CHRS Knowledge Base

TAE - Report Specification

Updated on

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

1.0 CSU TAE Appointment Details and Cost Analysis 

  • Report Description 
  • Report Screenshot 
  • Dataset 
  • Control Prompts 
  • Report Fields 

2.0 CSU TAE Appointment History 

  • Report Description 
  • Report Screenshot 
  • Dataset 
  • Control Prompts 
  • Report Fields 

3.0 CSU TAE Appointment Status 

  • Report Description 
  • Report Screenshot 
  • Dataset 
  • Control Prompts 
  • Report Fields 

4.0 CSU TAE Appointment Type 

  • Report Description 
  • Report Screenshot 
  • Dataset 
  • Control Prompts 
  • Report Fields 

5.0 CSU TAE DIP Sabbatical Eligibility Report 

  • Report Description 
  • Report Screenshot 
  • Dataset 
  • Control Prompts 
  • Report Fields 

6.0 CSU TAE Greater than 1.0 in Single Job Code 

  • Report Description 
  • Report Screenshot 
  • Dataset 
  • Control Prompts 
  • Report Fields 

7.0 CSU TAE Greater than 1.0 in Single Job Code 

  • Report Description 
  • Report Screenshot 
  • Dataset 
  • Control Prompts 
  • Report Fields 

8.0 CSU TAE Job Audit Report 

  • Report Description 
  • Report Screenshot 
  • Dataset 
  • Control Prompts 
  • Report Fields 

9.0 CSU TAE Months Off 

  • Report Description 
  • Report Screenshot 
  • Dataset 
  • Control Prompts 
  • Report Fields 

10.0 CSU TAE Range Elevation Eligibility Report

  • Report Description
  • Report Screenshot
  • Dataset
  • Control Prompts
  • Report Fields

11.0 CSU TAE Separation Report

  • Report Description
  • Report Screenshot
  • Dataset
  • Control Prompts
  • Report Fields

12.0 CSU TAE Summer Stipend

  • Report Description
  • Report Screenshot
  • Dataset
  • Control Prompts
  • Report Fields

13.0 CSU TAE Term Workload vs. CSU Appointment

  • Report Description
  • Report Screenshot
  • Dataset
  • Control Prompts
  • Report Fields

14.0 CSU TAE Time Base Change Report

  • Report Description
  • Report Screenshot
  • Dataset
  • Control Prompts
  • Report Fields

15.0 CSU TAE Unconditional Appointments

  • Report Description
  • Report Screenshot
  • Dataset
  • Control Prompts
  • Report Fields

16.0 CSU TAE Employee Range Elevation History

  • Report Description
  • Report Screenshot
  • Dataset
  • Control Prompts
  • Report Fields

17.0 CSU TAE Employees Not Rehired

  • Report Description
  • Report Screenshot
  • Dataset
  • Control Prompts
  • Report Fields 

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.

1.2 Report Screenshot

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).

2.2 Report Screenshot

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).

3.2 Report Screenshot

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).

4.2 Report Screenshot

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.

5.2 Report Screenshot

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.

6.2 Report Screenshot

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.

7.2 Report Screenshot

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

10.2 Report Screenshot

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.

11.2 Report Screenshot

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.

12.2 Report Screenshot

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).

13.2 Report Screenshot

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).

15.2 Report Screenshot

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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