BASIC EMPLOYEE INFO INQUIRY

Use this screen to access the audit trail that is maintained for the Basic Employee Info screen in Costpoint Employee. This screen displays all employee-related information set up in the Basic Employee Info 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 Basic Employee Info screen in Costpoint Employee. Basic Employee Information must already exist, and modifications will display only when they are made when the Basic Employee Info check box is 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 types of transactions to include when selecting records to be displayed in the retrieved records table.

Add

Select this check box to include records that are "Add" transactions.

Delete

Select this check box to include records that are "Delete" transactions.

Update

Select this check box to include records that are "Update" transactions.

Identification

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

Employee

Enter, or use to select, the 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.

User

Enter, or use to select, the 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 it is left blank, the system will include records regardless of who made the modifications.

Date Modified

Enter the date of the transaction modifications you want 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

Trans Type

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

Employee

This non-editable field displays the employee ID for the employee whose Basic Employee Info record was changed.

Displayed Name

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

Modified By (User)

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

Date Modified

This non-editable field indicates the date that the modification took place.

Company

This non-editable field displays the ID of the company to which the employee in this transaction is assigned.

Social Security Number

This non-editable field displays the social security number of the employee referenced in this transaction.

Last Name

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

First Name

This non-editable field displays the first name of the employee referenced in this transaction

Middle Name

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

Preferred Name

This non-editable field displays the preferred first name or "nickname" for the employee referenced in this transaction.

Prefix

This non-editable field displays the prefix, such as "Dr.," for the employee referenced in this transaction.

Suffix

This non-editable field displays the suffix, such as "Junior" or "III," for the employee referenced in this transaction.

Prior Name

This non-editable field displays a prior name by which the employee referenced in this transaction may have been known.

Birthday

This non-editable field displays the date of birth for the employee referenced in this transaction.

E-Mail

This non-editable field displays the work e-mail address for the employee referenced in this transaction.

Home E-Mail

This non-editable field displays the home e-mail address for the employee referenced in this transaction.

Timesheet Cycle

This non-editable field displays the timesheet cycle assigned to the employee referenced in this transaction.

Leave Cycle

This non-editable field displays the leave cycle assigned to the employee referenced in this transaction.

Current Hire Date

This non-editable field displays the current hire date for the employee referenced in this transaction.

Adj Hire Date

This non-editable field displays the adjusted hire date for the employee referenced in this transaction.

Last Review Date

This non-editable field displays the last review date for the employee referenced in this transaction.

Next Review Date

This non-editable field displays the next scheduled review date for the employee referenced in this transaction.

Employee Status Code

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

Termination Date

This non-editable field displays the termination date for the employee referenced in this transaction.

Supervisor Name

This non-editable field displays the name of the supervisor to whom the employee referenced in this transaction is assigned.

Note: The following fields will display Y (Yes) or N (No) to indicate whether the corresponding check box is selected in the Military Status group box in the HR Data subtask of the Basic Employee Info screen.

Disabled Veteran

This field displays Y (Yes) or N (No) to indicate whether the employee is a disabled veteran. The following determines disabled status:

• The veteran is entitled to compensation under laws administered by the Secretary of Veterans Affairs unless he is receiving military retired pay.

• The veteran was discharged or released from active duty because of a services-connected disability.

Armed Forces Service Medal Veteran

This field displays Y (Yes) or N (No) to indicate whether the employee is an Armed Forces Service Medal Veteran. An Armed Forces Service Medal Veteran is a veteran who, while serving on active duty in the Armed Forces, participated in a United States military operation for which an Armed Forces Service Medal was awarded pursuant to Executive Order No. 12985.

Special Disabled Veteran

This field displays Y (Yes) or N (No) to indicate whether the employee has Special Disabled Veteran status. The following determines Special Disabled Veteran status:

• The veteran is a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Department of Veterans' Affairs for a disability.

• The disability is rated at 30 percent or more.

