Overview
This job aid shows employees how to create and update positions with the Transactional Front End.
Background
Transactional Front End (TFE) is an interface that HR staff can use to create and maintain staff jobs and positions (not students or temporary academic employment).
Request a new position
Step 1: On the Manager Self Service Homepage, click CSU Transactional Front End.
Step 2: Click CSU TFE Position Add/Change.
Step 3: Click Request a New Position.
Step 4: Enter an Effective Date.
- After the Effective Date is entered, the Position Information fields are editable.
- The Position Number is generated after the request is approved.
Step 5: Complete the appropriate Position Information fields:
- Effective Status
- Position Status
- Department
- Location Code
- Job Code
- Regular/Temporary
- Full/Part Time
- Standard Hours
- FTE
- Reports To
- Max Head Count
- CSU Title
- CSU Unit
- Primary Fund Source
- Position Pool ID
- Dotted-Line Report
- Budgeted Position check box
Step 6: Optional: Enter a Comment.
Step 7: Optional: Add an Attachment.
Step 8: Click Submit.
Copy a position
If there is a position similar to the one that you want to create, you can copy it and make changes to save time.
Step 1: On the Manager Self Service Homepage, click CSU Transactional Front End.
Step 2: Click CSU TFE Position Add/Change.
Step 3: Search for the position that you want to copy.
Step 4: Select the position to copy. Do not omit this step.
Step 5: Click Copy. You might need to scroll to the right to see the link.
Step 6: Enter an Effective Date.
- After the Effective Date is entered, the Position Information fields are editable.
- The Position Number is generated after the request is approved.
Step 7: Edit the Position Information:
- Effective Status
- Position Status
- Department
- Location Code
- Job Code
- Regular/Temporary
- Full/Part Time
- Standard Hours
- FTE
- Reports To
- Max Head Count
- CSU Title
- CSU Unit
- Primary Fund Source
- Position Pool ID
- Dotted-Line Report
- Budgeted Position check box
Step 8: Optional: Enter a Comment.
Step 9: Optional: Add an Attachment.
Step 10: Click Submit.
Update a position
You can update one or more positions at the same time.
Step 1: On the Manager Self Service Homepage, click CSU Transactional Front End.
Step 2: Click CSU TFE Position Add/Change.
Step 3: Search for the position or positions that you want to update.
Step 1: Select the position or positions to update.
Do not omit this step.
Step 2: Click Update. The button is at the bottom of the page.
Step 3: Enter a Reason Code and an Effective Date.
The read-only fields become editable.
Step 4: Edit the Position Information.
- Effective Status
- Position Status
- Department
- Location Code
- Job code
- Regular/Temporary
- Full/Part Time
- Standard Hours
- FTE
- Reports To
- Max Head Count
- CSU Title
- CSU Unit
- Primary Fund Source
- MPP Job Family Code
- MPP Job Function
- MPP Rpt Cat
Step 5: Optional: Enter a Comment.
Step 6: Optional: Add an Attachment.
Step 7: Click Submit.
Step 1: Select multiple positions.
Step 2: Click Update.
Step 3: Enter a Reason Code and an Effective Date.
- After you enter this information more fields open for editing.
Step 4: Update applicable fields. Changes are highlighted in yellow.
Step 5: Click Submit.
View transaction status for your position requests
If you have requested a position change or a new position, you can view the transaction status of your requests.
Step 1: On the Manager Self Service Homepage, click CSU Transactional Front End.
Step 2: Click CSU TFE Position Add/Change.
Step 3: Open the View an Existing Transaction tab.
Step 4: Enter search criteria to find existing transactions.
- Position Number
- Effective Date
- Department
- Job Code
- Workflow Status
- Reports To Position Number
Step 5: Click Search. The page displays the search returns.
Step 6: Review the search returns.
Step 7: Optional: Click Select to open the transaction.
End of Article
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