Title: Postdoctoral Updates
1Postdoctoral Updates Appointment Processes
- Presented at CSE Business Managers Meeting
- May 23, 2006
2Agenda
- Postdoc Classification Overview
- Appointment Process
- Review Processes Termination
- Q A
3Postdoc Classification Overview
4Postdoc Scholar
- Funded by research grants obtained by others at
the University (faculty/ PI) or dept. funds - Postdoctoral Scholars are normally not charged to
training grants - Overseen by Office of Postdoctoral Affairs
- Time limited mentored training position
- Expense Class 513200
- On Personal Data Salary Authorization Form (PD),
salary is charged to home account (OPR) and
distributed by respective department
administrator
5Postdoc Scholars Salary Requirements
- Salary levels based upon salary levels consistent
with guidelines set by sponsoring agencies - Most likely NIH salary levels
- 2006 NIH stipend level
- 36,996 (0 yrs. exp.)
- 38,976 (1 yr. exp.)
- 41,796 (2 yrs. Exp.)
- See handout for all levels
6Postdoc Scholars Benefits
- Postdoc benefits program (medical, dental,
vision, life insurance) - Single coverage paid by PI/department funds
- University fringe rate does not apply
- Sick and vacation days
- 10 sick day/yr. 16 vacation days
- Postgrad audit program
- Costs 10 of graduate tuition rate
- No retirement eligibility
7Postdoc Scholars FICA Taxes
- Postdoc Scholars are being paid for services
rendered to the grant and thus are FICA eligible - Exceptions
- Some Tax Treaties
8Postdoc Fellow
- Funded by training grants or funds that postdocs
have personally applied for and obtained - Ex. NIH NRSA or funding from home country
- Overseen by the Office of Postdoctoral Affairs
- Time limited mentored training position
- Expense class 572500
- On Personal Data Salary Authorization Form (PD)
Salary is charged directly to grant account
number
9Postdoc Fellows Salary Requirements
- Stipend levels based upon salary levels
consistent with guidelines set by sponsoring
agencies - Most likely NIH salary levels
- 2006 NIH stipend level
- 36,996 (0 yrs. exp.)
- 38, 976 (1 yr. exp.)
- 41,796 (2 yrs. Exp.)
- See handout for all levels
10Postdoc Fellows Benefits
- Postdoc benefits program (medical, dental,
vision, life insurance) - Single coverage paid by fellowship, PI/department
funds (some training grants pay family medical
coverage) - University fringe rate does not apply
- Sick and vacation days negotiable
- Postgrad audit program
- Costs 10 of graduate tuition rate
- No retirement eligibility
11Postdoc Fellows FICA Taxes
- Postdoc Fellows are trainees and thus are not
eligible for FICA
12Other Classifications
- Research Associate
- Research Scholar
13Research Associate Senior Research Associate
- Postdocs should not be appointed under this
classification if they are looking for a time
limited, mentored training position - Professional position overseen by Human Resources
- Expense class 513100 513800
- Full staff faculty benefits Fringe Rate
applicable - 0-3 years of experience since completing degree
minimum of 3 years of experience since completing
degree. - Not necessarily a mentored position
14Research Scholar
- For individuals who do not have the Ph.D.
- Postdocs should not be appointed under this
classification - Designed for International applicants
- Overseen by CSE Deans office
- Expense Class 512700
- Not eligible for benefits
- Temporary Appointment ( 1 yr or less)
- No FICA
15Review Processes Termination
16Postdoc Review Processes Termination
- IDP and ongoing performance reviews
- Termination
- Voluntary vs. Involuntary
- Exit Survey
- Grievances
17Additional Information
- Additional information can be found on the Case
website - Office of Postdoctoral Affairs
http//www.case.edu/provost/gradstudies/postdoc.ht
ml - Foreign Faculty and Scholars http//www.cwru.edu/
finadmin/humres/ffs/
18Postdoc Appointment Processes
19Postdoc Appointments
- Effective July 1, 2006 all appointments for
Postdoctoral Scholars and Fellows will be
processed through the Office of Postdoctoral
Affairs. - The official Deans Appointment Letter will come
from Denise Douglas in the Office of Postdoctoral
Affairs. No more letters from CSE deans office
will be done. - HR will not process any PD forms to put postdocs
on payroll without receiving a copy of the
official letter from Postdoctoral Affairs.
