GENERATE UPCOMING REVIEWS#
The Generate Upcoming Reviews (USUR) program allows you to create reviews automatically using the rules defined by Review Type (ISRT).
You may wish to generate reviews for probationary and annual reviews, for example, but would not wish to automatically generate disciplinary reviews.
| Report Parameters | |
|---|---|
| As Of Date (EASD) | Mandatory, Date, LOV available Date used to read the Assignment Detail information that is used with the report filters. Defaults to the current date. |
| Review Type | Option, LOV available In this field you can select the appropriate review type. Through the review type you can define the review period and basis to establish the next review date. If left blank the Position or Job will be read to find the appropriate review type to use. |
| Review Eligibility | Optional, LOV available This field is mandatory IF using the Review Type parameter. It is not used if using the Positon/Job review type option. This field is used to establish whether the person qualifies to receive a review at this time. Last Review Dt Range Anniversary Dt Range Next Review Date Range Hire Date Range |
| Reviewer | |
| Next Review Date Rule | Mandatory, LOV available, <Use Review Type Rule> This field allows you to specify the rule used to calculate the next review date for the reviews generated. |
| Date Range From | Mandatory, Date, LOV available These fields define the time period in which is used in determining if a person is eligible for a review. |
| Date Range To | Mandatory, Date, LOV available These fields define the time period in which is used in determining if a person is eligible for a review. |
| Review Date | Optional, Date, LOV available This field allows you to override the calculated review date for every review created in this run. All qualified employees will receive their review on the date specified here. |
| Inc. Past Reviews | |
| Sort People By | Mandatory, LOV Available This field will indicate how the people information will be sorted. Person Code, Last Name, Government Code, Employment Type, Hire Date |
| Trial | Optional, LOV available You may choose to run the report in a trial mode to see results |
| Exception Level | Mandatory, Match, Multiple selections, LOV available. This field defines the exception level (report messages) required. |
| Print Run Logs | Optional, Toggle If an run log is required set toggle to ON. |
| User Comment | Optional, Text This is a user supplied comment. This comment will appear on all pages of the report. It is helpful during the testing phase to use the User Comment field to indicate the test scenario being run.}] |
| Break Level 1-5 | Optional, LOV available This allows up to 5 levels of breaking – entity, department, unit, group, job, position, location, auth area, status, work rule, or org level. |
| Total at Level 1-5 | Optional ON/OFF Toggle If a break level is chosen does the user want there to be totals at this break? |
| Page Break at Level 1-5 | Optional, ON/OFF Toggle If a break level is chosen does the user want there to be a page break? |
| Report List Filters | |
|---|---|
| People List Code | Optional, Multiple selection and LOV available This list contains the names of employees to be processed. |
| Person Code | Optional, Multiple selection and LOV available This is a comma-delimited list of person codes. It should not be used if a people list is used. |
| Entity | Optional, LOV available This field reduces list of people to those employees within entity listed. |
| Location | Optional, Multiple selection and LOV available This reduces list of people to those employees within locations listed. |
| Authorization | Optional, Multiple selection and LOV available This reduces list of people to those employees within auth areas listed. |
| Department | Optional, Multiple selection and LOV available This reduces list of people to those employees within the departments listed. |
| Org Level Type | Optional, Multiple selection available, LOV available The report will be limited to the Organization Level Types indicated in this field. |
| Org Level | Optional, Multiple selections and LOV available This reduces list of people to those employees within org. levels listed. |
| Unit | Optional, Multiple selection and LOV available This reduces list of people to those employees within units listed. |
| Group | Optional, Multiple selection and LOV available This reduces list of people to those employees within groups listed. |
| Payroll | Optional, Multiple selection and LOV available This reduces list of people to those employees within payrolls listed. |
| Assignment Type | Optional, Multiple selection and LOV available This is an assignment type for which the review record is generated. This field allows users to generate reviews for just one assignment type at a time. |
| Employment Status | Optional, Multiple selection and LOV available This reduces the list of people to those employees with the status listed. |
