Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Prompts

Use the Employee Basic Information prompts to configure the Employee Basic Information report.

Prompt Message

Description

Company

Select a 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 to list organizations to include on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Select one or more supervisors

In the Keywords field, enter a portion of one or more supervisor names and click to list supervisors to include on the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Select one or more locator codes

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

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

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).