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titleChair's checklist

To-do list for new department chair

1) Schedule introductory meetings with COE Business Services staff

109 incomplete Chief Business Officer - Angie Hoffman 110 incomplete Director of Research Administration (COERA) - Liz Kogan 111 incomplete Director of Finance - Barbara Morris 112 incomplete Director of HR - Ayesha Shaikh 113 incomplete Assistant Director for Faculty Affairs - Karla Steffen

2) Familiarize yourself with the COE Wikis

A) The Dean's Office Business Services Wiki is organized in four sections:

B) Three additional COE Wikis to know:

3) Review these Wiki sections

A) General

B) Department Chair policies and procedures

C) Sponsored research

- College of Education Research Administration - UT Austin Wikis (utexas.edu) - College of Education Research Administration - UT Austin Wikis (utexas.edu)
  • 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

- College of Education - UT Austin Wikis (utexas.edu)

E) Faculty Affairs

4) Other resources

166 incomplete EVPP: Faculty-Related HOPs 167 incomplete HR: Management Tools | Human Resources | The University of Texas at Austin (utexas.edu) 168 incomplete HR: Performance Management | Human Resources | The University of Texas at Austin (utexas.edu) 169 incomplete HR: Hiring and Separation | Human Resources | The University of Texas at Austin (utexas.edu) 170 incomplete Workday: Manager Resources | Workday | The University of Texas at Austin (utexas.edu)


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titleAdministrative Manager's checklist

To-do list for Administrative Manager onboarding a new chair

1) Update unit hierarchy, department information, and signers

1

A) 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.

  • 1 incomplete Change a Unit Administrator 2 incomplete Change unit "reports to" 3 incomplete Update department system information 4 incomplete Update manual signers
2

B) Electronic Office Management (EOM) system updates

  • 9 incomplete Make appropriate online updates in EOM. Review and update manager, delegates, people who sit on desks, and signature authorizations.  10 incomplete Submit “Update electronic office manager” form.

Resources:

3

C) Update UT Department System with new contact information.

        Resources:

4

D) Update Organizational Hierarchy System (OHS).

Resources:

5

E)

 Update

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.

2) Additional updates

58 incomplete Update Course Inventory Management (CIM) roles with Registrar - Official Publications 59 incomplete Update Course Schedule headnotes with Registrar  11 incomplete Use the COE Marketing & Communications Project Request Form to request any needed web site updates (chair information, etc.) 60 incomplete Update department organization charts

3) Workday

22 incomplete Review with Chair Workday: Manager Resources (timesheets, annual performance reviews, etc.) 53 incomplete Confirm appropriate sup org changes were made; resolve any issues as needed. 150 incomplete Confirm appropriate Security/Manager assignments are in place. 


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