Overview
This job aid shows campus configuration specialists how to set up Transactional Front End (TFE) approval workflows.
Background
- Transactional Front End launches an approval workflow for job or position changes.
- The steps and the approvers are configured on two workflow tables (one for jobs and one for positions).
- You will set up a workflow for each of the following:
- TFE job approvals
- TFE position approvals
- ASM (Administrative Services Manager) Approvals
Guidelines
- You can configure separate workflows for each business unit, action, action reason contingency.
- The workflow can have up to seven levels excluding the final approver.
- The final approver is either Human Resources or Faculty Affairs. The final approver is not set up in this table.
- The ASM Manager Role has a separate setup table.
Users assigned the approval roles must have department security to the depts/employees for their roles.
Configure Job and Position workflows
Job and position workflows are set up using the same procedure - only the navigation is different.
Step 1: Open the Navbar button.
Step 2: Navigate to the applicable location:
| Which workflow | Navigation |
|---|---|
| Job changes | Menu > Set Up HCM > CSU Product Related Set Up > CSU Workforce Admin Set Up > TFE Job Change Approval Setup |
| Position changes | Menu > Set Up HCM > CSU Product Related Set Up > CSU Workforce Admin Set Up > TFE Pos Change Set Up |
Step 3: Click Add a New Value to create a workflow.
Step 4: Enter new workflow identifiers:
- Business Unit
- Action
- Reason code
If you create a workflow with a blank Reason Code, the workflow becomes the default for when there is no separate action reason.
Step 5: Click Add.
- The workflow setup page opens.
Step 6: Configure the workflow:
- Select the Approval level.
- Enter a description.
- Select the Approval Type.
- (Workflow role only): Select the Role Name.
- Click the Plus button to add a new row if needed.
In the preceding screenshot, the first level approver is set up with a Reports-To approval type. The second row is set up with a Workflow Role (specified in the Role Name column). The third level is assigned to an ASM approver.
Step 7: Click Save to save your workflow.
Step 8: Optional - Click Add to add another workflow.
Configure ASM approval workflow
Step 1: Open the Navbar button.
Step 2: Navigate to Menu > Set Up HCM > CSU Product Related Set Up > CSU Workforce Admin Set Up > CSU TFE ASM/Resource Approver
Step 3: Click Add a New Value to create a workflow.
Step 4: Enter new workflow identifiers:
- Business Unit
- Department
Step 5: Click Add.
Step 6: Configure the workflow:
- Select the Sequence number (1 - 4)
- Enter the User ID
- Click the Plus button to add more rows if needed.
- You can add multiple approvers for a department. Only one approval is required by the workflow.
- The Security Role (for example, CHRXX_WA_TFE_ASM_APPROVER) will need to be assigned to the user’s User ID prior to adding them to this set up table.
- The Employee added to this table as a Department Approver, must have department security to the employees in that department
Step 7: Click Save to save your workflow.
Step 8: Optional - Click Add to add another workflow.
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