Introduction
A Planned Change is a forecasted faculty career change event in which Medical School Finance (Med Finance) is interested. These are:
Instructions
Departments communicate their planned faculty changes by specifying these planned changes for each faculty member, and supplying details about that change. Departmental plans are typically expected to extend a few years into the future, and so some faculty members will have no planned changes within this timeframe, while others will have one planned change, or 2+ changes.
Examples:
- No planned change: a tenured faculty member who is not retiring or not at risk of leaving
- 1 planned change: an untenured faculty member who is expected to receive a promotion soon (changing track/rank)
- 2+ planned changes: a new hire who may rapidly achieve advancement (promotion, tenure, etc.) and also significantly change their clinical activity level
To add your first planned change:
- Select a faculty member from the List and click Add Planned Change. (This only is available if the faculty member already has at least one planned change, or you have filter toggled on the options to see all faculty with only reconciled / no planned changes).
- Use the Add a Planned Change button in the List page's Activity Bar header
- From here, there is a menu where you can select which planned change you want
- Selecting a planned change then asks which faculty member (or placeholder) you want to add it to
- Selecting a faculty member or new placeholder takes you to the Detail page for it, with the planned change form open and ready for you to complete (these forms vary per planned change).
- Complete the required fields for your chosen change, and click the Save button.
To edit or delete a saved planned change:
- From the List page, select the faculty member with the planned change you want to edit
- On the Detail page, simply change the details that were previously entered, and click Save
- To delete an existing change, click the Delete button for the planned change, and click OK on the subsequent dialog box. (Note that Reconciling a planned change is generally preferred over deletion).
To add a second (or third or more) planned change:
- From the List page, select the faculty member you want
- On the Detail page, click the Add a Planned Change button and select the planned change type
- A blank planned change form will appear at the top of the Planned Changes list; complete its details just like the first one you filled out, and click Save.
- Now this planned change will be saved for this faculty member, just like the first one.
- Note: Multiple changes are displayed as collapsed cards; click anywhere on the collapsed card to reveal its details.
Additional Details About New Hire
- New Hire planned changes can only be added to placeholders; this is a Med Finance preference that enables them to better interpret the data
- Creating a New Hire Planned Change will automatically create a placeholder for you; see this page for more details.
- For New Hire planned changes, these have the option of being "Approved" or "Denied" by the Faculty Workforce Committee (which is an annual review of departmental projected growth by the Dean). If a New Hire plan is approved, it will show a green checkmark with an "Approved" label (which means it is explicitly approved to use in Hiring); if it is Denied (which means it cannot be used in Hiring), it will have a red 'X' with a "Denied" label.
- Approved New Hire plans also have additional restrictions, such as the inability to delete the plan, as well as change the Track or Position Type. This also is relevant for New Hire plans that have been associated with a Hiring workflow (approved or not).
- Learn more about approval/denial of New Hire plans (part of the Position Control (PCN) functionality in Meridian).
- Approved New Hire plans also have additional restrictions, such as the inability to delete the plan, as well as change the Track or Position Type. This also is relevant for New Hire plans that have been associated with a Hiring workflow (approved or not).
Additional Details About Retention
- The Retention planned change asks for details for faculty that have been offered a retention package in the last 12 months or in the near future. This is slightly different than most other Planned Changes, in that Retention is primarily backward-looking.
- Since this planned change is reporting on events that typically already occurred, it asks for more detailed data than most other planned changes. These include:
- One or more Retention Methods, used to retain the faculty member - at least one is required
- One or more Funding Sources, related to the selected retention methods - these are optional but encouraged
- Brief Narrative, explaining the story and reasons behind this retention attempt
- All retention attempts recently offered by your department should be entered into this application, in a timely fashion, so that Finance and our Med School leadership can make informed strategic decisions.
- Note: The Departure planned change also asks if the departing faculty member was offered a retention; if so, the Retention planned change should also be added and completed for that same faculty member.