The Evaluation Notification Forms program will produce forms to notify supervisors of pending evaluations for employees in their departments. The report will produce forms for the 1st, 2nd and Final notification. Evaluations can be selected using the same selection criteria as the evaluation report. The difference is that you will be prompted for which notification (1st, 2nd, or Final) you want to send out at this time. Based on this response the defaults of the selection criteria will be altered so the correct evaluation records will be included to produce the notification forms.
1st/2nd/Final Notification
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Enter 1 if you are producing forms for the first notification.
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Enter 2 for the second notification.
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Enter 'F' for final notification. The date defaults will change according to the notification form selected. For all options, the default start and end dates for completion date will be blank so that forms for evaluations already completed will be excluded. If you are producing forms for the 1st notification, the default start and end dates will be blank so that forms for evaluations for which 1st notification forms have already been sent will be excluded. The same applies for the 2nd and final notifications. Their respected default notification sent dates will be blank to so that duplication notifications will NOT be sent.
Position Start Date
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To select evaluation records based on position (assignment) start date, specify a range of dates. All evaluations with position (assignment) start dates between the range specified will be included. If you accept the default dates, no evaluation records will be filtered out. Enter dates as YYYYMMDD or YYMMDD.
Required Date
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To select evaluation records based on evaluation required date, specify a range of dates here. All evaluations with evaluation required dates between the range specified will be included. If you accept the default dates, no evaluation records will be filtered out. Enter dates as YYYYMMDD or YYMMDD.
Completion Date
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To select evaluation records based on evaluation completion date, specify a range of dates here. All evaluations with evaluation completion dates between the range specified will be included. If you accept the default dates, no evaluation records will be filtered out. Enter dates as YYYYMMDD or YYMMDD.
1st Notification Due Date
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To select evaluation records based on evaluation 1st notification due date, specify a range of dates here. All evaluations with 1st notification due dates between the range specified will be included. If you accept the default dates, no evaluation records will be filtered out. Enter dates as YYYYMMDD or YYMMDD.
1st Notification Sent Date
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To select evaluation records based on evaluation 1st notification sent date, specify a range of dates. All evaluations with 1st notification sent dates between the range specified will be included. If you accept the default dates, no evaluation records will be filtered out. Enter dates as YYYYMMDD or YYMMDD.
2nd Notification Due Date
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To select evaluation records based on evaluation 2nd notification due date, specify a range of dates. All evaluations with 2nd notification due dates between the range specified will be included. If you accept the default dates, no evaluation records will be filtered out. Enter dates as YYYYMMDD or YYMMDD.
2nd Notification Sent Date
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To select evaluation records based on evaluation 2nd notification sent date, specify a range of dates. All evaluations with 2nd notification sent dates between the range specified will be included. If you accept the default dates, no evaluation records will be filtered out. Enter dates as YYYYMMDD or YYMMDD.
Final Notification Sent Date
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To select evaluation records based on evaluation final notification sent date, specify a range of dates here. All evaluations with final notification sent dates between the range specified will be included. If you accept the default dates, no evaluation records will be filtered out. Enter dates as YYYYMMDD or YYMMDD.
Employee Categories
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To select evaluation records based on an employee category enter up to 10 category codes. Search to view valid category codes.
Demo Departments
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To select evaluation records based on an department enter up to 10 department codes. Search to view valid department codes.
Demo Bargaining Units
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To select evaluation records based on an bargaining unit enter up to 10 bargaining units. Search to view valid bargaining unit codes.
Evaluation Positions
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To select evaluation records based on evaluation position, enter up to 10 employee position codes. Search to view valid position codes. Leave blank and <CR> to continue.
Evaluation Locations
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To select evaluation records based on employee demographic location, enter up to 10 location codes. Search to view valid location codes. Leave blank and <CR> to continue.
Evaluation Types
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To select evaluation records based on evaluation code, enter up to 10 evaluation codes here. Search to view valid evaluation codes. Leave blank and <CR> to continue.
Completion Codes
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To select evaluation records based on evaluation completion code, enter up to 10 completion codes. Search to view valid completion codes. Leave this field blank and press <CR> to continue.
Supervisor
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To select evaluation records based on supervisor, enter the employee number of the supervisor here. Search to view valid employees. Leave blank and <CR> to continue.
Completed By
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To select evaluation records based on the employee that completed this evaluation, enter the number of the employee here. Search to view valid employees. Leave blank and <CR> to continue to the next prompt.
Report Sort
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Enter the letter corresponding to the order you want to sort this report. Refer to the below table for the meaning of each letter.
|
Letter |
Sort Order |
|---|---|
|
E |
Employee |
|
A |
Employee Category |
|
D |
Department |
|
B |
Bargaining Unit |
|
P |
Position Code |
|
L |
Location |
|
C |
Completion Code |
|
T |
Evaluation Type Code |
|
R |
Required Date |
|
O |
Completion Date |
Employee Sort
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Enter A for Alphabetic by Employee Name
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Enter N for Numeric by Employee Number
Report/Forms/Mail Merge
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Enter 'R' to produce a report of the employee evaluations selected by the above criteria.
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Enter 'F' to produce notification forms.
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Enter 'M' to create a merge/export file of the selected records.
Merge Profile
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If you chose to create a merge/export file, you MUST enter a merge profile. Search to view valid merge/export profiles.
Update Date Sent
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This prompt will only be accessible if you choose to create notification forms as opposed to producing a report or merge file.
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Enter 'Y' here to update the selected notification date of the selected evaluations with the date you will enter below. If, for example, you are creating notification forms for the 2nd notification and enter 'Y' then the date YYMMDD to the update date prompt below. All evaluation records selected based on the above selection criteria will have their 2nd notification sent dates updated with the date YYMMDD.
Update Date
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This prompt is accessible if you choose to create notification forms and specify to update the notification sent date by entering 'Y' in the prompt above. Enter the date (YYYYMMDD or YYMMDD) to update the notification date sent field with.
Employee Selection
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Enter a valid employee you wish to run the report for.