Maintain Tenure & Promotion

Procedures for Maintaining Tenure Data

This document explains Annual Tenure & Promotion Process and Initial offers of appointment with Tenure and Prior Sabbatical Leave Credit

After BOT (Board of Trustees) approval for annual Promotion and Tenure recommendations each campus will update the client with the new tenure information for the appointees.  The below mentioned documentation will work thru with the process of updating and changing the records in the PeopleSoft Client. 

Further this document will also include the promotion recommendation process via Admin Post EDoc with a blanket approval.  An in-depth documentation with specific examples of the Tenure and Promotion processes are as follows.  This document was last updated October 14, 2010.

Tenure Data in PeopleSoft

To access this panel, select Workforce Development > Faculty Events > Calculate Tenure > Create Tenure Data.   The employee search screen comes up (below) and you can search by employee id, name, or department.

Populate the fields listed below for only faculty and librarians who are on tenure-track or have tenure.

Field Value Description
Tenure Status** NTK
Non Tenure On Track
NOT Non Tenure Not On Track
TEN Tenure
CTU Change tenure unit or department
Home Rank Not Used IU not using this PS field. (Rank is captured at IU with academic titles)
Track Start Date** mm/dd/yyyy Tenure track start date, or for those hired with Tenure this date is the Hire Date
Change Date** mm/dd/yyyy Effective date of Tenure Status
(this can be future dated when tenure decision made in year prior to tenure being in effect). 
Change Reason Not Used  
Original Track Date Not Used  
Tenure Home** e.g. BL-BI Home department code.  This is validated against the employee’s job(s).  Only departments from these job(s) are allowable.
Service Calc Group** AC10
Academic 10 month tenure group
AC12 Academic 12 month tenure group
Mandatory Review Date Leave Blank An automated calculation process will enter an expected tenure review date end of each semester for those on tenure-track.
Granted Date mm/dd/yyyy Tenure granted date.  Date of Board of Trustees Action.  (note: effective date of tenure stored in Rank/Sts Chg Effect)
Override Calculation Leave Blank If checked tenure calculation process will exclude this employee from the tenure calculation process
Committed FTE Not Used  
Notes   Add any informational notes as needed
SetID e.g. IUBLA Defaults to SetID of Tenure Home Department
Total Required** 7.0 Tenure probation period
Extended By Not Used  
Terminal Year Not Used We will not update this field
Time Accrued Informational  
Time to Accrue Informational  
Other Tenure Departments   Add information in Dept, Tenure Status and Effect. Dt. fields as appropriate for additional tenure status affiliated departments
      Department
      Description
      Grant
      Rank
      Rank Description
      Tenure Status
      Effective Date
      FTE 

** Indicates that this field is required.

I. Maintain Tenure Data

From the Home Menu, follow the path: Workforce Development > Faculty Events > Calculate Tenure > Create Tenure Data

Special notes:

 

II. Maintain Prior Experience/Credits 

Use the Prior Experience/Credits page to track employees’ service from other institutions that count toward IU tenure service accrual (as determined by the recruitment agreement).

Field Value Description
*Exp / Credit TENS Tenure Service Credit
SABS Sabbatical Service Credit
Description Informational  
*From Date mm/dd/yyyy Enter the date in form of MM/DD/YYYY for prior credit start date
To Date   Enter the date in form of MM/DD/YYYY for prior credit to date
Credit Granted   Enter years of service credit granted towards tenure
Add to Tenure? Check Box If service to be added to tenure – check box Add to tenure
Rank Not Used  
Rank Description Not Used  
Notes   Add any informational notes as needed

 

Save the new data to the database by clicking the button in the lower left corner of the page.

Special notes:

 

III. Prior Experience/Credits (Sabbatical Service Credit)

Following same requirements as with tenure credit (e.g., system expects credits in the standard time periods and increments. Prior credit must be included in the accumulative total for the first service history record created for an employee).  

IV.  Viewing Tenure Department/Data

If through the hire process on the Employment data page, you checked accrue tenure, entered 1.0 for FTE, and on the tenure component the tenure data has been saved, you can view tenure status by Navigating to: Workforce Development > Faculty Events > Calculate Tenure > Related Jobs for Tenure

(This is how the page would look for someone hired with tenure)

V. Viewing Tenure Status Change History

To access this panel, select Review Rank/Status History from the menu bar in Manage Faculty Events. 

Because we are not tracking academic rank in the delivered PeopleSoft tenure component (it is stored with the academic titles), this inquiry screen will only display changes in tenure status.

 

Promotion on eDocs

While changing information for tenure is done thru the Client, a promotion of an Employee is done thru an eDoc using the date of promotion listed on the Board of Trustees Agenda. (e.g., July 1, yyyy)

Go to HRMS Portal > Admin Posts

  1. Enter either the Department ID and/or the University ID.
    • Department ID: Enter the Department Id or use the Look-up to find the appropriate ID
    • University Id: Appropriate University Id.
  2. Click the Search Button
  3. Then click on the Action link for the appropriate department/employee. This will start the initiation of the eDoc and present you with the main screen (below).

After clicking the Lookup button for the Administrative Post attribute, press the “Search” button to select the appropriate Administrative Post.  After pressing the “Search” button select the appropriate Administrative Post from the list

After Selecting the appropriate Administrative Post: Fill in the below mentioned

*Indicates: Required fields

Field Value
*Administrative Post Lookup
*Appointment Type Drop down from the list(Most cases Regular)
Description Notes
*As of Date mm/dd/yyyy
*Business Unit Drop down list
End Date mm/dd/yyyy
*Department Id Lookup

 

**NOTE**: After filling in the required data, press Save Administrative Post link.  If this is not done, the added or modified changes will not be committed to the eDoc.

Now you can Press Blanket Approval button for Blanket Approval of the eDoc and start the process of saving the information to PeopleSoft.  Once you get to the Save to People Soft Page; click on the Save to PeopleSoft link to start that process.