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Chapter Topics: [ I. Administration & Governance] [ II. Funding, Budget and Operations] [ III. Personnel ] [ IV. Other Personnel Policies ] [ V. Curriculum and Related Policies ] [ VI. Student Academic Affairs ] [ VII. College Relations ] [ VIII. Resources & Services ] [ Glossary of L&S Terms ]
Chapter III Contents: [ III.1 Recruitment ] [ III.2 Retention ] [ III.3 Affirmative Action ] [ III.4.1 Faculty Appointments ] [ III.4.2 Faculty Pay Equity Implementation Guidelines ] [ III.5.1 Academic Staff ] [III.5.2 Short Term Instructional Academic Staff] [ III.6. Zero Dollar & Honorary Appointments ] [ III.7 Retirement/Resignation ] [ III.8 Classified Staff: Civil Service & LTEs ] [ III.9 Student Employment: Hourly & Grad Ass't ] [ III.10 Teaching Assistantships ] [ III.11 Policy on Volunteers ] [ III.12 Guidelines Regarding Peer Instruction by Graduate Students ] [ III. Appendix A: Forms ]

III.7 RETIRED FACULTY AND STAFF; FACULTY WHO HAVE RESIGNED FROM UW- MADISON

In Spring 2004, the campus began offering faculty who leave UW-Madison an opportunity to discuss their experiences in an exit interview. In Spring 2007, the Women in Science and Engineering Leadership Institute (WISELI) began a study in which faculty who left the university for reasons other than retirement will be invited to participate in an interview using a scripted protocol. This research is intended to complement, not replace, processes that may be in place at the school/college level. For more information, please see the Provost's July 3, 2007 memorandum.

(For a discussion of Emerita/Emeritus status, please refer to the section below.)

Unless there is a special need, employment of retired staff members is not a general expectation with the College.  In cases where retirees are re-employed, they cannot be rehired until 30 days after their termination date, their annuity effective date, or the date they filed a retirement application, whichever is latest.  

In situations where emeritus faculty and instructional academic staff are employed to teach, the salary used will be that of a Lecturer with Ph.D. (experience) plus a 10% increase. Short-term staffing appointment percentages will be used for such appointments. Remember--and be sure those being appointed understand--that emeritus faculty appointments are academic staff appointments and are covered by academic staff policies, not by faculty policies and procedures.  

Graduate School policy is that faculty members are automatically permitted to retain graduate faculty status for one year after their retirement or resignation. Annual extension can be recommended by the departmental executive committee for consideration and approval by the Graduate School dean or designee. Such requests are reviewed carefully with consideration for 1) whether the student is best served by continuing this relationship which may be a long-distance one, (2) whether we are creating an obligation to the former faculty member and 3) whether he or she is really still the best-qualified person.

A retired or resigned faculty member who does not have an appointment may not be the instructor of record on a course, including a 990 (Research and Thesis) course. The e-Grading system (submitted through the My UW-Madison web portal) will not allow people who do not have appointments to submit grades.  Please note that a zero-dollar appointment is sufficient for this purpose.

In situations where emeritus faculty are employed to continue their research, their salary will be based on the same full-time rate they had at the time of retirement.  A sample appointment letter is available for these appointments; for questions, please contact Maggie Sullivan (3-2315 or msullivan@ls.admin.wisc.edu). 

FACULTY RETIREMENT AND GOVERNANCE

Retired faculty may, under certain conditions, continue to participate in the governance of the University.  Faculty Policies and Procedures 7.31.b. states that "Emeritus/emerita faculty retain all faculty governance rights held at the time of their retirement during any academic year in which they hold an academic staff appointment from their department totaling at least 20% of the full-time academic year appointment."  

POLICY FOR EMERITA/EMERITUS STATUS FOR RETIREES

Recommendations for emerita/emeritus status for retiring faculty, academic staff, and classfied staff are made prior to the end of the academic or fiscal (respectively) year in which they retire.  Recommendations for emerita/emeritus status for retirees should include the following:

  • A narrative summary citing the professional accomplishments and/or record of university service of the retiring faculty, academic staff, or classified staff.  (This summary need not exceed a single page; please feel free to refer to the sample we have provided.)
  • Expected date of retirement (copy of retirement letter).
  • Dean's approval.

Recommendations usually begin at the department level (through the executive committee, when necessary) and proceed through to the Dean's office and to the Chancellor.  If the employee holds a tenured or affiliate appointment in another department, please confer with them directly to coordinate the recommendation.

Chapter 20.01 of either the Unclassified Personnel Policies and Procedures or Classified Personnel Policies and Procedures provides information regarding eligibility for emeritus status. You may access these on the web at http://www.ohr.wisc.edu/polproced/UPPP/UpppTableofContents.htm for unclassified retirees (faculty, limited or academic staff) or http://www.ohr.wisc.edu/polproced/CPPP/CPPPtblcnts.html for classified retirees.

If you need assistance or have questions, please contact Joyce Helt (3-2312) regarding emerita/emeritus faculty or academic staff, and Diana Allaby (3-4964) regarding emerita/emeritus for classified staff..

ChapterThree/chIII-7.htm
revised 8/24/07

 


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