Costpoint Online Help

Contents of the Activate Pending ESS Benefit Elections Screen

Use the fields and options to configure the Activate Pending ESS Benefit Elections 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

Taxable Entity

Use these fields allow you to specify a range of taxable entries to process.

Field Description
Options

From the drop-down list, select the range type for taxable entities to process. Valid options are:

  • All: Select this option to upload benefits elections for employees of all taxable entities.
  • One: Select this option to upload benefits elections for one taxable entity. Enter the taxable entity ID in the Start field.
Start

Enter, or click to select, the ID of the taxable entity whose new employee benefit elections are uploaded from ESS into Costpoint. Only records in which employees made changes in ESS and are assigned to this taxable entity are uploaded.

Pay Cycle

Use these fields to specify a range of pay cycles to process.

Field Description
Options

From the drop-down list, select the range type for pay cycles to process. Valid options are:

  • All: Select this option to upload benefits elections for all pay cycles.
  • One: Select this option to upload benefits elections for a single pay cycle. Enter the pay cycle in the Start field.
Start
  • If One is the range type for pay cycle selection, enter, or click to select, the pay cycle that you want to process.

Employee

Use these fields to specify a range of employees to process.

Field Description
Options From the drop-down list, select the range type for employee selection. Valid options are:
  • All: Select this option to upload benefits elections for all employees.
  • One— Select this option to upload benefits elections for a single employee. Enter the employee in the Start field.
  • Range: Select this option to specify a starting and ending employee to include in the process.
  • From Beginning: Select this option to process the first employee up to a particular employee.
  • To End: Select this option to process starting from a particular employee up to the last employee.
Start

Enter, or click to select the starting value for employee selection.

End

Enter, or click to select the ending value for employee selection.

Employee Non-Contiguous Range

Select this check box to enter multiple ranges of employee that are not in sequence. Use the Employee Non-Contiguous Range subtask to enter these ranges.

Through Life Event Date

Field Description
Options

This field always displays One.

Start

Enter, or click to select, the date on which the life event is valid.

Options

Type

Field Description
Open Enrollment Elections

Select this option to activate open enrollment records from the ESS election staging tables.

Elections Based on Life Events

Select this option to activate life event enrollment records from the ESS election staging tables.

Missing Open Enrollment Election

From the drop-down list, select how Costpoint handles employees' current elections if they did not make elections during the open enrollment period. Valid options are:

  • End Employee's Current Elections: Select this option to set the end date of the employee's current election to the day before the start date of the new plan year (that is, the Plan Year Start Date from the Manage ESS Company Settings screen). This option is the default when you enter this screen.
  • Extend Employee's Current Elections: Select this option to set the end date of the employee's current election to the end date of the new plan year (that is, the Plan Year End Date from the Manage ESS Company Settings screen).
  • Not Applicable:— This option automatically becomes selected if you select the Based On Life Events option.
Field Description
Preview

Click to preview the employee benefit elections or employee missing elections information that will display on the report, depending on the status of the open enrollment period.

Print

Click to print the employee benefit elections or employee missing elections information. If the open enrollment period is active on the Manage ESS Company Settings screen, you can print only the Employee Missing Elections Report. However, after the open enrollment period is closed and you have successfully printed the Employee Benefit Elections Report, you can process all confirmed employee benefit elections.

Update Benefit Elections

Click and select Update Benefit Elections to upload and process the employee benefit elections information from ESS online into Costpoint. This option is enabled after you have successfully printed the Employee Benefit Elections Report.

Print/Process Benefit Elections Report

Click and select Print/Process Benefit Election Report to upload, process, and print the employee benefit elections information. If the open enrollment period is active on the ESS Company Settings screen, selecting this button will print only the Employee Missing Elections Report, and no data will be uploaded.

Subtask

Subtask Description
Employee Non-Contiguous Ranges Click this link to enter multiple ranges of employees that are not in sequence.