Review of faculty Note You will need the following Dean s office will send this Personnel Action Calendar for dates out to Department Chairs Directors Names of faculty in each category of review In FAAR click the Administration tab and select Evaluations at the bottom left side of Department the page chairs directors On the next screen click Add select metho
47. s organized by the term when the effort occurred or last changed the Provost e g submission date accepted for publication date published date For example if a grant is submitted in the Fall 2014 semester this effort should be entered in the Workload Form by faculty Thus any reports of efforts conducted in the Fall 2014 semester will automatically display the citation for the submitted grant When a scholarly product or grant is accepted or changes status in any other way you will need to update the status of that activity through the workload form For example if a submitted grant is funded the citation needs to be modified through the workload link Directions to accomplish this are below in the Updating scholarly activities Overview 1 Teaching is only available during Workload Submission periods This information is populated Geen EES automatically from the class schedule in LOUIE It is critical that you are listed as the instructor 2 When prompted of record in every class for which you have load to submit workload reports twice year prior to the beginning of the review 3 Enter advising load and the number of advisees for which you are formally assigned Typically cycle only formal advisors e g faculty staff who complete graduation checks have load for advising All other student advising amp mentoring falls within teaching 2 Reassigned Duties include any activities where load is assigned that do not fit
48. tments units are responsible for specifying the information to attach and the metrics by which faculty are reviewed Faculty will need an accomplishments summary typed and ready to attach following departmental school guidelines and requirements 1 2 3 In FAAR click the Home tab Faculty Click the Complete Sabbatical Application Fall 2015 link Complete the form following CoFS guidelines and requirements see the next section summary guidelines and checklists for preparing and submitting sabbatical application You can continue to work on this application Make sure you select Save and Return Once you have completed the application click the Submit button Summary Guidelines for Preparing and submitting materials for sabbatical application 1 Sabbatical Period Requested Indicate the Start Date i e Fall 2016 and the End Date i e Spring 2017 of the sabbatical being requested 2 Faculty Information Indicate the following 33 Early April Due date according to Personnel Action Calendar e Year Started at NAU e Current Rank e Last Sabbatical Completed or date of hire Include any attachments as necessary 3 Sabbatical Plan Paste a summary narrative of the sabbatical plan in the area available Attach the following e Sabbatical Plan outline 4 Sabbatical Timetable Paste a summary narrative of the sabbatical timetable in the area available Attach the following e Sabbati
49. ty have submitted their workload form prior to the beginning of the review cycle Statement of Expectations Who Vice Provost for Academic Overview Personnel initiates 1 Vice Provost for Academic Personnel sends the Statement of Expectations early in the i Faculty enters info spring semester usually around March 1 2 Faculty enter information and negotiate with chair following traditional SOE development Faculty chair negotiate procedures Chair Director approves 3 Chair Director reviews and returns for revisions and or approves Dean reviews When Begins early spring semester Draft SOE s must be approved by department chair director by April 1 Vice Provost for Academic Personnel initiates Statement of Expectations SOE Directions for initiating development of the SOE 1 2 3 In FAAR click Communication tab Vice Provost for Academic Select Faculty Classification Form Personnel Review Unit to verify the appropriate department school is listed a To change the unit displayed click Change b Next to the school unit click the c Select the appropriate department school d The screen will automatically update to display the unit selected Employment status make sure all active is selected Semester choose the start semester e g Fall 2015 if the SOE is being built for the AY 15 16 Check the Statement of Expectations box 11 Early sp
50. ulty Being Evaluated i Click Select Faculty ii On the pop up screen under Standard Filters choose All Active to view all faculty You can limit the number of faculty names visible by choosing Full time or Part time iii Click on the faculty names for the review category can choose multiple by holding the cntrl key while clicking on names then click the gt to move faculty names into the Selected area 1 Select only those faculty in the specific review category For example if the evaluation being set up is for oe year Tenure Track Annual Review only those St year TT faculty names should be in 19 g the Selected box iv Click Select Faculty If desired enter a description of the evaluation in the Description text box 2 Assign Evaluator s amp Schedule h Start Date amp Time and End Date amp Time these should match the time period from the Personnel Action Calendar For example the Chair review of 2 Year Tenure Track Faculty took place last year from 9 19 14 to 10 3 14 Faculty Response Due Date select the number of days faculty have to respond to each recommendation In virtually all cases it s 7 days Assign Evaluators i Click Select Faculty ii Inthe standard filters area under unit select change to make your unit visible and locate yourself then click Select faculty iii Click and select your name chair dire
51. uring workload periods d Activity Distribution Only available during workload periods e Scholarly Contributions and Creative Productions refer to your department for definitions of items that fall within this category i Add new submissions efforts ii Modify the status of any activities for which the status has changed e g a manuscript submitted in a prior term that was accepted for publication in the term being reported iii If available copy ongoing activities f Institutional Committees the titles of these committees cannot be changed but new committees can be listed as other Notify the dean s office to add any committees i If available copy ongoing committees ii Modify existing iii Add any new g Consulting Other Institutional Service activities that are university related but not listed as institutional committees i Professional Service j Community Service k Professional Development Self Evaluation refer to department requirements regarding any other information that is required for reviews and could be added in this category of the workload form 5 Click Save and Return if additional time is needed to edit the form Once completed click Submit Completed Workload for Review Faculty enters information and data by completing and submitting the workload form Complete Workload Form prior to review cycle Who A step that must be completed p
52. within scholarship teaching advising or a service category For example grant funded activities or administrative release would be included in this category 4 Activity Distribution is only available during the workload period These numbers do not populate automatically from the SOE Rather they are an estimate of the relative allocation of your time 5 Scholarly Contributions and Creative Productions 6 Service note that Institutional service will list only recognized university committees If you serve on such a committee that is not listed inform the dean s office However you can enter unlisted committees under other Profile Workload Forms General Faculty can add or update service professional development or scholarly creative activity at any time To do so go to the My Data tab and select the Workload Form link in the Standard Input Forms area 1 In FAAR click the My Data tab Faculty Any time 2 Select Workload Form During workload submission periods follow these instructions 3 In FAAR select the home tab and click Complete workload form TERM XXXX 4 On the new page edit as appropriate considering your activities from the previous semester a Teaching Unavailable except during Workload periods b Reassigned Duties any load reassigned to other responsibilities e g administrative release grant buyout etc c Advising Load Only available d
53. xample the chair review of sabbatical applications took place last year from 9 26 14 to 10 10 14 b Faculty Response Due Date select the number of days faculty have to respond to each recommendation For sabbatical allow 7 days c Assign Evaluators i Click Select Faculty ii In the standard filters area under unit select change to make your unit visible note if any committee members are outside of your department you ll need to select the appropriate unit to find those names and click Select faculty iii Add yourself chair director to this list 31 d e Evaluation Author Select and move your name Select whether or not you want to receive an email notice On Start Date amp Time Now Now with reminder on start date amp time 3 Evaluation Documents a d Start Semester These will automatically be filled in for templates but usually approximately 6 10 years would be appropriate for Sabbaticals End Semester Choose the last semester being reviewed e g spring 2015 Document should default to Standard CV highlighted For Sabbatical evaluation you would want to include the Sabbatical Application form Highlight this to select classification form s Lock CV s defaults leave this selected 4 Supplementary Forms a Supplementary Forms Custom Evaluation Forms select Sabbatical Review Chair for an embedded form Faculty
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