EMPLOYEE SELF SERVICE OVERVIEW

The Employee Self Service (ESS) menu consists of add-on applications that interface with the ESS 3.1 web-enabled application (for Costpoint versions 4.0, 5.1, and 6.0). ESS Administrators can use these applications to determine ESS' online settings in which employees are allowed to change their address, review and choose benefits options, view leave and payroll information, and download/upload benefits elections and retirement benefits changes. They can also use the applications in the ESS menu to process employees' changes directly into Deltek Costpoint.

Applications

ESS Global Settings

Use this screen to set login availability and Personal Identification Number (PIN) options.

ESS Company Settings

Use this screen to set the default class of service, payroll, benefits, and deferred compensation settings for ESS by company.

ESS Company Links

Use this screen to specify any Internet links to which your employees should have access in the new Company Links module of ESS 3.1.  Links are assigned to taxable entities ("companies" in Costpoint 4.0) and can be grouped under a group title.

Set up this screen after you implement ESS 3.1.  If you specify no links for a taxable entity ("company" in Costpoint 4.0), the Company Links module will not be accessible to employees of that company in ESS 3.1.

ESS Life Event Setup

Use this screen to specify whether a Life Event requires approval before being inserted into the Employee Life Events table.  Also use this screen to assign ESS modules to the life event's user-flow for ESS.

Activate ESS Users

Use this application to specify which employees are active ESS users. An employee cannot access ESS unless he exists in the Active ESS Users table.

ESS State Tax Settings

Use this screen to set up state and filing status information that will be used to control the information that an employee can select through the ESS State Withholding Elections module.

Approve Employee Life Events

Use this application to approve life event elections made by employees in the Life Events/New Hires module in ESS.

Life Event User Flow Status

Use this application to view an employee's life event user-flow status. ESS administrators can use this application to view where the employee record exists in the status flow.

ESS Life Event Benefits Elections

Use this screen to view, change and approve benefits elections made by employees in an ESS Life Event user-flow. You can also use this screen to view and approve dependents' elections.

Populate Open Enrollment Benefit Option/Election Tables

Use this application to download employees' current benefit options/elections from Deltek Costpoint into the Benefits screens in ESS.

ESS Open Enrollment Benefit Elections

Use this screen to view, change, and approve employee ESS open enrollment benefit elections on an employee-by-employee basis. You can also use this screen to view and edit dependents' elections and Flexible Spending Account (FSA) information.

Approve ESS Benefit Elections by Plan

Use this screen to view and approve employee ESS benefits elections on a plan-by-plan basis for each taxable entity ID ("company ID" in Costpoint 4.0). You can also use this screen to view and approve dependents' elections.

Activate Pending Benefit Elections

Use this screen to populate the appropriate benefit tables in Costpoint with the employee election information that was established in ESS open enrollment or ESS Life Event user flows. You can run this application by taxable entity ID ("company ID" in Costpoint 4.0).

Maintain ESS Retirement Benefit Elections

Use this screen to view/edit employee retirement benefit elections before uploading them to Costpoint Payroll (i.e., deductions with 401(K), 403(B), 408(K), 457, or 501(C)) percentages or amounts.

Upload Retirement Benefits Changes

Use this screen to update the employee deductions tables in Costpoint with the employee withholding amount/percentage changes that are established in ESS. You can access uploaded records in the Employee Deductions screen in Costpoint Employee (Payroll Deductions screen in Costpoint Payroll in version 4.0). You can run this application by taxable entity ID ("company ID" in Costpoint 4.0).

Set/Reset Login Info

Use this screen to set (or reset) the employee ESS Personal Identification Numbers (PINs) using the format specified in the ESS Global Settings screen. You can also use this screen to set the class of service default from the ESS Company Settings screen. You can run this application by taxable entity ID ("company ID" in Costpoint 4.0).

Print Login Info

Use this screen to produce a report with ESS user login ID (i.e., employee ID) and PIN information. You can run this application by taxable entity ID ("company ID" in Costpoint 4.0) or employee ID.

Purge ESS Data

Use this screen to delete data from the ESS permanent worktable(s). You can run this application by taxable entity ("company" in Costpoint 4.0).