The Evaluation Mass Creation Process will create evaluations for entire groups of employees. These groups can be selected by employee category, department, bargaining unit, position, or location. If a group of employees has evaluations on a regular basis on a predetermined date or on the anniversary of their hire date, this process will create evaluations for everyone in that group.
Employee Status Codes To Exclude
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Select a valid status code to exclude or this field can be left blank.
Employee Categories
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To run this process for a specific employee category enter a valid category or use the binoculars for the list of valid codes.
Demo Departments
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To run this process for a specific department enter a valid department or use the binoculars for the list of valid codes.
Demo Bargaining Units
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To run this process for a specific bargaining unit enter a valid bargaining unit or use the binoculars for the list of valid codes.
Demo Positions
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To run this process for a specific position enter a valid position or use the binoculars for the list of valid codes.
Demo Locations
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To run this process for a specific location enter a valid location or use the binoculars for the list of valid codes.
Tqs Category
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To select only those employees of a particular TQS category you can do so by entering the category. Leave blank if you don't want to select by TQS category.
Evaluation Code
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Enter the evaluation code to include on these evaluations. Search to view a list of valid evaluation codes. This is a mandatory field.
Position Code
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Enter the position code to include on these evaluations. Search for valid evaluation codes. If you want the system to use the employee's demographic position code, enter the key word DEMOPOSI. If employees do not have positions on their demographic screen, a position of POSITION will be used. If this occurs, you should create a fictitious position code called POSITION. This is a mandatory field.
Position Start Date
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Enter the position start date (YYYYMMDD or YYMMDD). While this date is required by the system, it may not necessarily represent anything meaningful. To use the employee's hire date as the position start date, enter the key word HIREDATE.
Eval Required Date
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Enter the date (YYYYMMDD or YYMMDD) the evaluation is required. To use the anniversary date of the employee's hire date, enter the keyword ANNIVERS. This is field mandatory.
Creation Start Date/Creation End Date
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If ANNIVERS was entered as the Eval Required Date, you will prompted for the creation date range. To create evaluations for an entire year, enter a year's date range.
1st Notification Interval/2nd Notification Interval
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If you are using notification intervals, enter them here. If employees or sites should be notified of upcoming evaluations 4 weeks and 2 weeks in advance, enter a 4 week interval code at the 1ST Notification Interval prompt, and a 2 week interval code at the 2ND Notification Interval prompt. Both fields are optional.
Update With Loc From Demo
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To update each evaluation with the employee's demographic location, enter 'Y' at this prompt or if not, enter 'N'.
Preliminary/Final Run
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Enter 'P' to run this process in preliminary mode.
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Enter 'F' for final mode.
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A preliminary run will produce a report of the new evaluations without actually creating them. A final run produces a report and creates the new evaluations.