REVISION CONTROL
Author: Business Intelligence / Data Operations (BI/DO)
Date | By | Action | Pages |
11/20/24 | Angela Williams | Added several sections for new reports | Multiple |
08/18/25 | Training | Uploaded to KB | |
Table of Contents | |
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1.0 CSU TAE Appointment Details and Cost Analysis
2.0 CSU TAE Appointment History
3.0 CSU TAE Appointment Status
5.0 CSU TAE DIP Sabbatical Eligibility Report
6.0 CSU TAE Greater than 1.0 in Single Job Code
7.0 CSU TAE Greater than 1.0 in Single Job Code
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10.0 CSU TAE Range Elevation Eligibility Report
11.0 CSU TAE Separation Report
13.0 CSU TAE Term Workload vs. CSU Appointment
14.0 CSU TAE Time Base Change Report
15.0 CSU TAE Unconditional Appointments
16.0 CSU TAE Employee Range Elevation History
17.0 CSU TAE Employees Not Rehired
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1.0 CSU TAE Appointment Details and Cost Analysis
1.1 Report Description
The CSU TAE Appointment Details and Cost Analysis Report provides departments/colleges a means to analyze the cost for budgeting by department and college with the cost per WTU, as well as audit the courses the faculty are appointed to teach.
1.3 Dataset
This report was developed using the following dataset:
• TAE_Report_Appt_CS_Dataset_Snowflake
1.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- BUSN Unit
- Dept ID
- Term
- EE Group
1.5 Report Fields
This report contains the following report fields:
- Business Unit
- CHRS ID
- Campus ID
- Name
- Appt Nbr
- Term
- Session
- Appt Type
- Descr
- Other Action
- TAE WTU
- TAE Monthly Rate
- TAE Term Rate
- Class #
- Subject Area
- Catalog #
- Course Descr
- Course Section
- Course WTU
- Workload Factor
- K Factor
- S Factor
- # Units
- # Students
- Dept Term Subtotal
- Rate Per WTU
2.0 CSU TAE Appointment History
2.1 Report Description
Report to look back and help determine where the employee would fall if they were going to be reappointed. This report will be used as a tool to support careful consideration and determination of Order of Assignment. Note: Appointments that are under the Loaded to Job status, are those that have been approved and loaded to job or those that are approved but based on TAE process do not load to job (No Change, Manual Job Load).
2.3 Dataset
This report was developed using the following dataset:
• TAE_Adhoc_Appt_Snowflake
2.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- BUSN Unit
- Dept ID
- Term
- Job Code
- Appt Type
- Appt Status
- CHRS ID
- Campus ID
2.5 Report Fields
This report contains the following report fields:
- BUSN Unit
- CHRS ID
- Campus ID
- Name
- Appt Nbr
- ERN
- Job Code
- Job Title
- Dept ID
- Department
- Term
- Session
- Appt Status
- Other Action
- Appt Type
- Descr
- Effective Date
- End Dt
- Multi Term End Dt
- WTU
3.0 CSU TAE Appointment Status
3.1 Report Description
The CSU TAE Appointment Status Report is list of appointments per term by their appointment status (Not Loaded to Job and Loaded to Job) with page break by department. Note:
Appointments that are under the Loaded to Job status, are those that have been approved and loaded to job or those that are approved but based on TAE process do not load to job (No Change, Manual Job Load).
3.3 Dataset
This report was developed using the following dataset:
• TAE_Report_Appt_Snowflake
3.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- BUSN Unit
- Dept ID
- Session
- Appt Status
- Term
- EE Group
- From Date / To Date
3.5 Report Fields
This report contains the following report fields:
- Business Unit
- Dept ID
- Dept Descr
- CHRS ID
- Name
- Other Action
- Appt Number
- Position Number
- ERN
- Eff Seq
- Job Code
- Job Title
- Grade
- Term
- Session
- Appt Type
- Descr
- Effective Dt
- End Dt
- Multi Term End Dt
- FTE
- WTU
- Comprate
- Total Term Rate
4.0 CSU TAE Appointment Type
4.1 Report Description
The CSU TAE Appointment Type Report shows all the appointment types within a specified term by department. Note: Appointments that are under the Loaded to Job status, are those that have been approved and loaded to job or those that are approved but based on TAE process do no load to job (No Change, Manual Job Load).
