CHRS Knowledge Base

Set Up TAE Appointment Authority

Updated on

Overview

This job aid shows campus configuration specialists how to set up the TAE Appointment Authority.

Background

  • The TAE Appointment Authority is named at the end of appointment notifications.
  • If you do not set up an Appointment Authority, this part of the notification is blank.

Guidelines

  • You can set up Appointment Authorities for specific employee (EE) group, department, or job code combinations.
  • If you assign Appointment Authority by department, any departments that are missing an Appointment Authority will leave a blank space on the notifications unless you also create a generic Appointment Authority and leave the department field blank.
  • If multiple Appointment Authorities are configured for the same EE group, department, job code combination, the system chooses one to assign.

View current Appointment Authorities

Step 1: Navigate to CSU TAE Appointment Authority.

  • Menu > CSU Temp Academic Employment > CSU TAE Appt Notification > CSU TAE Appointment Authority.
Compass icon

Step 2: Enter Search Criteria:

  • Business Unit (required)
  • EE Group (required)
  • Job Code (optional)
  • Dept ID (optional)
  • Empl ID (optional)
Search Criteria
  • The search returns the current appointment authorities that match your criteria.

Step 3: Review the list of current Appointment Authorities.

  • Empl ID
  • Empl Rcd
  • Name
  • Position Nbr
  • Position Description
List of Appointment Authorities
  • Auto-Change by Position Nbr
  • Auto-change by Empl ID
  • Dept ID
  • Department Name
  • Job Code
Dept ID missing
  • In this example, notice that the first row has no assigned Department ID. If any department is missing an Appointment Authority, the system defaults to this authority.

Add an Appointment Authority

Step 1: From the CSU TAE Appointment Authority search results, click the Plus button to add a row.

  • You might need to scroll to the right to see this button.
  • A new row is inserted and pre-populated with some of the values from the row above it. You can use this feature to assign the same employee to multiple departments or job codes.
Plus button

Step 2: Enter the employee ID of the Appointment Authority.

Emp ID

Step 3: Optional: Enter the Position Number.

Position Nbr

Step 4: Select one auto change option.  Your campus must use position management in order to automate auto-change.

  • Auto-Change by Position Nbr: If the person leaves the position, the Appointment Authority assignment will go to the next person who occupies that position.
  • Auto-Change by Empl ID: If the person leaves the position, the Appointment Authority assignment will continue to go to this person.
Auto change

Step 5: Optional: Enter Dept ID to limit the Appointment Authority to this department.

Dept id

Step 6: Optional: Enter a Job Code to limit the Appointment Authority to this job code.

Job code

Step 7: Click Save.

Save button

Step 8: Re-run the search to verify the addition.

Verify the addition

End of Article

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