Prompts

These are Employee Basic Information prompts.

Prompt Message

Description

Company

Select one company from the list.

Status

Select one or more of the following employee statuses to narrow the list of employees to include on the report:

  • Active

  • Family Medical Leave

  • Inactive Accruing Leave

  • Inactive

Employee type

Select one or more of the following employee types to narrow the list of employees to include on the report:

  • Part Time

  • Regular

  • Temporary

Select one or more organizations

Enter a portion of one or more organization IDs in the Keywords field and click Search to list organizations to include on the report.

You can use the steps in entering keywords in the Keywords fields to return the results you are looking for.

Select one or more supervisors

Enter a portion of one or more supervisor names in the Keywords field and click Search to list supervisors to include on the report.

You can use the steps in entering keywords in the Keywords fields to return the results you are looking for.

Select one or more locator codes

Enter a portion of one or more locator codes in the Keywords field and click Search to list codes to use as filters for employee’s to include on the report.

You can use the steps in entering keywords in the Keywords search fields to return the results you are looking for.

A locator code is an optional field that can be defined for an employee. It is used only in the employee record and not maintained or validated anywhere else in Costpoint. It is used typically as a way to organize how checks or leave status is printed (set up locator codes and print checks or leave status in groups, sorted by locator code).