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titleChair's checklist

To-do list for new department chair

Schedule introductory meetings with COE Business Services staff

109 incomplete Chief Business Officer - Angie Hoffman 110 incomplete Director of 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

Familiarize yourself with the COE Wikis

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

Three additional COE Wikis to know:

The following sections of the Wiki may be especially helpful to you as chair:

General

114 incomplete Acronym Dictionary

Department Chair-related

115 incomplete Department Chairs and Associate Deans - College of Education - UT Austin Wikis (utexas.edu) 116 incomplete Conflict of Interest Reviewer - Department Chairs - College of Education - UT Austin Wikis (utexas.edu) 117 incomplete Personal Time Away - Direct Reports to Dean and Associate Deans - College of Education - UT Austin Wikis (utexas.edu) 118 incomplete Timesheets - Department Chairs and Associate Deans - College of Education - UT Austin Wikis (utexas.edu) 119 incomplete Chair Travel Policy 120 incomplete Chair, Center Director, Associate Dean Travel Process

HR

121 incomplete Manager Resources 122 incomplete Annual Performance Appraisals - Staff 123 incomplete Title IX

Finance

124 incomplete Financial Administration

Faculty Affairs

125 incomplete Faculty Policies - COE 126 incomplete COE Faculty Affairs Calendar 127 incomplete Awards - Faculty 128 incomplete COE Recruiting Process 129 incomplete Leave and Modified Assignments 130 incomplete Leave and Modified Assignments Administrative Matrix 131 incomplete Sick Leave and FML - Faculty - please emphasize the University policy that faculty should claim sick time by submitting Workday timesheets


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titleAdministrative Manager's checklist

For the Department Chair

Schedule introductory meetings with COE Business Services staff

  •  Director of COERA
  •  Chief Business Officer
  •  Director of Finance
  •  Director of HR
  •  Assistant Director for Faculty Affairs

Orient to COE Wiki

Especially:

General

HR

Finance

Faculty Affairs

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Update unit hierarchy, department information, and signers

1) 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.

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1 incomplete Change a Unit Administrator

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2 incomplete Change unit "reports to"

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3 incomplete Update department system information

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4 incomplete Update manual signers

2) Electronic Office Management (EOM) system updates

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9 incomplete Make appropriate online updates in EOM. Review and update manager, delegates, people who sit on desks, and signature authorizations. 

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10 incomplete Submit “Update electronic office manager” form.

Resources:

3) Update UT Department System with new contact information.

        Resources:

4) Update Organizational Hierarchy System (OHS).

Resources:

5) 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

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58 incomplete Update Course Inventory Management (CIM) roles with Registrar - Official Publications

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59 incomplete Update Course Schedule headnotes with Registrar 

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11 incomplete Use the COE Marketing & Communications Project Request Form to request any needed web site updates (chair information, etc.)

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60 incomplete Update department organization charts

Workday

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22 incomplete Review with Chair Workday: Manager Resources (timesheets, annual performance reviews, etc.)

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53 incomplete Confirm appropriate sup org changes were made; resolve any issues as needed.

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150 incomplete Confirm appropriate Security/Manager assignments are in place. 

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Orient to COE Wiki

Especially:

General

HR

Finance

Faculty Affairs





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Contributors to this page (Name, number of updates, most recent update):

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