Generating HR Paperwork Chart

Report
Kathe Harrison, Mandy Harrison,
Rick Richter
October 2, 2014 2:00 – 3:00 p.m.
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Welcome and introductions
Types of leaves
College policy
Leave approval process
Stumbling blocks
Wolverine Access
Working with the faculty leave tool
Leave matrix
Scenarios
Contact us
Due dates
Questions?
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Sabbatical (SAB)

Tenured faculty only, with active research program & 12 active
terms
Duty Off-Campus Leave (DOC)

For nurturance leaves, administrative leaves, assigned teaching
abroad programs, research elsewhere at the request of the unit or
college, sabbatical equity accrued elsewhere
Scholarly Activity Leave (SAL)
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Prestigious fellowship; award must generally be at least 25% of
academic year FTR salary
Includes internal UM awards
Leave Without Salary (LWOS)
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Personal leaves, non-assigned teaching or research elsewhere
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• No leave is an entitlement
• Can be taken on or off campus
• Two years of active duty required after a leave
(paid or unpaid) to be eligible for another leave
• Sabbatical equity can only be earned:
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during active terms, or
while on DOCs for nurturance leave, assigned teaching
abroad, or assigned research off campus
• Course release time and modified duties are not
leaves:
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Scholarship, service, student mentoring, non-didactic
teaching all continue
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1. Faculty member submits leave request through the
Faculty Leave Tool
2. Unit completes review process, chair / director approves,
and leave is forwarded to Mandy
3. Mandy reviews and forwards leave to Associate Dean
4. Once the AD approves Mandy places the leave request on
the next available EC agenda
5. Once the EC approves the Faculty Leave Tool sends out
an automatic email notification
6. Tom Hart in the Dean’s office creates submittal
• Remember that all leave submittals that change leave pay will
also change to 100% scholarship/research
7. HRRIS adds leave to HR system
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• Impact on benefits and salary
• Impact on retirement contributions
• Topping off awards
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Leaves that CHANGE or
STOP pay must be on
Wolverine Access by:
Leaves that do NOT stop or
change pay:
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for fall leaves
for winter leaves
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Submittal to HRRIS may be
delayed until after the beginning of
the term – especially for fall term,
so as not to conflict with the salary
program
BUT can be processed anytime
after LSA approval, if requested,
to accommodate faculty member’s
benefits needs
Best Practice for Units:
Verify leave in Wolverine Access
according to timeline noted above.
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NonSabbatical
Leave Form
Other
Forms
LSA Leave
Worksheet
Memo to
Associate Dean
Regental
Communication
Accrues
Sabbatical
Equity
Retirement
Contribution
Health
Benefits
MPathways
Submittal
Paperwork
Sabbatical Leave
(SAB)
No
UM SAB
Form
Yes
Yes-if asking for
exception to policy
No
No
Yes
Yes
Yes-by Dean’s
office
Duty Off Campus
Leave (DOC)
Yes
No
Yes
Yes-if asking for
exception to policy
No
Only for
nurturance,
teaching abroad,
unit assigned
research off
campus
Yes
Yes
Yes-by Dean’s
office
Scholarly
Activity Leave
(SAL)
Yes
No
Yes
Yes-if asking for
exception to policy
No
No
Yes-only on UM
funded portion
Yes
Yes-by Dean’s
office
Leave Without
Salary (LWOS)
Yes
No
Yes
No
Yes-if asking for
leave beyond one
year
No
No
No
Yes-by Dean’s
office
Modified Duties
(not a leave)
No
No
No
Yes
No
Yes
Yes
Yes
No
Medical Leave*
No
Medical
Release
No
No
No
Yes
Yes
Yes
Contact Work
Connections &
Deb Erskine prior
to completing
paperwork
http://www.lsa.umich.edu/UMICH/facstaff/Home/Academic%20Affairs/Policies%20and%20Procedures/Te
nure%20and%20Tenuretrack%20Faculty/Faculty%20Leave%20Matrix%20FINAL%20Oct%202012.pdf
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Some common questions regarding leaves
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Professor X has a prestigious award for the fall term 14, can
she also take a sabbatical during winter term 15?
Yes, faculty can combine two leaves back to back for a total of one
year leave. She would take a SAL in FT and a SAB in WT.
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Professor X has been offered a prestigious fellowship at
another institution, but they are only funding 80% of his
salary. Can he receive the remaining 20% of his salary from
UM?
Yes, he would request a SAL with a topping-off award. (TOA). The
College could pay the remaining 20% of his salary at its discretion.
The prestigious fellowship must equal at least 25% of the faculty
member’s full time salary rate to qualify for topping-off.
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Professor X receives an on-campus fellowship (e.g., Michigan
Humanities Award, Humanities Institute Fellowship, Frankel Center
Fellowship). Is this a DOC ?
No, on-campus fellowships are taken as SALs. A leave request
form, along with the award letter, needs to be submitted and
approved. SAL’s don’t accrue sabbatical equity.
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Professor Y has been contacted by Stanford about a possible
job in the Department of Redundancy. Can he take a Leave
Without Salary so he can spend the year as a visitor at
Stanford before deciding whether to apply for the position.?
No. LSA policy does not allow faculty to go on LWOS to accept
visiting positions at institutions where they are under
consideration for a faculty position.
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Professor X is applying for a nurturance leave in conjunction with
a term of modified duties. Does this affect his tenure clock?
No, the tenure clock is not affected by leaves or a term of
modified duties. Delay of tenure review are separate requests
that go to the College Executive Committee for approval. A
faculty member may also request a delay in their 3d year
review in conjunction with their delay in tenure.
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Professor X is scheduled to take a sabbatical and then gets hurt
and needs to take a medical leave. Can she postpone her
sabbatical ?
Yes, the faculty member may submit a request for postponement
of the sabbatical to her chair/director who would forward it to
the College (Mandy Harrison) for approval.
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Professor X spent 2012-13 on Leave Without Salary as a visiting
professor at Harvard. He applied for and won a Guggenheim
Fellowship for 2014-15. Can he accept it?
No, LSA policy requires him to return to active duty for two years
following a leave of any kind before requesting another leave.
He may be able to postpone his Guggenheim until 2015-16.
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Can a faculty member postpone a sabbatical without a loss of
equity ?
Yes, if she is postponing it for teaching, mentoring, research, or
service needs within the unit, college, or university. The unit sends
a request to preserve the additional equity to Mandy Harrison in
Divisional Affairs. Once this has been approved by the relevant
Associate Dean and by Academic HR, an email notification of
approval will be sent to the unit.
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Consult the LSA website:
http://www.lsa.umich.edu/facstaff/academicaffairs/policiesa
ndprocedures/tenuredandtenuretrackfaculty/leavesandsabba
ticals
And you can always contact:
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Mandy Harrison - [email protected], 615-0659
Kathe Harrison – [email protected], 615-0658
Rick Richter- [email protected] , 763-2787
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Submit leave requests via the Faculty Leave Tool
by:
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Sabbaticals due
Non-Sabbaticals due 3 months prior to start of
leave
Link to Divisional Affairs calendar:
http://www.lsa.umich.edu/facstaff/academicaffairs/calendarsm
eetingsandevents
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