Contents of the Manage Employee Review Screen
Use the fields and options to configure the Manage Employee Review screen.
Contents
Field | Description |
---|---|
Employee |
Enter, or click to select, the employee ID in this required field. The employee's name displays in the field to the right. |
Prior Name |
If the employee has a Prior Name specified on the Manage Employee Information screen, the name displays in this field. |
Effective Date |
Enter, or click to select, the date on which you want to base this review. This is the date on which the performance review became effective. |
Review Information
Use the fields in this group box to identify the form that you want to process.
Field | Description |
---|---|
Review Form |
Enter, or click to select, the review form ID for the form that you want to process. The review form description displays in the field to the right. |
Start Date |
Enter, or click to select, the start date of this review period for this employee. |
End Date |
Enter, or click to select, the end date of this review period for this employee. |
Signature Acknowledgment
Use the fields in this group box to enter the identifiers of the manager and the employee for this review.
Field | Description |
---|---|
Manager Signature |
Enter, or click to select, the employee ID of the "signing" manager.
|
Employee Signature |
Enter the employee ID of the "signing" employee. |
Load Defaults |
Click this button to load the employee information. |
Employee Information
This group box displays the information from the Basic Employee Info and Salary Info and History tables that you selected in the Manage Performance Review Forms screen. This is Section I of the review form.
Field | Description |
---|---|
Social Security Number |
If you selected the Social Security Number check box on the Manage Performance Review Forms screen, the employee's Social Security number displays from the Manage Employee Information screen. |
Hire Date |
If you selected the Hire Date check box on the Manage Performance Review Forms screen, the employee's hire date displays from Manage Employee Information screen. |
Last Review Date |
If you selected the Last Review Date check box on the Manage Performance Review Forms screen, the employee's last review date displays from the Manage Employee Information screen. |
Manager |
If you selected the Manager check box on the Manage Performance Review Forms screen, the employee's manager displays from the Manage Employee Salary Information screen. |
Supervisor |
If you selected the Supervisor check box on the Manage Performance Review Forms screen, the employee's supervisor displays from the Manage Employee Information screen. |
Organization |
If you selected the Organization check box on the Manage Performance Review Forms screen, the employee's organization displays from the Manage Employee Salary Information screen. |
Job Title |
If you selected the Job Title check box on the Manage Performance Review Forms screen, the employee's job title displays from the Manage Employee Salary Information screen. |
Hourly/Salary |
If you selected the Hourly/Salary check box on the Manage Performance Review Forms screen, the employee's hourly/salary code displays from the Manage Employee Salary Information screen. |
Current Hourly Rate |
If you selected the Current Hourly Rate check box on the Manage Performance Review Forms screen, the employee's current hourly rate displays from the Manage Employee Salary Information screen. |
Current Annual Rate |
If you selected the Current Annual Rate check box in the Manage Performance Review Forms screen, the employee's current annual rate displays from the Manage Employee Salary Information screen. |
Current Salary Rate |
If you selected the Current Salary Rate check box on the Manage Performance Review Forms screen, the employee's current salary rate displays from the Manage Employee Salary Information screen. |
Last Percent Increase |
If you selected the Last Percent Increase check box on the Manage Performance Review Forms screen, the employee's last percent increase displays from the Manage Employee Salary Information screen. |
Current Rating |
If you selected the Current Rating check box on the Manage Performance Review Forms screen, the employee's current rating displays from the Manage Employee Salary Information screen. |
Compensation Plan |
If you selected the Compensation Plan check box on the Manage Performance Review Forms screen, the employee's compensation plan displays from the Employee Salary Information screen. |
Step |
If you selected the Step check box on the Manage Performance Review Forms screen, the employee's step displays from the Manage Employee Salary Information screen. |
Grade |
If you selected the Grade check box on the Manage Performance Review Forms screen, the employee's grade displays from the Manage Employee Salary Information screen. |
Local |
If you selected the Labor Location/Local check box on the Manage Performance Review Forms screen, the employee's location or local displays from the Manage Employee Salary Information screen. The label for this field depends on whether or not the Enable Union Functionality option is selected on the Configure Labor Settings screen:
|
Union |
If you selected the Labor Group/Union check box on the Manage Performance Review Forms screen, the employee's labor group or union, if applicable, displays from the Manage Employee Salary Information screen. The label for this field depends on whether or not the Enable Union Functionality option is selected on the Configure Labor Settings screen:
|
GLC |
If you selected the GLC check box on the Manage Performance Review Forms screen, the employee's GLC (General Labor Category) displays from the Manage Employee Salary Information screen. |
Subtasks
Subtask | Description |
---|---|
Section II | Click this link to open the Section II — Employee Evaluation subtask, which you can use to enter Section II of the review form. This subtask displays the information you entered on the Manage Performance Review Forms screen and allows you to add more information. |
Section III | Click this link to open the Section III — Employee Development subtask, which you use to enter Section III of the review form. This subtask displays the information you entered on the Manage Performance Review Forms screen and allows you to add more information. |
Section IV | Click this link to open the Section IV — Evaluator Comments subtask, which you use to enter Section IV of the review form. This subtask displays the information you entered in the Manage Performance Review Forms screen and allows you to add more information. |
Section V | Click this link to open the Section V — Employee Comments subtask, which you use to enter Section V of the review form. This subtask displays the information you entered in the Manage Performance Review Forms screen and allows you to add more information. |