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Job Aid: Set Up CSU TAE Academic Year

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Job Aid: Set Up TAE Pay Calendar

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Job Aid: Set Up TAE Term Table

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Job Aid: Set Up CSU TAE Session Codes

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Job Aid: Set Up Appointment Authority

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Job Aid: Set Up TAE Approval Workflows

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Job Aid: Set Up TAE Approval Workflows

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Job Aid: Set Up TAE Approval Workflows

The TAE module allows for appointments to be saved for later, on both the CSU TAE Appt Data Entry page and My Approval page. The “Save for Later” functionality allows for users to save their work and return without any of the details changed. This provides insurance to the data entry user that what they enter originally is not altered.  This also means that appointments that have been saved for later will not receive any updates that occur in Job Data (i.e. Salary Change, FTE, etc.).

It is highly recommended that at the end of each semester or prior to the next semester campuses complete a cleanup process to remove any appointment on the CSU TAE Appt Data Entry page that have been saved for later. This will help to ensure accurate data is displayed for the employees they are appointing. The following cleanup process is recommended:

1. Run the CSU TAE Appt Status Report with the “Transaction Initiated” and “Pending Approval” box checked.
   1. Review the PDF results under Report Manger
   2. Navigate to the CSU Appt Data Entry page and
      1. Locate the employees that appeared in the report.
      2. Update salary to meet new requirements (if applicable).
      3. Enter comment “appt was saved for later, need to delete”.
      4. Check the “Ready” box.
      5. Click “Save & Submit”.
   3. Navigate to the My Approval page and
      1. Check the “Delete” box.
      2. Enter Reason as “appt was saved for later, need to delete”.
      3. Click “Save & Submit”.

Each Appointment Notification has the ability for campuses to have their campus logo displayed. Open a ServiceNow ticket with your campus logo attached.

When submitting the ticket: 

• Severity: Low

• Urgency: Low

• Type: Request

• Category: CMS-CHRS

• Subcategory: TAE

• Short Description:

  • In the ticket short description, indicate that the campus name, the module, and the what the request is for. (Example: CHI - TAE- Campus Logo)

• Description: 

  • Specify the desired monthly release date, which should align with the second Wednesday of the following month. If a different date is needed, provide a justification.
  • Indicate desired production support database to test the change in.
  • Indicate who will be completing the validation. 

• Attachments:

  • Include an attachment (PING, JPEG) 

Each Appointment Notification has the ability for campuses to have a specific campus link displayed (LETTER_CAMPUS-LINK). URL's can be specific by EE group.   

Open a ServiceNow ticket indicating what EE Group, Effective Date, and link you want to appear in the appointment notification. Please make sure you indicate which EE groups the URL is for.  You can enter multiple URL changes in 1 ticket.

When submitting the ticket: 

• Severity: Low

• Urgency: Low

• Type: Request

• Category: CMS-CHRS

• Subcategory: TAE

• Short Description:

  • In the ticket short description, indicate that the campus name, the module, and the what the request is for. (Example: CHI - TAE- Campus URL)

• Description: 

  • Specify the desired release date.
  • Indicate desired production support database to test the change in.
  • Indicate who will be completing the validation.
  • EE Group and URL needing to be modified 

   

Open a ServiceNow ticket indicating what the numerical value Appt Type 022 (Daily Rate) needs to be changed to, and the effective date the change needs to occur.

When submitting the ticket: 

• Severity: Low

• Urgency: Low

• Type: Request

• Category: CMS-CHRS

• Subcategory: TAE

• Short Description:

  • In the ticket short description, indicate that the campus name, the module, and the what the request is for. (Example: CHI - TAE- Campus URL)

• Description: 

  • Specify the desired release date.
  • Indicate desired production support database to test the change in.
  • Indicate who will be completing the validation.
  • EE Group and URL needing to be modified