HR Strategy for Researchers (HRS4R)

The European Charter for Researchers is a set of general principles relating to the responsibilities and rights of researchers and the institutions in which they work, considering the creation of a stimulating working environment, favourable to the production, transfer and sharing of knowledge, as well as the professional development of researchers.

The Code of Conduct for the Recruitment of Researchers establishes the requirements and quality standards that the recruitment process must meet: open, transparent and merit-based.

HR Excellence In Research award is attributed to organisations that, following an internal analysis (Gap Analysis) of compliance with the 40 principles of the Charter & Code, define a set of actions (Action Plan) to improve their practices, a continuous and evolutionary process anchored in the Human Resources Strategy for Researchers (HRS4R). Certified organisations gradually implement the measures set out in the Action Plan, followed by a interim-assessment after 24 months, and then successive renewal cycles valid for 36 months, with on-site visits on alternate cycles.


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Currently, 53 Portuguese organisations have endorsed the principles of the Charter & Code, including higher education institutions, research institutes or laboratories; of these, only nine are certified, such as the Champalimaud Foundation, o Gulbenkian Institute of Science or the Institute of Molecular Medicine.

Ongoing activities:

The application for HR Excellence in Research certification was submitted on 19/09/2024 and Iscte is currently awaiting administrative eligibility of the documentation submitted (Gap Analysis (Charter and Code Checklist), OTM-R Checklist and Action Plan). 



The following initiatives were carried out:

1. Charter&Code Endorsement
2. Appointment of the Steering Committee and Working Group

Steering Committee

  • Jorge Rodrigues da Costa (Vice-Rector for Research and Technological Modernisation), who coordinates
  • Maria das Dores Guerreiro (Vice-Rector for Internationalisation)
  • Maria de Fátima Ferreiro (Vice-Rector for Education and Accreditation)
  • Carina Cunha (Head of Research Support Unit)
  • Isabel Rodrigues (Head of Human Resources Unit)

Working Group

  • Bruno Rebelo (Senior Technician in the Human Resources Unit)
  • Marina Santos (Senior Technician in the Human Resources Unit)
  • Carla Matias (Senior Technician in the Quality Unit)
  • Clara Boavida (Senior Technician in the Research Support Office)
  • Patrícia Salgueiro (Senior Technician in the Research Support Unit)
  • Teresa Simões (Coordinator of the Communication Office);
  • Vítor Basto Fernandes (Council of Ethics)
  • Mariana Rodrigues (representing R1 Researchers)
  • Tiago Lopes Carvalho (representing R2 Researchers)
  • Ricardo Costa Agarez (representing R3 researchers)
  • Susana Batel (representing Researchers R4)
3. OTM-R – Guidelines

Open, Transparent, and Merit-based Recruitment of Researchers

Guidelines

OTM-R Policy

Iscte – University Institute of Lisbon recognizes the need of providing a stimulating work environment, by adopting human resource best practices that contribute to making research careers more attractive. In that sense, Iscte fully adopted the principles of the European Charter for Researchers and the Code of Conduct for the Recruitment of Researchers, committing to their implementation through the Human Resources Strategy for Researchers (HRS4R).

Iscte recruitment and selection procedures comply with the requirements of the law and follow the basic principles of the OTM-R policy (Open, Transparent and Merit-based Recruitment), ensuring equal treatment for all applications. Despite this ongoing practice, the following guidelines are shared for conducting recruitment and selection processes for researchers.


Open, Transparent and Merit-based Recruitment

The focus of the OTM-R policy is to guarantee that institutions select the candidate whose profile best matches to the open position, and that the corresponding procedures are grounded in principles of equality for all applicants.

Iscte advocates for a policy of equality, diversity, and inclusion. Regarding recruitment and selection, in compliance with subparagraph h) of article 9.º of the Constitution of the Portuguese Republic, Iscte promotes a policy of equal opportunities in access to employment and career progression acting diligently to prevent all and any form of discrimination. In this sense, Iscte adopts an inclusive language with the aim of promoting equal participation and valuing individual diversity. Thus, no applicant can be privileged to, benefited form, prejudiced, or deprived of any right or exempt from any duty based on, in particular due to ancestry, age, sexual orientation, marital status, family situation, economic situation, education, origin or social condition, genetic assets, reduced work capacity, disability, chronic disease, nationality, ethnic origin or race, territory of origin, language, religion, political or ideological beliefs, or trade union membership.

1 - Open

Iscte publishes job advertisements across a variety of platforms and communication channels depending on the profiles it seeks to recruit. Opportunities are posted in Iscte website, in a national newspaper, in the Official Journal (Republic Diary), in the Public Employment Platform and the Euraxess platform. Advertisements can also be shared on LinkedIn, Google Ads and Iscte’s social media, to reach a broader and more diverse pool of candidates. A broad recruitment base ensures that anyone interested is aware of the contest and can apply.

In accordance with the Labor Code, job advertisements must not contain, directly or indirectly, any restrictions, specifications, or preferences based on gender. In this regard, the header or summary of advertisements should reference the position to be filled using masculine and feminine genders.

2 - Transparent

The recruitment and selection procedure at Iscte is, primarily, based on national legislation and the institute's regulations, which are public. In processes directly managed by Iscte, advertisements are published online and include: a description of the legal framework applicable to the recruitment process; the indication of the type of the employment contract; the organization and scientific area or unit/department; the application deadline; the workplace; the category (position) to be filled; the number of vacancies; the reference to the salary range; the admission requirements and absolute merit criteria; the methods and criteria for evaluation and selection; the composition of the selection committee, which should, whenever possible, be gender-balanced; information on how to submit and complete applications; and a reference to the non-discrimination and equal access policy.

3 - Merit

Applications are evaluated according to the requirements, methods, and evaluation and selection criteria clearly described in the advertisement, to ensure objectivity and impartiality in the assessment of candidates.

The selection committee are composed of impartial and qualified members who evaluate candidates based on the previously defined criteria. The composition of the selection committee is made public, and members must declare any conflicts of interest that could affect their impartiality.

All phases of the procedure must be documented in the selection committee's minutes, and candidates are notified of the results, which are published on the recruitment platform and the institutional website. In this way, all candidates and the public can review the rankings and the corresponding order of the applications. This transparency helps to ensure trust in the process.

Candidates have the right to make statements, in accordance with the provisions of the Administrative Procedure Code, regarding decisions made during the recruitment and selection process, and they may consult the process.

These guarantees and mechanisms aim to ensure that recruitment and selection procedures are conducted in a fair, transparent, and impartial way, promoting trust in the recruitment and selection system. As a result, they ensure that Iscte has the best resources to achieve its purposes.

4. Launch of the Iscte Researcher Survey 2024

The aim of the survey is to gather information on Iscte's current situation in terms of compliance with the principles of the Charter & Code and also their position on a set of actions proposed by the members of the Working Group.

The community considered within the scope of this consultation is made up of around 600 researchers whose contractual framework corresponds to one of the following situations:

  • Permanent contract (Research Career Regulations)
  • Fixed-term contract (Projects and invitations under the Research Career Regulations)
  • Fixed-term contract (Scientific Employment Programme)
  • Research grant contract (full-time)

The questionnaire is structured into seven main sections, and will be administered in Portuguese and English:

  • Ethical Conduct in Research and Good Practices
  • Career and professional development
  • Working conditions and environment
  • Support for research activities
  • Equality and non-discrimination
  • Recruitment policy
  • Dissemination of research results/transfer of knowledge

HRS4R Strategy official website: https://euraxess.ec.europa.eu/jobs/hrs4r

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