Costpoint Online Help

Contents of the Identify Employee Service Awards Screen

Use the fields and options to configure the Identify Employee Service Awards screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Eligible Date

Field Description
Option

From the drop-down list, select the range option for eligible dates. Valid options are:

  • All: Select this option to include all eligible dates on the report.
  • One: Select this option to include only one eligible date on the report. Enter this eligible date in Start field.
  • Range: Select this option to include all eligible dates that fall within the date in the Start field and date in the End field.
  • From Beginning: Select this option to include the first eligible date up to the date you enter in the End field.
  • To End: Select this option to include eligible dates from the date you enter in the Start field to the last eligible date.
Start

If your range selection is One, enter, or click to select, the date (in MM/DD/YYYY format) for which you want to print information.

If your range selection is Range or To End, enter, or click to select, the starting date of the range.

End

If your range selection is Range or From Beginning, enter, or click to select, the ending date of the range.

Service Award

Field Description
Option

From the drop-down list, select a range option for service awards. Valid options are:

  • All: Select this option to include all service awards on the report.
  • One: Select this option to include only one service award on the report. Enter the service award code in Start field.
  • Range: Select this option to include all awards beginning with the service award code in the Start field and ending with the service award code in the End field.
  • From Beginning: Select this option to include the first service award code up to the service award code you enter in the End field.
  • To End: Select this option to include awards from the service award code you enter in the Start field to the last service award code.
Start

If your range selection is One, enter, or click to select, the service award code.

If your range selection is Range or To End, enter, or click to select, the starting service award code for the range.

End

If your range selection is Range or From Beginning, enter, or click to select, the ending service award code for the range.

Home Organization

Field Description
Option

From the drop-down list, select a range option for home organizations. Valid options are:

  • All: Select this option to include all home organizations on the report.
  • One: Select this option to include only one home organization on the report. Enter the home organization in Start field.
  • Range: Select this option to include all home organizations beginning with the home organization in the Start field and ending with the home organization in the End field.
  • From Beginning: Select this option to include the first home organization up to the home organization you enter in the End field.
  • To End: Select this option to include home organizations from the home organization you enter in the Start field to the last home organization.
Start

If your range selection is One, enter, or click to select, the home organization.

If your range selection is Range or To End, enter, or click to select, the starting home organization for the range.

End

If your range selection is Range or From Beginning, enter, or click to select, the ending home organization for the range.

Sort By

1st Sort

From drop-down list, select the primary sorting order of the report. Valid options are:

  • Employee Name: Select this option to sort the report by employee name.
  • Employee ID: Select this option to sort the report by employee ID.
  • Home Organization: Select this option to sort the report by the home organization that is assigned to the employee on the Employee Salary Information screen. If your primary sort is by Home Organization, you must select the Employee Name or Employee ID option for your secondary sort. The report prints all levels of the home organization.
  • Manager: Select this option to sort the report by employee manager.

2nd Sort

From the drop-down list, select the secondary sorting order of the report. Valid options are:

  • Employee Name: Select this option to print the report by the employee name for employees within a specific home organization.
  • Employee ID: Select this option to print the report by the employee ID for employees within a specific home organization.
  • None: This option is disabled if the primary sort you selected is by Home Organization.

Options

Employee Status

Use this group box to select the status of employee to be updated.

Field Description
Active

Select this check box to include employees who have a Status of Active on the Employee Info tab of the Manage Employee Information screen.

Inactive

Select this check box to include employees who have a Status of Inactive on the Employee Info tab of the Manage Employee Information screen.

Inactive Accruing Leave

Select this check box to include employees who have a Status of Inactive Accruing Leave on the Employee Info tab of the Manage Employee Information screen.

Family Medical Leave Act

Select this check box to include employees who have a Status of Family Medical Leave on the Employee Info tab of the Manage Employee Information screen.

Award Date Method

  • Use this group box to select the method to be used when determining the date awarded for any generated employee awards records. 
Field Description
Today's Date

Select this option to use the date of processing to populate the Date Awarded field in the generated employee awards records

Date Eligible

Select this option to use the date on which the employee becomes eligible for the award to populate the Date Awarded field in the generated employee awards records

Specify Date

Select this option to enter/select a date to be used in the Date Awarded field in the generated employee awards records. When you select this option, you will need to enter, or click to select, a date in the adjacent unlabeled field.