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After discussion with the supervisory organization of the primary position, the decision is made not to reduce the FTE of the primary non-faculty position. Instead, a 0% FTE faculty position will be added, and compensation will be paid via Instructional Overload.
Instructions
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Submit an Instructional Overload Pre-Approval form. Only after the form has been approved by the department chair, Associate Dean for Faculty Affairs, and the Provost's Office can the department proceed.
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Before beginning, review guidance for Staff Additional Jobs. Process a Staff Additional Job Form and obtain appropriate approvals.
Department processes a Professional-track PAR.
Department AM submits form "Instructional Overload" at Faculty Affairs/APS ServiceNow: Complete Forms. For guidance, see COE: ServiceNow Forms
In the section "Required Approval Routing," add the following:
Dean's Staff: Karla Steffen (steffek)
Dean or Dean Designate: Beth Maloch (malochb)
In section "Request Justification," describe the reason for the Instructional Overload request - for instance, the faculty member originally scheduled to teach the course will be on leave, no other faculty member is available to teach the course, etc.
Once the PAR has been approved and the appointment has pushed into Workday, process a New Allowance - Instructional Overload (ongoing) on the 0% faculty position. Upload a copy of as PDF files both the approved staff Additional Job form and Instructional Overload form (or approval confirmation email ) to the BP. See the Requesting Compensation Changes W.I.G. for processing information.
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See additional information at the Additional Employment for Faculty Overview W.P.O.
Process - Faculty AssociateInstructions
Faculty Associate positions do not require job requisitions, recruiting, or nor PARs. 1)
Prior approval is required for additional work is to be performed in a unit other than the faculty member's home department. Either a) process the Additional Employment Form and obtain all necessary approvals, or b) obtain approvals of both the home department supervisor and supervisor of the unit requesting additional work via email before proceeding to the next step. If used, the final-approved form should be uploaded to the associated Workday business process. If the form is not used, record approvals in comments - example: "Additional employment approved by Chair/Director/Dean Name on MM/DD/YYYY."
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For faculty additional employment activities during the academic year August 16-May 15, follow instructions in the Add Additional Job for Faculty Associate W.I.G. to add a fixed term Faculty Associate (0046) job, using an end date of 8/15/20XX. (For summer activities, between May 16 and August 15, follow guidance for summer.)
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Use either the Full-Time Faculty or Part-Time Faculty page of the Faculty Additional Employment Decision Tree to determine the most appropriate pay mechanism to use for the situation, either Allowance or One-Time Payment.
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Process either an Allowance or One-Time Payment as appropriate, referring to additional guidance on this page.
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Remember to end the
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Faculty Associate job when work is complete.
Allowance and One Time Payment (OTP)
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OTP is used to pay faculty for additional employment of 30 days or less, or if payment amounts and dates are not consistent (i.e. monthly). Payment is made as a lump sum after work is completed. Process in Workday according to the Request One-Time Payment W.I.G. Use the compensation plan "Academic Activities (One-Time)".
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Instructions
If the additional work is performed in a unit other than the faculty member's home department, first follow the
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instructions to add a Faculty Associate position. (Alternative option for short-term or sporadic work only: ask the external faculty member's home unit to process an OTP off their faculty position.)
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Use either the Full-Time Faculty or Part-Time Faculty page of the Faculty Additional Employment Decision Tree to determine the most appropriate pay mechanism to use for the situation, either Allowance or One-Time Payment.
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In Workday, initiate either the Allowance or One-Time Payment process, as appropriate.
If payee is internal to the unit: Process an Allowance or OTP directly off their faculty position.
If payee is external to the unit: No OTP option is available. Use one of the following options:
Option 1: Process an Allowance (can use the time period of a single month if needed) on their Faculty Associate position from Step 1 above.
Option 2: Ask their home unit to process an OTP off the faculty position using your unit's cost center.
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Process either an Allowance or OTP according to the results of the Faculty Additional Employment Decision Tree.
Dates in the OTP business process in Workday:
Effective Date: Best practice is to use today's date
Coverage Dates (not in all OTP business processes): Date range services were performed
Scheduled Payment Date: This is not the same as the Payroll pay date, but acts more like a service date. If, for instance, a Payroll payment date of August 1 is desired, a Scheduled Payment Date prior to July 31 should be used. (This does not apply to retroactive dates.) Be sure that the Scheduled Payment Date is on or after Coverage End Date.
