Costpoint Online Help

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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 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

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 to select, the review form ID that you want to process.

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:

  • Displays the employee's data on the report.
  • Generates a review form for the employee.

To base the report on a date other than the system date, enter, or click to select, another date here. If you print the report by employee ID, Costpoint clears this field and disables it. Costpoint prints the review form for all designated employees even if the employees do not have a review in the next 30 days.

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:

  • All: Select this option to print for all managers or employees.
  • One: Select this option to print for only one manager or employee. Enter the manager or employee in Start field.
  • Range: Select this option to print for a range of managers or employees beginning with the ID in the Start field and ending with the ID in the End field.
  • From Beginning: Select this option to print for the first manager or employee up to the ID you enter in the End field.
  • To End: Select this option to print for the manager or employee you enter in the Start field up to the last manager or employee.
Start

If your range selection is One, enter, or click to select, the ID of the manager or employee.

If your range selection is Range or To End, enter, or click to select, the starting manager or employee ID for the range.

  • If you filter by Manager and select the By Company-wide Organization option in the Manager/HR Representative Defaults group box on the Configure Personnel Settings screen, lists the First Level Managers from the Managers/HR Reps by Org table.
  • If you are manually entering a value and select the By Company-wide Organization option in the Manager/HR Representative Defaults group box on the Configure Personnel Settings screen, the manager must exist in the Managers/HR Reps by Org table.
  • If you filter by Manager and select the By HR Organization option in the Manager/HR Representative Defaults group box on the Configure Personnel Settings screen, lists the First Level Managers from the Managers/HR Reps by HR Org table.
  • If you are manually entering a value and select the By HR Organization option in the Manager/HR Representative Defaults group box on the Confiugure Personnel Settings screen, the manager must exist in the Managers/HR Reps by HR Org table.
End

If your range selection is Range or From Beginning, enter, or click to select, the ending manager or employee ID for the range.

  • If you filter by Manager and select the By Company-wide Organization option in the Manager/HR Representative Defaults group box on the Configure Personnel Settings screen, lists the First Level Managers from the Managers/HR Reps by Org table.
  • If you are manually entering a value and select the By Company-wide Organization option in the Manager/HR Representative Defaults group box on the Personnel Settings screen, the manager must exist in the Managers/HR Reps by Org table.
  • If you filter by Manager and select the By HR Organization option in the Manager/HR Representative Defaults group box on the Configure Personnel Settings screen, lists the First Level Managers from the Managers/HR Reps by HR Org table.
  • If you are manually entering a value and select the By HR Organization option in the Manager/HR Representative Defaults group box on the Configure Personnel Settings screen, the manager must exist in the Managers/HR Reps by HR Org table.

Sort Option

Field Description
1st Sort

This field always displays Employee ID, indicating that the reported is sorted by employee ID.