Maintain - Endowed Chair Information

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Distribution

Chief Human Resource Officer

UVA HRMS Records Specialist

UVA HRMS Records Manager

UVA HRMS Specialist

UVA HRMS Faculty/Staff Reviewer

Related Procedures

Ownership

The Chief Human Resource Officer is responsible for ensuring that this document is necessary, reflects actual practice, and supports University policy.

Date Tracking

IS HRMS
N ® People Enter & Maintain
Decision

1. If the current effective date is the date you wish to use, click on the [No] button. If not, click on the [Yes] button, enter the date you wish to use in the Effective Date field, and click on [OK].

Finding an Existing Person

2. Enter all or part of the person's last name in the Full Name field, using the wildcard character (%) as desired, to restrict your search.

3. Click on the [Find] button.

4. If the person is found in the database compare the first name, last name, social security number, or other known information with that in the database to ensure that it is the correct person.

Maintaining Endowed Chair Information

Follow the instructions for Adding, Ending, or Updating Endowed Chair information as described in the steps below.

Add Endowed Chair Information

5. Click on the [Others...] button.

6. Select Extra Information from the list of values and click on the [OK] button.

7. Select Emp-Endowed Chairs from the list.

8. Click in the first blank Details field at the bottom of the form.

9. Complete the following fields:

Chair Type: Use the list of values to automatically enter the chair type. (Required)
Name of Endowed Chair: Use the list of values to select the name of the endowed chair. (Required)
Title of Chairholder for BOV: Use the list of values to enter the title used by the Board of Visitors. (Required)
Effective Date: Enter the effective date of the chair appointment. (Required)
Expected End Date: If the chair appointment is for a limited term, enter the end date here.
End Date: Leave blank. This field will be completed when the chair appointment is terminated.

10. Click on the [OK] button.

11. Save your work.

End Endowed Chair Information

12. Click on the [Others...] button.

13. Select Extra Information from the list of values and click on the [OK] button.

14. Select Emp-Endowed Chairs from the list.

Enter Actual End Date

15. Click in the Details field at the bottom of the form.

16. Complete the following fields:

End Date: Enter the date that the chair appointment is terminated.
Expected End Date: Delete date in this field. Leave blank.

17. Click on the [OK] button.

18. Save your work.

Update Endowed Chair Information

Endowed Chair information should only be updated if entered incorrectly or the appointment is renewed.

If updates are necessary due to changes in Chair name, chair title, and related term, end date the first record and add a new Endowed Chair record. See the Add Endowed Chair Information and End Endowed Chair Information sections.

19. Click on the [Others...] button.

20. Select Extra Information from the list of values and click on the [OK] button.

21. Select Emp-Endowed Chairs.

22. Click in the Details field at the bottom of the form for the chair appointment you wish to update.

23. Verify or change only the following field:

Expected End Date: Enter the new end date of the current appointment. (Required)

24. Click on the [OK] button.

25. Save your work.

26. Close all forms and return to the Navigator.

Effective: 02/10/11

Revision: 3 wss

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