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Merit & Unit Adjustment Preparation

This guide contains all content and hyperlinks related to Merit & Unit Adjustment Preparations from the June 2024 Quarterly Administrators Forum, Office for Academic Personnel & Faculty (APF).

FY25 Merit & Faculty Unit Adjustments

  • Key Points
    • New Merit Website
    • Merit and unit adjustments are aligned this year, all taking effect on September 1 (9/1).
    • All calculations are based on monthly salary rate as of August 31 (8/31).
    • Units should ensure local merit reviews are moving forward.
    • Start data clean‑up now.
  • Links

Key FY25 Merit Cycle Milestones

A horizontal timeline graphic labeled “Key FY25 Merit Cycle Milestones” spanning January through September. On the far left in January, an arrow labeled “Initial merit planning letter” points to the timeline. In April, another arrow marks “Merit & Faculty Unit Adjustments Authorized FY25 Process Guide Published.” From late May through July, a highlighted section labeled “Data Clean‑Up” appears above the timeline, illustrated with multiple star icons to emphasize activity. In late July and early August, markers indicate dates “31,” “1–5,” and “16,” corresponding to data milestones. In August, a red arrow labeled “Workday Restrictions” spans part of the timeline following the data pull. An arrow labeled “Data Pull & Official File Distribution” points down to mid‑August. On the far right in September, a green arrow labeled “Increases appear on payslips” aligns with late September. The timeline uses beige and blue lines with arrows and icons to show sequencing and key deadlines.

Data Clean‑Up

  • Key Points
    • The FY25 Process Guide includes dedicated sections on:
    • Preparation & Data Clean‑Up
  • Clean‑Up Procedure
  • Clean‑up deadline: July 31
  • Data for merit files is pulled on August 1.
  • Workday restrictions after that date will complicate further clean‑
  • Referenced Resource
    • FY25 Process Guide (same link as above)

Top 4 Merit‑Related Data Issues

  • Job changes not processed in time (prospectively)
  • “Saved” business processes
  • Inaccurate practice plan allowance
  • Zero compensation

Merit‑Related Data Issue Details

Job Changes Not Processed in Time

  • Merit file data reflects records as of August 31.
  • Job changes effective before September 1 must be completed in Workday by July 31.
  • Terminations, lateral moves, and anticipated job changes should be:
    • Future‑dated
    • Not retroactive

“Saved” Business Processes

  • Workday allows business processes to be saved as drafts.
  • Saved business processes block the merit load.
  • Units must complete or delete saved transactions by July 31.

Inaccurate Practice Plan Allowances

  • Retroactive revisions to practice plan allowances are a common cause of post‑merit corrections.
  • Units should audit practice plan allowances now to ensure correct data is pulled into the merit file.

Zero Compensation Records

  • Merit increases are calculated against base salary.
  • If pre‑merit base salary is $0, post‑merit base salary remains $0.
  • Except for approved leaves:
  • Academic personnel not being paid should be in an unpaid job profile or terminated.
  • Zeroing out FTE to “hold” a position is not permitted and may violate state regulations.

Tips for Avoiding Merit Data Issues

  • Put 9‑month academic appointees with Autumn offer letters on summer hiatus.
  • Process terminations in advance, ending both the academic appointment and the position.
  • Return affiliate and clinical non‑salaried faculty to unpaid academic job profiles when no longer paid.
  • Extend compensation and/or employee end dates when appointees are continuing.

Reports to Support Merit Data Clean‑Up

Workday Reports

  • R0536 – Merit Data Audit Report
  • R0612 – Academic Appointees without Active Positions
  • R0469 – Academic Workers with Primary Academic Appointments

Purpose

  • Confirm pay and position accuracy so correct information is pulled into official merit and unit adjustment spreadsheets.

UW Faculty Recruitment

This guide contains all content and hyperlinks from the presentation “Faculty Recruitment” offered February 2024 by the Office for Academic Personnel and Faculty.

Purpose of the Training

Internal Audit identified the need to improve administration of additional compensation for faculty.

This document serves as a comprehensive reference for:

  • Planning and preparing faculty searches
  • Building compliant job postings in Interfolio
  • Understanding Academic HR (AHR) and International Scholars Operations (ISO) review requirements
  • Avoiding common recruitment and posting errors
  • Accessing UW faculty recruitment and equity resources

Preparation for Faculty Recruitment

Long-range hiring should begin well in advance of posting an ad.

