This job aid shows campus administrators how to create the Department Rollup that is used for Retention, Tenure, and Promotion (RTP) processes.

Step 1: Click the Navbar button.

Step 2: Navigate to Menu > Set Up HCM > CSU Product Related Setup > CSU Workforce Admin Setup > CSU RTP Dept Rollup > View Department Rollup Current

Step 3: Select your campus SetID.

Step 4: Click Search.

• The search returns the current CSU RTP Department Rollup.

Step 5: Review the information.

Step 1 Click the Navbar button.

Step 2: Navigate to Menu > Set Up HCM > CSU Product Related Setup > CSU Workforce Admin Setup > CSU RTP Dept Rollup > Create Department Rollup

Step 3: Open the Add a new Value tab.

Step 4: Add a new value:

1. Enter a Run Control ID.
2. Enter your campus SetID.
3. Enter the CSU Year.
4. Click Add.

• The Create RTP Department Rollup page opens.

Step 5: Select the tree in the Tree Name field.

Step 6: Click Run.

• The Process Scheduler Request page opens.

Step 7: Select CSU Department Roll Up.

Step 8: Click OK.

Step 9: Open Process Monitor.

Step 10: Refresh the page until the Distribution Status is Posted.

Step 11: Open the Details.

Step 12: Click View Log/Trace.

Step 13: Review the output file to verify the process ran successfully.

Step 14: Verify the current department rollup. Use the procedure: View current Department Rollup to verify that the rollup was successful.