UPDATE EMPLOYEE SALARY BASED ON REVIEW
Use this screen to process performance review results and update an employee's Manage Employee Salary Information record for a given effective date range. This screen is available only if you are using the review forms.
Use this screen anytime you complete a review form for an employee.
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
Review Effective Date
Use this these fields to select the range of effective dates for employee reviews to be included in the update process. If the Effective Date on the Manage Employee Review screen falls within the selected effective date range, Costpoint updates all applicable employees' Manage Employee Salary Information records with the appropriate compensation information. See the Costpoint Compensation documentation for details about Manage Compensation Plans and Manage Performance Review Forms procedures.
Option
From the drop-down list, select a range option for the effective dates. Valid options are:
-
All — Select this option to include all review effective dates on the report.
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One — Select this option to include only one review effective date on the report. Enter this review effective date in Start field.
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Range — Select this option to include all review effective dates beginning with the date in the Start field and ending with the date in the End field.
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From Beginning — Select this option to include the first review effective date up to the review effective date you enter in the End field.
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To End — Select this option to include all review effective dates from the date you enter in the Start field to the last review effective date.
Start
Enter, or click 
to select, the beginning date for the employee reviews for which you want to update employees' Manage Employee Salary Information records. This corresponds to the Effective Date on the Manage Employee Review screen. This is a required field.
End
Enter, or click to select, the ending date for the employee reviews for which you want to update employees' Manage Employee Salary Information records. This is the Effective Date on the Manage Employee Review screen. This is a required field.
Employees
Use these fields to process salary increases for specific employees as of the review dates selected.
Option
From the drop-down list, select a range option for employees . Valid options are:
-
All — Select this option to include all employees on the report.
-
One — Select this option to include only one employee on the report. Enter the ID of this employee in Start field.
-
Range — Select this option to include all employees beginning with the employee ID in the Start field and ending with the Employee ID in the End field.
-
From Beginning — Select this option to include the first employee ID up to the employee ID you enter in the End field.
-
To End — Select this option to include employees from the employee ID you enter in the Start field to the last employee ID.
Start
Enter, or click 
to select, the starting employee IDs of the range you want to process.
End
Enter, or click to select, the ending employee IDs of the range you want to process.
Personnel Action Reason
Option
This field always displays One.
Start
Enter, or click to select, the personnel action reason for which you want to update employees' Manage Employee Salary Information records. This is a required field.
Options
Update Employee Review Dates
Select this check box to update the review dates on the Manage Employee Information and Manage Employee Review screens when processing.
Process
Click 
and select Update Employee Salary Based on Review to update the employees' Manage Employee Salary Information records based on the information provided on the report. Costpoint updates any required fields that were not selected for your Review Form from the previous Manage Employee Salary Information record.
Process/Print
Click 
and select Print/Update Employee Salary Based on Review to print the listing of the affected employees and update those records in a single process. You cannot first review what is being processed when you select this option.