Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Exit Interview Form Screen

Use the fields and options to configure the Manage Exit Interview Form Screen.

Identification

Use the fields in this block to associate an exit interview form with a personnel action.

Field Description
Exit Interview Form ID

Enter an ID to identify this form. This is a required field.

Description

Enter a description of the form ID you entered. This is a required field.

Personnel Action

Enter, or use to select, the personnel action that is associated with this exit interview form. Establish personnel action codes on the Manage Personnel Actions screen.

Section I

Use this block to define what prints on the first page of your final exit interview form.

Employee Information

Select the check boxes to indicate which information you want to print on the exit interview form. This data comes from the Manage Employee Information screen and the Manage Employee Salary Information screens.

Field Description
Social Security Number

Select this check box to show the employee's social security number on the exit interview form.

Manager

Select this check box to show the name of this employee's manager on the exit interview form.

Current Hourly Rate

Select this check box to show the employee's current hourly rate on the exit interview form.

Supervisor

Select this check box to show the name of this employee's supervisor on the exit interview form.

Job Title

Select this check box to show the employee's job title on the exit interview form.

Organization

Select this check box to show the organization to which this employee is assigned on the exit interview form.

Location

Select this check box to show the employee's labor location on the exit interview form.

Current Hourly Rate

Select this check box to show the employee's current hourly rate on the exit interview form.

Current Annual Rate

Select this check box to show the employee's current annual rate on the exit interview form.

Signature Block Heading

Enter text that you want to appear above the sign-off signatures.

Sign-Offs

Use this group box to specify the names of the people who are directly responsible for signing off on the exit interview form. Enter, or use to select, the employee IDs of each applicable person. You can select a maximum of 10 employee IDs.

Subtasks

Subtask Description
Section II Click this link to open the Section II — Security and Property subtask, in which you can set up lines for security and property information on the exit interview form.
Section III Click this link to open the Section III — Compensation and Benefits subtask, in which you can set up lines for compensation and benefits information on the exit interview form.
Section IV Click this link to open the Section IV — Leave subtask, in which you can set up lines for employee leave information on the exit interview form.
Section V Click this link to open the Section V — Amount Owed subtask, in which you can set up lines for information on amounts owed to the company on the exit interview form.
Section VI Click this link to open the Section VI — Comments subtask, in which you can set up lines for employer and employee comments on the exit interview form.