Academic Fellowship

Step 1

Step 2

Step 3

Select the appropriate appointment form type
What is this form used for?
- Academic Fellowship Form - Fellowships are given in recognition of an individual's promise as a scholar to support them in an academic endeavor. Fellows are not employees as they are not required to provide services for another person.

Step 4

Check the box if the employee is currently on the RF payroll or has been on the RF payroll within the past three years

This check box can be used to reduce the number of required fields in the employee data section.

Check box if employee will also be working for ˿��Ƶ University or will hold another assignment with the RF during this assignment.

Step 5

Complete all required Employee Data Fields
Note: The employee's B-Mail is preferred. If needed, please use the Employee Data Request formto obtain this required information from your employee.

Step 6

Complete all required Assignment fields
Note: The Faculty/Fellowship Advisor is the individual that has signature authority on the fellowship award

Step 7

Step 8

- Note
  - Stipend Amount will be divided into biweekly payments based on the Start/Effective Date and End Date indicated on this form and are disbursed over the entirety of the appointment period.

Step 9

Complete all required Fund Source fields
Note:
- The % Charged field must reflect the percentage being charged to that award and not a monetary value. If split across multiple awards the total percentage must equal 100%.
- Please ensure your award is open/active through the end date on the appointment form. If the assignments end date is beyond the award end date we will not be able to process the eform as requested. We will end the assignment using the award end date and make a comment on the eform.

Step 10

Complete the Notes/Explanations field (Optional)
Utilize the Notes/Explanations section to inform the Human Resources Team of any unique circumstances within your request.

Step 11

Search for the PI/Authorized Signatory
The PI/Authorized Signatory field is directly linked to ones b-mail. If the PI/Authorized Signatory is the Originator of the form the e-form, once submitted, will flow directly to Human Resources (or additional approver if applicable). If the Originator is different than the PI/Authorized signatory, the e-form will route to the PI/Authorized Signatory for approval (and additional approver if applicable) and then to Human Resources for final review and inputting.
Note:
- If the Originator of the e-form is completing this on behalf of the PI/Authorized Signatory and will also sign on their behalf, you should enter comments in the explanations section.

Step 12

Enter Additional Approvers (if applicable)
Use this option when an Additional Approver is required on the e-form.
Note:
- Adding an Additional Approver will require that approver to take action before the workflow will move forward.

Step 13

Select “Are you signing this on behalf of a person?”
Select this box if you are completing the e-form on behalf of a Principle Investigator. Use the Explanation box to support this action (ie: Signature Authority).

Step 14

Click on Submit
What email notifications will I receive?
- You will only receive email notifications for your required actions. This will typically be to review and/or approve an e-form.

Step 15

Once the completed form is submitted you will see a history log of your submittal on the left-hand side of the page.
The history shows the current review step the form is in and the form history. Although you have view access, you will not be able to make any changes once the step moves beyond your assigned task.

Step 16

You can review outstanding workflows, assignments, and your history by clicking on the Bell icon in the upper right-hand corner next to your name.
Note: If a form is received by RF HR and there are corrections needed, we will send the e-form back to the Originator with notes. Any delay in getting RF HR a completed and accurate form could lead to a delay in the processing of your form.

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