Overview
This job aid shows approvers how to approve Temporary Academic Employment (TAE) appointments:
Background
- When a user submits a temporary academic appointment, the appointment must be approved before it is automatically added to Job Data. The approval process is a workflow that is defined by your campus.
- Approvers review the information. Some approvers might be able to update the information before approving. Security for this process is defined by your campus.
- Approvers can also push back the approval to a prior step for revisions.
Revising an appointment (Pushback)
If you need to revise an appointment (pushback) to a previous level, go here: Revise a TAE Appointment.
Search for appointments to approve
Step 1 : Navigate to CSU TAE My Approval page.
- Menu > CSU Temp Academic Employment > CSU TAE Approval Workflow > CSU TAE My Approval page
- Alternately, use the Approval Chart tile from the Employee Self-Service Homepage to navigate to this page.
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Step 2: Enter Search Criteria to find approvals, then click Search.
- Verify that the Business Unit is correct.
- The search returns appointment candidates that you are authorized to approve.
- You must select an EE Group to see all the relevant fields.
- Currently, you cannot search directly for POIs by employee ID. POIs will be displayed if you search by department.
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Interface navigation overview
The CSU TAE My Approval page provides five pages. Each page provides a separate view of the appointment data.
- Click the tabs to open different pages.
- All CSU TAE My Approval pages share the first 13 columns.
Scroll to the right to find these controls:
- Select and order the columns that display for you.
- Export the list to a Microsoft Excel file. The columns shown on the current page are exported to Excel. To export all columns, first display all columns, then export.
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Review job history
You can open the appointee’s job history from any page in CSH TAE My Approval page.
Step 1: Click the Empl Stat link on the row you want to view.
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Step 2: Review the job information:
- Empl Rcd
- EffDt
- Eff Seq
- Position Nbr
- Business Unit
- Dept ID
- Dept Name
- Job Code
- Job Code Desc
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- Pay Status
- Action
- Reason
- Fraction
- WTU
- FTE
- Expected Job End Date
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Step 3: Click Return when you are finished.
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Approve an appointment
- IMPORTANT: If you are the final approver, stop here and instead use the Final Approver Step article.
Step 1: Click the Approval tab.
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Step 2: Review the information on the Approval page.
- Appt Nbr
- Step/Level
- Approve?
- Comments
- Delete?
- Pushback?
- Reason
- Last Approval By
- Last Approval Date
The first 12 columns are common to all pages. Scroll to the right to see these columns.
- Appt Nbr: An internal number that is related to the workflow.
- Step/Level: The current step number in the workflow.
- Approve?: Check the box to approve this appointment.
- Comments: Optionally add comments for other approvers to see.
- Delete?: Delete this appointment. See the Cancel an Appointment for instructions. This option is not available after the appointment notification has been sent.
- Pushback?: Check this box to send the appointment back to a previous workflow step for revision or to cancel the appointment.
- For revisions: See Revise a TAE Appointment job aid.
- For cancelations: See Cancel an Appointment
- Reason: Enter your reason for pushback or deletion. This field shows only when the pushback or delete box is checked.
- Last Approval By: Shows the person who last approved this appointment.
- Last Approval Date: Shows the date of the last approval.
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Step 3: To approve an appointment, click Approve check box for that row.,
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Step 4: Click Save & Submit.
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The system routes the approval to the next person in the workflow. If you are the last person in the workflow, the appointment information populates the Job Data table.
Optional: Update fields
Depending on your security, you might have permission to update fields before you approve.
- IMPORTANT: If you edit a field before approving, it is an update. If you use the pushback option, it is a revision.
- You can determine whether a notification was sent from the Notification tab.
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- If the appointment notification has been sent, do not update fields: Push back the transaction for revision instead.
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