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Comment: Reverted from v. 40

 (non-continuing appointment)

A temporary appointment may be made where there is a need for the temporary employment of a teaching faculty member and/or where only temporary or contingent funding for the position is available. 

Types of non-continuing appointments are including:

Table of Contents

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Term Teaching-Research Faculty Appointments Case

A term appointment may be made where there is a need for the temporary employment of a teaching faculty member and/or where only temporary or contingent funding for the position is available.  For example:

Image AddedTerm Associate Professor


Info
titleRRSDA Reference

1996-002 Personnel Files: Academic Employees (Non-Continuing)

...

Retention

N/A



Checklist for Term Teaching-Research Faculty Appointments

http://www.sfu.ca/content/dam/sfu/faculty-relations/appointments/term-faculty/Checklist%20for%20Term%20Teaching-Research%20Faculty.pdf

Documents
Retained in Personnel File
ChecklistDocument RetentionDocument TypeOffice of Responsibility (for viewing)
Checklist for Term Teaching-Research Faculty Appointments


Personal Data Form


Personal Data Form
Recommendation for Appointment Form
Recommendation for Appointment Form
Appointment Letter (Copy of signed letter); Dean's office keeps original
Final Offer?
Resume/CV
Resume / Initial CV

Proof of Highest Degree


Proof of Degree

General Privacy and Confidentiality Agreement


General Privacy and Confidentiality Agreement

TD1-BC Form


TD1 BC Form
TD1 Federal Form
TD1 Federal Form
Copy of Permanent Resident Card or Work Permit and Social Insurance Number (if applicable)
Proof of Permanent Residency

SFUFA Dues Form


SFUFA Dues Form
Banking information – void cheque / direct deposit information
Documents Destroyed at end of Retention PeriodDocument TypeOffice of Responsibility (for viewing)VPA (& all below)VPA (& all below)

Visiting Faculty Appointment

RRSDA

Banking information 
Performance Management Documents

Does VPA want to see these document?

Faculty 



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Visiting Faculty Appointment (where does this belong?)

A visiting faculty member must be a person who holds a position at the rank of Instructor, Assistant, Associate or Full Professor in a recognized university, or who holds an equivalent position in another appropriate organization. For example:

Image Added Visiting Faculty


Info
titleRRSDA Reference

1996-002 Personnel Files: Academic Employees (Non-Continuing)

...

Retention

N/A


Checklist for Visiting Faculty Appointments

http://www.sfu.ca/content/dam/sfu/faculty-relations/appointments/visiting-faculty/Checklist%20for%20Visiting%20Faculty.pdf


Documents
Retained in Personnel File
ChecklistDocument RetentionDocument TypeOffice of Responsibility (for viewing)
Recommendation for Appointment Form
Recommendation for Appointment Form
Appointment Letter (Copy of signed letter); Dean's office keeps original
Final Offer?
Copies of any letters (or correspondence) regarding invitation/acceptance
Invitation or Acceptance of Offer
Resume/CV
Resume / Initial CV
Application
Cover Letter?

Proof of Highest Degree


Proof of Degree

General Privacy and Confidentiality Agreement


General Privacy and Confidentiality Agreement

Personal Data Form


Personal Data Form

TD1-BC Form


TD1 BC Form
TD1 Federal Form
TD1 Federal Form
Copy of Permanent Resident Card or Work Permit and Social Insurance Number (if applicable)
Proof of Permanent Residency
Documents Destroyed at end of Retention PeriodDocument TypeOffice of Responsibility (for viewing)VPA (& all below)VPA (& all below)

Post Retirement Appointment

RRSDA

Banking information – void cheque/direct deposit information
Banking Information


...

Post Retirement Appointment

A retired Member may be offered a full- or part-time post retirement appointment

Image AddedPost Retirement Faculty


Questions:

  • If it's an internal appointment (home department of the retired faculty member) wouldn’t this all be a part of their continuing faculty file?
  • If it’s a cross-department post retirement appointment, wouldn’t it be part of their continuing employee file from their home department? Or would each department have an individual file structure for that person?


Info
titleRRSDA Reference

1996-002 Personnel Files: Academic Employees (Non-Continuing)

...

Retention

N/A


Checklist for Post Retirement Appointments

http://www.sfu.ca/content/dam/sfu/faculty-relations/appointments/post-retirement/Checklist%20for%20Post%20Retirement%20Faculty.pdf

Documents
Retained in Personnel File
ChecklistDocument RetentionDocument TypeOffice of Responsibility (for viewing)
Checklist for Post Retirement Faculty Appointments


Recommendation for Appointment Form
Recommendation for Appointment Form
Appointment Letter (Copy of signed letter); Dean's office keeps original
Final Offer?
Rationale for appointment and any relevant background documentation
Rationale for Appointment

General Privacy and Confidentiality Agreement


General Privacy and Confidentiality Agreement

Personal Data Form


Personal Data Form

SFUFA Dues Form


SFUFA Dues Form
Banking information – void cheque/direct deposit information
Banking Information


...

