PRINT PERSONNEL ACTION ANALYSIS REPORT
Use the Print Personnel Action Analysis Report screen to print a report that lists the minority and female percentages for the selected Affirmative Action Plan and Personnel Actions or Personnel Action Type. Personnel Actions are assigned to employee records on the Manage Employee Salary Information screen in Costpoint Employee.
Use this application after you have established affirmative action plan codes on the Manage Affirmative Action Plans screen, and assigned them to active employee records in the HR Info tab of 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 meet the following criteria:
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The employee is assigned to the specified Affirmative Action Plan on the HR Info of the Manage Employee Salary Information screen.
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The employee record's Effective Date (on the Manage Employee Salary Information screen) falls within the Start Date and End Date in the Date Range group box, and
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The employee record contains one or more Personnel Action codes (on the Manage Employee Salary Information screen) that are within the selected Personnel Actions range (if the Personnel Action(s) option is selected), or that are linked to the selected Personnel Action Type (that is, Positive Personnel Actions or Negative Personnel Actions).
An employee can have more than one Salary Info and History record that contains one of the specified Personnel Actions within the given Analysis Date range. Each record will display on the report. Employees are grouped on the report by company, followed by the primary sort setting and the secondary sort setting, if applicable.
Location
Identification
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.
Parameter ID
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.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Use the selection ranges to enter Affirmative Action, Analysis Date, and Personnel Action information that you would like to have appear on this report.
Affirmative Action Plan
Option
This field displays One which means that you can enter only one affirmative action plan for the report.
Start
Enter, or click 
to select, the affirmative action plan for which you want to print this report.
After you enter the affirmative action plan in this field, the Start and End fields of Analysis Date display the Coverage Start Date and Coverage End Date of the plan. You can change these default dates, but the Start and End date range must be within the plan's coverage dates.
Analysis Date
Option
This field displays Range which means that you can specify start and end dates for the report.
Start
Enter, or click 
to select, the start date for the report. This date must be within the plan's coverage dates.
Date
Enter, or click to select, the end date for the report. This date must be within the plan's coverage dates.
Personnel Action(s)
Option
From the drop-down list, select the range option of personnel action codes to include on the report. Valid options are:
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All
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One
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Range
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From Beginning
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To End
If you did not select the Non-Contiguous Range check box, the default for this field is All.
Start
Enter, or click to select, the starting personnel action code. If you selected All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending personnel action code. If you selected All, One, or To End in the Option field, this field is inactive.
Non-Contiguous Range
Select this check box to create a non-contiguous list of employees for processing in the Personnel Action Non-Contiguous Ranges subtask. This check box is not available if you select Negative Personnel Actions in the Personnel Action Types group box.
Coverage Dates
Coverage Start Date
After you enter the Affirmative Action Plan, this field displays the start date of the selected affirmative action plan.
Coverage End Date
After you enter the Affirmative Action Plan, this field displays the end date of the selected affirmative action plan.
Options
Personnel Action Types
Use this group box to select the personnel type codes to include in the report. You can assign the personnel type code on the Manage Personnel Actions screen.
All
Select this option to include all personnel actions.
Positive Personnel Actions
Select this option to include only positive personnel actions.
Negative Personnel Actions
Select this option to include only negative personnel actions.
Print Employee Detail
Select this check box to include employee details on the report. The report will include the employee IDs and names that were included in the report summaries.
Sort By
1st Sort
From the drop-down list, select the primary sort option for the report. The sort options in this group box apply only if you selected the Print Employee Detail check box. These options apply only to the Employee Detail section of the report. Valid options are:
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Employee ID — Select this option to sort the employee detail section of the report by employee ID. If you select this option, the None option is the default secondary sort, and the Employee ID and Employee Name secondary sort options are disabled.
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Employee Name — Select this option to sort the employee detail section of 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 are disabled.
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Gender — Select this option to sort the employee detail section of the report by the employee's gender. You can perform the secondary sort by Employee ID or Employee Name.
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Race — Select this option to sort the employee detail section of the report by the employee's race. You can perform the secondary sort by Employee ID or Employee Name.
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Functional Job Title — Select this option to sort the employee detail section of the report by the employee's functional job title. You can perform the secondary sort by Employee ID or Employee Name.
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Personnel Action — Select this option to sort the employee detail section of the report by the employee's personnel action. You can perform the secondary sort by Employee ID or Employee Name.
2nd Sort
From the drop-down list, select the secondary sort option for the report.
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Employee ID — Select this option to sort the report by Employee ID in addition to the primary sort option. This option is enabled if you selected the Race, Gender, Functional Job Title, or Personnel Action option as the primary sort option.
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Employee Name — Select this option to sort the report by Employee Name in addition to the primary sort option. This option is enabled if you selected the Race, Gender, Functional Job Title, or Personnel Action option as the primary sort option.
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None — Select this option, when available, to print the report using the primary sort option only.
Subtask