Defining and Reviewing Employee Cases

This topic discusses how to define and review employee cases.

Note: For review information from specific reviewers, only users with access to the current steps in the review process can access this information. For review case status, all users with access to an employee's job record can view this information.

Page Name

Definition Name

Usage

Faculty Employee Case Page

EG_CASE_REVIEW

Define an employee case. For example, a case could involve a decision to give a faculty member a change in tenure status, or a title change.

Faculty Case Information Page

EG_REVIEW_PATH

Review case information by selecting the employee and the case ID that you want to review.

Faculty Case Progress Page

EG_CASE_REVIEW_VW

View the less sensitive information from the Identify Employee Case and Case Information pages. This page is display only.

Review Approved Cases Page

EG_CASE_FIN_VW

View the final, approved employee cases. Use this information as a reference when you enter resulting changes in the faculty member's Job Data component. This page displays details from approved cases only.

Faculty Events History Report Page

RUNCTL_EVENTS

List all tracking events for the employee specified, including activities, administrative posts, appointments and titles, education, training and so on.

Field or Control

Description

Tenure/Home Dept (tenure and home department)

Displays the employee's home department from the Tenure Data page or the Job Data component.

Academic Rank

Displays the employee's current academic rank from the Tenure Data page.

Use the Faculty Employee Case page (EG_CASE_REVIEW) to define an employee case.

For example, a case could involve a decision to give a faculty member a change in tenure status, or a title change.

Navigation:

Workforce Development > Faculty Events > Manage Cases > Faculty Employee Case > Faculty Employee Case

This example illustrates the fields and controls on the Identify Employee Case page.

 Identify Employee Case page

Case Information

Field or Control

Description

Case ID (case identification)

Enter a unique case identification number for the employee.

Proposed

Field or Control

Description

Tenure Status

Displays the employee's tenure status from the Tenure Data page.

Academic Rank

Select the proposed academic rank.

FTE (full-time equivalent)

Enter the proposed full-time equivalent for this position.

Annual Rate

Displays the employee's current annual salary from the Job Data component.

Outside Offer

Select if this employee has an outside offer of employment.

Details

Enter the name of the organization offering the outside position, or other details about the offer.

Forward Case Portfolio

Select to indicate that you have forwarded the case portfolio (paper file) to the reviewers.

Use the Faculty Case Information page (EG_REVIEW_PATH) to review case information by selecting the employee and the case ID that you want to review.

Navigation:

Workforce Development > Faculty Events > Manage Cases > Faculty Case Information > Faculty Case Information

This example illustrates the fields and controls on the Case Information page.

 Case Information page

Field or Control

Description

Annual Rate

Displays the employee's current annual salary from the Job Data component.

Recommendation

Field or Control

Description

Review Dept (review department)

Select the appropriate ID for the department reviewing the case, such as D2142 (economics department).

Step

Each employee ID and case can have multiple reviewers. Each reviewer receives a step number.

Use the scroll arrow to display multiple reviewers. As you insert rows, the step number increases in increments of one.

Reviewer EmplID (reviewer employee identification)

Select the employee ID of the person reviewing the case.

Reviewer Team

For a team review, enter the team name or department description.

Case Received Date

Enter the date the reviewer received the case.

Recommendation Date

Enter the date the reviewer made the recommendation.

Recommendation

Select the proposed action for the case. For example, select Approve to indicate the reviewer approves the request for tenure.

Forwarded Date

If this is not the final step in the review process, enter the date you forward the case to the next reviewer.

Forward Department

If this is not the final step in the review process, select the department to which you forwarded the case.

Final Action

Select if this is the last reviewer of the case.

Next Case Type and Next Review Date

These fields become available if the Final Action check box is selected. Select the next type of case that you anticipate for this employee, and enter the next review date.

Use the Faculty Case Progress page (EG_CASE_REVIEW_VW) to view the less sensitive information from the Identify Employee Case and Case Information pages.

This page is display only.

Navigation:

Workforce Development > Faculty Events > Manage Cases > Faculty Case Progress > Faculty Case Progress

This example illustrates the fields on the Faculty Case Progress page.

 Case Progress page

View the less sensitive information from the Identify Employee Case and Case Information pages. This page is display only.

Use the Review Approved Cases page (EG_CASE_FIN_VW) to view the final, approved employee cases.

Use this information as a reference when you enter resulting changes in the faculty member's Job Data component. This page displays details from approved cases only.

Navigation:

Workforce Development > Faculty Events > Manage Cases > Review Approved Cases > Review Approved Cases

This example illustrates the fields on the Review Approved Cases page.

 Review Case Status page

View the final, approved employee cases. Use this information as a reference when you enter resulting changes in the faculty member's Job Data component. This page displays details from approved cases only.

Use the Faculty Events History Report (family events history report) page (RUNCTL_EVENTS) to list all tracking events for the employee specified, including activities, administrative posts, appointments and titles, education, training and so on.

Navigation:

Workforce Development > Faculty Events > Track Events > Faculty Events History Report > Faculty Events History Report

This example illustrates the Faculty Events History Report page.

 Faculty Events Hist Rpt page

Field or Control

Description

Run Control ID

Displays the Run Control ID associated with the report format that you selected to access the page.

Run

Select this button to process the Faculty Events History report. The report displays all of the event history for the employee you selected.

Report Request Parameters

Field or Control

Description

EmplID

Enter the employee ID for the faculty member for whom you are generating an event history report.