UBC faculty and staff can access professional development funds to support career growth at UBC. As a manager or supervisor, you are accountable for reviewing the relevance of their claims as it relates to their role and career growth at UBC.
Professional development funds are available to faculty and staff based on their employee group. To learn more about eligibility, funding limits, deadlines and more, visit the Professional Development funding page.
What managers and supervisors need to know
As a manager or supervisor, you are accountable for reviewing the relevance of your faculty or staff's PD Fund claim as it relates to their role and career growth at UBC.
APPROVING THE CLAIM
Your approval is required as part of the claim process in Workday once the employee has submitted their claim. The purpose of your review is to determine the following:
- Does the PD Fund claim enhance the employee's knowledge, skills or performance in their current role?
- Does the PD Fund claim enhance their career growth at UBC?
If one or both criteria are met, approve the claim. If the criteria is not met, deny the claim or send it back to your employee for revisions.
Please note: You can consider your employee's future career prospects at UBC as a whole institution and support your employee to use their PD funds to forward or shift their career at UBC.
RELEVANCE
To understand if the PD fund claim is relevant, please review the faculty and staff employee guidelines according to their employee group.
Special Note: Sessional Conference Fund related claims are not routed to the manager for approval since the amount and activity has already been pre-approved by the Faculty Association . However, for the department reimbursements of the award amount, the questionnaire form still routes to the manager for approval since the manager needs to confirm that the correct worktags have been provided for the funds transfer.
Additional criteria checked by the PD Fund Team
When an employee submits their claim and before it is reviewed by their manager, the PD Fund program associate in Human Resources reviews it for the following criteria:
- Claim meets the initial eligibility and entitlement
- Submitted within the 90-day submission deadline for staff (and research associates) and within 12 months for faculty
- Applicable receipts are attached
- Total amount indicated with correct tax codes and currency exchange (if applicable)
- Each expense line has the appropriate PD fund category worktag selected
Questions?
If you have questions about how to submit PD Fund claims in Workday, please contact the Integrated Service Centre.
If you have questions about Staff PD Funds guidelines contact the Workplace Learning Associate in Human Resources at pd.funds@ubc.ca
If you have questions about Faculty PD Funds guidelines contact the Workplace Learning Associate in Human Resources at faculty.pd@ubc.ca