Subject: L&S Summer 2025 Summer Appointment Reconciliation Exercise
From: Rob K Schultz <[email-masked]>
To: "[email-masked]" <[email-masked]>, "[email-masked]" <[email-masked]>, 'Rob K Schultz' via ls-summer <[email-masked]>
Cc: Cathy Yu <[email-masked]>, Shirin M Malekpour <[email-masked]>, L&S Teach Learn <[email-masked]>
Date: Wed, 14 May 2025 17:03:32 +0000

TO: L&S Chairs/Directors, Summer Term Chairs/Directors and Administrators
2025 Summer Appointment Reconciliation
ACTION REQUIRED:

  *
Review this email and forward it to the colleague(s) in the department who can complete the tasks listed below.
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Review and edit the Summer Appointment Reconciliation spreadsheet and save changes by Monday, June 9th. See instructions in this email and in the spreadsheet.
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Access and save your spreadsheet in your Summer Box Folder (folder name: 48-#### Summer Sessions).
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Spreadsheets will be added to Summer Box Folders by end-of-day on May 14, 2025.

Why is this important?
Workday is going live in the middle of Summer Term 2025, and we would like to be as prepared as possible for this transition. Reports and resources that Teaching & Learning Administration have relied on in past summers will no longer be available in August 2025. Ensuring our appointment and funding information is correct now will reduce the chances of revenue reporting delays.

How can I get help with this task?
Contact Rob Schultz<mailto:[email-masked]> for questions and assistance. Feel free to book a meeting for 1-on-1 assistance with Summer Term appointment details or to discuss summer questions with Rob Schultz: Schedule 1-on-1 Meeting<https://doodle.com/bp/robschultz/summer-2025>.

Summer Appointment Reconciliation
Summer Appointment Reconciliation is a new exercise in 2025 to confirm appointment details for all Summer Term instructional staff, including faculty, staff, and graduate students. The spreadsheet has been pre-filled with details on file with Teaching & Learning Administration (as of 5/13/2025). We hope that the details of most instructional appointments are already correct, however, plans sometimes change for Summer Sessions, and if changes are not identified it may lead to issues with correctly calculating summer revenue and surplus.

We ask for your assistance in adding appointment details (by course) for TAs, Reader/Graders, and Student Help.

We have tried to highlight cells with essential missing data. Please update highlighted cells to ensure we are able to link summer cost records to the correct appointment and course. Please also add other missing information if it is relevant, (e.g., course topic or section number).

Instructions:
Access your Summer Appointment Reconciliation spreadsheet in your Summer Box Folder (folder name: 48-#### Summer Sessions). The spreadsheet is named "2025_Summer_Appointment_Recon_[DEPT].xlsx"

  1.
Review and correct appointment details for all listed appointments. Please note that details about any course-related Summer Expenses (labeled "SE") appear in the Faculty, Academic Staff, and Lecturer (SA) table.
  2.
Provide missing data (if possible) to identify TA, Reader/Grader, and Student Help appointments by course
  3.
Add missing appointments by adding rows to the appropriate table (by appointment type)
  4.
Make notes (in column P) about situations that require more context, for example:
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Split funding
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Appointments that split their duties among multiple courses (e.g., a TA who supports two different courses)
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Appointments that have been or will be canceled
  5.
Mark 'Y' in the "Updated by Department" column (A) to help track changes. If no changes are made to a row, leave the "Updated by Department" cell for that row blank.
  6.
Save/upload your completed spreadsheet to your Summer Box Folder (folder name: 48-#### Summer Sessions)

Thank you very much for your help!

--

Rob Schultz (He/Him)

Instructional Program Manager, L&S Teaching & Learning Administration<https://teachlearn.ls.wisc.edu/>

Schedule Meeting for Summer Assistance<https://doodle.com/bp/robschultz/summer-2025>

Chat/Call on Teams<https://teams.microsoft.com/l/chat/0/0?users=[email-masked]%3e>

(608) 890-2455