Copy Evaluation
Through the Copy Evaluation wizard you can transfer evaluation in the Employee files | Evaluation panel.
Wizards
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The Copy Evaluation wizard is available in taskbar, but only in the Evaluation panel. If you click the wizard, the program will open the Employee Evaluation by Positions window. |
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The Copy Evaluation wizard is task bar is available only in the Evaluation panel of the Employee files l Position/Salary. |
In the header of the Employee Evaluation by Positions form are following fields to define. By these criteria the program will transfer evaluation to the employee files:
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Period from/to
Superior
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In this field you can select from the lookup list the period of the evaluation. You can select only among periods that are entered in the register of average salaries.
In this field you can select the person that is superior to the employee and will evaluate the efficiency.
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| Employee |
In this field you can select from the lookup list the employee to whom you would like to copy the evaluation. If you have selected only this criterion, the program will copy evaluation only to the selected employee. |
| Department |
In this field you can select from the lookup list the department to which the position belongs. |
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Position
Calculate
Formula
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In this field you can select from the lookup list the position of the employee. If you have selected only this criterion, the program will copy evaluation to all employees at this position.
In this field you can select in which Payroll preparation you will use this evaluation.
In this field you can enter the formula to calculate the evaluation.
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If you click on the Prepare New Data button, program will set data in the center and at the bottom table
If you click Take over old data the program will transfer data to the table in the center and at the bottom of the form.
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In this form you can enter or select tables only in the following fields:
- Description,
- Rating,
Other fields cannot be edited. You can merely access their registers with a double click on fields.
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The center of the form has following columns:
| Employee |
The program will according to selected criteria enter the employee. |
| Position |
The program will according to selected criteria enter the employee's position. |
| Period |
The program will according to selected criteria enter the period for which you would like to copy evaluation. |
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Points/Percentage
Performance Bonus Amount
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The program will according to selected criteria enter to an individual employee the sum of points from the Points column from the table at the bottom of the form. Of course, the Points field must below in the form must be defined.
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| Description |
In this field you can enter the description of your evaluation. |
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At the bottom of the form are following columns:
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| Name |
The program will display only names of evaluation and for positions which you have entered in the Positions of Employment register in the Evaluation panel. |
| Rating |
In this field you can select from the lookup list the value of the rating from the register of evaluation types to which you can access with a double click on this field.  |
| Weight |
The program will draw this information from the register of evaluation types from the Evaluation panel of the Positions of Employment register. |
| Points |
The program will calculate a proportional share of the rating. This proportion presents the rating in the Points column of the table in the center of the form. |
(Save) |
Once you click on the Save button, the program will transfer evaluation data to Employee files | Position/Salary | Evaluation panel. |