Costpoint Online Help

Contents the Update Salaries For Compensation Plan Changes Screen

Use the fields and options to configure the Update Salaries For Compensation Plan Changes screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Compensation Plan

Field Description
Options

This field always displays One.

Start

From the drop-down list, select the compensation plan to which this update applies.

Effective Date

Field Description
Options

This field always displays One.

Start

Enter, or click to select, the effective date of the Manage Compensation Plan Salary Ranges table for which these changes apply. This date is the effective date used for the new line that is added to the Manage Employee Salary Information table when you perform the update.

Sort By

1st Sort

From the drop-down list, select the order in which you want the report to print. Valid options are:

  • Employee Name: Select this option to sort the report by employee name.
  • Employee ID: Select this option to sort the report by employee ID.
  • Labor Group: Select this option to sort the report by the labor group that is assigned to the employee on the Manage Employee Salary Information screen. If your primary sort is by Labor Group, you must then select either Employee Name or Employee ID for your secondary sort.
  • Home Organization: Select this option to sort the report by the home organization that is assigned to the employee on the Manage Employee Salary Information screen. If your primary sort is by Home Organization, you must then select either Employee Name or Employee ID for your secondary sort. The report prints all levels of the home organization.
  • Next Review Date: Select this option to sort the report by the next review date that is assigned to the employee on the Manage Employee Salary Information screen. If your primary sort is by Next Review Date, you must then select either Employee Name or Employee ID for your secondary sort.

2nd Sort

From the drop-down list, select the secondary sorting order of the report. The availability of the options in this drop-down list depends on your selections in the 1st Sort field:

  • If you print this report by Labor Group, Home Organization, or , the Employee Name or Employee ID options are available.
  • If you select Employee Name or Employee ID as the primary sort, the None option automatically defaults for this drop-down list and you cannot change it.

Valid options are:

  • Employee Name: Select this option to print the report by employee name for employees within a labor group, home organization, or next review date category. If you select Employee Name or Employee ID for your primary sort, this option is disabled.
  • Employee ID: Select this option to print the report by employee ID for employees within a labor group, home organization, or next review date category. If you select Employee Name or Employee ID for your primary sort, this option is disabled.
  • None: This option is disabled if the primary sort is by Labor Group, Home Organization, or Next Review Date. If you selected one of these options, you must select either Employee Name or Employee ID for your secondary sort. If you selected Employee Name or Employee ID for your primary sort, this option is the only choice available.
Field Description
Process

Click and select Post Update Salaries for Compensation Plan Changes to update the employee's Manage Employee Salary Information table as indicated on your report. You update as close as possible to the effective date of the changes for affected employees falling within the minimum section of the salary ranges.

Process/Print

Click and select Print/Post Update Salaries for Compensation Plan Changes to print the report and update the employee's Manage Employee Salary Information table in one process.

Note:

You cannot use the Update Employees for Compensation Plan Changes process to update the employee's Manage Employee Salary Information table when the salary ranges of an existing compensation plan have been recalculated but the plan's effective dates have not changed.