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Subtasks of the Manage Employee Information Screen

The Manage Employee Information screen provides multiple subtasks for information related to the employee.


Salary Details Subtask

Use this subtask to set up salary and salary-related information about employees.

Leave Beginning Balances Subtask

Use this screen to initialize an employee's beginning leave balances and to correct beginning leave balances, if necessary, after closing the leave year.

Leave Subtask

Use this subtask to assign leave codes and leave-related hire dates to an individual employee.

Allowance Details Subtask

Use this subtask to set up and maintain allowance codes for specific employees.

Taxes Subtask

Use this subtask to establish payroll tax and pay cycle information.

Deductions Subtask

Use this subtask to establish the employee's voluntary deductions and the parameters controlling those deductions.

Contributions Subtask

Use this screen to establish the company's contributions for individual employees and the controlling parameters for those contributions.

Bank Info Subtask

Use this subtask to enter the information Costpoint uses to generate direct deposits of employees' pay.

Savings Bonds Subtask

Use this subtask to assign bond information to employees.

User-Defined Info Subtask

Use this subtask to view user-defined labels set up in the Manage Employee User-Defined Labels screen.

Additional Addresses Subtask

Use this optional subtask to enter additional address and contact information for the employee.

Citizenship Subtask

Use this subtask to list and track the countries that the employee has an affiliation.

Phone Subtask

Use this subtask to enter relevant phone numbers for the employee.

Additional Default Pay Types Subtask

Use this subtask to associate multiple pay types with an employee.

Projects Subtask

Use the Projects subtask to assign employees to project workforces. You can also assign PLCs and establish a default PLC for each project.

Employment History Subtask

Use this subtask on the Manage Employee Information screen to enter employment history and offboarding information for an employee.


Parent Topic:

Manage Employee Information