FACULTY LOADING

You can find TAI under your apps. Please contact Nancy Amaral, Manager of Administration, Ted Rogers School to request access to the system by email at namaral@torontomu.ca.

For access to the Teaching Assignment Integration (TAI) Dashboard, please use this link to access your Pentaho Dashboard.  

Online help is available for the TAI system with instructions on how to use the system. The User Productivity Kit (UPK) content also includes the Print It! mode should you wish to print a job aid for each task within the TAI system.  The UPK content can be accessed by clicking the Help button within the system itself.

The following manuals are available below to assist staff with the entering of data within the TAI system as well as assist Chairs/Directors/Deans with approval of data within the TAI system. 

• Teaching Workload Process- User Guide - This document explains how to input and report the number of courses credited for each faculty member towards their total workload.

• Teaching Assignment Approval Process - User Guide - This document explains how staff submit their Department/School faculty loading in TAI and how Chairs/Directors/Grad Directors, Deans approve their faculty loading in TAI.

• Online TAI User Guide - Complete UPK online user guide as mentioned above.

• This Guide shows you how to manually match/link SAS Section numbers with those that did not match with the TAI section numbers in the Teaching Assignment Screen. This is what we call the "paperclip" screen.

• The Toronto Metropolitan Classroom Capacities shows the list of available rooms across campus as well as their corresponding max classroom size.  Chairs/Directors should view this list when planning loading and making section size change decisions.  Please note that most labs are not included in this list.

To ensure the efficiency of the faculty loading within Ted Rogers School we have created documents to assist staff, Chairs and Directors with faculty loading.. The documents created are as follows:

• Chair/Director/DA/GPD/GPA Academic Monthly Timelines 2026: The document includes a comprehensive timeline by month for all Chairs/Directors/Graduate Program Directors/DAs and GPAs including all faculty loading deadlines.

• Undergraduate Programs Significant Dates

• Graduate Programs Significant Dates

• Ted Rogers Faculty Loading Guidelines & Processes: The document includes details regarding the assigning and approval process of undergraduate and graduate loading as well as processes on overloads and exceptions that require VPFA approval.

• The  TRSM TFA Workload Analysis Guidelines include some tips and reminders to ensure that faculty workload data is as accurate as possible in TAI year after year so that academic leaders have access to meaningful reporting. Questions on this document can be referred to Nancy Amaral, Manager of Administration, Ted Rogers School. 

• Loading Guidelines for Chang School Courses: The purpose of this document is to provide guidance to Continuing Education (CE) Coordinators, Chairs and Directors on best practices and processes for assigning teaching of Certificate courses and stand-alone Ted Rogers School course offerings in the Chang School for Continuing Education (Chang).  This applies to the spring/summer semester for the previous academic year and the fall/winter semesters for the upcoming academic year.

• Ted Rogers Block-off and Workload & Course Scheduling Details Survey Process: The document (updated as of February 2022) includes the process for using the Ted Rogers Block-Off Survey and the Ted Rogers Workload & Course Scheduling Details Survey for both staff and faculty. Google Forms is used for this survey.

• Ted Rogers Workload & Course Scheduling Details Survey: This is a PDF of the Google Forms Workload and Scheduling details survey.

Resource documents on section planning for Chairs/ Directors/ Department Administrators.  These documents were created for Department Administrators for the Wonders of Forecasting Course Enrolments Workshop in June 2022.

• The Wonders of Forecasting Course Enrolments PowerPoint

• Section Planning Guide (word document)

• Wonders of Forecasting Course Enrolments Workshop Video Recording

The Overload Policy is governed by the Office of the Vice Provost, Faculty Affairs (VPFA).  The Overload Policy applies to both TFA faculty as well as CUPE, Unit 1 Instructors, and applies to all teaching across the University (day courses, undergraduate courses, graduate courses and Chang courses [including Distance Education]).  

• Overload Policy (for TFA faculty members  and CUPE, Unit 1 Contract Lecturers - as of Spring 2025)

• TFA Overload Appointment memo from VPFA

• TFA Overload Appointment Form for TFA faculty members

• CUPE, Unit 1 Contract Lecturer Overloads are processed by department staff in eHire while TFA overloads are processed on the TFA Overload Appointment Form above.