Key Preparation Steps

  • Confirm budget and approved Hiring Plan
  • Determine specific goals for the search
  • Form a Search Committee
  • Understand the importance of equity and inclusion
  • Provide training on interrupting bias

UW Commitment to Excellence

The University of Washington is committed to excellence in:

  • Scholarship
  • Research
  • Teaching
  • Service

Open competitive recruitment is essential to attracting the best candidates.

  • Outreach strengthens applicant pools
  • Competitive recruitments seek to include historically underrepresented, marginalized, or disadvantaged groups in specific disciplines and higher education overall

Equal Opportunity & Non-Discrimination

Equal Opportunity Statement

UW reaffirms equal opportunity regardless of:

  • Race, color, creed, religion
  • National origin, sex, citizenship
  • Sexual orientation, age
  • Marital status
  • Gender identity or expression
  • Genetic information
  • Disability
  • Protected veteran status

UW Equal Opportunity & Affirmative Action (EOAA)

Non-Discrimination in Hiring

  • Avoid unfair or prohibited pre-employment inquiries
  • Prohibited bases include race, religion, sex, gender identity, age, disability, veteran status, etc.
  • Applies to:
    • Forms
    • Interviews
    • Reference checks

Pre-Employment Inquiries Guidance

Office for Academic Personnel & Faculty Inclusive Excellence

Leadership

Chadwick Allen
Associate Vice Provost for Faculty Inclusive Excellence
Professor of English; Adjunct Professor of American Indian Studies

Faculty Inclusive Excellence Programs Supporting Faculty Recruitment

  • Handbook of Best Practices for Faculty Searches
  • Online Toolkit
  • Workshops for Search Committees
  • Webinars on Hiring Practices
  • Faculty Recruitment Initiative
  • DEI STEM Faculty Recruitment Initiative
  • NW Higher Education Recruitment Consortium

Faculty Inclusive Excellence Programs Supporting Faculty Retention

  • Faculty Retention Initiative
  • Faculty Advancement Initiative
  • National Center for Faculty Development and Diversity

Faculty Inclusive Excellence Workshops

Topics include:

  • Legal & policy contexts for faculty hiring
  • Anti-bias training for faculty search committees
  • Anti-bias training for leadership hiring
  • Role of whole faculty in hiring & retention
  • Tailored workshops

Interfolio – UW’s Applicant Tracking System

Interfolio Faculty Search (FAQ)

All competitive academic searches must be managed in Interfolio Faculty Search

  • Faculty Search Supports:
    • End-to-end recruitment
    • Record keeping
    • Integration with UW systems

Required Vs. Optional Searches

  • Some academic titles require competitive recruitment
  • Others do not, but:
    • All academic searches must run through Interfolio
  • Academic Titles and Ranks

Know Before You Start

Confirm the following before creating a position:

  • Does your school/college/campus have departments?
  • Is the position eligible for permanent residence sponsorship?
  • Is the position on your approved hiring plan?
  • APF Interfolio Position Types

Permanent Residence Sponsorship

Positions Eligible

  • Assistant, Associate, and Professor (Tenure, Tenure Track, WOT, Research, Teaching)
  • Clinical Dental Pathway titles
  • Administrative appointments concurrent with new academic appointments
  • Permanent Residence Sponsorship Details

Hiring Plans

Initial hiring plan submissions should include all positions intended for the cycle.

Actions Requiring Hiring Plan Approval

  • New recruitments in required titles/ranks
  • All professorial hires (tenure, WOT, research, teaching, clinical dental)
  • Consideration of tenure for non‑tenure track faculty
  • Track changes
  • Modifications to previously approved positions

Interfolio Position Types

  • Position Type determines review routing
  • Cannot be edited once selected
  • Incorrect selection requires starting over

Review Levels

1‑DEP / UNDEP

  • Permanent residence eligible
  • Reviewed by ISO + AHR

2‑DEP / UNDEP

  • Hiring plan positions not PR-eligible
  • Reviewed by AHR only

3‑DEP / UNDEP

  • Not on hiring plan, not PR-eligible
  • Minimal AHR review; unit responsible

Building The Job Posting

Required Position Details

  • Title
  • Track
  • Rank
  • Specialization
  • Unit
  • Location (city required)
  • Close date (≥ 30 days after open date)
  • Service Periods

Additional required details:

  • FTE expectation
  • Service period (9 or 12 months)
  • Anticipated start date
  • Number of positions
  • Open rank language (“Commensurate with experience and qualifications”)

Tenure Status – MUST INCLUDE ONE

  • Tenured
  • Tenure-Track
  • Without Tenure (WOT)
  • Non-Tenure

Position Description – Required Elements

  • Appointing unit
  • Rank and title
  • Discipline/specialization
  • Full/part-time status
  • Service period
  • Tenure relationship
  • Anticipated start date
  • Number of positions
  • Essential functions
  • Monthly base salary range
  • Qualifications
  • Application instructions

Salary Disclosure Requirements

Washington State Law RCW 49.58.110 requires disclosure of:

  1. Wage scale or salary range
  2. Other compensation
  3. Benefits

UW Salary Disclosure Guidance

Required Salary Language

“The base salary range for this position will be [range] per month, commensurate with experience and qualifications, or as mandated by a U.S. Department of Labor prevailing wage determination.”

