Appointment Data Entry Users
- What should I do if I need to enter more than the allowed number of appointments that can have the same appointment number and appear on the same Appointment Notification?
- Answer: If you need to enter more than the allowed number of appointments that can have the same appointment number and appear on the same Appointment Notification, they will need to process the first set of appointments and then return to the appointment data entry page to process the additional appointments.
- What should I do if I accidentally give a Lab appointment instead of a Lecture appointment for EE-Group 06 Substitutes and need to make a correction?
- Answer: Depending on where the appointment is in the workflow, you will need to coordinator with the correct individual to have the appointment fully canceled. Once the appointment is fully canceled, you will be able to resubmit the transaction.
- What should I do if I accidentally give a Lecture appointment instead of a Lab appointment for EE-Group 06 Substitutes and need to make a correction?
- Answer: Depending on where the appointment is in the workflow, you will need to coordinator with the correct individual to have the appointment fully canceled. Once the appointment is fully canceled, you will be able to resubmit the transaction.
- Does the TAE module confirm enrollment eligibility for GA’s, TA’s, and ISA’s?
- Answer: At this point the module does not review nor confirm enrollment eligibility, it is up to the campus to verify the eligibility before entering the record into the mod.
- Once the transaction is submitted how can I monitor where the appointment is in the Approval Workflow?
- Answer: Users can use either CSU TAE Transaction Status page or the CSU TAE Appt Status Report. Access to the reports is determined by the campuses themselves, therefore not everyone will have access.
Approver – Final (Load to Job):
- Why am I seeing multiple transactions for different EE groups on the same Load to Job Report that popups after the Final Approver approves?
- Answer: If the same Final Approver approves multiple transactions for different EE Groups within 7 minutes, the different EE Groups will appear on the same Load to Job Report that appears after the Final Approver approves.
- Why are some of the Action/Reasons appearing blank on the Load to Job Report that appears after the Final Approver approves?
- Answer: If the Final Approver approves a transaction that has the “~Manual Load to Job” option in the Other Action field and then approves other transactions, within a 7 minute window, the Action/Reason will appear blank for the transaction that had the “~Manual Load to Job” option in the Other Action field on the Load to Job Report that appears after the Final Approver approves.
- What fields should I make sure to check before loading the transaction to job?
- Answer: It is recommended that the final approver review all fields on the My Approval page before loading the transaction to job.
Campus Admin:
- How will the TAE Module handle employees not having an email address?
- Answer: Data Entry users will be unable to enter a transaction for an employee that does not have a BUSN email address provisioned. Campuses will want to make sure that they are working with their provisioning team, to ensure that rehires and new hires (i.e., Future Hire POI’s) are able to access CHRS prior to being entered into Job Data, otherwise the employee will be unable to acknowldge their notification. (Example: Email, Single Sign on)
- How will my Future Hire POI be able to review and acknowledge their Appointment Notification is self-service?
- Answer: Campuses will want to make sure that they are working with their provisioning team, to ensure that rehires and new hires (i.e., Future Hire POI’s) are able to access CHRS prior to being entered into Job Data, otherwise the employee will be unable to acknowldge their notification. (Example: Email, Single Sign on)
- If I need to update existing WorkFlow Step for an EE Group, do I need to create a the new one after I inactivate the first, or can I just edit the steps in the current workflow?
- Answer:
- Testing- It is recommended that campuses edit the Workflow Steps for the existing workflow unless the changes they are making involve differentiating between job codes and departments. When the change involves adding a step to the workflow, users will need to add the step at the end of the workflow and relabel the prior steps.
- Live- It is recommended that campuses first inactivate the workflow that is no longer needed and then create the new workflow with the Month/Year higher than the original workflow.
- Answer:
- What should I do if I did not create a new workflow with the Month/Year higher than the original workflow I inactivated?
- Answer: You should delete all the steps in the inactive workflow except for the originator step, then create a new workflow that is at least the month higher than the original workflow inactivated.
- When setting up the Workflow Steps, if I check the “Send Appt Notification” box, does that mean the employee at that level will receive individual notifications for each transaction submitted?
- Answer: Yes.
- Is there reporting that provides details of changes that were made to appointments throughout the approval process with ID and timestamp of change?
- Answer: Yes, users can reference the CSU TAE Approval History page to see a full history of a transaction throughout the approval process.
- The report does not however, highlight a transaction if a change has been made.
- What should I do if my Campus Logo needs to be updated?
- Answer: Submit a ServiceNow Ticket with your new logo attached.
- Are all the reports for TAE in CHRS?
- Answer: No, many of the TAE reports can be found in CHRS Reporting.
- How do I remove values on the TAE Appointment Type table?
- Answer: Values on the table are never removed, only inactivated due to the standardization of the table.
- Although the table is standardized each campus has their own version under their campus business unit.
- Campuses can request certain values to be inactivated by submitting a ServiceNow ticket.
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