• Recommendation rollover is part of the Retention, Tenure, Promotion (RTP) module, which manages tenured/tenure track faculty evaluation data, tracks review cycles, schedules evaluations, and captures recommendations and evaluation outcomes.
• RTP data is maintained in the Faculty Review Tracking Tables.
• The rollover process reads records for the current review year.
• The process exports and imports a CSV file, which the campus reviews and revises. The file is then re-imported for the current year.
• The export/import process uses the CSU FTP Utility.

Step 1: Navigate to Process Recom Rollover.

Menu > CSU Retention, Tenure, Promo > CSU RTP Processes > Process Recom Rollover

Step 2: Enter a run control ID

1. Select your Business Unit.
2. Enter a Run Control ID.

Guidelines

• You must select a business unit to find your run control ID.
• If you do not have a run control ID, click Add a New Value to add one.

Step 3: Set the Run Control Parameters:

1. Select Export Faculty Review Data.
2. Set the Cur Review Year: The year that you want copied to the export file.
3. Set the Next Review Year: The year that will be imported into the Faculty Review Tracking Tables.
4. Specify the File Name: Use a naming convention that is easy to remember. When you import the file later, you must enter the exact same file name.
   • Example: RTP_[campus]_[review year].csv.
   • The file must be a comma-separated value format (CSV).

Step 4: Click Save.

The Run Control Parameters are saved.

Step 5: Click Run.

Process Scheduler Request opens.

Step 6: Confirm the process settings:

1. Specify the active server’s name if needed.
2. Confirm the process is selected.
3. Click OK.

Step 7: Open Process Monitor.

Step 8: Refresh the page until the Distribution Status shows Posted.

Step 9: Click Details.

Step 10: Click View Log/Trace.

Step 11: Review the log file.

• The file will shows the Emplid of any employees that were skipped by the export.
• Employees are skipped if a row already exists for that employee for the next Review Year. The log lists the number of rows that were exported.

Step 12: Click OK to close the Process Detail window.

Step 13: Go back to the Process Recom Rollover page.

Step 14: Click CSU File Utilities.

• Optional: Copy the file name to your buffer first.

Step 15: Download the file:

1. Enter the exact filename of the file.
2. Click Download File.

Guidelines

• You named this file in step 3.
• The file is saved to your workstation.
• The process exports three rows for each Emplid: There are three rows for possible review actions for each employee.
• The export is a copy of all fields for the Current Review Year entered on the run control.
• This is the complete file for users to begin their review for what values should be included in the rows in the Next Review Year.

A skilled user can edit the CSV file to provide values that should be included in the rows in the next review year.

After you have edited the CSV file, you can import it using the next review year.

Step 1: Navigate to Process Recom Rollover.

Menu > CSU Retention, Tenure, Promo > CSU RTP Processes > Process Recom Rollover

Step 2: Enter a run control ID

1. Select your Business Unit.
2. Enter a Run Control ID.

You must select a business unit to find your run control ID.

If you do not have a run control ID, click Add a New Value to add one.

Step 3: Set the Processing Option to Import Faculty Review Data.

Step 4: Click CSU File Utilities.

Step 5: Click Upload File.

Step 6: Add the attachment:

1. Click Choose File to browse to your local file.
2. Click Upload.

Step 7: Confirm the upload was successful.

Step 8: Close FTP Utility,

Step 9: Click Run.

Process Scheduler Request opens.

Step 10: Confirm the process settings:

1. Specify the active server’s name if needed.
2. Confirm the process is selected.
3. Click OK.

Step 11: Refresh the page until the Distribution Status shows Posted.

Step 12: Click Details.

Step 13: Click View Log/Trace.

Step 14: Review the log file.

• The file will shows the rows that were inserted into the Faculty Review Tracking Tables.

End of Article.