Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Summary Tab

The Summary tab lists all of the elections that you made on the Benefits Enrollment screen or Life Events/New Hires screen.

Review the list of elections on this tab, and then click Confirm to allow your selections to take effect.

Note: You cannot confirm your benefits elections until you have clicked Save & Continue or Save on the global toolbar. You cannot activate your elections until they have been confirmed.

After you confirm your elections on the Benefits Enrollment screen, you can go back and make changes during the open enrollment period.

Summary

This table displays the tabs through which you have navigated.

Field Description
Benefit

This field displays the name of the benefit (for example, Medical FSA).

This field only displays in the Perform Benefit Enrollment screen.

Change Type

This field displays the type of change made, such as a change to a benefit (for example, Dependent FSA) or a change to your personal or payroll information.

This field displays only in the Perform Life Event screen.

Module

This field displays the module pages through which you have navigated. It displays only in the Summary tab of the Life Events/New Hires screen.

Plan

This field displays the name of your current benefit as entered in Costpoint.  

Coverage Level

This field displays the designated level of coverage that you have elected for each plan (i.e., "Employee +1," "Family," etc.).

<Frequency>

This field displays the calculated pay period deduction amount for the selected plan (for example, "Weekly," "Bi-Weekly").

Status

This field displays your status (for example, "Saved") in the Benefits Enrollment or Life Event process.

Confirmed

This field displays "Yes" or "No" to indicate whether you have confirmed the election. The Status field must display "No Change" or "Saved" before you can confirm the benefit elections.  

Total Benefit Amount

This field displays the total premium amounts (based on the <Frequency>, i.e. "Weekly," "Semi-Monthly," etc.) for each benefit plan listed in the table.

Confirm

Select this button to complete your Benefits Enrollment or Life Events process.

Subtasks

Subtask Description
Instructions Click this link to view special instructions from your benefits administrator.