Use this tab to enter performance review information and Affirmative Action data. The fields in this screen will be disabled if you are not licensed to use the Human Resources applications.
You must initialize the Employee User Flow (People\Maintain\Employee), Compensation Plan, Review Form Setup, Affirmative Action Plans, Labor Locations/Locals, Job Groups, and Functional Job Titles screens before you enter data in this application.
The clone feature allows you to duplicate record information.
Use the fields in this group box to enter compensation details.
Enter, or use Lookup to select, the compensation plan that you want to assign to this employee.
The system checks the Compensation Plans tables and validates that there is a salary range in effect for this plan. The system also evaluates the effective date.
Enter, or use Lookup to select, the review form code.
If you have created records in the Performance Review Form Defaults screen, a code will default in this field from that table.
Enter, or use Lookup to select, the step that applies for this employee if you are using a union compensation plan.
When you use the Update Employee Salary Based on Review screen, the system automatically creates a new line for the updated fields.
This non-editable field displays the grade, as entered in the Functional Job Titles screen.
When you use the Update Employee Salary Based on Review screen, the system automatically creates a new line for the updated fields.
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.
When you use the Update Employee Salary Based on Review screen, the system automatically creates a new line for the updated fields.
Enter, or use Lookup to select, the performance rating for the line you are entering.
When you use the Update Employee Salary Based on Review screen, the system automatically creates a new line for the updated fields.
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 merit increase.
When you use the Update Employee Salary Based on Review screen, 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 Affirmative Action plans and labor locations/locals.
If you assign a labor location code to an Affirmative Action plan and it is assigned to the employee record, the Affirmative Action code will default into this field.
Enter, or use Lookup to select, the job group code.
This non-editable field displays automatically, based on data you entered in the Functional Job Titles screen.
When you use the Update Employee Salary Based on Review screen, the system automatically creates a new line for the updated fields.
Enter up to 254 alphanumeric characters to specify additional Affirmative Action details.
For example, you can use this field to specify the reason the employee is or is not assigned to an affirmative action plan.
Entering data in this field may assist you in tracking Affirmative Action issues.
Select one checkbox in this group box to indicate the effective date.
If the data you enter in the Personnel Action group box displays a "Termination" status, the system automatically selects the Effective Date is Term Date checkbox. If the data you enter in the Personnel Action group box displays a "Hire" status, the system automatically selects the Effective Date is Hire Date checkbox.
Select this checkbox to indicate that the effective date represents the employee's hire/rehire date, as specified in the Employee User Flow screen (People\Maintain\Employee).
The New Hire Report and Equal Opportunity Survey Report will use this checkbox to determine how many hire dates the employee had within the reporting period.
Select this checkbox to indicate that the employee was inactive during the specified period of time, such as between the effective date and end date.
The Termination Report and Equal Opportunity Survey Report will use this checkbox to determine how many termination dates the employee had within the reporting period.
Changes to this screen update the EMPL_LAB_INFO (Employee Labor Information) table.
The EMPL (Employee) table is the main source table evaluated as you modify data in this screen.