Use this screen to enter an online record of the review forms sent to managers or received by Human Resources. Managers can enter review information here, if the e-mail feature is being used; otherwise, the Human Resources Department can enter this data. Additionally, if you are using a weighted-average method for calculating a rating, you can select the Calculate pushbutton (in the Section II - Employee Evaluation subtask) to have Costpoint generate the rating for you.
You must have created the review form in the Print Review Form Template screen for this screen to be available.
Enter, or use Lookup to select, the employee ID for the employee whose review form you want to maintain. The employee's name displays to the right of this field. This is a required field.
Enter the date on which you want to base this review. This should be the date on which the performance review became effective. This is a required field.
If the employee has a Prior Name in the Basic Employee Info screen, it displays here.
Use the fields in this group box to identify the form you want to process.
Enter, or use Lookup to select, the review form ID for the form you want to process. The review form description displays to the right of this required field.
Enter the start date of this review period for this employee. This is a required field.
Enter the end date of this review period for this employee. This is a required field.
Use the fields in this group box to enter the IDs of the manager and the employee for this review.
Enter, or use Lookup to select, the employee ID of the "signing" manager. If the Managers/HR Reps defaulting method is “Use Managers/HR Reps by Org” in the Personnel Settings screen, Lookup will list the First Level Managers from the Managers/HR Reps by Org table. If manually entering a value and the Managers/HR Reps defaulting method is “Use Managers/HR Reps by Org” in the Personnel Settings screen, the Manager must exist in the Managers/HR Reps by Org table.
If the Managers/HR Reps defaulting method is “Use Managers/HR Reps by HR Org” in the Personnel Settings screen, Lookup will list the First Level Managers from the Managers/HR Reps by HR Org table. If manually entering a value and the Managers/HR Reps defaulting method is “Use Managers/HR Reps by HR Org” in the Personnel Settings screen, the Manager must exist in the Managers/HR Reps by HR Org table.
Enter the employee ID of the "signing" employee.
Select this pushbutton to open the subtask containing Section I of the review form. This subtask displays the information from the Basic Employee Info and Salary Info and History tables that you selected in the Review Form Setup screen in Costpoint Compensation.
Select this pushbutton to open the subtask containing Section II of the review form. This subtask displays the information you entered in the Review Form Setup screen in Costpoint Compensation and allows you to add additional information.
Select this pushbutton to open the subtask containing Section III of the review form. It displays the information you entered in the Review Form Setup screen in Costpoint Compensation and allows you to add additional information, if desired.
Select this pushbutton to open the subtask containing Section IV of the review form. It displays the information you entered in the Review Form Setup screen in Costpoint Compensation and allows you to add additional information.
Select this pushbutton to open the subtask containing Section V of the review form. It displays the information you entered in the Review Form Setup screen in Costpoint Compensation and allows you to add additional information.
Changes to this screen update the following tables:
Maintain Employee Review Info - EMPL_RF_S1_HDR
EMPL_RF_S1_LN
EMPL_RF_S2_HDR
EMPL_RF_S2_LN
EMPL_RF_S3
EMPL_RF_S4
EMPL_RF_S5