Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Reverted from v. 15

 (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

...

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 RemovedTerm Associate Professor

...

RRSDA

...


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
ChecklistDocument Retention
Retained in Personnel FileDocument TypeOffice of Responsibility (for viewing)
Checklist for Term Teaching-Research Faculty Appointments

Personal Data Form

Personal Data Form
Recommendation for Appointment FormRecommendation for Appointment Form
Appointment Letter (Copy of signed letter); Dean's office keeps originalFinal Offer?
Resume/CVResume / 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 FormTD1 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 informationBanking information Performance Management Documents

Does VPA want to see these document?

Faculty 

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 Removed Visiting Faculty

...



...

Documents Destroyed at end of Retention PeriodDocument TypeOffice of Responsibility (for viewing)


VPA (& all below)


VPA (& all below)





...

Visiting Faculty Appointment


Checklist for Visiting Faculty Appointments

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


Documents
ChecklistDocument Retention
Retained in Personnel FileDocument TypeOffice of Responsibility (for viewing)
Recommendation for Appointment FormRecommendation for Appointment Form
Appointment Letter (Copy of signed letter); Dean's office keeps originalFinal Offer?
Copies of any letters (or correspondence) regarding invitation/acceptanceInvitation or Acceptance of Offer
Resume/CVResume / Initial CV
ApplicationCover 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 FormTD1 Federal Form
Copy of Permanent Resident Card or Work Permit and Social Insurance Number (if applicable)Proof of Permanent Residency
Banking information – void cheque/direct deposit informationBanking Information

Post Retirement Appointment

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

Image RemovedPost 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?

...



...

Documents Destroyed at end of Retention PeriodDocument TypeOffice of Responsibility (for viewing)


VPA (& all below)


VPA (& all below)



...

Post Retirement Appointment


Checklist for Post Retirement Appointments

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

Documents
Checklist
Retained in Personnel FileDocument
RetentionDocument
TypeOffice of Responsibility (for viewing)
Checklist for Post Retirement Faculty Appointments
Recommendation for Appointment FormRecommendation for Appointment Form
Appointment Letter (Copy of signed letter); Dean's office keeps originalFinal Offer?
Rationale for appointment and any relevant background documentationRationale 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 informationBanking 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 RemovedSessional Instructor

...

...

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

N/A



Checklist for Sessional Instructor Appointments

Documents ChecklistDocument Retention
Documents Destroyed at end of Retention PeriodDocument 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)

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)

...

Term Teaching-Research Faculty Appointments Case

...



VPA (& all below)


VPA (& all below)



...


Sessional Instructor Appointment


Checklist for

...

Documents Checklist

...

Document Retention

...

Sessional Instructor Appointments


Documents Retained in Personnel FileDocument TypeOffice of Responsibility (for viewing)
Overload Teaching Contracts FormOverload Teaching Appointment Letter

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 RemovedUniversity Research Associate

Info
titleRRSDA Reference

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

N/A

Checklist for URA appointment




















Documents ChecklistDocument Retention

...

Checklist for Chair Appointment 

Documents Checklist

Document RetentionDocument Name in eTRACS
Documents Destroyed at end of Retention PeriodDocument TypeOffice of Responsibility (for viewing)
Appointment Letter From Dean (Copy of signed letter); Dean's office keeps originalChecklist for University Research Associate AppointmentsRecommendation for Appointment FormCopies of any letters/correspondence from faculty requesting hire (with details of recommendation)Research Accounting approval (likely email)Resume/CV and/or applicationProof of Highest DegreeGeneral Privacy and Confidentiality AgreementPersonal 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

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 Removed  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 Name in eTRACS

...

Office of Responsibility (for viewing)



VPA (& all below)


VPA (& all below)



...

OTC II ?

RRSDA

                                                                                                                                

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 TypeOffice of Responsibility (for viewing)
CVIntention to apply related documentsReference Letters  (maybe at FR only?)Previous package document for renewal 


VPA (& all below)


VPA (& all below)



...