Costpoint Online Help

Contents of the Print Completed Review Forms Screen

Use the fields and options to configure the Print Completed Review Forms 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 dates and managers for which you want to print review forms.

Date

Use this group box to enter a date range for selecting completed review forms.

Field Description
Option

This field always displays Range.

Start

Enter, or click to select, the beginning date for which you want to print this report. This date correlates directly to the Effective Date on the Manage Employee Review screen.

End

Enter, or click to select, the ending date for which you want to print this report. This date corresponds to the Effective Date on the Employee Review Information screen.

Manager

Use this group box to enter the manager IDs for which you want to print review forms.

Field Description
Option

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

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

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

If your range selection is Range or To End, enter, or click to select, the manager to start the range.

  • If you 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 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.
End

If your range selection is Range or From Beginning, enter, or click to select, the manager to end the range.

  • If you select the By Company-wide Organization option in the Manager/HR Representative Defaults group box on the 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 select the By HR Organization option in the Manager/HR Representative Defaults group box on the 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 Personnel Settings screen, the manager must exist in the Managers/HR Reps by HR Org table.