REVIEW FORM SETUP

Summary

Use this screen to design a customized version of a review form or forms. The review form will be divided into five sections, each of which you can include or exclude, depending on your company's requirements.

Timing

Use this screen to set up review forms as part of your system initialization. You must set up review forms before you can assign a review code to an employee in the Salary Info and History screen in Costpoint Employee.

Identification

Use the fields in this group box to uniquely identify a review form.

Review Form ID

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

Description

Enter up to 30 alphanumeric characters that will uniquely describe the Review Form ID you have assigned. This is a required field.

Section I

Use the options in this group box to select information from the Basic Employee Info and Salary Info and History tables to be included on your form.

Basic Employee Info

Use the options in this group box to indicate which values found in the Basic Employee Info table you want to include on the review form.

SSN

Select this checkbox if you want the employee's social security number to display in Section I of the review form.

Hire Date

Select this checkbox if you want the employee's hire date to display in Section I of the review form.

Last Review Date

Select this checkbox if you want the employee's last review date to display in Section I of the review form.

Supervisor

Select this checkbox if you want the employee's supervisor's name to display in Section I of the review form.

Salary Info and History

Use the options in this group box to indicate which values found in the Salary Info and History table you want to include on the review form.

Comp Plan

Select this checkbox if you want the employee's compensation plan to display in Section I of the review form.

Grade

Select this checkbox if you want the employee's grade to display in Section I of the review form.

Step

Select this checkbox if you want the employee's step to display in Section I of the review form.

Hourly/Salary

Select this checkbox if you want the code for "Hourly" or "Salary" to display in Section I of the review form.

Job Title

Select this checkbox if you want the job title to display in Section I of the review form.

Current Hourly Rate

Select this checkbox if want the current hourly rate to display in Section I of the review form.

Current Salary Rate

Select this checkbox if want the current salary rate to display in Section I of the review form.

Current Annual Rate

Select this checkbox if you want the current annual rate to display in Section I of the review form.

Last Percent Increase

Select this checkbox if you want the last percent increase value to display in Section I of the review form.

Current Rating

Select this checkbox if you want the current rating value to display in Section I of the review form.

Labor Group/Union

Select this checkbox if you want the labor group or union to which this employee is assigned to display in Section I of the review form.

Note: This checkbox will be entitled Union if you selected the Enable Union Functionality checkbox in the Labor Settings screen (in Costpoint Labor). If you did not select the Enable Union Functionality checkbox in the Labor Settings screen, this checkbox will be entitled Labor Group.

Labor Location/Local

Select this checkbox if you want the location or union local to which this employee is assigned to display in Section I of the review form.

Note: This checkbox will be entitled Local if you selected the Enable Union Functionality checkbox in the Labor Settings screen (in Costpoint Labor). If you did not select the Enable Union Functionality checkbox in the Labor Settings screen, this checkbox will be entitled Labor Location.

GLC

Select this checkbox if you want the General Labor Category (GLC) to which this employee is assigned to display in Section I of the review form.

Organization

Select this checkbox if you want the organization to which this employee is assigned to display in Section I of the review form.

Manager

Select this checkbox if you want the employee's manager's name to display in Section I of the review form.

Section II

Use this pushbutton to open the Employee Evaluation section of this review form.

Section III

Use this pushbutton to open the Employee Development section of this review form.

Section IV

Use this pushbutton to open the Evaluator Comments section of this review form.

Section V

Use this pushbutton to open the Employee Comments section of this review form.

Table Information

Changes to this screen update the following tables:

Review Form Setup -   RF_S1_CONFIG

RF_S2_HDR_CONFIG

RF_S2_LN_CONFIG

RF_S3_CONFIG

RF_S4_CONFIG

RF_S5_CONFIG