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 Manage Performance Review Forms Screen

Use the fields and options to configure the Manage Performance Review Forms screen.

Identification

Use the fields in this group box to uniquely identify a review form.

Field Description
Review Form ID

Enter a unique code to identify this review form.

Description

Enter a description for the Review Form ID you have assigned. This is a required field.

Employee Information

Use the options in this group box to select information from the Manage Employee Information and Manage Employee Salary Information screens to be included on your form.

Basic Employee Information

Use the options in this group box to indicate which values found on the Manage Employee Information screen you want to include on the review form.

Field Description
Social Security Number

Select this check box if you want the employee's social security number to display in Section I of the review form.

Hire Date

Select this check box if you want the employee's hire date to display in Section I of the review form.

Last Review Date

Select this check box if you want the employee's last review date to display in Section I of the review form.

Supervisor

Select this check box if you want the employee's supervisor's name to display in Section I of the review form.

Salary Information and History

Use the options in this group box to indicate which values found on the Manage Employee Salary Information screen you want to include on the review form.

Field Description
Compensation Plan

Select this check box if you want the employee's compensation plan to display in Section I of the review form.

Grade

Select this check box if you want the employee's grade to display in Section I of the review form.

Step

Select this option if you want the employee's step to display in Section I of the review form.

Hourly/Salary

Select this option if you want the code for Hourly or Salary to display in Section I of the review form.

Job Title

Select this option if you want the job title to display in Section I of the review form.

Current Hourly Rate

Select this option if want the current hourly rate to display in Section I of the review form.

Current Salary Rate

Select this option if want the current salary rate to display in Section I of the review form.

Current Annual Rate

Select this option if you want the current annual rate to display in Section I of the review form.

Last Percent Increase

Select this option if you want the last percent increase value to display in Section I of the review form.

Current Rating

Select this option if you want the current rating value to display in Section I of the review form.

Labor Group/Union

Select this option if you want the labor group or union to which this employee is assigned to display in Section I of the review form.

Note: This option is titled Union if you selected the Enable Union Functionality option on the Configure Labor Settings screen. If you did not select the Enable Union Functionality option on the Configure Labor Settings screen, then this option is titled Labor Group.
Labor Location/Local

Select this option if you want the location or union local to which this employee is assigned to display in Section I of the review form.

Note: This option is titled Local if you selected the Enable Union Functionality option on the Configure Labor Settings screen. If you did not select the Enable Union Functionality option on the Configure Labor Settings screen, then this option is titled Labor Location.
GLC

Select this option if you want the General Labor Category (GLC) to which this employee is assigned to display in Section I of the review form.

Organization

Select this option if you want the organization to which this employee is assigned to display in Section I of the review form.

Manager

Select this option if you want the employee's manager's name to display in Section I of the review form.

Subtasks

Subtask Description
Employee Evaluation Click this link to open the Employee Evaluation section of this review form.
Employee Development Click this link to open the Employee Development section of this review form.
Evaluator Comments Click this link to open the Evaluator Comments section of this review form.
Employee Comments Click this link to open the Employee Comments section of this review form.