Use this function to perform the mass generation of interviews by interview type and by period.

    Prerequisites

    SEEREFERTTO Refer to documentation Implementation

    Screen management

    Creation of an interview campaign

    An interview campaign must be launched for each period and each interview type.
    After entering the different criteria, click the Create button to create the interview campaign.

    Specific cases
    • Concerning the multi-contract employees, as many interview records (GESEVA function) are created as there are contracts.
    • For an employee whose contract-chrono applies to several active activity periods, the interview refers to the last active period.
    Duplication principle

    To avoid having to reenter all the data from a campaign to another, you can duplicate an interview campaign record provided you modify the interview period.
    The result of duplicating an interview campaign record on the interview records (created by means of the interview campaign) is as follows:

    • The cycle of the new interview record is 'In progress' irrespective of the initial validation cycle ('In progress', 'Validated by N+1', 'Validated by N+2' if the record is generated from the portal and 'In progress', 'To be validated by employee', 'To be validated by N+1', 'Validated by N+1', 'Validated by N+2').
    • The header data are recovered except the campaign code if it was already specified. A new campaign code is assigned.
      The standard job and the position originate from the career record if the Career follow-up option is activated (Career follow-up check box selected in the contract record). If the option is not activated, the information originates from the contract record.
    • The data from the General tab are kept.
    • On the Performance tab, the new objectives from the previous interview record are loaded.
    • The data from the Skills tab are not kept. They must be reinitialized.
    • In the Prospects tab, completed training periods match the interview period. The requested training periods will be entered by the manager during the interview.
    • Data from the New objectives tab are not kept. The new objectives must be entered.
    • On the Comments tab, the comments from the previous interview record are recovered and displayed in the Previous interview reviewer and Employee previous interview fields (disabled fields that cannot be modified). The comments for the new interview can be entered in the Reviewer and Employee fields.

    Entry screen

    Fields

    The following fields are present on this tab :

    Block number 1

    • Code (field COD)

    Campaign code (15 characters maximum). You can create it manually or it can be generated by a sequence number.
    This code will identify the campaign during tracking or reminder operations.

    • Active (field ENAFLG)

    Use this box to specify whether the current record must be activated or not:

    • If this box is checked, the record can be used in other records (documents, parameters, etc.) or during a mass processing,
    • If it is not checked, the record is considered to be deactivated and cannot be selected.

     

    • Description (field DESAXX)

    This long title is used as title in screens and reports.

    • Short description (field SHOAXX)

    This short title is used as a title in screens and reports. It can be translated. It is recorded in your connection language.

    If you want to translate it into another language:

    • Click Translation from the Actions icon in the related field.
    • In the Translation window, add a new language code with the translation in this language.

    Code of the interview type (interview types are for example performance, development, professional, etc.).
    The list of interview types can be customized in the miscellaneous table no. 464 - Interview type.
    The interview type is available in the selection panel to filter the list according to this criteria.

    • Evaluated period start date (field STRDAT)

    When the interview displays the professional type, these fields are entitled From deadline and To deadline. The period applies to the deadlines. The professional type interview is specified in the EVAPRO – Professional interviews parameter (TC chapter, CAR group).

    SEEINFO The "professional" interview is specific to the French legislation. It is a mandatory event which takes place every two years (the period between two so-called deadlines spans two years). It must be distinguished from the 'performance' interview which takes place every year.

    For all other types of interviews, these fields are entitled From evaluated period and To evaluated period. The period applies to the evaluated period.

    For example:
    Let us consider an interview campaign for the year 2011.
    The interview forms are generated on February 1st 2012.
    Consequently, interview forms are generated for those employees with:

    • A start date earlier than 31/12/2011
    • And an empty leave date
    • Or a leave date that is later than or equal to the evaluated period end date.
    • Evaluated period end date (field ENDDAT)

     

    General

    Select the company for which the interview campaign is extracted.

    Select the site for which the interview campaign is extracted.
    This field is only available if a legislation is identified.

    Select the department for which the interview campaign is extracted.

    If no other criteria is entered, the population is taken into account.

    Select the profile for which the interview campaign is extracted.
    SEEINFOThis field is only available if a legislation is identified.

    Select the position for which the interview campaign is extracted.

    Select the standard job for which the interview campaign is extracted.

    Grid Reviewer

    Grid Additional

    Close

     

    Reports

    By default, the following reports are associated with this function :

     LISTCEV : Campaign list

    This can be changed using a different setup.

    Specific Buttons

    The following fields are included on the window opened through this button :

    Generation

    This data cannot be entered. It is inherited from the campaign selected in the previous screen.

    This data cannot be entered. It is inherited from the campaign selected in the previous screen.

    • Evaluated period (field STRDAT)

    This data cannot be entered. It is inherited from the campaign selected in the previous screen.

    • To evaluated period (field ENDDAT)

     

    • Skills initialization (field INICPC)

    Select this check box to initialize the requested and validated skills (in the Requested skills and Validated skills tables of the Interview function) upon creation of the interview records.

    • Simulation (field SIMUL)

    When this box is checked, the operation is not really executed, but only simulated. The resulting detailed trace file describes what would have been performed if the operation had not been executed in this mode.