For PDR Ads:

“This position is paid directly by [outside entity] and receives no UW compensation…”

Required Statements

Every job posting must include required statements regarding equal opportunity employment, benefits, privacy, disability services. The Office for Academic Personnel & Faculty has configured Faculty Search to automatically populate the job posting with these statements.

Equal Opportunity

The University of Washington is committed to fostering an inclusive, respectful and welcoming community for all. As an equal opportunity employer, the University considers applicants for employment without regard to race, color, creed, religion, national origin, citizenship, sex, pregnancy, age, marital status, sexual orientation, gender identity or expression, genetic information, disability, or veteran status consistent with UW Executive Order No. 81.

Benefits Information

The University is committed to providing excellent benefits to our faculty. For a summary of available benefits, please see UWHR benefits information.

Privacy Notice

Your application materials may be used for employment consideration and shared in accordance with UW’s Privacy Policy.

Disability Services

The University of Washington is committed to providing access and reasonable accommodation in its services, programs, activities, education, and employment for individuals with disabilities. To request disability accommodation in the application process, contact the Disability Services Office at 206‑543‑6450 or dso@uw.edu.

Qualifications Section

Must include:

  • Degree requirements
  • Other minimum requirements only

Must NOT include:

  • Job duties
  • Non-essential criteria

Collective Bargaining Language

Interfolio Ads

The University of Washington and the Service Employees International Union, Local 925 (SEIU 925) are currently in the process of negotiating their first collective bargaining agreement. This position is subject to the collective bargaining agreement and represented by SEIU 925. For more information and updates on the bargaining process, please visit UW Labor Relations.

Offer letter

We are pleased to offer you a position as a [title]in the [department / school] at the University of Washington effective [insert start date] and ending [insert end date]. The [insert title here] title is included in a bargaining unit represented by SEIU 925. Be advised that any and all agreements between UW and SEIU 925 may result in adjustments effective during your appointment including, among other things, a change in the title of your appointment.

Internal Notes (Interfolio Only)

  • Position ID or hiring plan number
  • Hiring plan field
  • Advertising sources
  • Outreach to underrepresented groups

Common Reasons Academic Personnel & Faculty and Operations Returns Ads

  • Missing “commensurate with experience” language
  • Incorrect or missing hiring plan number
  • Failure to identify non-tenured positions

ISO Review – Permanent Residence Eligible Ads

ISO reviews:

  • Teaching duties (may be generic)
  • Degrees listed with “or foreign equivalent”
  • Concrete, documentable minimum requirements

All listed qualifications are treated as minimum requirements for DOL purposes.

Avoiding Problematic Language

Preferences Should Be:

  • Stated as job duties or
  • Included as “positive factors”, not requirements

Avoid words like:

  • Interest
  • Passion
  • Commitment
  • Ideal
  • Especially
  • Avoid vague or excessive requirements.

March 2026 eDigest

This special‑feature edition highlights UW’s new standardized faculty job posting guidelines, now available for immediate use in Interfolio to support clearer, more consistent, and compliant hiring practices across the tri‑campus system. The eDigest outlines what has changed, why standardization matters, and the steps units should take to adopt the updated tools. Key deadlines include March 31 P&T notifications and first‑year faculty reappointment decisions, April submissions for librarian promotions and Board of Regents appointments, and a reminder to submit H‑1B requests for September hires by May 1. Additional updates include the expanded 2026–27 P&T clock waiver for eligible Assistant Professors and newly revised immigration enforcement response protocol. Contact details for APF and ISO support conclude the issue.


 

New UW Faculty Job Posting Guidelines Now Live

New standardized faculty job posting guidelines are now available to support academic unit administrators and search committees in creating clear, consistent and compliant job advertisements. These guidelines provide ready‑to‑use vetted language and structured flexibility where units need it. They help streamline the posting process while strengthening equity and alignment across the University’s tri‑campus hiring practices. The webpages and resources have been updated so units can begin using the guidelines immediately.

