Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Update Employee Salary Based on Review Screen

Use the fields and options to configure the Update Employee Salary Based on Review 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

Review Effective Date

Use this these fields to select the range of effective dates for employee reviews to be included in the update process. If the Effective Date on the Manage Employee Review screen falls within the selected effective date range, Costpoint updates all applicable employees' Manage Employee Salary Information records with the appropriate compensation information. See the Costpoint Compensation documentation for details about Manage Compensation Plans and Manage Performance Review Forms procedures.

Field Description
Option

From the drop-down list, select a range option for the effective dates. Valid options are:

  • All: Select this option to include all review effective dates on the report.
  • One: Select this option to include only one review effective date on the report. Enter this review effective date in Start field.
  • Range: Select this option to include all review effective dates beginning with the date in the Start field and ending with the date in the End field.
  • From Beginning: Select this option to include the first review effective date up to the review effective date you enter in the End field.
  • To End: Select this option to include all review effective dates from the date you enter in the Start field to the last review effective date.
Start

Enter, or click to select, the beginning date for the employee reviews for which you want to update employees' Manage Employee Salary Information records. This corresponds to the Effective Date on the Manage Employee Review screen. This is a required field.

End

Enter, or click to select,  the ending date for the employee reviews for which you want to update employees' Manage Employee Salary Information records. This is the Effective Date on the Manage Employee Review screen. This is a required field.

Employees

Use these fields to process salary increases for specific employees as of the review dates selected.

Field Description
Option

From the drop-down list, select a range option for employees . Valid options are:

  • All: Select this option to include all employees on the report.
  • One: Select this option to include only one employee on the report. Enter the ID of this employee in Start field.
  • Range: Select this option to include all employees beginning with the employee ID in the Start field and ending with the Employee ID in the End field.
  • From Beginning: Select this option to include the first employee ID up to the employee ID you enter in the End field.
  • To End: Select this option to include employees from the employee ID you enter in the Start field to the last employee ID.
Start

Enter, or click to select, the starting employee IDs of the range you want to process.

End

Enter, or click to select, the ending employee IDs of the range you want to process.

Personnel Action Reason

Field Description
Option

This field always displays One.

Start

Enter, or click to select, the personnel action reason for which you want to update employees' Manage Employee Salary Information records. This is a required field.

Options

Field Description
Update Employee Review Dates

Select this check box to update the review dates on the Manage Employee Information and Manage Employee Review screens when processing.

Process

Click and select Update Employee Salary Based on Review to update the employees' Manage Employee Salary Information records based on the information provided on the report. Costpoint updates any required fields that were not selected for your Review Form from the previous Manage Employee Salary Information record.

Process/Print

Click and select Print/Update Employee Salary Based on Review to print the listing of the affected employees and update those records in a single process. You cannot first review what is being processed when you select this option.