Costpoint Online Help

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.

  • 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.
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:

  • If the option is selected, this field is labeled Local.
  • If the option is not selected, this field is labeled Labor Location.
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:

  • If the option is selected, this field is labeled Union.
  • If the option is not selected, this field is labeled Labor Group.
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.