CHRS Knowledge Base

Set Up Appointment Authority-TAE

Updated on

Overview

This job aid shows campus configuration specialists how to set up the TAE Appointment Authority.

Background

  • The TAE Appointment Authority is named at the end of appointment notifications.
  • If you do not set up an Appointment Authority, this part of the notification is blank.

Guidelines

  • You can set up Appointment Authorities for specific employee (EE) group, department, or job code combinations.
  • If you assign Appointment Authority by department, any departments that are missing an Appointment Authority will leave a blank space on the notifications unless you also create a generic Appointment Authority and leave the department field blank.
  • If multiple Appointment Authorities are configured for the same EE group, department, job code combination, the system chooses one to assign.

View current Appointment Authorities

1. Navigate to: CSU TAE Appointment Authority.

  • Menu > CSU Temp Academic Employment > CSU TAE Appt Notification > CSU TAE Appointment Authority
navigation bar icon

2. Enter Search Criteria:

  • Business Unit (required)
  • EE Group (required)
  • Job Code (optional)
  • Dept ID (optional)
  • Empl ID (optional)
    • The search returns the current appointment authorities that match your criteria.
image search fields

3. Review the list of current:

  • Appointment Authorities
  • Empl ID
  • Empl Rcd
  • Name
  • Position Nbr
  • Position Description
  • Auto-Change by Position Nbr
  • Auto-change by Empl ID
  • Dept ID
  • Department Name
  • Job Code
  • In the example below, notice that the first row has no assigned Department ID.
  • If any department is missing an Appointment Authority, the system defaults to this authority.
image of current appointment authorities example
image of current appointment authorities example

Add an Appointment Authority

1. From the CSU TAE Appointment Authority search results, click the Plus button to add a row.

  • You might need to scroll to the right to see this button.
  • A new row is inserted and pre-populated with some of the values from the row above it. You can use this feature to assign the same employee to multiple departments or job codes.
image of plus symbol to add a row

2. Enter the employee ID of the Appointment Authority.

image of employee ID field

3. Optional: Enter the Position Number.

image of position number field

4. Select one auto change option:

  • Auto-Change by Position number
    • If the person leaves the position, the Appointment Authority assignment will go to the next person who occupies that position. Your campus must use position management in order to automate auto-change.
  • Auto-Change by Empl ID.
    • If the person leaves the position, the Appointment Authority assignment will continue to go to this person.
auto change check boxes image

5. Optional: Enter Dept ID.

  • Enter a department ID to limit the Appointment Authority to this department.
image of department ID field box

6. Optional: Enter Job Code.

  • Enter a Job Code value to limit the Appointment Authority to this job code.
image of job code field box

7. Click Save.

image of save button

8. Re-run the search to verify the addition.

image of authority results example

End of Article

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