4.3 Dataset
This report was developed using the following dataset:
• TAE_Report_Appt_Snowflake
4.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- BUSN Unit
- Dept ID
- Session
- Term
- EE Group
- Appt Type
- Appt Status
4.5 Report Fields
This report contains the following report fields:
- BUSN Unit
- CHRS ID
- Campus ID
- Name
- Appt Nbr
- Appt Status
- Other Action
- Job Code
- Job Title
- Grade
- Dept ID
- Department
- Term
- Session
- Appt Type
- Descr
- Effective Dt
- End Date
- Multi Term End Dt
- AY Duration
- Faculty Fraction
- WTU
- Comp Rate
- Total Term Rate
5.0 CSU TAE DIP – Sabbatical Eligibility Report
5.1 Report Description
The DIP/Sabbatical Eligibility Report shows when “active” Tenured/Tenured Track and Temporary Faculty employees are eligible for DIP or Sabbatical Leave, within the user specified date range.
5.3 Dataset
This report was developed using the following dataset:
• TAE_TF_Job_Snowflake
5.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- BUSN Unit
- CHRS ID
- Campus ID
- Tree Hierarchy
- College
- DIP Eligibility Date
5.5
- Business Unit
- CHRS ID
- Campus ID
- Name
- ERN
- Position Nbr
- Job Code
- Job Title
- Dept ID
- Descr
- FTE
- DIP Eligibility Date
- Sabbatical Eligibility Date
6.0 CSU TAE Greater than 1.0 in Single Job Code 6.1 Report Description
6.1 Report Description
Run the CSU TAE Greater Than 1.0 FTE in Single Job Code to identify temp faculty that are working more than the "full-time" allowed WTU's.
6.3 Dataset
This report was developed using the following dataset:
• TAE_Adhoc_Appt_Snowflake
6.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- Business Unit
- Dept ID
- Job Code
- From Date
- To Date
6.5
- BUSN Unit
- CHRS ID
- Campus ID
- Name
- Position Nbr
- ERN
- Jobcode
- Job Descr
- Dept ID
- Descr
- Eff Dt
- End Date
- Expected End Date
- CSU Appt Duration
- WTU
- FTE
7.0 CSU TAE Greater than 1.0 in Single Job Code
7.1 Report Description
Run the CSU TAE Greater Than 1.0 FTE in Single Job Code to identify temp faculty that are working more than the "full-time" allowed WTU's.
7.3 Dataset
This report was developed using the following dataset:
• TAE_Adhoc_Appt_Snowflake
7.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- Business Unit
- Dept ID
- Job Code
- From Date
- To Date
7.5
- BUSN Unit
- CHRS ID
- Campus ID
- Name
- Position Nbr
- ERN
- Jobcode
- Job Descr
- Dept ID
- Descr
- Eff Dt
- End Date
- Expected End Date
- CSU Appt Duration
- WTU
- FTE
8.0 CSU TAE Job Audit Report
8.1 Report Description
Run the CSU TAE Job Audit Report to audit the data in fields that do NOT match in the Appointment History Table and the current incumbent Job Data components. 8.2 Report Screenshot
8.3 Dataset
This report was developed using the following dataset:
• TAE_Adhoc_Appt_Snowflake
8.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- Business Unit
- Employee ID
- Campus ID
- College
- Department
- Term
- Appt Type
- Session
- EE Group
- Eff Dt Between
- Tree Hierarchy
8.5 Report Fields
This report contains the following report fields:
- Business Unit
- CHRS ID
- Campus ID
- Name
- ERN
- Eff Seq
- Job Code
- Job Title
- Grade
- Deptid
- Department
- Term
- Session
- Appt Type
- Appt Type Descr
- Other Action
- Empl Class
- Job Effective Date
- TAE Effective Date
- Job End Date
- TAE End Dt
- TAE Multi Term End Dt
- Job FTE
- TAE FTE
- Job AY Duration
- TAE AY Duration
- Job Comp Rate
- TAE Comp Rate
- Job Monthly Rate
- TAE Monthly rate
- Job Ret Cd
CSU TAE Months Off
Report Description
Description Coming Soon.
