Overview
This job aid shows campus configuration specialists how to set up CSU TAE Process Defaults. This table is primarily CMS-owned however each campus will have its version under its BUSN Unit.
Background
Majority of the fields displayed on the CSU TAE Process Defaults table are standardized. The Retirement code defaults to “00" based on the recommendation of the SWHR Benefits Office. SWHR Benefits Office encourages campuses to leave the retirement code default and have the final approver review each appointment on the My Approval page to determine correct code for the employee.
Campuses have the ability to modify the PPT Status and Retirement Code.
Set up CSU TAE Process Defaults
Step 1: Open the Navbar button
Step 1: Navigate to CSU TAE Process Defaults.
- Menu > CSU Temp Academic Employment > CSU TAE Setup Table > CSU TAE Process Defaults
Step 2: Search for and then select your Business Unit (campus).
Step 3: Update the following fields as needed:
- *PPT Status
- *Retirement Code
Step 4: Click Plus to add more rows, if needed.
Step 5: Click Save when you have finished adding values.
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