Use this subtask to set up an employee's compensation, review, and affirmative action information.
You must have already set up an employee in the Basic Employee Info screen and on the main Salary Info and History screen before adding him here. Use this subtask after setting up all relevant compensation and review information at the company level.
The employee ID will default from the main screen. The employee name will default from the main screen to the adjacent unlabeled field.
If you are not using Costpoint Human Resources, this field is not available.
If you use Costpoint Human Resources, enter, or use Lookup to select, the compensation plan that you want to assign to this employee. The system checks the Compensation Plans table and 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 to the previous line's value for this field.
If you are not using Costpoint Human Resources, this field is not available.
If you use Costpoint Human Resources, enter the review form code, or use Lookup to select the desired review form. If you have established Review Form Employee Defaults in Costpoint Compensation, a 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 to the previous line's value for this field.
If you are not using Costpoint Human Resources, this field is not available.
If you use Costpoint Human Resources, enter, or use Lookup to select, the step that applies for this employee if you are using a step type plan. 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 defaults 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.
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 will indicate 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.
If you use Costpoint Human Resources, enter the performance rating for the line you are entering, or use Lookup to select the performance rating. Performance Ratings are set up in Costpoint Compensation. 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 will indicate 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.
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 an 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 assign 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 in 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 you populate the Detail Job Title field 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 this checkbox to specify that the effective date represents the employee's hire/rehire date, as specified in the main 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.