9.2 Report Screenshot

9.3 Dataset
This report was developed using the following dataset:
• TAE_Adhoc_Appt_Snowflake
9.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- Business Unit
- CHRS ID
- Campus ID
- Appt Status
- Dept ID
- From Date / To Date
9.5 Report Fields
This report contains the following report fields:
- Business Unit
- CHRS ID
- Campus ID
- Name
- ERN
- Eff Seq
- Appt Status
- Other Action
- Job Code
- Job Title
- Dept ID
- Descr
- Effective Dt
- End Dt
- Months Off #1
- Months Off #2
10.0 CSU TAE Range Elevation Eligibility Report
10.1 Report Description
The CSU TAE Range Elevation Eligibility Report shows active temp faculty lecturers who have been in the same salary grade for five (5) years, with no SSI remaining
10.3 Dataset
This report was developed using the following dataset:
• TAE_TF_Job_Snowflake
10.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- BUSN Unit
- Grade Entry Date
- Dept ID
- Tree Name
- College
10.5 Report Fields
This report contains the following report fields:
- Campus
- Empl ID
- OPRID
- Name
- Empl Rcd
- Position #
- Job Code
- Job Title
- Dept ID
- Department
- Employee Class
11.0 CSU TAE Separation Report
11.1 Report Description
The CSU TAE Separation Report shows temp academic employees who have been “Terminated” or “Retired”, within the user specified date range.
11.3 Dataset
This report was developed using the following dataset:
• TAE_TF_Job_Snowflake
11.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- Business Unit
- From Date
- To Date
- Dept ID
- Union ID
11.5 Report Fields
This report contains the following report fields:
- Business Unit
- CHRS ID
- Campus ID
- Name
- Position Nbr
- ERN
- Job Code
- Job Title
- Grade
- Union Code
- Dept ID
- Descr
- Effective Dt
- FTE
- Monthly Rate
- Comprate
- Action
- Reason Code
12.0 CSU TAE Summer Stipend
12.1 Report Description
This report is to capture what faculty are receiving a Summer Stipend based on the data entered and approved in CHRS. Note: Appointments that are under the Loaded to Job status, are those that have been approved and loaded to job or those that are approved but based on TAE process do not load to job.
12.3 Dataset
This report was developed using the following dataset:
• TAE_Adhoc_Appt_Snowflake
12.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- Business Unit
- CHRS ID
- Campus ID
- Term
- Session
- Dept ID
12.5 Report Fields
This report contains the following report fields:
- Business Unit
- CHRS ID
- Campus ID
- Name
- ERN
- Eff Seq
- Appt Status
- Other Action
- Job Code
- Job Title
- Dept ID
- Descr
- Term
- Session
- Eff Dt
- End Dt
- Summer Stipend
13.0 CSU TAE Term Workload vs. CSU Appointment
13.1 Report Description
The Term Workload vs. CSU Appointment Report is to audit the data for an AY lecture with TAE Approval History within the term specified and the fields do NOT match the the Term Workload component (SA). Users will need to use specified term to pull results. Note: Appointments that are under the Loaded to Job status, are those that have been approved and loaded to job or those that are approved but based on TAE process do not load to job (No Change, Manual Job Load).
