Costpoint Essentials Online Help

General Options Tab

Use this tab to select text, phone, and postal codes formats, permission for benefits enrollment to rollover to the next year, permission to allow updates to direct deposit information, and which Total Comp/Benefits to display.

Formats

Field Description
Text

Use the drop-down box to select one of the following options:

  • No Formatting: Text fields are saved to the database as the user enters them
  • Uppercase: Text fields are converted to uppercase when saved to the database, enforcing data entry in the Employee Self Service screens to UPPERCASE.
  • Proper Case: Text fields are converted to proper case, with the first letter of each word capitalized when saved to the database
Phone Format Select a format for how to display telephone numbers in the applicable screens. (Applicable screens include:  Address/Telephone, Emergency Contacts, and Dependents/Beneficiaries.)  Choose from the following options:
  • No Formatting
  • (000) 000-0000
  • 000-000-0000
  • 000.000.0000
  • 000/000-0000
Postal Format

Select a radio button to tell the system how to display postal codes in the applicable screens. (Applicable screens include:  Address/Telephone, Emergency Contacts, and Dependents/Beneficiaries.)  Choose from the following options:

  • No Formatting
  • 00000
  • 00000-0000
Allow Rollover Capability in Benefits Enrollment

Select this checkbox to enable employees to carryover their current benefit elections to next year.  

When you select Allow Rollover Capability in Benefits Enrollment, a checkbox appears next to each benefit listed on the Current Elections page.

When users select these check boxes, the associated benefits are carried over to the next year without change. This reduces the number of steps required to complete the benefit enrollment process

Allow selection of a limited purpose FSA along with an HSA

Select this check box to allow employees to specify a limited purpose FSA and an HSA when they select a high deductible health plan (HDHP). If you clear this checkbox, employees may only select either an FSA or an HSA, not both. If you select this checkbox, the screen will display Limited Purpose checkboxes on the Medical FSA screens for life events and benefits enrollment.

Show Evidence of Insurability fields in Insurance screens Select this checkbox to display the EOI Form URL/Location and EOI Status fields in the Insurance applications.

Direct Deposit

Field Description
Allow Update of Current Accounts

If you select this check box, employees will be able to make updates to current account information. Current accounts are bank accounts that are currently in use.

Allow Updates of Pending Accounts

If you select this check box, employees will be able to make updates to pending account information.  Pending accounts are bank accounts that are currently in pre-note status.

Total Comp/Benefits

Use these check boxes to tell the system which tables to display on the Total Comp/Benefits Statement screen. On the Total Comp/Benefits Statement screen, you can view a total compensation summary that lists such things as your annual salary, leave benefits, and others. You can also view your benefit elections and their coverage level, as well as employee/employer costs.  

Field Description
Show Total Compensation Summary

Select this checkbox to display the Total Compensation Summary on the Total Comp/Benefits Statement screen.  

Show Benefit Elections

Select this checkbox to display Benefit Elections on the Total Comp/Benefits Statement screen.