Use this screen to review employee labor history without printing a report. The initial screen starts with summary data that can be selected for any fiscal year, and for any or all employees, home organizations, or home GLCs. If more specific information is needed, you can use Subquery to specify a range of selection criteria. For more information about the toolbar functions on the Inquiry screen, refer to the Basic Functions documentation.
You can view employee labor information in this screen after timesheets have been posted to the General Ledger.
Use the radio buttons in this group box to select parameters.
Select this radio button to base selection on employee ID.
Select this radio button to base selection on the home organization.
Select this radio button to base selection on the home GLC.
Enter, or use Lookup to select, the employee ID (before executing the inquiry) to limit the rows in the table window to a specific employee. If you do not enter an employee or use Subquery, all employees will be shown. This field is enabled only if you select the Employee radio button. After you enter the employee ID, the employee's name is displayed in the untitled field to the right.
To limit the rows in the table window to a specific home organization, enter, or use Lookup to select, the home organization before executing the inquiry. If you do not enter a home organization or use Subquery, all home organizations will be shown. This field is enabled only if you selected the Home Org radio button. After you enter the home organization, the home organization description is displayed in the untitled field to the right.
To limit the rows in the table window to a specific home GLC, enter, or use Lookup to select, the home GLC before executing the inquiry. If you do not enter a home GLC or use Subquery, all home GLCs will be shown. This field is enabled only if you selected the Home GLC radio button. After you enter the home GLC, the home GLC description is displayed in the untitled field to the right.
Use the drop-down box to select the fiscal year for which you want to review employee labor history, or leave this field blank to include records for all years. This is an optional field.
Use checkboxes in this group box to select the employee statuses about which to inquire. You must select at least one of the checkboxes in this group box to view any records.
Select this checkbox to include employees who have an "Active" status in the Basic Employee Info screen in Costpoint Employee.
Select this checkbox to include employees who have an "Inactive" status in the Basic Employee Info screen in Costpoint Employee.
Select this checkbox to include employees who have an "Inactive Accruing Leave" status in the Basic Employee Info screen in Costpoint Employee.
Select this checkbox to include employees who have a "Family Medical Leave Act" status in the Basic Employee Info screen in Costpoint Employee.
You can view up to 1,000 labor lines in this table. To view additional labor lines, enter a specific employee ID, home org, or home GLC to limit rows, or use Subquery. Each field for the timesheet line in the Defaults subtask of the Basic Employee Info screen in Costpoint Employee is provided as the default field value for the first line (if you are adding a new timesheet history record). Thereafter, the value on the previous line is the default.
This field displays the employee ID that uniquely identifies the employee.
This field displays the employee name.
This field displays one of four system-generated status types for this employee. Valid status types are "ACT" (Active), "IN" (Inactive), "IAL" (Inactive Accruing Leave), and "FML" (Family Medical Leave).
This field displays the home organization to which this employee is assigned in the Salary Info and History screen in Costpoint Employee.
This field displays the description for the employee's home organization.
This field displays the home GLC to which this employee is assigned in the Salary Info and History screen in Costpoint Employee.
This field displays the description for the employee's home GLC.
This field displays the fiscal year for this data.
This field displays the hours worked in the fiscal year.
This field displays the dollars earned in the fiscal year.
This field displays the employee's hire date from the Basic Employee Info screen in Costpoint Employee.
This field displays the employee's last review date from the Basic Employee Info screen in Costpoint Employee.
This field displays the employee's next review date from the Basic Employee Info screen in Costpoint Employee.
Select this pushbutton to open the Account Charges subtask, which displays the time and labor cost for all timesheet lines charged to a specific general ledger account in the fiscal year.
Select this pushbutton to open the Organization Charges subtask, which displays the time and labor cost for all timesheet lines charged to a specific organization in the fiscal year.
Select this pushbutton to open the Account/Organizations Charges subtask, which displays the time and labor cost for all timesheet lines charged to a specific account/organization combination within the fiscal year.
Select this pushbutton to open the Project Charges subtask, which displays the time and labor cost for all timesheet lines charged to specific projects within the fiscal year.
Select this pushbutton to open the GLC Charges subtask, which displays the time and labor cost for all timesheet lines charged to specific general labor categories within the fiscal year.
Select this pushbutton to open the PLC Charges subtask, which displays the time and labor cost for all timesheet lines charged to specific project labor categories within the fiscal year.
Select this pushbutton to open the Labor Utilization subtask, which displays the employee's labor utilization for the fiscal year.
Select this pushbutton to display the Salary Info and History screen in Costpoint Employee.
Select this pushbutton to display the Employee Leave screen in Costpoint Employee.