Self Service

The Self Service feature provides a way for Costpoint Mobile T&E users to view pay and expense payment records on a mobile device.

The Self Service icon displays on the Costpoint Mobile T&E menu if:
  • You are using Costpoint version 8.2 and higher.
    Note: To check your Costpoint version, see About (Deltek Costpoint) on the Settings screen.
  • You have appropriate rights to the Employee Service module in Costpoint.
  • You have appropriate rights to the Payroll Checks application in Costpoint, at the minimum.
Tapping Self Service displays the Self Service screen, a non-editable screen that contains the Payroll and Expense Payment tabs.
Note: If you have rights only to the Payroll Checks application, only the Payroll tab displays on the Self Service screen. If you also have rights to the Expense Checks application, the Expense Payment tab also displays on the Self Service screen.
The table below provides information about the tabs on the Self Service screen.
Self Service Tab Description
Payroll

The Payroll tab displays a list of your pay records.

Each pay entry includes the following details:
  • Pay Check Date and Type
  • Pay Period From Date and To Date
  • Gross Amount and Net Amount

The Payroll tab displays 10 of your most recent pay entries, sorted by check date.

Note: If you do not have pay records, the screen displays No Records Found.
Expense Payment

The Expense Payment tab displays a list of your expense payment records.

Each expense payment entry includes the following details:
  • Check Date
  • Check Number
  • Total Amount of the Check

The Expense Payment tab displays 10 of your most recent expense payment entries, sorted by check date.

Tapping an entry displays the check number with the following details:
  • Invoice Number
  • Amount Paid
Note: If you do not have expense payment records, the screen displays No Records Found.