20Appointment Process - Where to Begin
- Identify available openings
- Determine if advertising is appropriate
- Posting options (Dept. Website, Internal-HR,
Postdoc Affairs) - External posting options-contact Postdoc Affairs
- Identify candidates (interviews and final
selection) - Department sends selected candidate hiring
materials
21Appointment Process - Where to Begin
- Hiring materials include
- Foreign visitor information (if applicable)
22Appointment Process - Office of Postdoctoral
Affairs (OPA)
- Postdoctoral Scholar/Fellow Appointment Form is
to be completed and submitted to Office of
Postdoc Affairs - School of Engineering (signed by dept/program
chair, director of HR/Finance, CSE dean)
23Appointment Process - Office of Postdoctoral
Affairs (OPA)
- Additional Information Needed
- CV
- Official Transcripts (translated if applicable)
- Copy of reference letters (3) (if requested of
applicant) - Original Recommendation for Appointment of
Exchange Visitor (J-1) or Recommendation for
Appointment of Temporary Worker (H1-B)
24Appointment Process - Foreign Postdocs
- Postdoc sends original Visitor Information Form
to Foreign Faculty Office - Dept. sends original Recommendation for
Appointment (J-1 or H-1B) to the Office of
Postdoctoral Affairs along with the previously
mentioned Postdoc Appointment Form - Please do not send the Recommendation (J-1 or
H-1B) form separately to Foreign Faculty
25Appointment Process - Office of Postdoctoral
Affairs (OPA)
- Send official letter of offer to postdoc
- Copy sent to dept. administrator, faculty PI,
Ann Boughner, and HR Information Management - Second Original letter sent to Foreign Faculty
Office (if applicable) - Handbooks, Postdoc Checklist, benefits
information, campus map, IDP, and Postdoc
Researchers Association information are sent with
the letter of offer.
26Appointment Process - Office of Postdoctoral
Affairs (OPA)
- Postdoc sends signed official offer letter back
to OPA
27Appointment Process Department
- Submit Key Request/Building Lab Access forms to
Access Services - Schedule Training sessions
- Postdocs need to have all immunizations and lab
training completed before beginning lab work - Postdoc and PI should discuss any additional
arrangements before start date (should be put in
writing)
28Postdoc Arrival to Campus
- See Upon Arrival Campus Postdoc Checklist
29Transfers Renewals
- Renewals, extensions, transfers or
reclassifications should be made 90 days in
advance of the termination date of the current
appointment period - A Postdoctoral Scholar/Fellow Appointment Form is
to be completed and submitted to Office of
Postdoc Affairs along with the original
Recommendation for Appointment for J-1 or H-1B
(if applicable) - As of July 1, HR will not process any PD forms
for extension or transfer, etc. for postdocs
without receiving a copy of the official letter
from Postdoctoral Affairs
30Contact Information
- Denise Douglas denise.douglas_at_case.edu
- Associate Dean, School of Graduate Studies,
- Office of Postdoctoral Affairs
- Rachel Begley rachel.begley_at_case.edu
- Postdoctoral Coordinator, Office of Postdoctoral
Affairs - Ann Boughner ann.boughner_at_case.edu
- Director, HR and Leadership Development, CSE
- Paul Frey paul.frey_at_case.edu
- Associate Controller - Controllers Office
- Mary Murray mark.murray1_at_case.edu
- Director, Foreign Faculty and Scholars
31Questions?