ORGANIZATIONAL PROFILE

Use this screen to print organization information that shows staffing patterns for each organizational unit and their relationships to one another, and the gender, racial, and ethnic composition of each organizational unit.

You can print this report after you have entered employee records and assigned each record with a Home Org ID in the Salary Info and History screen in Costpoint Employee. Additionally, employee records must have a valid Affirmative Action code assigned in the HR Info subtask of the Salary Info and History screen.

Select

Use this group box to specify the affirmative action plan code (and effective date) to print on the report. Establish and maintain affirmative action plan codes and coverage dates in the Affirmative Action Plans screen.

Affirmative Action Plan

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

Coverage Start Date

When 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

When 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 the first day of the plan year and whose hire date is earlier than, or the same as, the first day of the plan year will be included.

Home Organizations

Use the fields in this group box to specify one employee home organization or a range of employee home organizations to print on the report. Assign home organizations to employees in the Salary Info and History screen in Costpoint Employee.

Range Option

Use this drop-down box to select the range of organizations to include on the report. Valid options are "All," "One," "Range," "From Beginning," and "To End."

From

Enter, or use Lookup to select, the starting organization to include on the report. If you selected "All" or "From Beginning" in the Range Option field, this field is inactive.

To

Enter, or use Lookup to select, the ending organization to include on the report. If you selected "All," "One," or "To End" in the Range Option field, this field is inactive.

Preview/Print

After you populate this screen and select the Preview or Print buttons from the toolbar, the application selects those employees that are assigned to the specified Affirmative Action Plan as of the Coverage Start Date, and employed as of the Effective Date.

Additionally, if the Salary Info and History radio button is selected in the Affirmative Action Settings screen, employees are selected according to the following criteria:

• The employee record's Affirmative Action Plan is the same as the specified Affirmative Action Plan in this screen.

• The Effective Date (in this screen) falls within the Effective Date and End Date for the employee record in the Salary Info and History screen.

• The Effective Date is Term Date checkbox is unselected for the employee record in the Salary Info and History screen.

If the Basic Employee Info radio button is selected in the Affirmative Action Settings screen, employees are selected according to the following criteria:

• The employee record's Affirmative Action Plan is the same as the specified Affirmative Action Plan in this screen.

• The Effective Date (in this screen) falls within the Effective Date and End Date for the employee record in the Salary Info and History screen.

• In the Basic Employee Info screen, the employee's Termination date is null or is later than screen's Effective Date, or

• The employee's Current Hire date or Adj Hire date is the same as, or earlier than, this screen's Effective Date.

This report includes an organization profile and an optional annotated section that displays if an employee's labor location is not assigned to the Affirmative Action Plan being reported. This occurs, for example, when an employee is working at or reporting to a different location than what is assigned.

Report Columns