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Include the following in the Allowance or OTP business process in Workday:
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Confirm in comments that sponsored research is NOT being conducted.
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Confirm that the faculty member is performing tasks beyond the scope of their faculty position.
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Briefly describe the activities being performed.
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Include chair/dean/director approval (who approved + date of approval) either in comments of the BP or via supporting documentation.
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Upload final-approved Faculty Additional Employment form or Instructional Overload form as relevant.
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If an additional Faculty Associate job was added in step 1, be sure to end it when work is complete.
| Note |
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Costing when using multiple cost centers: The One-Time Payment business process does not allow entering percentages to distribute costs across multiple cost centers, nor does it allow multiple cost centers to be entered for a single payment. Instead, the payment should be split into multiple payments on the same business process, each with its own cost center and corresponding share of the total amount. |
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The required teaching course load for a Tenured/Tenure-Track faculty member in the College of Education is two organized courses per long semester. Teaching courses in excess of that is typically approved only in exceptional circumstances, and requires the prior approval of the department chair and Academic Personnel Services (APS).
Note that Option III classes do not generate teaching load credits, and so do not require prior approval from APS, nor an Instructional Overload Pre-Approval Form. See the "Option III" tab on this page for more information.
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Instructional overload pre-approval must be requested if a faculty member has been asked to teach a course which would place them above 40 SWHs during the academic year.1) Department
Department AM submits form "Instructional Overload" at Faculty Affairs/APS ServiceNow: Complete Forms.
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For guidance, see COE: ServiceNow Forms
In the section "Required Approval Routing," add the following:
Dean's Staff: Karla Steffen (steffek)
Dean or Dean Designate: Beth Maloch (malochb)
In section "Request Justification," describe the reason for the Instructional Overload request - for instance, the faculty member originally scheduled to teach the course will be on leave, no other faculty member is available to teach the course, etc.
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EVPP reviews form. Do not proceed to the next step until the final-approved form is received by the department.
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If the additional course is not in the faculty member's home unit, add a Faculty Associate Job to the external supervisory organization, with no base pay and zero scheduled hours. If the additional course is in the home unit, proceed to the next step.
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Use either the Full-Time Faculty or Part-Time Faculty page of the Faculty Additional Employment Decision Tree to determine the most appropriate Workday business process to use - either Allowance or One-Time Payment (OTP).
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Follow the instructions on this page for either Allowance or OTP.
For Instructional Overloads paid by Allowance, use Plan Assignment "Instructional Overload (ongoing)
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Attach a PDF of the final-approved Instructional Overload Pre-Approval
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email notification to the Workday payment business process, and briefly summarize the logic followed to choose either Allowance or OTP in the Faculty Additional Employment Decision Tree.
Summer process
The definition of "Instructional Overload" during the summer is different from its definition in fall and spring semesters. During the summer, faculty are normally allowed to teach one organized course in any summer teaching form without pre-approvals. If a faculty member is teaching two or more organized courses during the summer, that is considered an Instructional Overload, and requires Chair and/or Dean pre-approval, according to CSU guidelines.
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Option III classes do not generate teaching load credits, and so do not require prior approval from APS, nor an Instructional Overload Pre-Approval Form.
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Obtain department chair approval of the Option III payment before beginning processing. (The chair's name and date of approval will be noted in the Workday business process.)
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Use the Faculty Additional Employment Decision Tree to determine the most appropriate method of payment - either One-Time Payment or Allowance.
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Choose payment component "Option III" in the appropriate business process. (Note that Workday allows only one active allowance plan of a single type per position at a time.
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Costing should be from the department's Option III Program account.
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Include the following in comments:
Approval details: "Option III payment approved by Chair Name on MM/DD/YYYY."
Option III course name and enrollment numbers
Summer process
For nine-month faculty, compensation for work done during the summer should be compensated via summer Additional Job, as long as doing so does not result in a total of more than 40 Scheduled Weekly Hours across all summer jobs during any given time period. Any portion of Option III compensation that would result in more than 40 SWH should be paid via One-Time Payment or Allowance, on top of the summer jobs.
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