Configure Modules

The topics in Configure Modules cover how you can configure Anthology Student to reflect the processes and terminology used at your institution. You must configure Faculty Workload Management (FWM) before you can use the features for validating workload and pay generation.

The features for Faculty Workload Management are available only in the Anthology Cloud. For more information, contact your Client Experience Manager.

If You Configured Integration

If you configured integration with your Human Resources (HR) and Payroll system, some of the pages for the options from the Configuration tile are read-only. For example, the Jobs and Positions pages are populated with data from your HR system and are read-only.

You must use the HR and Payroll system to manage the items (such as adding, editing, deleting, or deactivating). You can use Anthology Student to configure the remaining items from the Configuration tile.

Get Started Topics to Review

The Configuration tile displays a tree list and the features contain forms and lists (grids). Before you begin to configure, you should review the basics from the Get Started menu:

Recommended Order to Configure Required Items

Some of the items you configure are selected when you configure other items. For example, load types get selected in load validation policies. For that reason, Anthology recommends you configure the items in the order shown in the checklist.

The checklist also provides a description and indicates:

Which feature uses the configuration (Because you must validate workloads before you generate pay, all of the items required for workload validation are also required for pay generation.)
Whether an option is required (R) or optional (O)
If an integration is configured, which options are populated with data from your HR and Payroll system and are read-only

With integration, information on the following options could be populated with data from your:

HR system

Departments
Job Types
Job Functions
Jobs
Position Types
Position Titles
Position
Staff Position Assignments

Payroll system

Earning Codes
Pay Cycles and Pay Periods

Completed √	Option and Link to Help	Description	Required (R) or Optional (O) for Feature		Populated If HR Integrated	Populated If Payroll Integrated
Completed √	Option and Link to Help	Description	Workload Validation	Pay Generation	Populated If HR Integrated	Populated If Payroll Integrated
	Activity Types	Activity types specify the types of teaching and non-teaching activities at your institution. They are associated with load types and limits in load validation policies so that their load can be validated.	R	R
	Assignment Types	Assignment types categorize assignments and specify whether or not you want Anthology Student to generate earning lines for validated workloads (such as Full Time, Adjunct, or Full Time Overload).	R	R
	Departments	Departments are used to track which department the assignment of the course or Non-Teaching activity is in and which department the pay should be allocated to.		O	X
	Job Types	Job types classify jobs at your institution so that you can use them for reporting and filtering.		O	X
	Job Functions	Job functions describe high-level functional categories and relate to high-level duties.		O	X
	Jobs	A job is a collection of tasks and responsibilities that are required of a faculty member to perform. A position is an individual instance of a job.		R	X
	Position Types	Position types categorize the types of positions that will be used for jobs.		R	X
	Position Titles	Position titles are titles and are different from positions, for example, while the position could be Principal Accountant, the position title could be Accounting Manager.		O	X
	Positions	A job is a collection of tasks and responsibilities that are required of a faculty member to perform. A position is an individual instance of a job.		R	X
	Earning Codes	Earning codes uniquely identify the types of earnings that your faculty members receive.		R		X
	Unit of Measurements	Units of measure are the units used as a standard of measurement at your institution. They are used to quantify the load types for instructors.	R	R
	Load Groups	Load groups are used to organize load types into logical groups for reporting purposes.	O	O
	Load Types	Load types measure the effort or credit for an activity using a unit of measurement. They also specify whether or not you want the work included in load validation and pay tracking. The load types can then be assigned to teaching and Non-Teaching activities.	R	R
	Load Factors	Load Factors are used for the load calculation of class sections or teaching assignments when you adjust default load assignments like class size.	O	O
	Course Load Type Details	Course load type details associate Load Types with a Course and specify details (such as the maximum number of assignments).	R	R
	Pay Cycles and Pay Periods	A pay cycle specifies the interval used to pay faculty members. A pay period is an instance of a pay cycle.		R		X
	Staff Position Assignments	Staff Position Assignments assign the positions to faculty members for a specified period.	R	R	X
	Load Validation Policies	Load validation policies define policies to control, track, and limit classes or non-teaching activities assigned to faculty members. The policies validate teaching and non-teaching assignments against the load policy lines.	R	R
	Staff Policy Associations	Staff policy associations associate the load validation policies with faculty members and staff groups.	R	R
	Non-Teaching Types	Non-teaching types organize your non-teaching assignments and can serve as an umbrella to your non-teaching activities. Consider non-teaching types as equivalent of courses where you create a type and then use it to create an non-teaching activity within a specific term to make an assignment.	R	R
	Non-Teaching Groups	Non-teaching groups group the non-teaching types so that they can be selected in the non-teaching structure when you configure compensation plans. Non-teaching groups are the equivalent of course groups.		R
	Non-Teaching Activities	Non-teaching activities represent activities performed at your institution that are not teaching but contribute to the education process. Non-teaching activities are the equivalent of classes.	R	R
	Pay Levels	Pay levels categorize payment based on the seniority of the faculty member.		R
	Course Group Extension	Course group extension specifies which course groups your Academic Records department configured that you want to be included in workload validation.	R	R
	Compensation Plans	Compensation plans specify the pay type and levels for the load types.		R
	Staff Policy Payroll Information	Staff policy payroll information specifies the required payroll information for the position assignments for staff members.		R
	Class Load Type Details	Class Load Type Details associate load types and specify details for classes. You can also copy the load types and details from the parent courses.	R	R

