Contents of the Print Review Form Template Screen
Use the fields and options to configure the Print Review Form Template 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
Use this block to select the review form ID and the cutoff date you want to use for printing this form. You can also specify which managers should be included in the selection process.
Review Form
Field | Description |
---|---|
Option |
This field always displays One. |
Start |
Enter, or click
|
Effective Date
Field | Description |
---|---|
Option |
This field always displays One. |
Start |
The system date displays in this field automatically. For each selected active employee whose Next review date on the HR Data tab of the Employee User Flow is earlier than, or the same as, the entered date plus 30 days, Costpoint:
To base the report on a date other than the system date, enter, or click
|
Select
Use this drop-down list to select whether to print the review template form by manager or employee. Valid options are:
- Manager: Select this option to print the Review Form Template by manager ID. Review Forms print for those employees whose Manager in the Employee Salary Information screen matches the designated manager IDs on this screen and whose Next review date on the HR Data tab on the Employee User Flow screen is earlier than, or the same as, the Effective Date plus 30 days.
- Employee: Select this option to print the Review Form Template by employee ID. If you select this option, the Effective Date field is disabled. Review Forms print for all designated employees whose Review Form on the HR Info tab of the Employee Salary Information screen is the same as the designated review form.
Field | Description |
---|---|
Option |
Use this drop-down box to select the range of managers or employees for which you are printing. Valid options 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
|
Sort Option
Field | Description |
---|---|
1st Sort |
This field always displays Employee ID, indicating that the reported is sorted by employee ID. |