Use this screen to print a report that lists the minority and female percentages for the selected Affirmative Action Plan and Personnel Action(s) or Personnel Action Type. Personnel Actions are assigned to employee records in the Salary Info and History screen in Costpoint Employee.
Use this application after you have established affirmative action plan codes in the Affirmative Action Plans screen, and assigned them to active employee records in the HR Info subtask of the Salary Info and History screen in Costpoint Employee.
Use this group box to enter the affirmative action plan for which you want to print this report.
Enter, or use Lookup to select, the affirmative action plan for which you want to print this report. You can enter up to 12 alphanumeric characters. This is a required field. The unlabeled field to the right displays the affirmative action plan description.
After you enter the Affirmative Action Plan, this non-editable field displays the start date of the selected affirmative action plan.
After you enter the Affirmative Action Plan, this non-editable field displays the end date of the selected affirmative action plan.
Once you have populated the Affirmative Action Plan field, the Start Date and End Date in this group box default with the Coverage Start Date and Coverage End Date, respectively, but can be changed. The Start Date and End Date range must be within the plan's coverage dates.
Enter the date with which you want to start the report.
Enter the date with which you want to end the report.
Select this radio button to choose all "positive" personnel actions or all "negative" personnel actions. You can assign the personnel type code in the Personnel Actions screen.
Select this radio button to choose one personnel action code or a range of personnel action codes.
Select this radio button to analyze all positive personnel actions.
Select this radio button to analyze all negative personnel actions.
Select this checkbox to create a non-contiguous list of employees for processing. This checkbox is available only if you selected Personnel Action(s) in the Select Options group box.
Use this drop-down box to select range of personnel action codes to include on the report. Valid options are "All," "One," "Range," "From Beginning," and "To End." If you did not select the List Mode checkbox, the default for this field is "All;" if you selected the List Mode checkbox, the default is "One."
Enter, or use Lookup to select, the starting personnel action code. If you selected "All" or "From Beginning" in the Range Option field, this field is inactive.
Enter, or use Lookup to select, the ending personnel action code. If you selected "All," "One," or "To End" in the Range Option field, this field is inactive.
Select this pushbutton to insert the values entered in the From and/or To fields into the Personnel Action list box.
Select this pushbutton to remove the selected list box values from the list box.
Select this checkbox to include employee details on the report. The report will include the employee IDs and names that were included in the report summaries.
Use this group box to choose the field by which to sort the report. The sort options in this group box apply only if you selected the Print Employee Detail checkbox. These options apply only to the Employee Detail section of the report.
Select this radio button to sort the employee detail section of 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.
Select this radio button to sort the employee detail section of 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.
Select this radio button to sort the employee detail section of the report by the employee's gender. You can perform the secondary sort by Employee ID or Employee Name.
Select this radio button to sort the employee detail section of the report by the employee's race. You can perform the secondary sort by Employee ID or Employee Name.
Select this radio button to sort the employee detail section of the report by the employee's functional job title. You can perform the secondary sort by Employee ID or Employee Name.
Select this radio button to sort the employee detail section of the report by the employee's personnel action. You can perform the secondary sort by Employee ID or Employee Name.
Use the options in this group box to select the secondary sort criterion for the report.
Select this radio button to sort the report by Employee ID in addition to the primary sort criterion. This radio button is enabled if you selected the Race, Gender, Functional Job Title, or Personnel Action radio button in the Primary Sort group box.
Select this radio button to sort the report by Employee Name in addition to the primary sort criterion. This radio button is enabled if you selected the Race, Gender, Functional Job Title, or Personnel Action radio button in the Primary Sort group box.
Select this radio button, when available, to print the report using the Primary Sort criterion only.
Once you have populated this screen and selected the Preview or Print buttons on the toolbar, the application selects those employees that meet the following criteria:
The employee is assigned to the specified Affirmative Action Plan in the HR Info subtask of the Salary Info and History screen
The employee record's Effective Date (in the Salary Info and History screen) falls within the Start Date and End Date in the Date Range group box, and
The employee record contains one or more Personnel Action codes (in the Salary Info and History screen) that are within the selected Personnel Action(s) range (if the Personnel Action(s) radio button is selected), or that are linked to the selected Personnel Action Type (i.e., Positive Personnel Actions or Negative Personnel Actions).
An employee can have more than one Salary Info and History record that contains one of the specified Personnel Actions within the given date range in the Date Range group box. Each record will appear on the report. Employees are grouped on the report by company, followed by the Primary Sort setting and the Secondary Sort setting, if applicable.