Guidelines for Anthology Payroll

Use the following guidelines if your institution uses Anthology Payroll and wants to configure the payroll items manually until the integration becomes available.

Configure Update Payroll Configuration Select Manual Configuration or Integrated Payroll to determine how payroll configurations will be updated in Faculty Workload Management. The default is Manual Configuration. as Manual Configuration on the General page (Select the Settings tile > locate Faculty Workload > select General.).

Configure Pay Cycles and Pay Periods on the Pay Cycle and Pay Period page (Select the Configuration tile > locate Faculty Workload > select Pay Cycles and Pay Periods.).

You must	Additional Information
Enter the unique identifier for the Pay Cycle in Anthology Payroll in the Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. field in Faculty Workload Management. Match the Name The descriptive name of the item. as the descriptive name of Anthology Payroll. Match the Frequency The date when the conflict started. to Anthology Payroll. Generate the Pay Periods and enter the unique identifier for the Pay Period in Anthology Payroll in the External Reference Identifier Specify the reference identifier from the external Payroll system (for example, Anthology Payroll or any third party payroll application). This column is only visible if your institution selected the Manual Configuration option in the Update Payroll Configuration settings under Settings > Faculty Workload > General. field in Faculty Workload Management.	Pay Cycles and Pay Periods

You must

Additional Information

Enter the unique identifier for the Pay Cycle in Anthology Payroll in the Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. field in Faculty Workload Management.
Match the Name The descriptive name of the item. as the descriptive name of Anthology Payroll.
Match the Frequency The date when the conflict started. to Anthology Payroll.
Generate the Pay Periods and enter the unique identifier for the Pay Period in Anthology Payroll in the External Reference Identifier Specify the reference identifier from the external Payroll system (for example, Anthology Payroll or any third party payroll application). This column is only visible if your institution selected the Manual Configuration option in the Update Payroll Configuration settings under Settings > Faculty Workload > General. field in Faculty Workload Management.

Pay Cycles and Pay Periods

Configure Earning Codes on the Earning Codes page (Select the Configuration tile > locate Faculty Workload > select Earning Codes.)

You must	Additional Information
Enter the unique identifier for the Earning Code in Anthology Payroll in the Code The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique. field in Faculty Workload Management. Match the Name The descriptive name of the item. as the descriptive name of Anthology Payroll.	Earning Codes

The above guidelines are not applicable if your institution does not plan to use integration.

Guidelines for Integration Between Anthology Finance & HCM and Anthology Student

Use the following guidelines to understand when and how to switch on integration modes between Anthology Finance & HCM and Anthology Student. This helps you to prevent data issues within the system.

You must have:

Configured all the required data on both sides of the integration (Anthology Finance & HCM and Anthology Student) before turning on the integration.
Cleared all or not moved the test data to the system, if the field is integrated as part of the implementation

For example, if staff is configured first in Anthology Student and also in Anthology Finance & HCM before the integration with Anthology Finance & HCM is turned on. Anthology recommends you check whether the populated Staff Code, Staff Firstname, Staff Lastname, Staff Fullname, Staff ID, Staff EmailId, employee number, and so on match the Anthology Finance & HCM details. You can navigate to the Staff page (Select the Settings tile > expand System > select Staff > Staff Members tab.) in Anthology Student to view the details.