Sessional Instructor Appointment

Sessional Instructor appointment is handled in faculties only, FR will not keep these documents.  The folder can be labelled as the sample below:


Image AddedSessional Instructor

Info
title

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RRSDA Reference

1996-002 Personnel Files: Academic Employees (Non-Continuing)

N/A


Checklist for Sessional Instructor Appointments

Documents ChecklistDocument RetentionDocument TypeOffice of Responsibility (for viewing)

Appointment form (SI)




Appointment Letter




Curriculum Vitae




TSSU Privacy Form




TSSU Assignment of Wages form




Personal data form


TD1-BC Form




TD1 Federal Form




Banking information – void cheque/direct deposit information



...

Overload Teaching Contract  

http://www.sfu.ca/faculty-relations/appointments/other/overload-teaching.html - this includes staff teaching on overload.

There are two categories of OTC:

  • Those appointed as OTC 1 will be assigned tutorial and/or laboratory instruction.
  • Those appointed as OTC 2 will be assigned the overall preparation and presentation of an academic course given by a department or program and in addition may be assigned tutorial and/or laboratory instruction.


  1. Approval from Department Chair (if applicable)
  2. Exception Memo (if applicable)
  3. Proof of Degree (if applicable)

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Sessional Instructor Appointment

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Teaching and Research Faculty Appointments Case



Info
titleRRSDA Reference

1996-004 Personnel Files: Academic Employees (Continuing)

CY of termination + 60 years


Checklist for overload teaching appointment for teaching and research faculty members

Documents Checklist

Document Retention

Document Type

Office of Responsibility (for viewing)

Overload Teaching Contracts Form


Overload Teaching Appointment Letter



...

Term Teaching-Research Faculty Appointments Case


Info
titleRRSDA Reference

1996-002 Personnel Files: Academic Employees (Non-Continuing)

...

N/A


Checklist for

...

overload teaching appointment for term teaching and research faculty members

Documents Checklist

Document Retention

Document Type

Office of Responsibility (for viewing)

Overload Teaching Contracts Form


Overload Teaching Appointment Letter




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University Research Associate (where does this belong?)

The position of University Research Associate is intended primarily to be a full-time research position for a person having academic qualifications similar to those required for appointment to the faculty. The individual may attain project tenure but continuation of the position will be dependent upon the availability of funds. For example:

Image AddedUniversity Research Associate


Info
titleRRSDA Reference

1996-002 Personnel Files: Academic Employees (Non-Continuing)

N/A

...


Checklist for URA appointment

Documents ChecklistDocument RetentionDocument TypeOffice of Responsibility (for viewing)
Appointment Letter From Dean (Copy of signed letter); Dean's office keeps original


Checklist for University Research Associate Appointments


Recommendation for Appointment Form


Copies of any letters/correspondence from faculty requesting hire (with details of recommendation)
VPA (& all below)VPA (& all below)

OTC II ?

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RRSDA

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Retention

...

N/A

Checklist for Sessional Instructor Appointments

Documents Retained in Personnel FileDocument TypeOffice of Responsibility (for viewing)Documents Destroyed at end of Retention PeriodDocument Type



Research Accounting approval (likely email)


Resume/CV and/or application


Proof of Highest Degree


General Privacy and Confidentiality Agreement


Personal Data Form


TD1-BC Form




TD1 Federal Form




Copy of Work Permit or Permanent Resident Card and Social Insurance Number (if applicable)


Banking information – void cheque/direct deposit information





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Chairs (and CRCs)

Apart from the continuing teaching rank of the Faculty member, he/she may have other appointments e.g. CRC.  In this scenario, a sub section named "Canada Research Chairs" should be added under Recruitment & Appointment section

Image Added  Canada Research Chairs


Info
titleRRSDA Reference

1996-004 Personnel Files: Academic Employees (Continuing)

Normal Retention: CY employment terminated + 60 years

Checklist for CRC Appointment

https://www.sfu.ca/faculty-relations/appointments/chairs-fellowships-professorships/canada-research-chairs.html

Documents Checklist

Document Retention

Document Name in eTRACS

Office of Responsibility (for viewing)

Recommendation Memo of the faculty member for the CRC position in a research area (Director to Dean)RetainedRecommendation for Appointment Letter
Recommendation Memo of the faculty member for the CRC position in a research area (Dean to VPA)RetainedRecommendation for Appointment Letter
Recommendation Memo of the faculty member for the CRC position in a research area (VPA to University Appointments Committee)RetainedRecommendation for Appointment Letter
Recommendation Memo of the faculty member for the CRC position in a research area (Chair of University Appointments Committee to President)RetainedRecommendation for Appointment Letter
Notice of award and acceptanceRetainedAward Acceptance Notification
Notice of successful CRC appointmentRetainedAward Acceptance Notification



Checklist for Chair Appointment 

Documents Checklist

Document Retention

Document Name in eTRACS

Office of Responsibility (for viewing)

VPA (& all below)VPA (& all below)

CV


Intention to apply related documents


Reference Letters  (maybe at FR only?)


Previous package document for renewal 









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