UPDATE EMPLOYEES FOR MANAGER CHANGE
Use this screen to change the manager assigned to an employee on the Manage Employee Salary Information screen without manually updating each employee's record. This utility inserts a new line on the Manage Employee Salary Information screen for each employee whose manager name has changed.
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
Home Organization
Use the fields in this group box to select the range of home organizations.
Options
Use this drop-down list to select a range. Valid selections are:
-
All — Select this option to include all home organizations.
-
One — Select this option to include only one home organization. Enter the home organization in Start field.
-
Range — Select this option to include all home organizations beginning with the home organization in the Start field and ending with the home organization in the End field.
-
From Beginning — Select this option to include the first home organization up to the home organization you enter in the End field.
-
To End — Select this option to include home organizations from the home organization you enter in the Start field to the last home organization.
Start
If your range selection is One, enter, or click 
to select, the home organization.
If your range selection is Range or To End, enter, or click to select, the starting home organization for the range.
End
If your range selection is Range or From Beginning, enter, or click to select, the ending home organization for the range.
Effective Date
Options
This field always displays One.
Start
Enter, or click 
to select, the effective date you want inserted on the Manage Employee Salary Information screen. The report notes any employees who are not updated because their current Effective Date on the Manage Employee Salary Information screen is later than, or the same as, the effective date entered here.
Personnel Action
Options
This field always displays One.
Start
Enter, or click to select, the personnel action code to insert on the Manage Employee Salary Information screen. If you click to select a code, a table displays with the personnel action codes and descriptions that are valid on the Manage Personnel Actions screen.
Sort By
Use this group box to select the primary and secondary sorting option of the report.
1st Sort
From the drop-down, select the order in which you want to print the report. Valid options are:
-
Manager ID — Select this option to sort the report by the manager ID that is assigned to the employee on the Manage Employee Salary Information screen. You must then make a selection in the 2nd Sort field. This option is the default when you first enter this screen.
-
Home Organization — Select this option to sort the report by the home organization that is assigned to the employee on the Manage Employee Salary Information screen. If you select this option, you must select the Employee Name or Employee ID option in the 2nd Sort field.
-
Employee ID — Select this option to sort this report by employee ID. When you select this option, the 2nd Sort field defaults to None, and Costpoint disables the Employee Name and Employee ID options.
-
Employee Name — Select this option to sort this report by employee name. When you select this option, the 2nd Sort field defaults to None, and Costpoint disables the Employee Name and Employee ID options.
2nd Sort
From the drop-down list, select the secondary sorting order of the report. Valid options are:
-
Employee ID — Select this option to print this report with employee ID as the secondary sort. You can select this option only when the primary sort is Manager ID or Home Organization. This option is the default in this group box when you first enter this screen.
-
Employee Name — Select this option to print this report with employee name as the secondary sort. You can select this option only when the primary sort is Manager ID or Home Organization.
-
None — If your primary sort is Employee ID or Employee Name, this option becomes the default to indicate that further sort is not necessary. Costpoint disables this option if your primary sort is Manager ID or Home Organization.
Options
Update Existing and Subsequent Salary Info and History Records
Select this check box to automatically update manager information for existing Salary and History records. Costpoint updates all existing Salary and Info records where the effective date of the record either matches or is later (more recent) than the Effective Date entered on the Update Employees for Manager Change screen.
Costpoint also maintains a history of any subsequent manager changes in the Salary Info and History audit table. This enables you to track the following:
Include Inactive Employees
Select this check box to include employees with an inactive status in the update.
Include Inactive Accruing Leave Employees
Select this check box to include employees with an inactive accruing leave status in the update.
Update the Salary and Info History table
Click 
and select Post Update Employees for Manager Change to update. If you click this button after printing the report as part of this session (the option becomes available after printing), Costpoint displays a message asking if you really want to update. Click OK to proceed with the update. When you first enter this screen, this option is disabled.
Process/Print
If you click 
and select Print/Post Update Employees for Manager Change when you first enter this screen, Costpoint displays a message asking if you really want to update. Click OK to proceed with the update. The report prints and the update follows immediately.