Career, Titles, Positions, Training & Appointments

Owned by Zachary Restifo
Last updated: Jan 09, 2023 by Liz Pantani
5 min read

Beatrix.yale.edu allows you to manage various types of information associated with a person’s profile.

The following instructions will explain how to manage and edit the Career achievements of a person. 

To begin managing the Career information:

  1. Visit https://beatrix.yale.edu

  2. Log in with your NetID and password

  3. Click People in the navigation at the top of the page.

  4. Find and select the profile you want to edit (see for more information).

  5. Click Career in the navigation.

Table of Contents

Titles

In the Current Titles section of the Career page, manage titles held by a person. This list is populated by 2 sources:

  • WorkDay: For faculty and staff, your main title is imported from WorkDay.

    • For more information on WorkDay, please see these instructions:

    • The title imported from WorkDay will always appear first

It can’t be changed in Beatrix, but you can ask HR to change the title by emailing employee.services@yale.edu

Administrative Positions

In this section, you can add and edit Administrative Positions that can be used for display titles (see above section) and your CV.

To add a new position, click Add New... and fill out the fields that pop up.

The red lock/green eye icons on the far right of each administrative title indicate whether the title is set to appear on the profile website, which can be edited in the Administrative Positions section.

If the red lock/green eye is grayed out, you can’t edit whether title displays.

The blue dot 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.

  1. Source: Use the radio button to determine whether the source of this position is Yale or Non Yale.

  2. 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).

  3. 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.

  4. Start and End Dates: Enter the date you started in this position.

    • If the position is ongoing, do not enter an End Date

  5. Institution: Enter the broader institution that the department is in.

    • For example, “Yale University” or “Yale School of Medicine”

  6. 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.

  7. Click Add when you are done entering the information to add the position.

Once you add a new position, it appears in both the Titles and the Administrative Positions lists:

The new position populates in both the Titles and Administrative Positions lists.

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):

Titles as they appear in a website.

 

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 fill out the fields that pop up:

  1. Position: Enter the training position in this field.

  2. Department: Enter the department or organization name.

  3. Start and End Dates: Enter the date you started and finished this training.

  4. Select the green eye/red lock next to Date Displayed to indicate whether you want this date to appear in the profile on websites.

  5. Institution: Enter the broader institution that the department is in.

    • For example, “Yale University” or “Yale School of Medicine”

  6. 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.

  7. Click Add when you are done entering the information to add the position.

The Training section populates in the website of a profile in the same place as it does in . The two lists are merged and ordered by date (highlighted in yellow below).

 

The Education and Training lists merged on a website (yellow).

 

Appointments

The Career section also allows you to add Appointments to a profile.

  • This section displays your Yale and Non-Yale appointment history, which will only be used internally to create CVs through the CV Builder tool.

The Yale appointment information is imported from your Workday record. To view your full Yale appointment history, please visit https://www.myworkday.com/yale/

To request a change to your Yale appointment information, click the people and pencil icon next to the appointment.

To request an additional Yale appointment record, contact your department’s faculty affairs office.

To add a Non-Yale appointment, click the Add New... button and fill out the fields that pop up.

  1. Title: Enter the appointment Title.

  2. Department: Enter the Department the appointment is in.

  3. Start and End Dates: Enter the date you started in this appointment.

    • If the appointment is ongoing, do not enter an End Date

  4. Organization: Enter the Organization the appointment is with.

  5. 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.

Click Add when you are done entering the information to add the appointment.

Because this is all internal, these appointments will not display on a website.

 

Patents

The final section of the Career page is Patents, where you can add a Patent to a profile.

To add a patent, click Add New... and you will be taken to a page titled Add Patent:

  1. Status: Use the radio button to indicate whether the Patent is Issued or Pending.

  2. 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 Inventor...

      • You can add a Yale person by using the Yale radio button, typing in the person’s name, and clicking the suggested option.

      • You can add a Non-Yale person by using the Non-Yale radio button and entering the person’s name.

  3. Invention Title: Add the name of the Invention that is patented.

  4. Country: Type in the country and choose from the suggested list.

  5. Application Number: Enter the Application number for the Patent

  6. Date Filed: Choose the date the patent was filed from the Calendar tool.

  7. Date Issued: If the patent has been Issued, choose the date from the Calendar tool.

When you are finished entering the information, click Add to add the patent to a person’s profile.

The patent will appear in the Patents section of the Career page.