Workload Instructions
Back to workload home web page
General information
Make sure instructional assignments are updated on the Banner course schedule before you begin.
Click link here to start a workload form
Initial login in will require your rockets.utoledo.edu credentials
Completing the Workload Form
Information at the top of the workload form is for individual submitting form (requester)
Next, enter department chair’s @utoledo.edu email address
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- Enter associate dean’s @utoledo.edu email address for College of Law
Select academic year and enter faculty Rocket number
Faculty name and information will populate after a moment, if Rocket number is correct
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- Re-enter Rocket number if nothing appears
- Contact academicfinanceandfacultyadmin@utoledo.edu if any information is incorrect
Select dean from drop down list
Document will be forwarded to chair then dean for approval after submission
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- Provost can edit chair’s email address if the incorrect email is entered
- Provost can change dean if incorrect dean is selected
- Contact academicfinanceandfacultyadmin@utoledo.edu for assistance
Teaching Activities
Formal / didactic and credit-bearing courses should appear under Teaching Activity section
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- Fall / Spring courses obtained from the course schedule on Banner
- Summer courses are only included for 12 month faculty
- Make sure instructors are updated in Banner before creating workload forms
- Missing in load courses should be entered in Other Teaching Activities section below
Select “Remove” checkbox if listed course is outside of teaching workload
Select “Overload” checkbox if course is being taught as overload
Enter any terms for sabbatical or other planned leave
Select Add Add’l Row for multiple semesters of leave
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- Only enter Fall / Spring sabbaticals and leaves for 9 month faculty
- Enter Fall / Spring / Summer sabbaticals and leaves for 12 month faculty
Independent studies / thesis / dissertation can be entered under Other Teaching Activities on the PDF workload form.
Other Activities
Use Other Teaching Activities for teaching outside of formal / didactic instruction
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- Ex: mentoring students, writing textbooks, developing curriculum
- Consult departmental or college elaborations for examples
- Include any in-load courses omitted under the Teaching Activity section
Also have entries for Professional Activities and Service
Utilize left side to summarize planned activities in year covered by workload form
Utilize right side to summarize outcomes of activities listed as planned in previous workload
Note that all text entry boxes are limited to 2500 characters
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- Briefly summarize activities, Provost does not require details
- Departments or colleges can maintain paper forms if more detail is required
Submission
Attach completed PDF workload form to dynamic form. Course schedule is optional on the PDF workload as it will populate in the dynamic form
Enter workload percentages at bottom of form
Must add to 100% to submit or save
Add any comments in Request Comments
Hit Next button to sign
Enter first and last name on page that appears
Have option to download dynamic form and attachments as PDF for records
Can use these PDFs for public workload display per CBA
Will receive email for successful submission
Saving Documents
Document can be saved at any time
Scroll to the bottom enter workload percentages that add to 100%
Can always change these values later if needed
Save Progress button will appear once valid percentages are entered
Will ask if you want to logout or continue
Can log out and come back later
Retrieving saved documents
Login to https://myforms.utoledo.edu
Click Pending / Draft forms
Identify form to continue editing, form will have Incomplete status
Can search for form by faculty name or Rocket number at top of page
Select Action → Complete form to return to form
Chair/Dean/Provost approval
MAKE SURE WORKLOAD DISSEMINATED FOR 3 DAYS PER CBA
Will receive an email with link to complete form Or can login to https://myforms.utoledo.edu
Click Pending / Draft forms
Identify form to continue editing, form will have Draft status
Can search for form by faculty name or Rocket number at top of page
Select Action → Complete form to return to form
Hit Next button at bottom of form to sign
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- Can enter comments before approval
Enter first and last name on page that appears
Have option to download form as PDF for records
Can use these PDFs for public workload display per CBA
Will receive email for successful submission
Chair/Dean/Provost Return for Revision Prior to Provost Approval
Will receive an email with link to complete form Or can login to https://myforms.utoledo.edu
Click Pending / Draft forms
Identify form to continue editing, form will have Draft status
Can search for form by faculty name or Rocket number at top of page
Select Action → Complete form to return to form
Hit select to Return for Revision at bottom of form
Enter email subject and text to return to previous level
Revisions to workloads after provost approval should be a new dynamic form submission