Overview
This job aid shows HR Administrators how to process the Retention, Tenure, Promotion (RTP) recommendation rollover.
Background
- 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.
Export the RTP Rollover CSV file
Step 1: Navigate to Process Recom Rollover.
Menu > CSU Retention, Tenure, Promo > CSU RTP Processes > Process Recom Rollover
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Step 2: Enter a run control ID
- Select your Business Unit.
- 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.
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Step 3: Set the Run Control Parameters:
- Select Export Faculty Review Data.
- Set the Cur Review Year: The year that you want copied to the export file.
- Set the Next Review Year: The year that will be imported into the Faculty Review Tracking Tables.
- 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).
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Step 4: Click Save.
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The Run Control Parameters are saved.
Step 5: Click Run.
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Process Scheduler Request opens.
Step 6: Confirm the process settings:
- Specify the active server’s name if needed.
- Confirm the process is selected.
- Click OK.
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Step 7: Open Process Monitor.
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Step 8: Refresh the page until the Distribution Status shows Posted.
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Step 9: Click Details.
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Step 10: Click View Log/Trace.
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Step 11: Review the log file.
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- 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.
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Step 13: Go back to the Process Recom Rollover page.
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Step 14: Click CSU File Utilities.
- Optional: Copy the file name to your buffer first.
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Step 15: Download the file:
- Enter the exact filename of the file.
- 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.
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Edit the RTP Rollover CSV file
A skilled user can edit the CSV file to provide values that should be included in the rows in the next review year.
Guidelines
Do |
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Do Not |
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Import the RTP Rollover CSV file
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
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Step 2: Enter a run control ID
- Select your Business Unit.
- Enter a Run Control ID.
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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.
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Step 4: Click CSU File Utilities.
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Step 5: Click Upload File.
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Step 6: Add the attachment:
- Click Choose File to browse to your local file.
- Click Upload.
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Step 7: Confirm the upload was successful.
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Step 8: Close FTP Utility,
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Step 9: Click Run.
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Process Scheduler Request opens.
Step 10: Confirm the process settings:
- Specify the active server’s name if needed.
- Confirm the process is selected.
- Click OK.
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Step 11: Refresh the page until the Distribution Status shows Posted.
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Step 12: Click Details.
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Step 13: Click View Log/Trace.
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Step 14: Review the log file.
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- The file will shows the rows that were inserted into the Faculty Review Tracking Tables.
End of Article.
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