EMPLOYEE ROSTER

Use this screen to print a listing of the employees assigned to an affirmative action plan. The report will include the employee ID, employee name, home org, functional job title, functional job title description, race, hire date, status, location or work, gender, and location of manager.

Print this report after entering the employees in the Basic Employee Info screen in Costpoint Employee and after you have assigned them a detail job title and affirmative action plan code in the Salary Info and History screen in Costpoint Employee.

Select

Affirmative Action Plan

Enter, or use Lookup to select, the affirmative action plan for which you wish to print this report. This is a required field.

Coverage Start Date

After you enter the Affirmative Action Plan code, this field displays the assigned start date of the selected affirmative action plan. The date format is "MM/DD/YYYY."

Coverage End Date

After you enter the Affirmative Action Plan code, this field displays the assigned ending date of the selected affirmative action plan. The date format is "MM/DD/YYYY."

Effective Date

Enter the effective date of this report. This field defaults with the plan's Coverage Start Date, but can be changed. Employees whose termination date is later than this date and whose hire date is earlier than, or the same as, this date will be included.

Primary Sort

Use this group box to sort the report by employee ID, employee name, home organization, labor location, functional job title, or job group/EEO code.

Employee ID

Select this radio button to sort the report by employee ID. If you select this radio button, the None radio button will be the default secondary sort, and the Employee ID and Employee Name secondary sort radio buttons will be disabled.

Employee Name

Select this radio button to sort the report by employee name. If you select this radio button, the None radio button will be the default secondary sort, and the Employee ID and Employee Name secondary sort radio buttons will be disabled. 

Home Organization

Select this radio button to sort the report by employees' home organization. If you select this radio button, the Employee ID secondary sort radio button will default, but you can choose the Employee Name secondary sort radio button.

Labor Location

Select this radio button to sort the report by labor location code.  If you select this radio button, the Employee ID secondary sort radio button will default, but you can choose the Employee Name secondary sort radio button.

Functional Job Title

Select this radio button to sort the report by the functional job title that is linked to the employee's detail job title. If you select this radio button, the Employee ID secondary sort radio button will default, but you can choose the Employee Name secondary sort radio button.

Job Group / EEO Code

Select this radio button to sort the report by the employee's Job Group/EEO Code.  If the Affirmative Action Plan's Job Grouping Method is Job Groups (in the Affirmative Action Plans screen), the system sorts the report by Job Group.  

Similarly, if the Affirmative Action Plan's Job Grouping Method is EEO Codes (in the Affirmative Action Plans screen), the system sorts the report by EEO Code.

If you select this radio button, the None radio button will be the default secondary sort, but you can select either the Employee ID or Employee Name secondary sort radio buttons.

Secondary Sort

Use the options in this group box to select the secondary sort criteria for the report.

Employee ID

Select this radio button to sort the report by employee ID in addition to the primary sort criteria. This radio button is enabled if you selected the Home Organization, Labor Location Functional Job Title, or Job Group/EEO Code radio button in the Primary Sort group box.

Employee Name

Select this radio button to sort the report by employee name in addition to the primary sort criteria. This radio button is enabled if you selected the Home Organization, Labor Location Functional Job Title, or Job Group/EEO Code radio button in the Primary Sort group box.

None

Select this radio button, when available, to print the report using only the Primary Sort criteria.

Preview/Print

Once you have populated this screen and selected the Preview or Print buttons on the toolbar, the application selects those employees that are actively employed and assigned to the specified Affirmative Action Plan as of the screen Effective Date. The method by which the system determines active employment for employee records depends on the radio button that is selected in the Employment History Method group box in the Affirmative Action Settings screen.

If the Salary Info and History radio button is selected in the Affirmative Action Settings screen, employees are chosen when the Effective Date (in this screen) falls within the Effective Date and End Date for employee records in the Salary Info and History screen, and the Effective Date is Term Date checkbox is unselected in the Salary Info and History screen.

If the Basic Employee Info radio button is selected in the Affirmative Action Settings screen, employees are chosen when the Effective Date (in this screen) falls within the Effective Date and End Date for employee records in the Salary Info and History screen, the employee's Current Hire date (in the Basic Employee Info screen) is the same as, or earlier than, the Effective Date in the Employee Roster screen, and the employee does not have a Term date (in the Basic Employee Info screen) or has a Term date that is the same as, or later than, the screen Effective Date.

Employees are grouped on the report by Company, followed by the Primary Sort setting and the Secondary Sort setting, if applicable.

Report Columns