Implementing Instructor Workload Setup Tables

Enter an effective date for the assignment type value that you establish on this page.

Select a status for the assignment type value. Select Active when adding a new assignment type. Select Inactive only if your institution no longer uses the listed values. In particular, you cannot inactivate assignment type values (set on the Academic Institution 4 page) that the system references. Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values require a substantial programming effort.

Enter the short description to associate with the assignment type value. This description appears in the grid on the Meetings page and on the Term Workload page. Be sure to use a short value that clearly describes the assignment type value. For example, you might want to describe an assignment type of Standard 15-Hour Assignment with a short description of Stnd15. In that case, the grid prompt value also appears as Stnd15. The short description is to the first ten characters of the description.

Select if you want the assignment type to be an available drop-down choice on the Meetings page. This check box does not control whether the assignment type appears on the Schedule of Classes report; it just determines whether the assignment type can be associated with a course component. Leave this check box cleared if you do not want the assignment type available for pairing with components. For example, an assignment type of academic counseling or student club advisor might not be something that you want associated with a course component. It is an assignment type that is created specifically for use on the Term Workload page. In this case, do not select this check box. However, an assignment type of In-person lecture might be something that you want available on the Meetings page. In this case, do select this check box.

Select if you want components with this assignment type to be included in the instructor's total term full-time equivalency percentage.

Enter the 100 percent weekly workload hours value that specifies the normal weekly workload for this assignment type. This field enables you to assign different weekly full-time hours for different assignment types. For example, the standard class lecture full-time hours might be 15 per week, the standard internet lecture full-time hours might be 20 per week, and academic counseling full-time hours might be 35 per week.

If this assignment type can be affiliated with classes that are offered in an open entry and exit format, enter a 100 percent OEE workload hours value that represents the full-time load for an entire term. For example, if you have a 100 percent weekly workload hours value of 15 for this assignment type, you can multiply this value by the number of weeks in the term to which this assignment type belongs (100 percent weekly workload hours [15 ] × number of weeks in a term [15] = 100 percent OEE workload hours [225]).

Enter an effective date for the instructor assignment class that you establish on this page.

Select a status for the instructor assignment class. Select Active when adding a new instructor assignment class. Select Inactive only if your institution no longer uses the value listed. In particular, you cannot inactivate an instructor assignment class that the system references on the Academic Institution 4 page. Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values require a substantial programming effort.

Enter the description to associate with the instructor assignment class value. All alphanumeric characters are valid. This description appears in a related display on the Term Workload and Academic Institution 4 pages.

Select a full-time or part-time value to indicate the traditional status of instructors who are assigned to this instructor assignment class. The default is Full-Time. Values for this field are delivered with your system as translate values. Do not modify these values in any way. Any modifications to these values require a substantial programming effort.

Select to apply the Instructor Workload feature to instructors in this assignment class by default. This selection determines whether the system creates term detail records at all. This selection alone does not control whether the Instructor Workload feature produces a limit warning. You must select the Limit Workload check box in conjunction with this check box for warnings to appear. If you want to set up an instructor assignment class specifically for those instructors who never have load calculations performed, set up a separate instructor assignment class and do not select this check box. The value selected here is used to populate the Calculate Workload check box on the Term Workload page as a default value. You can change this setting on an individual and term-by-term basis on the Term Workload page.

Select to apply the limits to instructors in this instructor assignment class by default. This feature controls whether the system produces error messages or warnings when assignments cause an individual's total term FTE percent to exceed either the individual's assigned FTE percent or the academic institution warning limits, whichever comes first. If you select the Calculate Workload check box, this check box is available. The value selected here is used to populate the Limit Workload check box on the Term Workload page as a default value. You can change this setting on an individual and term-by-term basis on the Term Workload page.

Enter the assigned FTE percentage to indicate the traditional assignment of instructors assigned to this instructor assignment class. This value represents the percentage of the institution-wide standard to assign to instructors in this class. For example, a field value of 100.00 enables you to make assignments for instructors in this instructor assignment class up to a total term FTE percent of 100. If you want to hold instructors in this instructor assignment class to only 80 percent of the institution-wide standard, then you might set the value to 80.00. Finally, if you often overbook full-time instructors in a particular instructor assignment class (perhaps to ultimately drop them from an assignment at the beginning of the term), then you might want to set this value to 120.00. This field's default value corresponds to the full-time and part-time value that you select. The value entered here is used to populate the Term Workload page as a default value for individuals in this instructor assignment class.

You can change this setting on an individual and term-by-term basis on the Term Workload page.

Enter the instructor multiplier percent to associate with this instructor assignment class. This value contributes to the default workload hours formula for courses that are assigned on the Meetings page for individuals in this instructor assignment class. For example, if you want to give a certain group of instructors double credit for the course components to which they are assigned, set this value to 200. However, if you want instructors to get only half credit for their course assignments, you might assign them to a different instructor assignment class with this field set to 50. This multiplier does not apply to noncourse-based assignments that are made directly to the Term Workload page. By default, this field displays 100 when you are in Add mode. The value that is entered here is used to populate the Term Workload page as a default value. You can change this setting on an individual and term-by-term basis on the Term Workload page.

Select to activate the workload feature for your institution and to display related fields. Before you select this check box, you may want to insert a new effective-dated row on the Academic Institution 1 page.

Enter the full-time warning limit percent for the Instructor Workload feature to reference at all times across the institution. This value indicates the institution-wide setting for those individuals who are assigned to an instructor class that is full-time. If an assignment is made that causes a full-time individual's total term FTE percentage to exceed this value, the system issues a soft warning. The system produces the soft warning only if the individual's Limit Workload check box is selected on the Term Workload page.

Enter the part-time warning limit percent for the Instructor Workload feature to reference at all times across the academic institution. This value indicates the institution-wide setting for those individuals who are assigned to an instructor class that is part-time. If an assignment is made which causes a part-time individual's total term FTE percentage to exceed this value, a soft warning is issued. The system issues the warning only if the individual's Limit Workload check box is selected on the Term Workload page.

Select this check box to include the assigned number of weeks—in the session—and the total weeks in the term within the workload assignment FTE calculation. Clear this check box to exclude the assigned number of weeks—in the session—and the total weeks in the term within the workload assignment FTE calculation.

Select a course component to associate with courses in the academic institution and subject area that you specify. Values for this field are delivered with your system as translate values. You can modify these values. The course component value indicates the parts of the course offering, for example, Lecture, Laboratory, Ind Study (independent study), and so on.

One subject area can have multiple components.

See Defining Course Components.

Enter a component multiplier percentage value that represents the weight of this type of component. By default, this field displays 100. The system uses this value as part of the course component workload hours formula to calculate default workload hours on the Meetings page. You do not need to enter values for course components that are multiplied by 100 percent unless you prefer to store this data for documentation.

As noted in the workload hours formula, multiplier values are 100 percent by default if they are not found.

See Course Component Workload Hours Formula.