CHRS Knowledge Base

Revise TAE Appointment

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Revise a TAE Appointment

Overview

This job aid shows approvers and payroll personnel how to push back a Temporary Academic Employment (TAE) appointment so prior approvers can make revisions.

Background

  • A workflow moves TAE transactions to a series of approvers.
  • Each approver has the option to push back the appointment to a previous approver to make revisions.

Revise an appointment

Step 1: Click the Navbar button.

Navbar button

Step 2: Open the menu.

Menu button

Step 3: Navigate to CSU TAE My Approval.

  • Menu > CSU Temp Academic Employment > CSU TAE Approval Workflow > CSU TAE My Approval page
  • Alternately, use the CSU TAE Approval Chart tile to navigate to this page.

Step 4: Enter any search criteria for the transaction you want to push back:

  • Business Unit: Verify that the Business Unit is correct.
  • EE Group
  • Dept ID
  • Job Code
  • Position Nbr
  • Approval Status
  • Approval Level
  • Term
  • Session Code
  • Approver ID
  • Empl ID
  • Submitter ID
  • Look Back Dt
  • Appt#
Search criteria are listed in the Action column of this table
Search criteria are listed in the Action column of this table

Step 5: Click Search.

Search

Step 6: Open the Approval tab.

Approval tab

Step 7: Click the Pushback lookup to select a prior step in the workflow.  

Pushback lookup

Step 8: Select the appropriate step in the workflow to push back to.

Workflow steps and descriptions

Step 9: Select the step in which the revision is required.

If you select 0, send an email directly to the originator.

Enter a valid reason in the Reason field.

Reason field

Step 10: In the Comments section, indicate the approver on whose behalf you are pushing back.

  • The comments field is visible to the approvers, so use this field to relay information.
  • Include the reason for the pushback and the name of the approver on whose behalf you are executing the pushback.
  • Keep comments within the character limit.
Comments field

Step 11: Click Save & Submit.

Save and submit
  • The system reverts the workflow to the specified prior step.

A note to the final approver

IMPORTANT: Currently, mid-process revisions cause the Action/Reason to update to an incorrect value. Always review the Action/Reason if Revision is in the Other Action field.

End of article

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