Use this checklist to prepare your campus to use the Temporary Academic Employment (TAE) functionality in CHRS.
Security
- All TAE roles begin with CHR_TF_
- CHRS Library - Security Page
- Confirm who on the campus will be an Originator.
- Confirm what roles the Originator should have,
- Work with your security admin to have the identified users assigned the correct roles.
- Confirm who on the campus will be an Approver
- Confirm what roles the Approver should have,
- Work with your security admin to have the identified users assigned the correct roles.
- Confirm who on the campus will be a TAE Super User.
- Confirm what roles the TAE Super User should have,
- Work with your security admin to have the identified users assigned the correct roles.
Utilize the TAE Testing Prep document to plan out your testing.
***Please note that the security roles mentioned in the TAE Testing Prep document may be different than what is in CHRS. Make sure to refer to the CHRS Library - Security Page to confirm the roles you are assigning.
General Setup
Navigation: Main Menu > CSU Temp Academic Employment > CSU TAE Setup Table >CSU TAE Academic Year
Job Aid: Set Up CSU Academic Year
Navigation: Main Menu > CSU Temp Academic Employment > CSU TAE Setup Table > CSU TAE Pay Calendar
Job Aid: Set Up CSU TAE Pay Calendar
Navigation: Main Menu > CSU Temp Academic Employment > CSU TAE Setup Table > CSU TAE Term Table
Job Aid: Set Up CSU TAE Term Table
Navigation: Main Menu > CSU Temp Academic Employment > CSU TAE Setup Table > CSU TAE Session Codes
Job Aid: Set Up CSU TAE Session Codes
Navigation: Main Menu > CSU Temp Academic Employment > CSU TAE Setup Table > CSU TAE Process Defaults
Job Aid: Set Up CSU TAE Process Defaults
Workflow Setup
Navigation: Menu > CSU Temp Academic Employment > CSU TAE Approval Workflow > CSU TAE WorkFlow Steps
Job Aid: Set Up TAE Approval Workflows
Navigation: Menu > CSU Temp Academic Employment > CSU TAE Approval Workflow > CSU TAE WorkFlow Approvers
Job Aid: Set Up TAE Approval Workflows
Navigation: Menu > CSU Temp Academic Employment > CSU TAE Approval Workflow > CSU TAE Hide Approval Fields
Job Aid: Set Up TAE Approval Workflows
Submit ServiceNow Tickets
Each Appointment Notification has the ability for campuses to have their campus logo displayed.
Open a ServiceNow Ticket with your campus logo attached.
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.
The CSU TAE Appointment Type Table is CMS owned. However, each campus will have version under their BUSN Unit when they enter the CHRS environment. Campuses can request modifications for their BUSN Unit table for Appt Type 022 (Daily Rate- 172).
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.
End of Article
You are done. Great job!
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