EXIT INTERVIEW FORM SETUP

Use this screen to set up exit interview forms based on personnel action codes. You can also include or exclude whole sections or line items within each of these sections. Section I will always be printed as shown in this screen.

You can complete this screen at any time after you have established personnel action codes.

Identification

Use the fields in this group box to associate an exit interview form with a personnel action.

Exit Interview Form ID

Enter up to 12 alphanumeric characters to uniquely identify this form. This is a required field.

Description

Enter up to 30 alphanumeric characters to describe the form ID you entered above. This is a required field.

Personnel Action

From this drop-down list, select the personnel action that will be associated with this exit interview form. Establish Personnel Action codes in the Personnel Actions screen.

Section I

Use this group box to define what will print on the first page of your final exit interview form.

Employee Info

Select the checkboxes to indicate which information you want to print on the exit interview form. This data will come from the Basic Employee Info and the Salary Info and History screens in Costpoint Employee.

SSN

Select this checkbox to show the employee's social security number on the exit interview form.

Manager

Select this checkbox to show the name of this employee's manager on the exit interview form.

Current Hourly Rate

Select this checkbox to show the employee's current hourly rate on the exit interview form.

Supervisor

Select this checkbox to show the name of this employee's supervisor on the exit interview form.

Job Title

Select this checkbox to show the employee's job title on the exit interview form.

Organization

Select this checkbox to show the organization to which this employee is assigned on the exit interview form.

Location

Select this checkbox to show the employee's labor location on the exit interview form.

Current Annual Rate

Select this checkbox to show the employee's current annual rate on the exit interview form.

Signature Block Heading

Enter text that you want to appear above the sign-off signatures.

Sign-Offs

Use this group box to specify the names of the people who will be directly responsible for signing off on the exit interview form. Enter, or use Lookup to select, the employee IDs of each applicable person. You can select up to 10 employee IDs.

Section II

Select this pushbutton to open the Section II - Security and Property subtask, in which you can set up lines for security and property information on the exit interview form.

Section III

Select this pushbutton to open the Section III - Compensation and Benefits subtask, in which you can set up lines for compensation and benefits information on the exit interview form.

Section IV

Select this pushbutton to open the Section IV - Leave subtask, in which you can set up lines for employee leave information on the exit interview form.

Section V

Use this pushbutton to open the Section V - Amount Owed subtask, in which you can set up lines for information on amounts owed to the company on the exit interview form.

Section VI

Use this pushbutton to open pens the Section VI - Comments subtask, in which you can set up lines for employer and employee comments on the exit interview form.

Table Information

Changes to this screen update the following tables:

Exit Interview Form Setup - H_EXIT_INTV_FORM

                                      - H_SECT2_HDR_SEC

                                      - H_SECT2_LN_SEC

                                      - H_SECT3_HDR_COMP

                                      - H_SECT3_LN_COMP

                                      - H_SECT4_HDR_LV

                                      - H_SECT4_LN_LV

                                      - H_SECT5_HDR_AMT

                                      - H_SECT5_LN_AMT

                                      - H_SECT6_COMMENTS

Leave Type - LV_TYPE

Personnel Action Reason - PERS_ACT_REASON