13.3 Dataset
This report was developed using the following dataset:
• TAE_Report_Appt_CS_Dataset_Snowflake
13.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- Business Unit
- Dept ID
- College
- Term
- Session
- Appt Status
- Dept Tree
- College
13.5 Report Fields
This report contains the following report fields:
- BUSN Unit
- CHRS ID
- Campus ID
- Name
- Appt Status
- Other Action
- Appt Nbr
- Effective Date
- End Date
- TAE Comp Rate
- TAE Monthly Rate
- TAE FTE
- TAE Faculty Fraction
- TAE Contracted WTU
- Faculty Fraction
- Catalog #
- Description
- Comb Sect ID
- Class Selection
- Workload Factor
- K Factor
- S Factor
- # Units
- # Students
- Total Term FTE Assign
14.0 CSU TAE Time Base Change Report
14.1 Report Description
The CSU TAE Time Base Change Report helps identify faculty who have had a time base change (FTE) between date a specified range. 14.2 Report Screenshot
14.3 Dataset
This report was developed using the following dataset:
• TAE_TF_Job_Snowflake
14.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- BUSN Unit
- EE Group
- Dept ID
- Effective Dt Between
14.5 Report Fields
This report contains the following report fields:
- Campus
- Dept ID
- Department
- Empl Id (Employee)
- OPRID
- Name
- Position Nbr
- Job Code
- Job Title
- Grade
- Current Action
- Current Reason
- Current Effective Dt
- Previous Effective Dt
- Current End Dt
- Previous End Dt
- Current AY Duration
- Previous AY Duration
- Current Faculty Fraction
- Previous Faculty Fraction
- Current FTE
- Previous FTE
- Current Comprate
- Previous Comprate
- Current Monthly Rate
- Previous Monthly Rate
- RET CD
15.0 CSU TAE Unconditional Appointments
15.1 Report Description
Report identifies employees with unconditional appointments (Full Time – Full Timers) in the TAE module. Note: Appointments that are under the Loaded to Job status, are those that have been approved and loaded to job or those that are approved but based on TAE process do not load to job (No Change, Manual Job Load).
15.3 Dataset
This report was developed using the following dataset:
• TAE_Adhoc_Appt_Snowflake
15.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- Business Unit
- Dept ID
- Term
- Session
- EE Group
- Appt Type
- Eff Dt Used Between
- Appt Status
15.5 Report Fields
This report contains the following report fields:
- BUSN Unit
- CHRS ID
- Campus ID
- Name
- Appt #
- ERN
- Eff Seq
- Job Code
- Job Title
- Grade
- Dept ID
- Descr
- Term
- Session
- Appt Type
- Descr
- Appt Status
- Other Action
- Effective Dt
- End Dt
- Multi Term End Dt
- AY Duration
- FTE
16.0 CSU TAE – Employee Range Elevation History
16.1 Report Description
This report tracks the history of range elevation by an employee in a department
16.2 Report Screenshot

16.3 Dataset
This report was developed using the following dataset:
• TAE_TF_Job_Snowflake
16.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- BUSN Unit
- Dept ID
- EE Group
16.5 Report Fields
This report contains the following report fields:
- BUSN Unit
- CHRS ID
- Campus ID
- Name
- Effective Dt
- Eff Seq
- Job Code
- Job Title
- Salary Grade
- Grade Entry Date
- Dept ID
- Department
17.0 CSU TAE – Employees Not Rehired
17.1 Report Description
All Employees that were not rehired.
17.2 Report Screenshot

17.3 Dataset
This report was developed using the following dataset:
• TAE_TF_Job_Snowflake
17.4 Control Prompts
This report contains the following Control Prompts to allow users to filter data:
- BUSN Unit
- EE Group
- Effective Dt Between
17.5 Report Fields
This report contains the following report fields:
- BUSN Unit
- CHRS ID
- Campus ID
- Name
- ERN
- Position Nbr
- Job Code
- Job Title
- Dept ID
- Descr
- Effective Dt
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