| Live Search | ||||||
|---|---|---|---|---|---|---|
|
Jump to checklist:
...
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
To-do list for new department chair
...
Schedule introductory meetings with COE Business Services staff
...
(
...
optional but
...
strongly encouraged)
...
Chief Business Officer - Angie Hoffman
...
Director of Research Administration (COERA) - Liz Kogan
...
Director of Finance - Barbara Morris
...
Director of HR - Ayesha Shaikh
...
Assistant Director for Faculty Affairs - Karla Steffen
...
Familiarize yourself with the COE Wikis
...
...
Three additional COE Wikis to know:
...
Review
...
COE Wiki
...
and UT resources
...
General
...
...
...
Department Chair policies and procedures
...
...
...
...
C) Sponsored research
157 incomplete COERA Proposal Process 158 incomplete COERA Grant Submission Schedule 160 incomplete Important reminder: Faculty must confer with their department chair prior to suggesting a buyout, cost share, or space usage for a proposal submission.
D) HR
121 incomplete Manager Resources 122 incomplete Annual Performance Appraisals - Staff 172 incomplete COE Professional and Career Development Policy 123 incomplete Title IX
E) Faculty Affairs
...
Faculty Affairs
Leave and Modified Assignments - Overview
Important reminders:
Faculty Request for Leave forms are required for tenured and tenure-track faculty for course buyouts, personal leaves without pay, and any leave situation that takes temporarily off the instructional budget.
...
Per University policy, faculty must claim sick time by submitting Workday timesheets. See EVPP: Leaves & Related Policies
...
4) Other resources
...
...
...
| title | Administrative Manager's checklist |
|---|
...
Sponsored research
COERA Grant Submission Schedule
Important reminder: Faculty must confer with their department chair prior to suggesting a buyout, cost share, or space usage for a proposal submission.
Administrative Manager’s to-do list for
...
onboarding
...
new department chair
...
Update unit hierarchy, department information, and signers
...
Submit relevant Signature Desk Request Forms to update unit heads and signers, and remove any authorizations no longer needed. View current unit heads on the GG6 screen in *DEFINE.
...
Change
...
Unit Administrator
...
Change unit "reports to"
...
Update department system information
...
Update manual signers
...
Electronic Office Management (EOM) system updates
...
Make appropriate online updates
...
in EOM. Review and update manager, delegates, people who sit on desks, and signature authorizations.
...
...
Update UT Department System
...
with new contact information.
...
...
...
Update Procurement Card (Procard)
...
users/cards as needed, and review all related policies, guidelines, and procedures.
Review Master Routing Views
...
in EOM
...
to ensure Procard vouchers route correctly.
...
Additional updates
...
Update Course Inventory Management (CIM) roles with Registrar - Official Publications
...
Update Course Schedule headnotes with Registrar
...
Use the COE Marketing & Communications Project Request Form to request any needed web site updates (chair information, etc.)
...
Update department organization charts
...
Workday
...
Review with Chair Workday: Manager Resources (timesheets, annual performance reviews, etc.)
...
Confirm appropriate sup org changes were made; resolve any issues as needed.
See Workday: Organization Services, section "Supervisory Organization Services," chart of Request Descriptions and Request Methods for guidance and forms.
Forms should be sent to COE-HR@austin.utexas.edu for approvals and submission.
...
Confirm appropriate Security/Manager assignments are in place.
See Workday: Security Services, section "Security Requests," chart of Request Descriptions and Request Methods for guidance and forms.
Forms should be sent to COE-HR@austin.utexas.edu for approvals and submission.
...