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Contents of the Print Review Statistics By Manager Screen

Use the fields and options to configure the Print Review Statistics By Manager 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 group box to select the range of review form dates and managers to include in this report. You establish and maintain manager IDs in the Manage Managers/HR Reps by Organization screen in Costpoint Personnel.

Effective Date

This date corresponds to the Effective Date on the completed review forms.

Field Description
Option

From the drop-down list, select the range of review dates for the report. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

If you select All, the Start and End fields are disabled; if you select One, the End field is disabled; if you select From Beginning, the Start field is disabled; and if you select To End, the End field is disabled.

Start

If your Option selection is One, Range, or To End, enter, or click to select, the review date that you want to start.

End

If your Option selection is Range or From Beginning, enter, or click to select, the review date that you want to end.

Manager

From the drop-down list, select the range of managers. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

If you select All, the Start and End fields are disabled; if you select One, the End field is disabled; if you select From Beginning, the Start field is disabled; and if you select To End, the End field is disabled.

Field Description
Start

If your Option selection is One, Range, or To End, enter, or click to select, the manager that you want to start.

End

If your Option selection is Range or From Beginning, enter, or use to select, the manager that you want to end.

Note: If the Managers/HR Reps defaulting method is Use Managers/HR Reps by Org on the Configure Personnel Settings screen, then the  results display the First Level Managers from the Manage Managers/HR Reps by Organization screen. If you are manually entering a value and the Managers/HR Reps defaulting method is Use Managers/HR Reps by Org on the Configure Personnel Settings screen, then the Manager must exist on the Manage Managers/HR Reps by Organization screen.

Sort By

Use the options in this group box to select the order that you want the report to print.

Field Description
1st Sort

This field displays Manager ID as the primary sort option.

2nd Sort

From the drop-down list, select the secondary sort option for the report. Valid options are:

  • Labor Group: Select this option to sort the report by the labor group that is assigned to the employee on the Manage Employee Salary Information screen in Costpoint Employee. You must then select either an Employee Name or Employee ID for your secondary sort.
  • Home Organization: Select this option to sort the report by the home organization that is assigned to the employee on the Manage Employee Salary Information screen in Costpoint Employee. You must then select either Employee Name or Employee ID for your secondary sort. The report prints all levels of the home organization.
3rd Sort

From the drop-down list select the tertiary sort option for the report. Valid options are:

  • Employee Name: Select this option to print the report by employee name for employees within a labor group or home organization.
  • Employee ID: Select this option to print the report by employee ID for employees within a labor group or home organization.