Costpoint Online Help

Contents of the Print Employee Basic Report

Use the fields and options to configure the Print Employee Basic Report 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

Home Organizations

Use this group box to select a range of home organizations to be included in the report, when you select Home Organization as your primary sort. This group box is disabled for any other primary sort selections.

Field Description
Options

Use this drop-down list to select a range. Valid selections are:

  • All: Select this option to include all home organizations in the report.
  • One: Select this option to include only one home organization in the report. You need to enter ID of this home organization in the Start field.
  • Range: Select this option to include a range of home organizations to include in the report. This range begins with the home organization on the Start field and it ends with the home organization on the End field.
  • From Beginning: Select this option to include a range of home organizations that begins with first home organization and ends with the home organization entered on the End field.
  • To End: Select this option to include a range of home organizations that begins with the home organization entered the Start field and ends with 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 From Beginning, enter, or click to select, the ending home organization for the range.

Effective Date

Field Description
Option

This field always displays One.

Start

If your primary sort is Home Organization, enter, or click an effective date for which data is reported. The default is the current system date, but you can enter a different date.

Employees

Use the fields in this group box to select the range of employees to include on this report.

Field Description
Range Option

Use this drop-down list to select a range. Valid selections are:

  • All: Select this option to include all employees in the report.
  • One: Select this option to include only one employee in the report. You need to enter ID of this employee in the Start field.
  • Range: Select this option to include a range of employees to include in the report. This range begins with the employee ID on the Start field and it ends with the employee ID on the End field.
  • From Beginning: Select this option to include a range of employees that begins with first employee and ends with the employee ID entered on the End field.
  • To End: Select this option to include a range of employees that begins with the employee ID entered the Start field and ends with the last employee.
Start

If your range selection is One, enter, or click to select, the ID number of the employee.

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

End

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

Sort By

Use this group box to select the primary and secondary sort order of the report.

Field Description
1st Sort

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

  • Home Organization: Select this option to sort the report by the home organization that is assigned to the employee in Salary Info and History. If you select this setting, you must select either the Employee Name or Employee ID option for your 2nd Sort. The report prints all levels of the home organization.
  • Employee Name: Select this option to sort the report by employee name.
  • Employee ID: Select this option to sort the report by employee ID.
2nd Sort

From the drop-down list, select the secondary sort option. Valid options are:

  • Employee Name: Select this option to print the report by the employee name for employees within a specific home organization. If you selected the Employee Name or Employee ID options for your primary sort, this option is disabled.
  • Employee ID: Select this option to print the report by the employee ID for employees within a specific home organization. If you selected the Employee Name or Employee ID options for your primary sort, this option is disabled.
  • None: This option is disabled if the primary sort you selected is by . If you selected the Employee Name or Employee ID options for your primary sort, this option is the only choice available.

Options

Include Employee Status

Use this group box to choose the employee status categories to include on the report. You must select at least one check box to print a report.

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.

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.

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.