    Criteria

    • All companies (field ALLCPY)

    Enter the criteria to limit the generation of the campaign to a group of given employees.

     

    • All sites (field ALLFCY)

     

     

     

    • All departments (field ALLSRV)

    Enter the criteria to limit the generation of the campaign to a group of given employees.

     

     

     

    Enter the criteria to limit the generation of the campaign to a group of given employees.

     

    This field defines the selection ranges of the employees' ID numbers to be processed by the function.

     

    • Other criterion (field CRI)

    Enter the criteria to limit the generation of the campaign to a group of given employees.

    Close

    Click the Interview generation button to generate the interview campaign.

    In the displayed window, the criteria selected by default match those defined for the campaign.

    Once the campaign is generated, the interview records are automatically stored in the Interview function.

    The following fields are included on the window opened through this button :

    Tracking

    This data cannot be entered. It is inherited from the campaign selected in the previous screen.

    This data cannot be entered. It is inherited from the campaign selected in the previous screen.

    • Evaluated period (field STRDAT)

    This data cannot be entered. It is inherited from the campaign selected in the previous screen.

    • field ENDDAT

     

    Criteria

    • All companies (field ALLCPY)

    Enter the criteria to limit the generation of the campaign to a group of given employees.

    Alphanumeric characters used to identify a company in a unique manner.
    It is possible to define one or several sites within the same company.
    It is possible to define a company as not being a legal company (then, it serves for reporting purposes only).

    • All sites (field ALLFCY)

    Enter the criteria to limit the generation of the campaign to a group of given employees.

     

     

    • All departments (field ALLSRV)

    Enter the criteria to limit the generation of the campaign to a group of given employees.

     

     

     

    Enter the criteria to limit the generation of the campaign to a group of given employees.

     

    • Employee from (field MATSTR)

    This field defines the selection ranges of the employees' ID numbers to be processed by the function.

    • Employee to (field MATEND)

     

    • Other criterion (field CRI)

    Field only available if no other criterion is entered.

    Close

    SEEINFOThis function is only available if the interviews have been generated.

    Use the Interview tracking button to generate a progress report for an ongoing campaign.
    Select the required criteria and click OK to validate the selection.

    A window is displayed. It shows the progress report of the campaign in the form of a table and a graph.
    Double-clicking on a line displays the detail for a given employee.

    The following fields are included on the window opened through this button :

    Reminder

    This data cannot be entered. It is inherited from the campaign selected in the previous screen.

    This data cannot be entered. It is inherited from the campaign selected in the previous screen.

    • Evaluated period (field STRDAT)

    This data cannot be entered. It is inherited from the campaign selected in the previous screen.

    • field ENDDAT

     

    • Status (field STASTR)

    Status of the interview being validated.
    The status is only displayed if the company uses the Collaborative portal (activity code = PRH).

    • field STAEND

     

    Criteria

    • All companies (field ALLCPY)

    Select this checkbox to include all companies. To run this process for a single company, do not select this checkbox.

    It is possible to enter one or more criteria in order to refine and specify the list of people concerned by the reminder.

    • All sites (field ALLFCY)

    Select this check box to include all sites. To run this process for a single site, leave clear.

    This number is used to identify the site in a unique way.
    A site belongs to only one company.
    A site can represent a geographical location (plant, company, etc. ) or a responsibility center.

    SEEWARNING All operating management actions are carried out from a site.

    It is possible to associate a default site or one site per module for each user. Depending on the function being used, the default site is submitted automatically. It can be modified with another site which has been authorized for the user, according to this user’s authorizations.

     

    • All departments (field ALLSRV)

    If this check box is selected, the script is launched for all departments (otherwise, they must be specified).

    It is possible to enter one or more criteria in order to refine and specify the list of people concerned by the reminder.

     

     

    It is possible to enter one or more criteria in order to refine and specify the list of people concerned by the reminder.

     

    This field defines the selection ranges of the employees' ID numbers to be processed by the function.

     

    • Other criterion (field CRI)

    Field only available if no other criterion is entered.

    Close

    SEEINFOThis function is only available if the interviews have beengenerated. In addition, it only applies to interview records with the status (in the validation cycle) 'In progress', 'To be validated by employee', 'To be validated by N+1.

    Use the Reminder button to send a reminder via a workflow to the managers or employees who are late in entering interviews.
    Select the required criteria and click OK to validate the selection. A window is displayed. You are required to enter the recipients of the reminder emails.

    Typographical conventions
    • If a line is totally colored, there is an anomaly in the recipient's email address or the recipient's user record is missing. The line cannot be selected and no notification can be sent.
    • If some part of a line is colored, there is an anomaly in the email address of one of the signature management parties or the user record of one of them is missing.

    Validating this new screen returns a reminder notification to the designated employees.

    Use the Interview deletion button to delete all or part of the interviews that have been generated for the campaign.

    A window is displayed. The default selection criteria match the data entered for the campaign. All the interviews for this campaign will be deleted. You can add other filters to set other selection filters. You will thus be able to select, and delete, targeted interviews (for example, enter a position to only delete the interviews linked to this position).

    SEEINFO A validated interview cannot be deleted.

    Menu Bar

    Functions / Interviews

    This function is only available if the campaign has been generated. Use this function to directly access the interviews.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation