Overview
This job aid shows employees how to create and update positions with the Transactional Front End.
Background
Transactional Front End (TFE) is a new interface that HR staff can use to create and maintain staff jobs and positions (not students or temporary academic employment).
Request a new position
Step 1: On the Manager Self Service Homepage, click CSU Transactional Front End.
Step 2: Click CSU TFE Position Add/Change.
Step 3: Click Request a New Position.
Step 4: Enter an Effective Date.
- After the Effective Date is entered, the Position Information fields are editable.
- The Position Number is generated after the request is approved.
Step 5: Complete the appropriate Position Information fields:
- Effective Status
- Position Status
- Department
- Location Code
- Job code
- Regular/Temporary
- Full/Part Time
- Standard Hours
- FTE
- Reports To
- Max Head Count
- CSU Title
- CSU Unit
- Primary Fund Source
- MPP Job Family Code
- MPP Job Function
- MPP Rpt Cat
Step 6: Optional: Enter a Comment.
Step 7: Optional: Add an Attachment.
Step 8: Click Submit.
Copy a position
If there is a position similar to the one that you want to create, you can copy it and make changes to save time.
Step 1: On the Manager Self Service Homepage, click CSU Transactional Front End.
Step 2: Click CSU TFE Position Add/Change.
Step 3: Search for the position that you want to copy.
Step 4: Select the position to copy. Do not omit this step.
Step 5: Click Copy.
Step 6: Enter an Effective Date.
- After the Effective Date is entered, the Position Information fields are editable.
- The Position Number is generated after the request is approved.
Step 7: Edit the Position Information:
- Effective Status
- Position Status
- Department
- Location Code
- Job code
- Regular/Temporary
- Full/Part Time
- Standard Hours
- FTE
- Reports To
- Max Head Count
- CSU Title
- CSU Unit
- Primary Fund Source
- MPP Job Family Code
- MPP Job Function
- MPP Rpt Cat
Step 8: Optional: Enter a Comment.
Step 9: Optional: Add an Attachment.
Step 10: Click Submit.
Update a position
You can update one or more positions at the same time.
Step 1: On the Manager Self Service Homepage, click CSU Transactional Front End.
Step 2: Click CSU TFE Position Add/Change.
Step 3: Search for the position or positions that you want to update.
Step 1: Select the position or positions to update.
Do not omit this step.
Step 2: Click Update. The button is at the bottom of the page.
Step 3: Enter a Reason Code and an Effective Date.
The read-only fields become editable.
Step 4: Edit the Position Information.
- Effective Status
- Position Status
- Department
- Location Code
- Job code
- Regular/Temporary
- Full/Part Time
- Standard Hours
- FTE
- Reports To
- Max Head Count
- CSU Title
- CSU Unit
- Primary Fund Source
- MPP Job Family Code
- MPP Job Function
- MPP Rpt Cat
Step 5: Optional: Enter a Comment.
Step 6: Optional: Add an Attachment.
Step 7: Click Submit.
Step 1: Select multiple positions.
Step 2: Click Update.
Step 3: Enter a Reason Code and an Effective Date.
- After you enter this information more fields open for editing.
Step 4: Update applicable fields. Changes are highlighted in yellow.
Step 5: Click Submit.
View transaction status for your position requests
If you have requested a position change or a new position, you can view the transaction status of your requests.
Step 1: On the Manager Self Service Homepage, click CSU Transactional Front End.
Step 2: Click CSU TFE Position Add/Change.
Step 3: Open the View an Existing Transaction tab.
Step 4: Enter search criteria to find existing transactions.
- Position Number
- Effective Date
- Department
- Job Code
- Workflow Status
- Reports To Position Number
Step 5: Click Search. The page displays the search returns.
Step 6: Review the search returns.
Step 7: Optional: Click Select to open the transaction.
End of Article
Jonathan Fales
Job aid updated with new folding sections, depending on whether you are updating one more many positions.