Use this screen to access the audit trail that is maintained for the Employee Contributions screen in Costpoint Employee. This screen displays all payroll-related contributions information set up in the Employee Contributions screen. In addition, the screen displays information specifying by whom and on what date modifications were made to the record.
Use this screen whenever you need to review changes made to the Employee Contributions table. Employee Contributions information must already exist; only modifications made when the Employee Contributions checkbox is selected in the Payroll Settings screen will be displayed.
When you add, delete, or update information for an employee in the Contribution, Method, Rate, Limit, Start Date, and/or Through Date columns in the Employee Contributions screen, you can use this screen to view the transaction type and modifications.
Use this group box to select the parameters pertaining to the records you want to review. You can select records for review based on the types of transactions, the employee whose record was changed, the system user who made the modifications, and/or the date of any modifications. Once you have made your selections, use the Execute button on the toolbar to fill the table window with the records you selected.
Use this group box to select which type of transactions to display in the retrieved records table.
Select this checkbox to include "Add" transactions (new records and new lines).
Select this checkbox to include "Delete" transactions (deleted records and deleted lines).
Select this checkbox to include "Update" transactions (where changes were made to existing records).
Use the fields this group box to select which employee's records to include in your review. You can also elect to review only the modifications made by a single system user.
Enter, or use Lookup to select, the employee ID for the employee whose records you wish to include in the record selection process. This is an optional field; if this field is left blank, the system will include all employees in the search.
Enter, or use Lookup to select, the user ID (Costpoint login ID) for the system user who is responsible for the modifications you wish to include in the record selection process. This is an optional field; if this field is left blank, the system will include records regardless of who made the modifications.
Enter the date of the transaction modifications to include in the displayed output. This is an optional field; if this field is left blank, the system will include records regardless of when the modifications were made. The system format for date is "MM/DD/YYYY."
This non-editable field displays the type of modification for the specific transaction displayed: "A" (Add transaction), "D" (Delete transaction), or "U" (Update transaction).
This non-editable field displays the employee ID for the employee whose record was modified.
This non-editable field displays the name that corresponds to the employee ID related to this transaction.
This non-editable field displays the user ID (Costpoint login ID) for the system user who made the modification(s) shown in this transaction.
This non-editable field displays the date on which the modification took place for this transaction.
This non-editable field displays the contribution code for this transaction.
This non-editable field displays the method used for the related contribution. The valid methods are: "FIXAMT," "GRSHRF," "GRSHRP," "NO DED," "PCTANN," "PCTDED," "PCTGRS," "PCTREG," "REGHRF," or "REGHRP."
This non-editable field displays the percentage or amount for the method chosen in this transaction.
This non-editable field displays the calendar-year limit amount for this contribution. No amount listed indicates an unlimited amount.
This non-editable field indicates the start date for the related contribution in this transaction.
This non-editable field indicates the date through which the related contribution should be used.
Basic Employee Info - EMPL
Employee Contribution Audit - EMPL_CNTRB_ADT