Overview
This job aid shows you how to complete faculty recommendation, tenure, promotion (RTP) transactions.
Background
After a faculty employee review, the following RTP review actions must be reviewed and approved before being loaded to jobs:
- Promotion - Granted
- Tenure - Granted or Denied
- Retention - Denied
Transaction Review
Step 1: Navigate to Transaction Review.
Menu > CSU Retention, Tenure, Promo > CSU RTP Faculty Reviews > Transaction Review.
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Step 2: Enter search information, then click Search.
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The search must include a Business Unit and a Review Year.
Step 3: Review the information.
- Optional: open tabs to view more columns.
- Optional: Click the expansion icon to show all columns.
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Step 4: Select the transactions to submit.
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Optional: Click Select All.
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Step 5: Click Submit for Approval.
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Step 6: Click Save.
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Transaction Approval
Step 1: Navigate to Transaction Approval.
Menu > CSU Retention, Tenure, Promo > CSU RTP Faculty Reviews > Transaction Approval.
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Step 2: Enter search information, then click Search.
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The search must include a Business Unit and a Review Year.
Step 3: Review the information.
- Optional: open tabs to view more columns.
- Optional: Click the expansion icon to show all columns.
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Step 4: Optional: Edit the fields on the Compensation tab.
Step 5: On the Transaction Status tab, select transactions to approve.
Step 6: Click Save.
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Transaction Load
Step 1: Navigate to Transaction Load.
Menu > CSU Retention, Tenure, Promo > CSU RTP Faculty Reviews > Transaction Load.
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Step 2: Search for your Run Control ID.
If you do not have a Run Control ID, click Add a New Value to create one.
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Step 3: Review the information.
- Optional: open tabs to view more columns.
- Optional: Click the expansion icon to show all columns.
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Step 4: Optional: Edit the fields on the Compensation tab.
Step 5: On the Transaction Status tab, select transactions to load to Job Data.
Step 6: Click Save.
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Step 7: Click Run. The Run button is at the top of the page.
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The Process Scheduler Request opens.
Step 8: Run the process
- Select the active server.
- Confirm the RTP Load process is selected.
- Click OK.
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If the Server Name field is disabled, it is selected automatically. You can run the process.
Step 9: Open Process Monitor.
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Step 10: Click Details.
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Step 11: Click View Log/Trace.
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Step 12: Review each of the log files.
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Verify the changes were made to Job Data.
End of Article.
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