People - Transactions Menu

Screens that are available in this release of Costpoint web are in bold.  

Menu Selection

Costpoint Web Application

Costpoint Client/Server Application

Calendar Year End

Close Leave Year

People\Leave\Leave Processing\Close Leave Year

 

Close Payroll Year

People\Payroll\Year-End Processing\Close Payroll Year

 

Create W-2 Table

People\Payroll\Year-End Processing\Create W-2 Table

 

Edit W-2s

People\Payroll\Year-End Processing\Edit W-2s

 

Enter CTS W-2 File Information

Others\Product Interfaces\Ceridian Tax Services\CTS W-2 Settings

 

Print W-2s

People\Payroll\Year-End Processing\Print W-2s

 

Print W-2 Summary

Print W-2 Summary Report

 

Enter Magnetic Media File Information

People\Payroll\Year-End Processing\Maintain Mag Media Reporting

 

Export Federal Magnetic Media File

People\Payroll\Year-End Processing\Create Federal Mag Media

 

Export State Magnetic Media File

People\Payroll\Year-End Processing\Create State Mag Media

 

Export CTS W-2 File

Others\Product Interfaces\Ceridian Tax Services\Create CTS W-2 File

Employee FSA

Enter Dependent Care FSA Reimbursement

People\Employee\Employee FSA Setup\Request Dependent Care Reimbursement

 

Enter Medical Care FSA Reimbursement

People\Employee\Employee FSA Setup\Request Medical Care Reimbursement

 

Edit Dependent Care FSA History

People\Employee\Employee FSA Setup\Maintain Dependent Care History

 

Edit Medical Care FSA History

People\Employee\Employee FSA Setup\Maintain Medical Care History

Employee Termination

Print Exit Interview Form Template

People\Employee\Termination Processing\Print Exit Interview Form Template

 

Enter Employee Exit Interviews

People\Employee\Termination Processing\Maintain Employee Exit Interview Info

 

Print Completed Exit Interview Form

People\Employee\Termination Processing\Print Completed Exit Interview Form

 

Enter COBRA Employee Dependents

People\Employee\Termination Processing\Employee COBRA Dependents

 

Enter Employee COBRA Elections

People\Employee\Termination Processing\Track COBRA Elections

 

Print COBRA Notification Letters

People\Employee\Termination Processing\Print Notification Letters

 

Print COBRA Coupons/Create Invoice

People\Employee\Termination Processing\Print Coupon Book/Create Invoice

 

Update COBRA Notification History

People\COBRA Administration\Notification Letters\Update Notification History

ESS Benefit Elections

Edit ESS Live Event Benefit Elections

Others\Product Interfaces\Employee Self Service\ESS Life Benefit Elections

 

Populate Benefit Option/Election Tables

Others\Product Interfaces\Employee Self Service\Populate Open Enrollment Benefit Option/Election Tables

 

Edit ESS Open Enrollment Elections

Others\Product Interfaces\Employee Self Service\ESS Open Enrollment Elections

 

Approve ESS Benefit Elections By Plan

Others\Product Interfaces\Employee Self Service\Approve ESS Benefit Elections By Plan

 

Activate Pending ESS Benefit Elections

Others\Product Interfaces\Employee Self Service\Activate Pending Benefit Elections

ESS Life Events

Approve Employee Life Events

Others\Product Interfaces\Employee Self Service\Approve Employee Life Events

 

Edit Life Event User-Flow Status

Others\Product Interfaces\Employee Self Service\Life Event User Flow Status

ESS Retirement Benefits

Edit ESS Retirement Benefit Elections

Others\Product Interfaces\Employee Self Service\Maintain ESS Retirement Benefit Elections

 

Activate ESS Retirement Benefit Changes

Others\Product Interfaces\Employee Self Service\Upload Retirement Benefits Changes

Leave

Print Employee Leave List

People\Leave\Leave Processing\Print Employee Leave Report

 

Compute Leave Accruals

People\Leave\Leave Processing\Compute Leave Accruals

 

Edit Employee Leave Accruals

People\Leave\Leave Processing\Maintain Leave Edit Table

 

