SALARY INFO AND HISTORY INQUIRY

Use this screen to access the audit trail that is maintained for the Salary Info and History screen in Costpoint Employee. Use this screen to view all employee-related information set up in the Salary Info and History screen. In addition, the screen will display 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 Salary Info and History screen in Costpoint Employee. Salary Info and History information must already exist, and modifications will display only when they are made with the Salary Info and History checkbox selected in the Payroll Settings screen. 

Select

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.

Transaction Type

Use the options in this group box to select which type of transactions to include when selecting records to be displayed in the retrieved records table.

Add

Select this checkbox to include records that are "Add" transactions (new records and new lines).

Delete

Select this checkbox to include records that are "Delete" transactions (deleted records and deleted lines).

Update

Select this checkbox to include records that are "Update" transactions (where information on an existing line was changed).

Identification

Use this group box to select which employee's records to include in your review. You can also review only the modifications made by a single system user.

Employee

Enter, or use Lookup to select, the ID for the employee whose records you want to include in the record selection process. This is an optional field; if it is left blank, the system will include all employees in the search.

User

Enter, or use Lookup to select, the ID (Costpoint login ID) for the system user who is responsible for the modifications you want to include in the record selection process. This is an optional field; if it is left blank, the system will include records regardless of who made the modifications.

Date Modified

Enter the date of the transaction modifications to include in the displayed output. This is an optional field; if it is left blank, the system will include records regardless of when the modifications were made. The system format for date is "MM/DD/YYYY."

Table Window

All the fields in this table window are non-editable. If you do not have the Costpoint Human Resources add-on modules, some of the fields listed below will not appear on your screen.

Trans Type

This non-editable field indicates the type of modification for the specific transaction displayed. The field will display "A" for an "Add" transaction, "D" for a "Delete" transaction, or "U" for an "Update" transaction.

Employee

This non-editable field displays the employee ID for the employee whose record was modified.

Displayed Name

This non-editable field displays the name that corresponds to the employee ID related to this transaction.

Modified By (User)

This non-editable field displays the ID (Costpoint login ID) for the system user who made the modification(s) shown in this transaction.

Date Modified

This non-editable field displays the date on which the modifications took place for this transaction.

Effective Date

This non-editable field displays the effective date entered in the Salary Info and History screen for the employee referenced in this transaction.

End Date

This non-editable field displays the end date entered in the Salary Info and History screen.

Effective Date is Hire Date

This non-editable field displays "Y" (Yes) if the effective date represents the employee's hire/rehire date in the Salary Info and History screen. Otherwise, this field will display as "N" (No).

Effective Date is Term Date

This non-editable field displays "Y" (Yes) if the employee was inactive during the specified period of time (i.e., between the Effective Date and End Date) in the Salary Info and History screen. Otherwise, this field will display as "N" (No).

Employee Class

This non-editable field displays the employee class code entered in the Salary Info and History screen.

Hourly/Salary

This non-editable field displays the system-defined code of "H" (Hourly), "S" (Salary Fixed), or "F" (Salary Fluctuating Hours) assigned to the employee referenced in this transaction.

Empl Type

This non-editable field displays the employee type code of "R" (Regular/Full-Time) or "P" (Part Time), assigned to the employee referenced in this transaction.

FLSA Exempt

This non-editable field displays whether the employee referenced in this transaction is exempt from the Fair Labor Standards Act. "Y" indicates the employee is exempt and "N" indicates the employee is non-exempt.

Seasonal Employee

This field displays "Y" (Yes) or "N" (No) to indicate whether the employee is a seasonal employee.

No. Work Hrs In Year

This non-editable field displays the number from the Work Hrs In Year field in the Salary Info and History screen.

Hourly Rate

This non-editable field displays the hourly rate for the employee referenced in this transaction.

Salary Rate

This non-editable field displays the salary rate for the employee referenced in this transaction.

Annual Rate

This non-editable field displays the annual rate for the employee referenced in this transaction.

Pct of Increase

This non-editable field displays the last percent of increase for the hourly rate of the employee referenced in this transaction.

Labor Group/Union

This non-editable field displays the labor group or union to which the employee referenced in this transaction belongs. This is a required field if the employee has Wage Determination or Automatic Overtime enabled.

Note: This field will be entitled Union if you selected the Enable Union Functionality checkbox in the Labor Settings screen (in Costpoint Labor). If the Enable Union Functionality checkbox in the Labor Settings screen is not selected, this field will be entitled Labor Group.