What’s New

  • All faculty job postings must use one of five standardized guidelines that include required Equal Opportunity, benefits, privacy and disability accommodation statements.
  • Instructions clarify that information about fostering an inclusive environment belongs in core materials such as teaching, research, service and clinical care rather than in a standalone diversity statement.
  • Required sections contain locked, vetted text. Bracketed fields indicate where units may add position‑specific details.

Guidelines are available on the Planning a Hire page and include: Tenure‑track or Tenured or WOT, Teaching Faculty, Research Faculty, Clinical Practice Faculty and Instructional or Visiting Faculty.

Why Standardization

  • Promotes university‑wide consistency and clarity.
  • Reduces legal and compliance risk by using approved language.
  • Focuses reviews on qualifications and professional contributions.
  • Saves time for units with complete and compliant text.

What You Need to Do

  1. Download and use the correct guideline on the Planning a Hire page. Edit only bracketed fields. Keep all other language unchanged.
  2. Prepare your posting using the guidelines. Units may tailor bracketed text in the Position Description and Qualifications. In Application Instructions, only bracketed items may be modified. Do not request a standalone diversity statement. Any additional position‑specific language must be based on role responsibilities and approved by APF.
  3. Build and route your posting in Interfolio Faculty Search. Use the updated Create a Position User Guide to enter job details. Review the summary screen for completeness and compliance, then submit for approval. The posting will route to the appropriate approvers. Units may continue editing during review and will be notified when approved or if revisions are needed.

Current postings remain visible on the Academic Jobs Board. All new postings and reposts should use the standardized guidelines.

How to Use the Updated “Create a Position” Page

The tabbed guide walks you through each step:

  • Introduction and Preparation: Process overview, user roles, links to help.
  • Logging In and Setting Position Type: Access and approval routing setup.
  • Defining the Position: Title, service period, open or close dates, location, hiring plan.
  • Building the Job Posting: What can be customized and what must remain unchanged.
  • Evaluation Criteria and Search Committee: Set the rubric and add members.
  • Internal Notes: Hiring plan number, posting outlets, affirmative action details.
  • Routing for Approval: Final checks, approver roles, submission and feedback.
  • Reviewing and Publishing: Set to Accepting Applications, publish, and copy the unique URL for external ads.

Support

APF is here to help. For questions or assistance, contact acadpers@uw.edu.


Key Deadlines

Mar 31, 2026 — Mandatory Promotion/Tenure Notifications
Faculty who completed a mandatory review will receive outcome notifications from Academic Personnel.

Mar 31, 2026 — Notify 12‑month Faculty in First‑year Appointments
Units must inform eligible first‑year, 12‑month faculty of their reappointment decision.

Apr 10, 2026 — Submit Librarian Promotion Records
Upload complete librarian promotion files for provost-level review.

Apr 15, 2026 — Submit Appointments for May Board of Regents Meeting
Workday transactions requiring May Board approval must be ready for Academic HR review before the meeting.

View the Academic Personnel & Faculty Due Dates Calendar for more information.

2026–27 Promotion and Tenure Clock Waiver Now Open to All Eligible Assistant Professors

The University is offering a one‑year promotion and tenure clock waiver for the 2026–27 academic year. This option is now available not only to faculty already scheduled for mandatory review in 2026–27, but to all eligible Assistant Professors hired on or before January 1, 2026, provided they have no more than three previously approved clock waivers.

Faculty who accept the waiver will have their mandatory review deferred by one year unless they choose to opt out. Units must initiate waiver requests in Workday by June 30, 2026. If no preference is communicated, the default will be to defer the review year by one year.

Faculty may use a federal‑funding‑related waiver for either 2025–26 or 2026–27, but not both, assuming all other eligibility criteria are met. Units should contact each faculty member in a clock‑managed appointment to confirm their preference and halt any review processes already underway if the faculty member elects to defer.

Questions may be directed to acadpers@uw.edu.

H Visa Requests for September Start Dates

Units planning September start dates for H visa holders should submit H visa sponsorship requests by May 1. Early submission helps ensure timely processing and reduces the risk of delays. Review the submission process and requirements at How to Sponsor an H-1B Temporary Worker.

From Our Partners: Updated Immigration Enforcement Response Protocol

The University has updated its protocol for responding to requests from federal law enforcement agencies. Academic leaders and administrators are encouraged to review the revised guidance to ensure appropriate response and coordination.

Read the updated protocol at UW protocol for responding to requests from federal law enforcement agencies.