• The disability is rated at 10 or 20 percent in the case of a veteran who has been determined under Section 38 U.S.C. 3106 to have a serious employment handicap.

• The veteran was discharged or released from active duty because of a service-connected disability.

Vietnam Era Veteran

This field displays Y (Yes) or N (No) to indicate whether the employee is a Vietnam Era Veteran. The following determines Vietnam Era Veteran status:

• The veteran served on active duty in the U.S. military, ground, naval, or air service for a period of more than 180 days and was discharged or released with other than a dishonorable discharge, if any part of that active duty was performed:

• In the Republic of Vietnam between February 28, 1961, and May 7, 1975.

• Between August 5, 1964, and May 7, 1975, in all other cases.

• The veteran was discharged or released from active duty in the U.S. military, ground, naval, or air service for a service-connected disability, if any part of that active duty was performed:

• In the Republic of Vietnam between February 28, 1961, and May 7, 1975.

• Between August 5, 1964, and May 7, 1975, in any other location.

Other Protected Veteran

This field displays Y (Yes) or N (No) to indicate whether the employee has Other Protected Veteran status. An Other Protected Veteran is a veteran who served on active duty in the U.S. military, ground, naval, or air service, during war or in a campaign or expedition for which a campaign badge has been authorized. More information is available at http://www.opm.gov/veterans/html/vgmedal2.htm.

Reservist

This field displays Y (Yes) or N (No) to indicate whether the employee is an active Reservist.

Discharge/Release Date

If applicable, this field displays the date in which this employee was discharged or released from active military duty.

Locator Code

This non-editable field displays the locator code for the employee referenced in this transaction.

Race

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

Gender

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

Marital Status

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

Auto Pay

This non-editable field displays the Auto Pay status for the employee referenced in this transaction.

Address Ln 1, 2, 3

These non-editable fields display street information (excluding the city, state, country, and postal code) for the employee referenced in this transaction.

City

This non-editable field displays the city portion of the address for the employee referenced in this transaction.

State

This non-editable field displays the state portion of the address for the employee referenced in this transaction.

Country

This non-editable field displays the country portion of the address for the employee referenced in this transaction.

Postal Code

This non-editable field displays the postal code portion of the address for the employee referenced in this transaction.

Emergency Contact 1 Name

This non-editable field displays the contact information for the employee's primary emergency contact.

Emergency Contact 1 Relationship

This non-editable field displays the relationship between the Emergency Contact Name 1 and the employee.

Emergency Contact 1 Phone

This non-editable field displays the phone number for the employee's primary contact.

Emergency Contact 2 Name

This non-editable field displays the contact information for the employee's secondary emergency contact.

Emergency Contact 2 Relationship

This non-editable field displays the relationship between the Emergency Contact Name 2 and the employee.

Emergency Contact 2 Phone

This non-editable field displays the phone number for the employee's secondary contact.

Union Employee

This field displays "Y" (Yes) if the Union Employee check box is selected for the employee record in the Maintain Employee Master and/or Basic Employee Info screens in Costpoint Employee, indicating that the employee is part of a union. The Union ID is assigned in the Union field in the Salary Info and History screen in Costpoint Employee. The Union field will appear as Labor Group if the Enable Union Functionality check box is unselected in the Labor Settings screen in Costpoint Labor.

VISA Type

This field displays the value that is assigned to the employee in the Visa Type drop-down list in the HR Data subtask in the Maintain Employee Master and/or Basic Employee Info screens in Costpoint Employee.

ESS Class of Service

This non-editable field displays the Employee Self-Service (ESS) class of service for the employee referenced in this transaction.

PIN Updated

This non-editable field displays the updated Personal Identification Number (PIN) for the employee referenced in this transaction.

Phone

Click this button to view the selected employee's phone information entered in the Address subtask of the Basic Employee Info screen in Costpoint Employee.

Source Tables

Basic Employee Info - EMPL

Employee Audit - EMPL_ADT