PRINT REVIEW STATISTICS BY MANAGER
Use this screen to obtain an analysis by a manager of how individual managers rate employees. You should run this report any time after storing completed review forms in the database.
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 group box to select the range of review form dates and managers to include in this report. You establish and maintain manager IDs in the Manage Managers/HR Reps by Organization screen in Costpoint Personnel.
Effective Date
This date corresponds to the Effective Date on the completed review forms.
Option
From the drop-down list, select the range of review dates for the report. Valid options are:
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All
-
One
-
Range
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From Beginning
-
To End
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 click 
to select, the review date that you want to start.
End
If your Option selection is Range or From Beginning, enter, or click to select, the review date that you want to end.
Manager
From the drop-down list, select the range of managers. Valid options are:
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All
-
One
-
Range
-
From Beginning
-
To End
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 click 
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 results display the First Level Managers from the Manage Managers/HR Reps by Organization screen. 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, then the Manager must exist on the Manage Managers/HR Reps by Organization screen.
If the Managers/HR Reps defaulting method is Use Managers/HR Reps by HR Org on the Configure Personnel Settings screen, then the results display the First Level Managers from the Manage Managers/HR Reps by HR Organization screen. 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, then the Manager must exist on the Manage Managers/HR Reps by HR Organization table.
Sort By
Use the options in this group box to select the order that you want the report to print.
1st Sort
This field displays Manager ID as the primary sort option.
2nd Sort
From the drop-down list, select the secondary sort option for the report. Valid options are:
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Labor Group — Select this option to sort the report by the labor group that is assigned to the employee on the Manage Employee Salary Information screen in Costpoint Employee. You must then select either an Employee Name or Employee ID for your secondary sort.
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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 in Costpoint Employee. You must then select either Employee Name or Employee ID for your secondary sort. The report prints all levels of the home organization.
3rd Sort
From the drop-down list select the tertiary sort option for the report. Valid options are:
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Employee Name — Select this option to print the report by employee name for employees within a labor group or home organization.
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Employee ID — Select this option to print the report by employee ID for employees within a labor group or home organization.