PRINT/SEND PERFORMANCE REVIEW SCHEDULE BY MANAGER

If you are using the email capability provided, then you can use this screen to print performance review schedules and send review schedules to managers. Managers use this same application to send this information back to the Human Resources department. If you are not using the email capability, print this report from the Print Performance Review Schedule screen instead. You can establish and maintain manager IDs in the Manage Managers/HR Reps by HR Organization screen.

You can use this application after you have set up employees and entered the Next Review Date information on the HR Data tab of the Manage Employee Information screen.

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 options in this group box to select the date that you want to base this report on and to specify whether to print or print and send the report to all managers or only specific ones.

Date

Option

This field displays One as the range option

Start

Enter, or click to select, the start date for the report. The system date automatically displays in this field. Any active employees whose Next Review Date on the HR Data subtask of the Manage Employee Information screen is earlier than or the same as the date entered here prints on the report. If you want to base the report on a date other than the system date, enter that date here.

Manager

Use the options in this group box to select all or specific managers to include for this report.

Option

From the drop-down list, select the range of managers that you want to include in the report. Valid options are:

If you select All, the Start and End fields are disabled; if you select One, the End field is disabled; if you select From Beginning, the Start field is disabled; and if you select To End, the End field is disabled.

Start

If your Option selection is One, Range, or To End, enter, or use to select, the manager that you want to start.

End

If your Option selection is Range or From Beginning, enter, or use to select, the manager that you want to end.

If the Managers/HR Reps defaulting method is Use Managers/HR Reps by Org on the Configure Personnel Settings screen,  then the field displays the First Level Managers from the Manage Managers/HR Reps by Organization table. If you are manually entering a value and the Managers/HR Reps defaulting method is Use Managers/HR Reps by Org on the Configure Personnel Settings screen, the Manager must exist on the Manage Managers/HR Reps by Organization table.

If the Managers/HR Reps defaulting method is Use Managers/HR Reps by HR Org on the Configure Personnel Settings screen, then the field lists the First Level Managers from the Manage Managers/HR Reps by HR Organization table. If you are manually entering a value and the Managers/HR Reps defaulting method is Use Managers/HR Reps by HR Org on the Configure Personnel Settings screen, the Manager must exist on the Manage Managers/HR Reps by HR Organization table.