Use this screen to change the manager assigned to an employee in the Salary Info and History screen without manually updating each employee's record. This utility will insert a new line into the Salary Info and History screen for each employee whose manager name has changed.
If the Managers/HR Reps defaulting method is “Use Managers/HR Reps by Org” in the Personnel Settings screen, use this screen whenever a management change is made in the Managers/HR Reps by Org screen.
If the Managers/HR Reps defaulting method is “Use Managers/HR Reps by HR Org” in the Personnel Settings screen, use this screen whenever a management change is made in the Managers/HR Reps by HR Org screen.
Use the options in this group box to select the order in which you want to print the report.
Select this radio button to sort the report by the manager ID that is assigned to the employee in the Salary Info and History screen. You must then make a selection in the Secondary Sort group box. This radio button is the default when you first enter this screen.
Select this radio button to sort the report by the home organization that is assigned to the employee in the Salary Info and History screen. If you select this radio button, the None radio button in the Secondary Sort group box is disabled, and you must select either the Employee Name or Employee ID radio button in the Secondary Sort group box.
Select this radio button to sort this report by employee ID. When you select this radio button, the secondary sort group box defaults to None, and the Employee Name and Employee ID radio buttons are disabled.
Select this radio button to sort this report by employee name. When you select this radio button, the secondary sort group box defaults to None, and the Employee Name and Employee ID radio buttons are disabled.
The Employee ID radio button is the default in this group box when you first enter this screen.
Select this radio button to print this report with employee name as the secondary sort. You can select this radio button only when the Primary Sort is Manager ID or Home Organization.
Select this radio button to print this report with employee ID as the secondary sort. You can select this radio button only when the Primary Sort is Manager ID or Home Organization.
If your Primary Sort is either Employee ID or Employee Name, this radio button becomes the default to indicate that further sort is not necessary. This radio button is disabled if your Primary Sort is either Manager ID or Home Organization.
Use the fields in this group box to select the range of home organizations to include on the report.
Use the drop-down box to select one of the following range of organizations: "All," "One," "Range," "From Beginning," and "To End." If you select "All," the From and To fields are disabled. If you select "One," the To field is disabled. If you select "From Beginning," the From field is disabled. If you select "To End," the To field is disabled.
If you selected "One," "Range," or "To End" in the Range field, enter, or use Lookup to select, the home organization with which you want to start the report.
If you selected "Range" or "From Beginning" in the Range field, enter, or use Lookup to select, the home organization with which you want to end the report.
Enter the effective date you want inserted into the Salary Info and History screen. The report will make note of any employees who are not updated because their current Effective Date in the Salary Info and History screen is later than or the same as the effective date that is entered here.
Enter, or use Lookup to select, the personnel action code to insert into the new Salary Info and History screen. If you use Lookup to select a code, a table appears with the personnel action codes and descriptions that are valid in the Personnel Actions screen in Costpoint Personnel.
This non-editable field indicates whether or not the report has been printed in this session, and whether you can then update employees for manager change. If you change any of the previously selected criteria after printing, the field will be set to "Report Not Printed," and you will have to print the report again before you can update.
Select this button on the toolbar to update. If you select this button after printing the report as part of this session (the button becomes available after printing), you will receive a message asking if you really want to update. Answer OK to proceed with the update. When you first enter this screen, this button is grayed out
If you select this button on the toolbar when you first enter this screen, you will receive a message asking if you really want to update. Answer OK to proceed with the update. The report will print and the update will immediately follow.