Costpoint Help

Tabs of Life Events/New Hires

The Life Events/New Hires screen contains multiple tabs that you have to set up in order complete the enrollment process.


Instructions Tab

Use the Instructions tab to view any special instructions from your benefits administrator.

Employee Personal Info

Use this screen to view and update your personal information.

Address/Phone

Use the Address/Phone screen to set up your contact information.

Emergency Contacts

Use the Emergency Contacts screen to set up primary and/or secondary emergency contact information.

Federal W-4

Complete the Federal W-4 screen so that your employer can withhold the correct federal income tax from your pay.

State Withholding

Use the State Withholding screen to calculate personal state income tax withholding.

Direct Deposit

The Direct Deposit screen displays your current account information (what already exists in the system), and/or pending account information (information is pending if you have not executed the Activate Pending Employee Bank Information utility in Costpoint Payroll).

Dependents and Beneficiaries Tab

Use the Dependents and Beneficiaries tab to manage your dependents and beneficiaries information.

Medical Insurance Tab

Use the Medical tab to view and select your medical insurance options.

Dental Insurance Tab

Use the Dental Insurance tab to view and select your dental insurance options.

Vision Insurance Tab

Use the Vision Insurance tab to view and select your vision insurance options.

Employee Life Insurance Tab

Use the Employee Life Insurance tab to view and select your life insurance options.

Accidental Death & Dismemberment Tab

Use the Accidental Death & Dismemberment Insurance tab to view and select your insurance options.

Long Term Disability Tab

Use the Long Term Disability tab to view and select your new insurance plan.

Short Term Disability Tab

Use the Short Term Disability tab to view and select your new insurance plan.

Supplemental Life Insurance Tab

Use the Supplemental Life Insurance tab to view and select your new insurance plan.

Supplemental AD&D Tab

Use the Supplemental AD&D Insurance tab to view and select your new insurance plan.

Dependent Life Insurance Tab

Use the Dependent Life Insurance tab to view your existing coverage and select your new insurance plan.

Spouse Life Insurance Tab

Use the Spouse Life Insurance tab to view and select your new insurance plan.

Spouse AD&D Insurance Tab

Use the Spouse AD&D Insurance tab to view and select your new insurance plan.

Critical Illness Tab

Use the Critical Illness tab to view and select your insurance options.

Hospital Indemnity

Use the Hospital Indemnity tab to view and select your insurance options.

Long Term Care Tab

Use the Long Term Care Insurance tab to view and select your insurance options.

Employee Assistance

Use the Employee Assistance tab to view and select your coverage options.

Personal Accident Tab

Use the Personal Accident tab to view and select your insurance options.

Legal Tab

Use the Legal tab to view and select your insurance options.

ID Theft Protection Tab

Use the ID Theft Protection tab to view and select your insurance options.

Travel Insurance Tab

Use the Travel Insurance tab to view and select your insurance options.

Pet Insurance Tab

Use the Pet Insurance tab to view and select your insurance options.

Other Tabs

Use these tabs to view and select your other insurance options provided by your company.

Other Benefits Tab

Use the Other Benefits tab to view and select other insurance options.

Medical FSA Tab

Use the Medical FSA tab to view existing FSA selections or to make new ones.

Dependent FSA Tab

Use the Dependent FSA tab to view existing FSA selections or to make new ones.

Health Savings Account

Use the Health Savings Account tab to view existing HSA selections or to make new ones.

Summary Tab

The Summary tab lists all of the elections that you made on the Benefits Enrollment screen or Life Events/New Hires screen.


Parent Topic:

Life Events/New Hires