Costpoint Online Help

Contents of the Manage Employee Information Screen

Use the fields and options to configure the Manage Employee Information screen.

Identification

Field Description
Employee

This alphanumeric field is user-defined. Each employee in the database must have an identifier.

  • If you did not select the Use Social Security No for Employee ID check box on the Corporate Labor Settings subtask of the Configure Labor Settings screen, you can enter the maximum number of characters specified for Employee ID Length on the Corporate Labor Settings subtask.
  • If you selected the Use Social Security No for Employee ID check box, enter the nine-digit Social Security number for new employees in the Employee field (in the numeric form _ _ _-_ _-_ _ _ _). The Social Security No field in the Employee Info tab automatically populates with the same data. The field length for the Employee field automatically defaults to 11 characters in this case (for example, 123-45-6789). 

After you save the record, you cannot change the Employee ID field. However, you can change the Social Security No field, regardless of the Use Social Security No for Employee ID check box's status. Similarly, existing employee records are not affected if the employee ID is different from the Social Security number.

Name

This field displays the employee's name.

Subtasks

Subtask Description
Salary Click this link to open the Salary subtask. Use this subtask to create or edit salary records.
Leave Beginning Balances Click this link to open the Leave Beginning Balances subtask. Use this subtask to initialize an employee's beginning leave balances and to correct beginning leave balances.
Leave Click this link to open the Leave subtask. Use this screen to assign leave codes to specific employees.
Allowances Details Click this link to open the Allowances Details subtask. Use this subtask to assign allowance codes to employees.
Taxes Click this link to open the Taxes subtask. Use this subtask to enter tax information.
Deductions Click this link to open the Deductions subtask. Use this subtask to establish the employee's voluntary deductions and the parameters controlling those deductions.
Contributions Click this link to open the Contributions subtask. Use this subtask to enter employee contributions.
Bank Info Click this link to open the Bank Info subtask. Use this subtask to enter the information Costpoint uses to generate direct deposits of employees' pay. Each employee can have a maximum of five different direct deposit accounts for the distribution of his net pay.
Savings Bonds Click this link to open the Savings Bonds subtask. Use this subtask to assign bond information to employees.
User-Defined Info Click this link to open the User-Defined Info subtask. Use this subtask to view user-defined labels set up on the Manage Employee User-Defined Labels screen. You can use the Values field, in conjunction with the labels you already established, to enter employee-specific information.
Additional Addresses Click this link to open the Additional Addresses subtask. Use this subtask to enter additional address and contact information for the employee. 
Citizenship Click this link to open the Citizenship subtask and view/specify countries where the employee has affiliations.
Phone Click this link to open the Phone subtask. Use this subtask to enter relevant phone numbers for the employee. 
Additional Default Pay Types Click this link to open the Additional Default Pay Types subtask to associate multiple pay types with an employee.
Employment History Click this link to open the Employment History subtask. Use this subtask to enter employment history and offboarding information for an employee.