Scenario factsheet: Outside appointments

In conjunction with guidance from the HR Support webpages, this guide should be used to ensure that Outside Appointment data is captured in PeopleXD. Use the data from the completed ‘OA1 form’ to fill in this UDF and for Nil Returns use ‘OA2 form’.

Use this scenario factsheet along with the Add and manage UDFs How-to Guide

To create the UDF for the first time:

  1. Select UDF Type Outside Appointments from the drop-down. 
  2. Complete the fields as follows: 

Field name

Instructions
Date from Enter the date the appointment was approved by the Head of Department. (Section 7 - Form OA1) 
Date to Leave blank. Entering a date into this field will mean that the UDF screen won’t be returned in reports. 
Academic year  Select the academic year in which the outside appointment will take place. A new record must be set up for each year the outside appointment applies, eg where an outside appointment runs from 1 June to 31 December, two records must be set up. Ensure the appointment request number (field: ‘Appt Request No’) remains the same. 
Conflict of Interest  Select ‘Y’ or ‘N’ according to the answer (Section 6i – Form OA1) 
Appt Request No   Select a number in sequence for each outside appointment held by the individual. The first appointment = 01, the second = 02 and so on. A new record must be created for each separate or new outside appointment.   
Academic staff only: Select NIL at the end of the current academic year for academic staff who did not hold any outside appointments in this academic year. (See: Form OA2). Do not enter any other information. 
External Org Name Enter the name of the organisation with which the outside appointment is held, including the city. 
Location Enter the name of the country the external organisation is based in. 
Nature of Appt    Select the relevant type from the list. (Section 2 - Form OA1)  
If there is no match OR multiple appointment types have been approved on the OA1 form, select Other
Financial interest?  If relevant, record details of any financial interest or shareholdings in this external organisation held by the employee. (Section 3 - Form OA1) 
Period of Appt  Record the expected start and end dates of the outside appointment, eg 
‘01/07/2016 – 30/09/2016. (Section 4 – Form OA1) 
No of Days Committed 

Select the number of days that will be committed to in this academic year (Section 4 – Form OA1).  

A new record must be created in cases where the appointment overlaps two academic years. The number of days recorded must reflect the actual number of days committed/worked within the academic year chosen 
above. If the outside appointment spans more than 12 months, a new entry must be created, to record the extra days beyond this period. 

Est. Total Payment  If relevant, and if known, select the estimated total payment band for the appointment. (Appendix A (a) - Form OA1) 
Business Type  Select the business type. (Appendix A (b) - Form OA1) If not known, leave blank. 
Declaring and safeguarding IP  This is a statement that any IP or Know which may be introduced to external organisations including spin-outs, and the funding which may have contributed to it, has been declared and that the proposed arrangement will safeguard University rights in intellectual property.
Select ‘Y’ or ‘N’ as noted (Section 6v – Form OA1). 

 

To update/amend existing details

Follow section 3 in the Add and manage UDFs How-to Guide and add details/make changes as required.

Useful Reports:

To view all outside appointments details entered in a UDF for academic and related staff, run PERDEP48 Outside appointments.