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Evaluation Code Database Maintenance

Evaluation Codes allow you to facilitate and tailor the employee performance evaluation process for different types of employees. Each evaluation code has different characteristics attached to it, which alter the way the evaluation screen will function. 

Evaluation Code

Enter up to 6 alphanumeric character evaluation code. 

Description

Enter up to 30 characters to describe the evaluation code.

Required Source

The system will calculate the evaluation required date based on either the assignment start date or the current hire date. The system will add the interval days (entered below) to the source date selected to calculate the required date.

Enter 'A' to select the assignment start date.

Enter 'H' to select the current hire date.

Required Interval

Enter an interval code so the system will know how many days to add to the source date to calculate the required evaluation date.

Next Evaluation

If this evaluation should be followed by another one sometime in the future, enter that code here.  If, when in Evaluation Changes, you choose to Create A New Evaluation, this Next Evaluation code will be used as a default for the new evaluation.

Next Interval

If you specified a Next Evaluation in the field above, you can also specify an interval code to be used in the calculation of the required date.

Automatic Next Evaluation

Enter 'Y' to automatically create a second evaluation record from Evaluation Additions. Instead of a single evaluation being created for the specified information, a second one will be created with the same employee, position, position start date. The evaluation code will be taken from field Next Evaluation and the required date is calculated based on field Next Interval. All other evaluation fields will be blanked out. If you selected 'Y' here, you must enter information into both fields 05 and 06. If any of fields 05 and 06 are left blank, the next evaluation record will NOT be created by the system even if you enter 'Y' for field 07.

Personal Notification Forms

Enter 'Y' to optionally create a personal evaluation notification form right away from the Evaluation Additions screen.

Enter 'N' if you do not want to create a notification.

Check Calendars

If you enter 'Y' the system skips over statutory holidays, professional days, and Saturdays and Sundays (according to the position code) in its calculation of the evaluation required date.

If you enter 'N', then holidays, Professional Development days and weekends are included in the calculation.

1ST Notification Interval

Enter an interval code that determines when the 1st notification should be sent to employees about to receive their evaluation. This interval represents an amount of time before the evaluation required date. This field can be left blank if you do not send out notification letters.

2ND Notification Interval

Enter an interval code that will determine when the 2nd notification should be sent to employees about to receive their evaluation. This interval represents an amount of time before the evaluation required date. This field can be left blank if the second notification letter is not to be sent.

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