*Templates for offer letters and other forms/notifications are available on the Academic Personnel UDRIVE

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TO: Personnel and Budget Reps FROM: Ann Williams, Director of Academic Personnel SUBJECT: Helpful Notes DATE: December 2014 *Please remember to use the newest Offer, Reappointment, Add Comp and PA forms. They are available on the Human Resource website at: http://www.umass.edu/humres/forms *Other forms such as sabbatical leave, PMYR and tenure & promotion can be found on the Provost s website http://www.umass.edu/provost/faculty-staff-resources/personnel-information *Templates for offer letters and other forms/notifications are available on the Academic Personnel UDRIVE DATES for 2014-2015 Personnel Actions Fall Semester 09/01/14-01/17/15 13.05 pay periods (Paid through March 1, 2015) Spring Semester 01/18/15-08/31/15 13.05 pay periods (March 2, 2015 through August, if no fall appointment, then Jan. Aug. 16.1 PP) Academic Year 09/01/14-08/31/15 26 pay periods Encumbrance pay periods 26.1 January Hires 01/18/15-08/31/15 50% Salary 16.1 PP Sept. PA for Jan. Hire 09/01/15 xx/xx/xx 100% Salary 26 PP Fall Semester 09/2/14-12/20/14 7.9 pay periods Spring Semester 01/18/15-05/09/15 8 pay periods Full Year 09/02/14-05/09/15 17.9 pay periods *Bi-weekly amounts should be calculated using annual or total salary divided by appropriate pay period as indicated above. Bi-weekly amounts should NOT be rounded before calculating the annual salary (bi-weekly multiplied by 26) which should be on every PAF (except hourly). 12/26/2014 1

DATES for 2015-2016 Personnel Actions Fall Semester 09/01/15-01/16/16 13.1 pay periods (Paid through March 1, 2016) Spring Semester 01/17/16-08/31/16 13.1 pay periods (March 2, 2016 through August, if no fall appointment, then Jan. Aug. 16.3 PP) Academic Year 09/01/15-08/31/16 26 pay periods Encumbrance pay periods 26.2 January Hires 01/17/16-08/31/16 50% Salary 16.3 PP Sept. PA for Jan. Hire 09/01/16 xx/xx/xx 100% Salary 26 PP Fall Semester 09/08/15-12/26/15 7.9 pay periods *Spring Semester 01/19/16-05/7/16 7.9 pay periods Full Year 09/08/15-05/7/16 17.4 pay periods DATES for 2016-2017 Personnel Actions Fall Semester 09/01/16-01/21/17 13.1 pay periods (Paid through March 1, 2017) Spring Semester 01/22/17-08/31/17 13.1 pay periods (March 2, 2017 through August, if no fall appointment, then Jan. Aug. 15.9 PP) Academic Year 09/01/16-08/31/17 26 pay periods Encumbrance pay periods 26.1 January Hires 01/22/17-08/31/17 50% Salary 15.9 PP Sept. PA for Jan. Hire 09/01/16 xx/xx/xx 100% Salary 26 PP Fall Semester 09/06/16-12/24/16 7.9 pay periods Spring Semester 01/22/17-05/13/17 8.0 pay periods Full Year 09/06/16-05/13/17 17.9 pay periods Promotional Increments are as follows: 7/1/14 Lecturer to Senior Lecturer $5,500 Senior Lecturer to Sr. Lecturer II $5,500 Instructor to Assistant Professor $7,000 Assistant to Associate Professor $8,400 Associate to Professor $13,700 Librarian I to Librarian II $5,500 Librarian II to Librarian III $7,000 Librarian III to Librarian IV $8,400 Librarian IV to Librarian V $9,600 12/26/2014 2

Salary floors: 7/1/14 Title Lecturer $52,000 Part Time Lecturer (25% per course) $6,500 Senior Lecturer $57,500 Senior Lecturer II $63,000 Instructor $57,000 Assistant Professor $64,000 Associate Professor $74,000 Professor $92,000 Title 7/1/14 Librarian I $50,000 Librarian II $56,000 Librarian III $63,000 Librarian IV $73,000 Librarian V $84,000 Five College Faculty Exchange Appointments see: https://www.fivecolleges.edu/faculty/faculty_exchange *TENURE DEADLINES FOR AY 2014-2015 For those faculty members with a tenure decision year of: 2014-2015 II, recommendations for tenure are due in the Provost s Office on January 14, 2015. 2015-16 I, recommendations are due on April 15, 2015. We are required to submit tenure cases to the President's Office approximately six weeks prior to meetings of the Trustees Committee on Academic and Student Affairs. Our President s Office mailing deadlines are as follows: Tenure Due Non-Tenure CASA Trustees In President s Office Items Due Meeting Date Meeting Date 2/12/2015 3/12/2015 4/1/2015 4/8/2015 4/16/2015 5/14/2015 6/3/2015 6/17/2015 7/16/2015 8/13/2015 9/2/2015 9/16/2015 10/1/2015 10/29/2015 11/18/2015 12/9/2015 12/26/2014 3

Tenure Track Appointments: Below is a TDY Chart to determine the tenure decision year for faculty being hired through 9/1/2020. These dates are for faculty hired without credit towards tenure. TDY CHART Hire Date TDY Date TDY Date On Offer Form On PA 9/1/2014 2019-2020 II 8/31/20 1/2015 2020-2021 I 1/31/21 9/1/2015 2020-2021 II 8/31/21 1/2016 2021-2022 I 1/31/22 9/1/2016 2021-2022 II 8/31/22 1/2017 2022-2023 I 1/31/23 9/1/2017 2022-2023 II 8/31/23 1/2018 2023-2024 I 1/31/24 9/1/2018 2023-2024 II 8/31/24 1/2019 2024-2025 I 1/31/25 9/1/2019 2024-2025 II 8/31/25 1/2020 2025-2026 I 1/31/26 9/1/2020 2025-2026 II 8/31/26 12/26/2014 4

Post Doc Floors: Years of Experience 9/1/14 0 $38,500 1 $38,500 2 $38,500 3 $45,250 4 $45,250 5 or above $47,000 Summary of new Senior Research Fellow Policy Effective 1/1/12: Definition: A SRF shall be defined as a PhD with six or more years experience in a postdoctoral position OR a researcher with more than six years of related research experience who may be considered an outstanding researcher in their field. No SRF will be appointed at 50% time or less, unless it is an extremely short appointment period, or there are extenuating circumstances and the appointment is approved by the Provost s office in advance. Benefits and Union group: All SRFs will be benefitted and will fall into the Non-Unit Professional Staff benefits group. Also, they will be entitled to choose between the Optional Retirement Plan or the State Employees Retirement System for retirement purposes. VERY temporary appointments (under three months) may be allowed to be nonbenefitted. Approval will be required from the Provost s Office for such appointments. Foreign source appointments may be non-benefitted provided they are extended some kind of health and other benefits from the country or institution where the research is taking place. Salaries: All SRF s salaries shall be market driven. The PI may determine the starting salary for a new SRF. However, if there is a floor determined by a granting agency, or a prevailing wage for H-1B visa holder, the salary must meet those levels at a minimum. Time off: Vacation, sick and personal time will be accumulated as they would for any Non Unit Professionals. It is imperative that all PI s require their SRF s to report any vacation, sick, and/or personal time when it is used. 12/26/2014 5