Use this subtask to set up an employee's compensation and related review information.
Use this subtask after setting up all relevant compensation and review information at a company level. You must have already set up an employee in the Basic Employee Info screen and in the Maintain Employee Master screen before adding information here.
These non-editable fields display the employee ID and name from the main screen.
Enter, or use Lookup to select, the compensation plan that you want to assign to this employee. The plan is validated against the Compensation Plans table (the program validates that there is a salary range in effect for this plan and the effective date of this line). When you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically creates a new line and defaults the previous line's value for this field. If you are not using Costpoint Human Resources, this field is not available.
Enter the review form code, or use Lookup to select the desired review form. If you have established Review Form Employee Defaults, this code will default from that table. When you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically creates a new line and defaults the previous line's value for this field. If you are not using Costpoint Human Resources, this field is not available.
Enter the step that applies for this employee if you are using a union compensation plan, or use Lookup to select the step. When you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically creates a new line for the updated fields. If you are not using Costpoint Human Resources, this field is not available.
This non-editable field displays data from the Functional Job Titles screen in Costpoint Compensation. When you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically creates a new line for the updated fields. If you are not using Costpoint Human Resources, this field is not available.
This non-editable field is system-generated, based on the employee's compensation plan, grade or step, and detail job title. This percentage indicates the increase for a grade change. A promotional change is recognized only where there is a change. When you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically creates a new line for the updated fields. If you are not using Costpoint Human Resources, this field is not available.
Enter, or use Lookup to select, the performance rating for the line you are entering. This code is validated against the applicable Performance Ratings table. When you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically creates a new line for the updated fields. If you are not using Costpoint Human Resources, this field is not available.
If you use Costpoint Human Resources, this non-editable field is system-generated, based on the employee's compensation plan, grade or step, and detail job title. This percentage indicates the increase for a merit change. When you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically creates a new line for the updated fields. If you are not using Costpoint Human Resources, this field is not available.
Use the fields in this group box to assign affirmative action data, if applicable.
Enter, or use Lookup to select, an affirmative action plan to be assigned to this employee. You must first establish the affirmative action plan in Costpoint Affirmative Action before you can assign it to employee records, and you must specify a labor location when you assign an affirmative action plan to the employee. If you have assigned a labor location code to an affirmative action plan code (in the Assign Labor Locations subtask of the Affirmative Action Plans screen in Costpoint Affirmative Action) and it is assigned to the employee record (in the Labor Location/Local field in the main screen), the Affirmative Action Plan code will default. The affirmative action plan codes that you assign to employees will be used in the reports under the Employee Reports menu in Costpoint Affirmative Action.
Enter, or use Lookup to select, the job group code that applies to this employee. Establish job group codes in Costpoint Affirmative Action, and assign them to Functional Job Titles in Costpoint Compensation.
If you are not using Costpoint Human Resources, this field is not available.
If you use Costpoint Human Resources, this non-editable field defaults from the Functional Job Titles screen in Costpoint Compensation. Functional Job Titles are assigned to Detail Job Titles, and when the Detail Job Title field is populated in the Salary Info and History screen, the EEO Code defaults based on the assignment in the Functional Job Titles screen. When you use the Update Employee Salary Based on Review screen in the Employee Performance Reviews menu, the system automatically creates a new line and defaults the previous line's value for this field.
Select one of two checkboxes in this group box to indicate that the effective date is the employee's hire date or termination date. If you enter a Personnel Action that has an Employment Status of "Termination" (in the Personnel Actions screen in Costpoint Personnel), the Effective Date is Term Date checkbox will become checked. If you enter a Personnel Action has an Employment Status of "Hire," the Effective Date is Hire Date checkbox will become checked.
Select this checkbox to specify that the effective date represents the employee's hire/rehire date, as specified in the Maintain Employee Master or Basic Info screen. The New Hire Report and Equal Opportunity Survey (in Costpoint Affirmative Action) will use this checkbox to determine how many hire dates the employee had within the reporting period.
Select this checkbox to specify that the employee was inactive during the specified period of time (i.e., between the Effective Date and End Date). The Termination Report and Equal Opportunity Survey (in Costpoint Affirmative Action) will use this checkbox to determine how many termination dates the employee had within the reporting period.
Use this text box to enter up to 254 alphanumeric characters regarding the employee and/or the assigned affirmative action information. For example, you can use this field to specify the reason that the employee is or is not assigned to an Affirmative Action Plan. This field is not required, but it may assist you in tracking Affirmative Action issues.