CHRS Knowledge Base

CHRS Reporting-Report Specification -TAE

Updated on

Temporary Academic Employment

This article provides reporting specifications for TAE in Quicksight.

Report Specification CHRS Reporting

Last Revised: 11/20/2024

REVISION CONTROL

Document Title: Temporary Academic Employment Report Specifications

Author: Business Intelligence / Data Operations (BI/DO)

Expand or collapse content CSU TAE Appointment Details and Cost Analysis

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.

Report Screenshot

CSU TAE Appointment Details and Cost Analysis

Dataset

This report was developed using the following dataset:

  • TAE_Report_Appt_CS_Dataset_Snowflake

Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • BUSN Unit
  • Dept ID
  • Term
  • EE Group

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
Expand or collapse content CSU TAE Appointment History

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).

Report Screenshot

CSU TAE Appointment History

Dataset

This report was developed using the following dataset:

  • TAE_Adhoc_Appt_Snowflake

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

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
Expand or collapse content CSU TAE Appointment Status

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).

Report Screenshot

CSU TAE Appointment Status

Dataset

This report was developed using the following dataset:

  • TAE_Report_Appt_Snowflake

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

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
Expand or collapse content CSU TAE Appointment Type

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).

Report Screenshot

CSU TAE Appointment Type report

Dataset

This report was developed using the following dataset:

  • TAE_Report_Appt_Snowflake

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

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
Expand or collapse content CSU TAE DIP – Sabbatical Eligibility Report

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.

Report Screenshot

CSU TAE DIP – Sabbatical Eligibility Report

Dataset

This report was developed using the following dataset:

  • TAE_TF_Job_Snowflake

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

Report Fields

This report contains the following report fields:

  • Business Unit
  • CHRS ID
  • Campus ID
  • Name
  • ERN
  • Position Nbr
  • Job Code
  • Job Title
  • Dept ID
  • Descr
  • FTE
  • DIP Eligibility Date
  • Sabbatical Eligibility Date
Expand or collapse content CSU TAE Greater than 1.0 in Single Job Code

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.

Report Screenshot

CSU TAE Greater than 1.0 in Single Job Code

Dataset

This report was developed using the following dataset:

  • TAE_Adhoc_Appt_Snowflake

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

Report Fields

This report contains the following report fields:

  • 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
Expand or collapse content CSU TAE Greater than 1.0 in Single Job Code

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.

Report Screenshot

CSU TAE Greater than 1.0 in Single Job Code

Dataset

This report was developed using the following dataset:

  • TAE_Adhoc_Appt_Snowflake

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

Report Fields

This report contains the following report fields:

  • 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
Expand or collapse content CSU TAE Job Audit Report

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.

Report Screenshot

CSU TAE Job Audit Report

Dataset

This report was developed using the following dataset:

  • TAE_Adhoc_Appt_Snowflake

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

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
Expand or collapse content CSU TAE Months Off

Report Description

Description Coming Soon.

Report Screenshot

CSU TAE Months Off

Dataset

This report was developed using the following dataset:

  • TAE_Adhoc_Appt_Snowflake

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

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
Expand or collapse content CSU TAE Range Elevation Eligibility Report

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

Report Screenshot

CSU TAE Range Elevation Eligibility Report

Dataset

This report was developed using the following dataset:

  • TAE_TF_Job_Snowflake

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

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
Expand or collapse content CSU TAE Separation Report

Report Description

The CSU TAE Separation Report shows temp academic employees who have been “Terminated” or “Retired”, within the user specified date range.

Report Screenshot

CSU TAE Separation Report

Dataset

This report was developed using the following dataset:

  • TAE_TF_Job_Snowflake

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

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
Expand or collapse content CSU TAE Summer Stipend

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.

Report Screenshot

CSU TAE Summer Stipend

Dataset

This report was developed using the following dataset:

  • TAE_Adhoc_Appt_Snowflake

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

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
Expand or collapse content CSU TAE Term Workload vs. CSU Appointment

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).

Report Screenshot

CSU TAE Term Workload vs. CSU Appointment

Dataset

This report was developed using the following dataset:

  • TAE_Report_Appt_CS_Dataset_Snowflake

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

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
Expand or collapse content CSU TAE Time Base Change Report

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.

Report Screenshot

CSU TAE Time Base Change Report

Dataset

This report was developed using the following dataset:

  • TAE_TF_Job_Snowflake

Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • BUSN Unit
  • EE Group
  • Dept ID
  • Effective Dt Between

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
Expand or collapse content CSU TAE Unconditional Appointments

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).

Report Screenshot

CSU TAE Unconditional Appointments

Dataset

This report was developed using the following dataset:

  • TAE_Adhoc_Appt_Snowflake

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

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
Expand or collapse content CSU TAE – Employee Range Elevation History

Report Description

This report tracks the history of range elevation by an employee in a department

Report Screenshot

CSU TAE – Employee Range Elevation History

Dataset

This report was developed using the following dataset:

  • TAE_TF_Job_Snowflake

Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • BUSN Unit
  • Dept ID
  • EE Group

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
Expand or collapse content CSU TAE – Employees Not Rehired

Report Description

All Employees that were not rehired.

Report Screenshot

CSU TAE – Employees Not Rehired

Dataset

This report was developed using the following dataset:

  • TAE_TF_Job_Snowflake

Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • BUSN Unit
  • EE Group
  • Effective Dt Between

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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