Contents of the Update Employees For Manager Change Screen
Use the fields and options to configure the Update Employees For Manager Change 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
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
|
Selection Ranges
Home Organization
Use the fields in this group box to select the range of home organizations.
Field | Description |
---|---|
Options |
Use this drop-down list to select a range. Valid selections are:
|
Start |
If your range selection is
One, enter, or click
If your range selection is
Range or
To End, enter, or click
|
End |
If your range selection is
Range or
From Beginning, enter, or click
|
Effective Date
Field | Description |
---|---|
Options |
This field always displays One. |
Start |
Enter, or click
|
Personnel Action
Field | Description |
---|---|
Options |
This field always displays One. |
Start |
Enter, or click
|
Sort By
Use this group box to select the primary and secondary sorting option of the report.
Field | Description |
---|---|
1st Sort |
From the drop-down, select the order in which you want to print the report. Valid options are:
|
2nd Sort |
From the drop-down list, select the secondary sorting order of the report. Valid options are:
|
Options
Field | Description |
---|---|
Update Existing and Subsequent Salary Info and History Records |
Select this check box to automatically update manager information for existing Salary and History records. Costpoint updates all existing Salary and Info records where the effective date of the record either matches or is later (more recent) than the Effective Date entered on the Update Employees for Manager Change screen. Costpoint also maintains a history of any subsequent manager changes in the Salary Info and History audit table. This enables you to track the following:
|
Include Inactive Employees |
Select this check box to include employees with an inactive status in the update. |
Include Inactive Accruing Leave Employees |
Select this check box to include employees with an inactive accruing leave status in the update. |
Update the Salary and Info History table |
Click
|
Process/Print |
If you click
|