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:
- Campus
- Division
- College
- Department
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.
End of article