This job aid shows you how to cancel appointments in the Temporary Academic Employment module.

If no notification has been sent, TAE displays a Delete check box.

 Step 1: Navigate to My Approval Page.

• Menu > CSU Temp Academic Employment > CSU TAE Approval Workflow > CSU TAE My Approval page

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.

Step 3: Open the Notification tab.

Step 4: Determine whether notification has been sent.

• EE Notif Date is the date that the notification has been sent.
• Acknowledged? indicates whether the employee acknowledged the notice.
• Acknowledged Date inidcates the date of acknowledgment

Step 5: What to do next.

Select the procedure by where the transaction is within the workflow.

• Cancel an appointment before notification sent
• Cancel an appointment after notification sent
• Cancel an appointment after loaded to Job Data
• Cancel an appointment after PPT is generated

Use this procedure to cancel an appointment before TAE sends notification.

Step 1: Delete the appointment:

1. Check the Delete check box.
2. Enter a reason. A reason is required to delete an appointment.

Step 3: Click Save & Submit.

• Use this procedure to cancel an appointment after notification is sent, before loading to Job Data.
• This process requires two approvers and two steps. Both steps must be completed to cancel the appointment.

If an appointment has loaded to Job Data, but PPT has not been generated, you can cancel the appointment with or without sending a cancellation notice, depending on your campus process

If PPT is generated, use TAE to cancel the employment. TAE generates a cancellation notice and adds a cancellation row to Job Data.

Step 1: Navigate to CSU TAE Appointment Data Entry.

• Menu > CSU Temp Academic Employment > CSU TAE Appointment Data Entry.

Step 2: Enter search criteria to find the appointment.

Step 3: On the Appt Data page, complete these fields:

• Term (AY only)
• Session (AY only)
• Appointment Type

Information: These fields populate the cancellation notification.

Step 4: In the Other Action field, select Canceled.

Step 5: Confirm the Effective Date.

• The effective date must match the original Effective Date of the appointment.

Step 6: Select Ready.

Step 7: Click Save & Submit.

What happens next:

• The approval process starts.
• A cancellation notification is generated at the correct step.
• Final approver confirms the Action/Reason is TER/CNL.
• The transaction loads to Job Data.
• Clean up Job Data.

Canceled appointment rows can be deleted from Job Data under certain circumstances:

• If there are prior job rows stacked up in Job Data, the appointment and the termination can be deleted.
• If there are no prior job rows stacked up in Job Data, the appointment and the termination rows must be left.

Step 1: Navigate to Job Data.

• Menu > Workforce Administration > Job Information > Job Data

Step 2: Search for and select the employee.

Step 3: Click Include History.

Step 4: Determine whether the job is stacked.

• If job history shows more than 1 of 1 rows, consider the job stacked.
• If job history shows only 1 of 1 rows, consider the job unstacked.
• Delete or add rows to Job Data, as needed.Use the Job Data cleanup decision flow to decide whether to add or delete rows in Job Data.
• The Update Jobs job aid provides the steps for updating job data.