Costpoint Online Help

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Contents of the Print Performance Review Schedule Screen

Use the fields and options to configure the Print Performance Review Schedule 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 the fields in this group box to select the range of home organizations to include on this report.

Date

Field Description
Option

This field displays One as the range option.

Start

Enter, or click to select, the start date for the report. The system date automatically defaults into this field. Any employees whose Next review date on the HR Data tab of the Manage Employee Information screen is earlier than, or the same as, the date entered appears on the report if they are active employees. If you want to base the report on a date other than the system date, enter that date here.

Home Organization

Field Description
Option

From the drop-down list, select the range of home organizations. 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 use to select, the home organization that you want to start.

End

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

Sort By

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

Field Description
1st Sort

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

  • Employee Name: Select this option to sort the report by employee name.
  • Employee ID: Select this option to sort the report by employee ID.
  • Manager ID: Select this option to sort the report by the manager ID assigned to the employee on the Manage Employee Salary Information screen. If your primary sort is by Manager ID, you must then select either 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. If your primary sort is by Home Organization, you must then select either Employee Name or Employee ID for your secondary sort. The report prints all levels of the home organization.
2nd Sort

The options in this drop-down list are available based on your selection in the 1st Sort drop-down list. If you choose to print this report by Manager ID or Home Organization, the Employee ID and Employee Name options are available for selection. If you select Employee Name or Employee ID as the primary sort option, then the None option is the default for this group box.

  • Employee Name: Select this option to sort the report by employee name for employees within each manager ID or home organization. If you selected Employee Name or Employee ID as the primary sort option, this option is disabled.
  • Employee ID: Select this option to sort the report by employee ID for employees within each manager ID or home organization. If you selected Employee Name or Employee ID as the primary sort option, this option is disabled.
  • None: This option is disabled if the primary sort you selected is by Manager ID or Home Organization. If you selected Employee Name or Employee ID as the primary sort option, this option is the only available choice.