Costpoint Online Help

Using the Help Search
Using the Help Search
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Contents of the Self Service Status Screen

Use the fields and options to configure the Self Service Status Screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Criteria

Field Description
Filter

Select a filter from the drop-down list, either Benefits Enrollment or Life Events.

Sort By

Select a sort option from the drop-down list, either Employee Name or Due Date.

Priority Filter

Field Description
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.

Notifications

Field Description
Notify Employees

Select this check box to have the system notify employees of their incomplete tasks.  If you do not select this check box, notifications will not be sent to employees.

Notes

You can enter a message here that will be sent to the designated recipient (employee and/or functional role).

Notify Previously Notified

If you select this check box, the system will notify recipients who have already been notified, even if they have already been notified for the priority.

Life Events

Field Description
List Box

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

Results

Field Description
Selected

If you are going to initiate notifications from the Self Service Status screen, you can use the check boxes at the beginning of the rows to include or exclude individual employees from the notification process.

Due Date

This non-editable column displays the due date for the life event.

Employee Name

This non-editable column displays the name of the employee. If the system is configured to show employee IDs, the ID, in parentheses, follows the employee name.

Life Event

This non-editable column displays the life event.