Retention, Promotion, Tenure (RTP) Department Rollup

Updated on Jun 10, 2025

RTP - Create Department Rollup

Overview

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

Background

The Department Rollup must exist for RTP functionality.
RTP uses the most recent Department Rollup. If you have not updated it recently, the system might not reflect the most recent changes to the department structure.
Run this procedure annually or after any changes to the department structure to maintain RTP functionality.

View current Department Rollup

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.

Create Department Rollup

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:

Enter a Run Control ID.
Enter your campus SetID.
Enter the CSU Year.
Click Add.

The Create RTP Department Rollup page opens.

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

Tree Guidelines

If you have created a tree specifically for Dept Rollup, then select that tree.
You can use your Dept Security tree if:
- It reflects your organizational hierarchy.
- It meets the criteria below.
The tree must reflect your organizational hierarchy.
The tree must have nodes only - no leafs.
The tree must have four levels:
1. Campus
2. Division
3. College
4. Department