PRINT REVIEW FORM TEMPLATE
Use this screen to print review form templates by manager or employee ID.
This application becomes available after you establish review forms and enter the Next review date for active employees on the HR Data tab of the Manage Employee Information.
If you did not set up Costpoint to print Social Security Numbers (SSNs), blanks print instead of the numbers. The SSN check box on the Company Access subtask of the Manage Users screen controls the ability to print Social Security numbers.
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 this block to select the review form ID and the cutoff date you want to use for printing this form. You can also specify which managers should be included in the selection process.
Review Form
Option
This field always displays One.
Start
Enter, or click 
to select, the review form ID that you want to process.
Effective Date
Option
This field always displays One.
Start
The system date displays in this field automatically. For each selected active employee whose Next review date on the HR Data tab of the Employee User Flow is earlier than, or the same as, the entered date plus 30 days, Costpoint:
To base the report on a date other than the system date, enter, or click 
to select, another date here. If you print the report by employee ID, Costpoint clears this field and disables it. Costpoint prints the review form for all designated employees even if the employees do not have a review in the next 30 days.
Select
Use this drop-down list to select whether to print the review template form by manager or employee. Valid options are:
-
Manager — Select this option to print the Review Form Template by manager ID. Review Forms print for those employees whose Manager in the Employee Salary Information screen matches the designated manager IDs on this screen and whose Next review date on the HR Data tab on the Employee User Flow screen is earlier than, or the same as, the Effective Date plus 30 days.
-
Employee — Select this option to print the Review Form Template by employee ID. If you select this option, the Effective Date field is disabled. Review Forms print for all designated employees whose Review Form on the HR Info tab of the Employee Salary Information screen is the same as the designated review form.
Option
Use this drop-down box to select the range of managers or employees for which you are printing. Valid options are:
-
All — Select this option to print for all managers or employees.
-
One — Select this option to print for only one manager or employee. Enter the manager or employee in Start field.
-
Range — Select this option to print for a range of managers or employees beginning with the ID in the Start field and ending with the ID in the End field.
-
From Beginning — Select this option to print for the first manager or employee up to the ID you enter in the End field.
-
To End — Select this option to print for the manager or employee you enter in the Start field up to the last manager or employee.
Start
If your range selection is One, enter, or click to select, the ID of the manager or employee.
If your range selection is Range or To End, enter, or click to select, the starting manager or employee ID for the range.
-
If you filter by Manager and select the By Company-wide Organization option in the Manager/HR Representative Defaults group box on the Configure Personnel Settings screen, lists the First Level Managers from the Managers/HR Reps by Org table.
-
If you are manually entering a value and select the By Company-wide Organization option in the Manager/HR Representative Defaults group box on the Configure Personnel Settings screen, the manager must exist in the Managers/HR Reps by Org table.
-
If you filter by Manager and select the By HR Organization option in the Manager/HR Representative Defaults group box on the Configure Personnel Settings screen, lists the First Level Managers from the Managers/HR Reps by HR Org table.
-
If you are manually entering a value and select the By HR Organization option in the Manager/HR Representative Defaults group box on the Confiugure Personnel Settings screen, the manager must exist in the Managers/HR Reps by HR Org table.
End
If your range selection is Range or From Beginning, enter, or click to select, the ending manager or employee ID for the range.
-
If you filter by Manager and select the By Company-wide Organization option in the Manager/HR Representative Defaults group box on the Configure Personnel Settings screen, lists the First Level Managers from the Managers/HR Reps by Org table.
-
If you are manually entering a value and select the By Company-wide Organization option in the Manager/HR Representative Defaults group box on the Personnel Settings screen, the manager must exist in the Managers/HR Reps by Org table.
-
If you filter by Manager and select the By HR Organization option in the Manager/HR Representative Defaults group box on the Configure Personnel Settings screen, lists the First Level Managers from the Managers/HR Reps by HR Org table.
-
If you are manually entering a value and select the By HR Organization option in the Manager/HR Representative Defaults group box on the Configure Personnel Settings screen, the manager must exist in the Managers/HR Reps by HR Org table.
Sort Option
1st Sort
This field always displays Employee ID, indicating that the reported is sorted by employee ID.