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WorkDay: For faculty and staff, your main title (highlighted in yellow below) is imported from WorkDay.
It can’t be changed in the profile system, but you can ask HR to change the title by clicking
Request to change title...For more information on WorkDay, please see these instructions: Titles in WorkDay
The title imported from WorkDay will always appear first
Administrative Positions: This is the next section in this document, and is explained below.
These titles can be added, deleted, edited, and sorted.
They always appear below the main title (highlighted in blue below).
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The main title (yellow) and administrative positions (blue).
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The hamburger icons on the far left of each administrative title allow you to sort the titles into the order you want them to appear on the website, by clicking and dragging the icon.
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To add a new position, click Add New... and the fields below will pop up.
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Information for adding an Administrative Position. The starred fields are required.
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Source: Use the radio button to determine whether the source of this position is
YaleorNon Yale.Title: Enter the title in this field.
Enter only the title in this field.
If the title includes a department or organization, (i.e. “Director, Yale Cancer Center”), add only “Director” in this field and add “Yale Cancer Center” to the next field (Department).
Department: Enter the department or organization name.
If the department is a Yale department or organization, select from the suggested list when you start typing.
Start and End Dates: Enter the date you started in this position.
If the position is ongoing, do not enter an End Date
Institution: Enter the broader institution that the department is in.
For example, “Yale University” or “Yale School of Medicine”
Privacy: Indicate whether the position should be:
Public: this position will appear in the profile on websitesPrivate: this position will not appear in the profile on websites
Location: Enter the location of the institution.
Select the Country with the drop-down menu
Begin typing in the location (City, State) and select from the choices that populate the field.
Click
Addwhen you are done entering the information to add the position.
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You’ll notice that once you add a new position, it appears in both the Titles and the Administrative Positions lists (highlighted in yellow below):
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The new position populates in both the Titles and Administrative Positions lists.
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Because we designated the position as Private, the globe icons that display whether the position or title will appear in the profile on a website (highlighted above in green) instead appears as a lock icon (highlighted above in blue).
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The Titles populate on the website of a profile in the header. The WorkDay title leads the way, followed by the titles added in the Administrative Positions section (shown in yellow below):
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Titles as they appear in a website.
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Training
The Career section also allows you to add Training credentials to a profile. To add to the training section, click the Add New... button and the following section will pop up:
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The Add Training section. Starred fields are required.
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Position: Enter the training position in this field.
Department: Enter the department or organization name.
Start and End Dates: Enter the date you started and finished this training.
Select the check box next to
Displayed on Websitesto indicate whether you want this training to appear in the profile on websites.Institution: Enter the broader institution that the department is in.
For example, “Yale University” or “Yale School of Medicine”
Privacy: Indicate whether the position should be:
Public: this training will appear in the profile on websitesPrivate: this training will not appear in the profile on websites
Location: Enter the location of the institution.
Select the Country with the drop-down menu
Begin typing in the location (City, State) and select from the choices that populate the field.
Click
Addwhen you are done entering the information to add the position.
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The training information will appear in the list (highlighted in yellow below), ordered by the date (most recent to least recent).
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The newly added training (yellow).
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Because we set the Privacy to Private and did not check the box for Displayed on Websites, the globe icon is grey (highlighted in red above) as opposed to the others that will appear on websites (green above).
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The Training section populates in the website of a profile in the same place as it does in Education. The two lists are merged and ordered by date (highlighted in yellow below).
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The Education and Training lists merged on a website (yellow).
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Appointments
The Career section also allows you to add Appointments to a profile.
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To add a Non-Yale appointment, click the Add New... button and the following section will pop up:
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The information for adding a Non-Yale Appointment. Required fields are starred.
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Title: Enter the appointment Title.
Department: Enter the Department the appointment is in.
Start and End Dates: Enter the date you started in this appointment.
If the appointment is ongoing, do not enter an End Date
Organization: Enter the Organization the appointment is with.
Location: Enter the location of the organization.
Select the Country with the drop-down menu
Begin typing in the location (City, State) and select from the choices that populate the field.
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The appointment information will appear in the list (highlighted in yellow below), ordered by the date (most recent to least recent).
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The appointments are listed by date.
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You can use the pencil and trash icons respectively to edit and delete the training (highlighted in blue above), as long as it is a Non-Yale appointment.
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To add a patent, click Add New Patent... and you will be taken to a page titled Add Patent (shown below):
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The Add Patent page. All fields are required.
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Status: Use the radio button to indicate whether the Patent is
IssuedorPending.Inventors: The name of the profile will automatically populate, but you can edit or delete that person with the pencil or trash can icons respectively.
To add another inventor to the patent, click
Add New...You can add a Yale person by using the
Yaleradio button, typing in the person’s name, and clicking the suggested option.You can add a Non-Yale person by using the
Non-Yaleradio button and entering the person’s name.
Invention Title: Add the name of the Invention that is patented.
Country: Type in the country and choose from the suggested list.
Application Number: Enter the Application number for the Patent
Date Filed: Choose the date the patent was filed from the Calendar tool.
Date Issued: If the patent has been
Issued, choose the date from the Calendar tool.
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