This job aid shows you how to run retention, tenure, promotion (RTP) reports.

• The Review Eligibility report includes multiple layouts.

Step 1: Navigate to Review Eligibility Report.

• Menu > CSU Retention, Tenure, Promo > CSU RTP Reports > Review Eligibility Report.

Step 2: Search for your Run Control ID.

• If you do not have a run control ID, click Add a New Value and then create one.

Step 3: Set Run Control Parameters:

1. Select Eligibility Report to run.
2. Select the Review Year.
3. Optional: Select filters.

IMPORTANT: Select only ONE report to run at a time.

• Eligibility Report – Shows employees who are eligible for selected review actions.
• Opt out of Promotion – Shows employees who have opted out of Promotion.
• Postponement – Shows postponed promotions.
• Candidate Profile – Shows detailed information about an employee.

Step 4: Select Review Actions:

• Review actions:
• Professional Development Plan
• Evaluation of Tenured Faculty
• Promotion
• Retention
• Serving Terminal Year
• Tenure
• Periodic "Mini" Evaluation

The actions that you select depend on the type of report that you select:

• Eligibility Report – Select all review actions.
• Opt out of Promotion – Select Promotion only.
• Postponement – Select Promotion only.
• Candidate Profile – Select all review actions.

Step 5: Optional – Candidate Profile only: Enter the Employee ID.

• If you select Candidate Profile, the page displays the Empl ID field, which must be completed.

Step 6: Click Run to open The Process Scheduler Request.

Step 7: Run the Process Scheduler:

1. Select the active Server Name (if available).
2. Confirm the process is selected.
3. Click OK.

Step 8: Open Process Monitor.

Step 9: Click Refresh until the Distribution Status is Posted.

Step 10: Click Details.

Step 11: Click View Log/Trace.

Step 12: Click the PDF file to download the report.

Step 1: Navigate to Review Status Report.

• Menu > CSU Retention, Tenure, Promo > CSU RTP Reports > Review Status Report.

Step 2: Search for your Run Control ID.

• If you do not have a run control ID, click Add a New Value and then create one.

Step 3: Set Run Control Parameters:

1. Select Eligibility Report to run.
2. Select the Review Year.
3. Optional: Select filters.

• IMPORTANT: Select only ONE report to run at a time.

Step 4: Select all of the review actions for which you want information.

• Review actions:
• Professional Development Plan
• Evaluation of Tenured Faculty
• Promotion
• Retention
• Serving Terminal Year
• Tenure
• Periodic "Mini" Evaluation

Step 5: Click Run to open the Process Scheduler Request.

Step 6: Run the Process Scheduler:

1. Select the active Server Name (if available).
2. Confirm the process is selected.
3. Click OK.

Step 7: Click Refresh until the Distribution Status is Posted.

Step 8: Click Details.

Step 9: Click View Log/Trace.

Step 10: Click the PDF file to download the report.

Step 1: Navigate to RTP Analytics Report.

• Menu > CSU Retention, Tenure, Promo > CSU RTP Reports > RTP Analytics Report.

Step 2: Search for your Run Control ID.

• If you do not have a run control ID, click Add a New Value and then create one.

Step 3: Set Run Control Parameters:

1. Select the Review Year.
2. Optional: Select Filters.

Step 4: Click Run.

• The Process Scheduler Request opens.

Step 5: Run the Process Scheduler:

1. Select the active Server Name (if available).
2. Confirm the process is selected.
3. Click OK.

Step 6: Click Refresh until the Distribution Status is Posted.

Step 7: Click Details.

Step 8: Click View Log/Trace.

Step 9: Click the PDF file to download the report.

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