CHRS Knowledge Base

Create or Update Positions with Transactional Front End (TFE)

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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.

screenshot of manager self service button
screenshot of transactional front end tile

Step 2: Click CSU TFE Position Add/Change.

screenshot of position add or change button

Step 3: Click Request a New Position.

screenshot of Request a new position page

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.
screenshot of add or update effective date

Step 5: Complete the appropriate Position Information fields:

  1. Effective Status
  2. Position Status
  3. Department
  4. Location Code
  5. Job code
  6. Regular/Temporary
  7. Full/Part Time
  8. Standard Hours
  9. FTE
  10. Reports To
  11. Max Head Count
  12. CSU Title
  13. CSU Unit
  14. Primary Fund Source
  15. MPP Job Family Code
  16. MPP Job Function
  17. MPP Rpt Cat
screenshot of position fields

Step 6: Optional: Enter a Comment.

screenshot of comment box

Step 7: Optional: Add an Attachment.

screenshot of  add attachment button

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.

screenshot of  submit button

Update a position

Step 1: On the Manager Self Service Homepage, click CSU Transactional Front End.

screenshot of manager self service button
screenshot of TFE tile

Step 2: Click CSU TFE Position Add/Change.

screenshot of add or change button

Step 3: Search for the position that you want to update.

screenshot of create new transaction tab

Step 4: Select the position to update. Do not omit this step.

screenshot of description of position example

Step 5: Click Update. The button is at the bottom of the page.

screenshot of update button

Step 6: Enter a Reason Code and an Effective Date.

screenshot of add or update effective date

The read-only fields become editable.

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
screenshot of of position fields

Step 8: Optional: Enter a Comment.

screenshot of comment box

Step 9: Optional: Add an Attachment.

screenshot of add attachment button

Step 10: Click Submit.

screenshot of submit button

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.

screenshot of manager self service button
screenshot of TFE tile

Step 2: Click CSU TFE Position Add/Change.

screenshot of add or change button

Step 3: Open the View an Existing Transaction tab.

screenshot of view existing transaction button

Step 4: Enter search criteria to find existing transactions.

  • Position Number
  • Effective Date
  • Department
  • Job Code
  • Workflow Status
  • Reports To Position Number
screenshot of search criteria fields

Step 5: Click Search. The page displays the search returns.

screenshot of search button

Step 6: Review the search returns.

screenshot of example of search results

Step 7: Optional: Click Select to open the transaction.

screenshot of select button

End of Article

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