Atrieve Human Resources

Evaluation Report 

The Evaluation Report lets you list the contents of the evaluation file in order to monitor and control employee evaluations. Selection by position start date, required date, completion date, notification dates, employee categories, demo departments, demo bargaining unit, evaluation positions, evaluation locations, evaluation types, completion codes supervisor and completed by. The report also lets you sort the information in the following orders: employee, employee category, department, bargaining unit, position code, evaluation location, completion code, evaluation type code, completion date, required date and demographics location.

Position Start Date

  • To select evaluation records based on position (assignment) start date, specify a range of dates here. 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

  • 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

  • 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

  • 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 on this report. If you accept the default dates, no evaluation records will be filtered out. Enter dates as YYYYMMDD or YYMMDD.

1st Notification Sent Date

  • To select evaluation records based on evaluation 1st notification sent date, specify a range of dates here. 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

  • To select evaluation records based on evaluation 2nd notification due date, specify a range of dates here. 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

  • To select evaluation records based on evaluation 2nd notification sent date, specify a range of dates here. 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

  • To select evaluation records based on evaluation final notification sent date, specify a range of dates. All evaluations with final notification sent dates between the range specified here will be included. If you accept the default dates, no evaluation records will be filtered out. Enter dates as YYYYMMDD or YYMMDD.

Employee Categories

  • To select evaluation records based on an employee category enter up to 10 category codes. Search to view valid category codes.

Demo Departments

  • To select evaluation records based on an department enter up to 10 department codes. Search to view valid department codes.

Demo Bargaining Units

  • To select evaluation records based on an bargaining unit enter up to 10 bargaining units. Search to view valid bargaining unit codes.

Evaluation Positions

  • To select evaluation records based on evaluation position enter up to 10 employee position codes. Search for valid position codes. 

Evaluation Locations

  • To select evaluation records based on evaluation location, enter up to 10 location codes. Search to view valid location codes. 

Evaluation Types

  • To select evaluation records based on evaluation code, enter up to 10 evaluation codes here. Search to view valid evaluation codes. 

Completion Codes

  • To select evaluation records based on evaluation completion code, enter up to 10 completion codes here. Search for valid completion codes. 

Supervisor

  • To select evaluation records based on supervisor, enter the employee number of the supervisor. Search to view employees list. 

Completed By

  • To select evaluation records based on the employee that completed this evaluation, enter the number of the employee. Search to view all employees. Leave blank and <CR> to continue.

Report Sort 

  • Enter the letter that corresponds to the order 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

Evaluation Location

C

Completion Code

T

Evaluation Type Code

O

Completion Date

R

Required Date

1

Demographics Location

Employee Sort

  • Enter A for Alphabetic by Employee Name

  • Enter N for Numeric by Employee Number

Include Comments

  • Enter 'Y' to include the comments field on this report or 'N' to exclude comments.

Employee Selection

  • Enter a valid employee you wish to run the report for.