Use the Print Employee Roster screen to print a listing of the employees assigned to an affirmative action plan. The report will include the employee ID, employee name, home organization, functional job title, functional job title description, race, hire date, status, location or work, gender, and location of manager.
Print this report after entering the employees on the Manage Employee Information screen and after you have assigned them a detail job title and affirmative action plan code on the Manage Employee Salary Information screen.
After you populate this screen and click the Print Preview or Print buttons on the toolbar, the application selects those employees that are actively employed and assigned to the specified Affirmative Action Plan as of the screen Effective Date. The method by which Costpoint determines active employment for employee records depends on the option that is selected in the Employment History Method group box on the Configure Affirmative Action Settings screen.
If the Employee Salary Information option is selected on the Configure Affirmative Action Settings screen, employees are chosen when the Effective Date (on this screen) falls within the Effective Date and End Date for employee records on the Manage Employee Salary Information screen, and the Effective Date is Term Date check box is clear on the Manage Employee Salary Information screen.
If the Basic Employee Information option is selected on the Configure Affirmative Action Settings screen, employees are chosen when the Effective Date (in this screen) falls within the Effective Date and End Date for employee records on the Manage Employee Salary Information screen, the employee's Current Hire date (on the Manage Employee Information screen) is the same as, or earlier than, the Effective Date in this screen and the employee does not have a Term date (on the Manage Employee Information screen) or has a Term date that is the same as, or later than, the screen Effective Date.
Employees are grouped on the report by Company, followed by the Primary Sort setting and the Secondary Sort setting, if applicable.
The report columns are:
Column Heading |
Screen |
Table Name |
Employee ID |
Manage Employee Information |
EMPL |
|
Manage Employee Salary Information |
EMPL_LAB_INFO |
Employee Name |
Manage Employee Information |
EMPL |
Home Org |
Manage Employee Salary Information |
EMPL_LAB_INFO |
Functional Job Title |
Manage Employee Salary Information |
EMPL_LAB_INFO |
|
Manage Detail Job Titles |
DETL_JOB_TITLES |
Functional Job Title Description |
Manage Functional Job Titles |
FUNC_JOB_TITLES |
Race |
Manage Employee Information |
EMPL |
Gender |
Manage Employee Information |
EMPL |
Hire Date |
Manage Employee Information or Manage Employee Salary Information |
EMPL or EMPL_LAB_INFO |
Status |
Manage Employee Information |
EMPL |
Location of Work |
Manage Employee Salary Information |
EMPL_LAB_INFO |
Location of Manager |
Manage Employee Salary Information |
EMPL_LAB_INFO |
Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.
Enter, or click to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.
You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Use this group box to select the Affirmative Action Plan and effectivity date for the report.
This field displays One which means you can only specify one Affirmative Action Plan.
Enter, or click to select, the affirmative action plan for which you wish to print this report. This is a required field.
This field displays One which means you can only specify one effectivity date.
Enter, or click to select, the effective date of this report. This field displays the Coverage Start Date of the plan, but you can change the date. The report will include employees whose termination date is later than this date and whose hire date is earlier than, or the same as, this date.
After you enter the Affirmative Action Plan code, this field displays the assigned start date of the selected affirmative action plan. The date format is "MM/DD/YYYY."
After you enter the Affirmative Action Plan code, this field displays the assigned ending date of the selected affirmative action plan. The date format is "MM/DD/YYYY."
Use this group box to sort the data in the report by a specific column. You can specify a primary and a secondary sort order.
From the drop-down list, select the primary sort order of the report. Valid options are:
Employee ID — Select this option to sort the report by employee ID. If you select this option, the None option will be the default secondary sort, and the Employee ID and Employee Name secondary sort options are disabled.
Employee Name — Select this option to sort the report by employee name. If you select this option, the None option is the default secondary sort, and the Employee ID and Employee Name secondary sort options is disabled.
Home Organization — Select this option to sort the report by employees' home organization. If you select this option, the Employee ID secondary sort option defaults, but you can choose the Employee Name secondary sort option.
Labor Location — Select this option to sort the report by labor location code. If you select this option, the Employee ID secondary sort option defaults, but you can choose the Employee Name secondary sort option.
Functional Job Title — Select this option to sort the report by the functional job title that is linked to the employee's detail job title. If you select this option, the Employee ID secondary sort option defaults, but you can choose the Employee Name secondary sort option.
Job Group / EEO Code — Select this option to sort the report by the employee's Job Group/EEO Code. If the Affirmative Action Plan's Job Grouping Method is Job Groups (on the Manage Affirmative Action Plans screen) Costpoint sorts the report by Job Group.
Similarly, if the Affirmative Action Plan's Job Grouping Method is EEO Codes (on the Manage Affirmative Action Plans screen), Costpoint sorts the report by EEO Code.
If you select this option, the None option is the default secondary sort, but you can select either the Employee ID or Employee Name secondary sort options.
from the drop-down list, select the secondary sort order of the report. This is enabled if you you the Home Organization, Labor Location Functional Job Title, or Job Group/EEO Code option in the 1st Sort drop-down list.
Employee ID — Select this option to sort the report by employee ID in addition to the primary sort criteria.
Employee Name — Select this option to sort the report by employee name in addition to the primary sort criteria.
None — Select this option, when available, to print the report using only the primary sort criteria.