Content Comparison

To-do list for new department chair

1) Schedule introductory meetings with COE Business Services staff

2) Familiarize yourself with the COE Wikis

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

• • COE: Administrative Resources
  • COE: Financial Administration
  • COE: Human Resources
  • COE: Faculty Policies and Procedures

B) Three additional COE Wikis to know:

• • College of Education Research Administration
  • College of Education Facilities
  • ITO: Policies and Guidelines

3) Review these Wiki sections

A) General

• 114 incomplete Acronym Dictionary

B) Department Chair policies and procedures

• 115 incomplete Department Chairs and Associate Deans 119 incomplete Chair Travel Policy 120 incomplete Chair, Center Director, Associate Dean Travel Process 116 incomplete Conflict of Interest Reviewer - Department Chairs 117 incomplete Personal Time Away - Direct Reports to Dean and Associate Deans 118 incomplete Timesheets - Department Chairs and Associate Deans 119 incomplete Chair Travel Policy 120 incomplete Chair, Center Director, Associate Dean Travel Process

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 123 172 incomplete Title IX 154 incomplete COE Professional and Career Development Policy 123 incomplete Title IX

E) 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 - 152 incomplete

  Important reminder:  Per University policy, faculty must claim sick time by submitting Workday timesheets. See Leaves & Related Policies - Office of the Executive Vice President and Provost (utexas.edu)

4) Other resources

To-do list for Administrative Manager onboarding a new chair

1) Update unit hierarchy, department information, and signers

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
  
  

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:

• • • EOM checklist
    • Online EOM help
    • Online EOM training
    • EOM on AskUs
    • EOM Glossary
      
      

C) Update UT Department System with new contact information.

        Resources:

• • • Online UT Department System help
    • UT Department System Glossary
      
      

D) Update Organizational Hierarchy System (OHS).

Resources:

• • • About OHS
    • Online OHS Contacts help
    • Contact Type Definitions
    • OHS Glossary
    • OHS Contacts Support
      
      

E) 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

3) Workday