GLC

This non-editable field displays the General Labor Category (GLC) to which the employee referenced in this transaction has been assigned.

PLC

This non-editable field displays the Project Labor Category (PLC) to which the referenced employee has been assigned.

Home Organization

This non-editable field displays the organization to which the employee referenced in this transaction has been assigned.

Security Organization

This non-editable field displays the security organization to which the employee referenced in this transaction has been assigned.

Manager

This non-editable field displays the manager to whom the employee referenced in this transaction has been assigned.

Corporate Officer

This field displays "Y" (Yes) or "N" (No) to indicate whether the employee is a corporate officer. The value that displays in this field is determined by the status of the Corporate Officer checkbox for the employee record in the Salary Info and History screen.

Detail Job Title

This non-editable field displays the job title for the employee referenced in this transaction.

Job Title Description

This non-editable field displays the job title description for the employee referenced in this transaction.

Estimated Hours

This non-editable field displays the estimated hours per year the employee referenced in this transaction is expected to work.

Effective Rate

This non-editable field displays the effective rate for the employee referenced in this transaction. The system calculates this amount by dividing the employee's Annual Rate by the employee's Estimated Hours.

Default OT St

This non-editable field displays the default overtime state for the employee referenced in this transaction.

REF 1

This non-editable field displays the value for the employee's "home" reference 1 number, if one was assigned for the employee referenced in this transaction.

REF 2

This non-editable field displays the value for the employee's "home" reference 2 number, if one was assigned for the employee referenced in this transaction.

Personnel Action

This non-editable field displays the personnel action code assigned to the first employee referenced in this transaction. Personnel Action codes are optional.

Personnel Action Description

This non-editable field displays the personnel action description for the first employee referenced in this transaction.

Personnel Action 2

This non-editable field displays the second personnel action code assigned to the second employee referenced in this transaction. Personnel Action codes are optional.

Personnel Action Description 2

This non-editable field displays the second personnel action description for the employee referenced in this transaction.

Personnel Action 3

This non-editable field displays the third personnel action code assigned to the employee referenced in this transaction. Personnel Action codes are optional.

Personnel Action Description 3

This non-editable field displays the third personnel action description for the employee referenced in this transaction.

Labor Location/Local

This field displays the assigned labor location or local, if applicable, for the selected employee record.

Note: This field will be entitled Local if you selected the Enable Union Functionality checkbox in the Labor Settings screen in Costpoint Labor. If you did not select the Enable Union Functionality checkbox in the Labor Settings screen, this field will be entitled Labor Location.

Compensation Plan

This non-editable field displays the compensation plan code assigned to the employee referenced in this transaction.

Grade

This non-editable field displays the grade of the employee referenced in this transaction.

Rating

This non-editable field displays the latest performance rating code for the employee referenced in this transaction.

Step

This non-editable field displays the latest step rating for the employee referenced in this transaction.

Percent Rating Change

This non-editable field displays the last percent of change in rating for the employee referenced in this transaction.

Percent Grade Change

This non-editable field displays the last percent of change in grade for the employee referenced in this transaction.

Review Form

This non-editable field displays the review form code assigned to the employee referenced in this transaction.

Affirmative Action Plan

This non-editable field displays the affirmative action plan assigned to the employee, if applicable, in the HR Info subtask of the Salary Info and History screen in Costpoint Employee.

Job Group

This non-editable field displays the job group code assigned to the employee, if applicable, in the HR Info subtask of the Salary Info and History screen.

Affirmative Action Comments

This non-editable field displays any affirmative action comments entered for the employee, if applicable, in the HR Info subtask of the Salary Info and History screen.

TC Work Schedule

This field displays the Deltek Time Collection Work Schedule code from the Timesheet Defaults subtask of the Salary Info and History screen in Costpoint Employee.

TC Timesheet Schedule

This field displays the Deltek Time Collection Timesheet Schedule code from the Timesheet Defaults subtask in the Salary Info and History screen in Costpoint Employee.

Note: Time Collection Timesheet Schedule and Work Schedule values can be downloaded to Deltek Time Collection version 5 through the Download to Time Collection application under the Time Collection (ET) Interface menu in Costpoint Labor.

Comments

This non-editable field displays any comments related to this line in the employee's record.

Source Tables

Basic Employee Info - EMPL

Salary Info & History Audit - EMPL_LAB_INFO_ADT