Self Service Status - Criteria Tab

Specify the criteria you want to use to select the employees and status information you want to review.

Filter

Select a filter option. The valid values are:

• Benefits Enrollment

• Life Events

Priority Filter

Low Priority

Select this check box to include low-priority tasks in your results.

Medium Priority

Select this check box to include medium-priority tasks in your results.

High Priority

Select this check box to include high-priority tasks in your results.

Group

Function

Select the functional role for which you want to view groups.  For example, if you select "Administrator," the window will display the groups for which you are an Administrator.

Select All

Use this button to select all the groups in the Group list.

If you use the Select All button and save the settings as a parameter, the system will store all of the groups that were presented in the Group list.  This is an excellent way to automatically pick up any new groups over which you have the functional role when the system is executing the status via the Scheduling process.

Life Events

List Box

Select the life event you want to report on. You can select multiple life events.

Select All

Use this button to select all life events in the list.

Sort

Select the criterion by which you want to sort the life events. Valid values are:

• •Employee Name

• •Due Date

Execute

Select this button to locate incomplete tasks that meet the criteria provided. They will be displayed on the Results tab.

Save Parameters

Click Save to save your parameters.

Code

Enter a code for the parameter that you are setting up.

Description

Enter a description for the parameter that you are setting up.

Options

Public

If you select this check box, anybody who has rights to this screen can view the parameters you set up. However, if you do not select this check box, only you can access your parameters.

Print Report

Select this check box to save the Print Report parameter.

Send Notification

Select this check box to save the Send Notification parameter.

OK

Select this button to save your parameters and close this dialog box.

Cancel

Select this button to close the Save Parameters dialog box without saving your parameters.