Employee Settings>Aternate Terms

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The policies in this group allow System Administrators to customize many of the terms used in Encompassing Visions to better suit the organization. By default, Encompassing Visions will assign the default value to match the term (e.g. the default value for the alternate term for Job Family is Job Family). The only exception is if the term is more than the maximum length of 50 characters. In some cases, additional possible values are included with the install but for the most part, it is expected that organizations will want to define their own custom terms. In order to use a custom term, the new term must first be added to the list of possible values for that term in the Add/Revise Optional Data function (from the View Actions menu). When an alternate term is selected (see Edit Policies), that term will be displayed throughout the system in menus, screens and reports in place of the Encompassing Visions default term. All terms are defined in the Glossary of Terms.

 

Note: The use of many of these fields is optional and dependent on other policies in the system. If you do not plan to use a field you should  leave the term as the default. All of these entries are phrased in the form of a question: "What term do you use for the Visions Term: xxxx".

 

Employee Settings_Alternate Terms

 

Importance Rating

Used in Work Plans and Work Plan reviews.

Business Objective

Used in Work Plans and Work Plan reviews.

Professional Development Objective

The default value for this term is Prof. Development Objective. Used in Work Plans and Work Plan reviews.

Level of Importance

Used in Work Plans and Work Plan reviews.

Degree of Difficulty

Used in Work Plans and Work Plan reviews.

Resource

Used in Work Plans and Work Plan reviews.

Resource Category

Used in Work Plans and Work Plan reviews.

Baseline

Used in Work Plans and Work Plan reviews.

Target

Used in Work Plans and Work Plan reviews.

Goal

Used in Work Plans and Work Plan reviews.

Stretch

Used in Work Plans and Work Plan reviews.

Bonus Eligible

Used in Work Plans and Work Plan reviews.

Category (as in Objective Type)

Used in Work Plans and Work Plan reviews.

Actions

Used in Work Plans and Work Plan reviews.

Employee Actions

Used in Work Plans and Work Plan reviews.

Lead Actions

Used in Work Plans and Work Plan reviews.

Due Date

Used in Work Plans and Work Plan reviews.

Percentage Weighting

Used in Work Plans and Work Plan reviews.

Add/Revise Alternate Term Data

This function maintains the options (or choices) for each of the alternate terms in the system. The Terms which can be changed are listed in the Add/Revise Optional Data menu:

Employees_policies_alternate terms

 

Select the desired term to view and click within the memo notes to edit the policy.

All alternate names currently available for the selected value are listed in the drop down menu.

 

All items from this menu use the Add Alternative Term screen to add Alternate Terms, add icon .  

edit a policy screen for alternate term3

 

You may add iconor delete icon an alternate term policy value.

When you are finished making changes, click on the Save button.

Click on the Cancel button if you do not want to save the changes.

Cancel or Save

 

Deletion of an Alternate Term Data

 

The tool tip "Delete the selected alternate term from the available options" will display when you hover over the Delete button.

Click Delete (delete icon ) to delete the selected entry (you will be asked to confirm the deletion). alternate terms delete screen for policy value

 

To add a new alternate name for the selected value, type the name in the "Add Alternate name (in text box)" and click ok. The new name will be added to the list, and will now be available when selecting other user-defined values.
Note: The maximum length of the alternate term is 50 characters.

Click Cancel to close the Add Alternative Term screen and return to previous screen..