Print Leave Edit Accruals

People\Leave\Leave Processing\Print Leave Edit Report

 

Print Employee Leave Statements

People\Leave\Leave Processing\Print Employee Leave Statements

 

Print Accrued Leave Balances

People\Leave\Leave Processing\Print Accrued Leave Report

Payroll

Update Excess Life Deductions

People\Payroll\Payroll Processing\Set Excess Life Deductions

 

Update Employee Benefit Deductions

People\Payroll\Payroll Deductions\Mass Update Employee Package Deductions

 

Compute Payroll

People\Payroll\Payroll Deductions\Compute Payroll

 

Print Payroll Edit Report

People\Payroll\Payroll Deductions\Print Payroll Edit Report

 

Edit Payroll

People\Payroll\Payroll Deductions\Maintain Payroll Edit Table

 

Print Paychecks

People\Payroll\Payroll Deductions\Print\Reprint Paychecks

 

Export Direct Deposit File

People\Payroll\Direct Deposit Processing\Create Direct Deposit File

 

Print Direct Deposit Edit Report

People\Payroll\Direct Deposit Processing\Print Direct Deposit Edit Rpt

 

Print Payment Advices

People\Payroll\Direct Deposit Processing\Print\Reprint Payment Advices

 

Create Payroll A\P Vouchers

People\Payroll\Payroll Closing\Create A\P Vouchers

 

Activate Pending Employee Bank Information

People\Payroll\Direct Deposit Processing\Activate Pending Employee Bank Info

Performance Reviews

Print Performance Review Schedule

People\Compensation\Performance Review Setup\Print Performance Review Schedule

 

Send Performance Review Reminder

People\Compensation\Performance Review Setup\Print\Send Performance Review Schedule

 

Print Review Form Template

People\Employee\Employee Performance Reviews\Print Review Form Template

 

Enter Employee Performance Reviews

People\Employee\Employee Performance Reviews\Maintain Employee Review Info

 

Print Completed Reviews

People\Employee\Employee Performance Reviews\Print Completed Review Form

 

Update Employee Salary Based on Review

People\Employee\Employee Performance Reviews\Update Employee Salary Based on Review

 

Print Employee Performance Review Statistics

People\Employee\Employee Performance Reviews\Print Review Statistics By Employee

 

Print Manager Performance Review Statistics

People\Compensation\Performance Review Setup\Print Review Statistics By Manager

Position Requisitions

Position Requisition Request

People\Personnel\Position Requisitions\Position Requisition Request

 

Approve Position Requisitions

People\Personnel\Position Requisitions\Approve Position Requisitions

Timesheets

Timesheet Entry Batch

People\Labor\Timesheets\Enter Timesheets\Batch subtask

 

Enter Timesheets

People\Labor\Timesheets\Enter Timesheets

 

Enter Correcting Timesheets

People\Labor\Timesheets\Enter Correcting Timesheets

 

Enter Crew Timesheets

People\Labor\Timesheets\Enter Crew Timesheets

 

Convert Crew Timesheets

People\Labor\Timesheets\Conversion of Crew Timesheets

 

Print Missing Timesheet List

People\Labor\Timesheets\Print Missing Timesheet Rpt

 

Print Timesheet Information by Account

People\Labor\Timesheets\Print TS Edit By Acct Rpt

 

Print Timesheet Information by Employee

People\Labor\Timesheets\Print TS Edit By Empl Rpt

 

Print Timesheet Information by Crew

People\Labor\Timesheets\Print TS Edit By Crew Rpt

Work-Related Injuries-Illnesses

Enter Employee Accident Information

People\Personnel\OSHA\Worker's Comp\Accident Info

 

Enter Accident Case History

People\Personnel\OSHA\Worker's Comp\Accident Case History

 

Print OSHA Report

People\Personnel\OSHA\Worker's Comp\Print OSHA Report

 

Print Workers' Compensation Incident

People\Personnel\OSHA\Worker's Comp\Print Worker's Comp Incident Report

 

Print Accident Case History

People\Personnel\OSHA\Worker's Comp\Print Accident Case History Report

 

Print Employee Wage History

People\Personnel\OSHA\Worker's Comp\Print Wage History Report