Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Information Tab

Use the tab to view information related to your personal info, employment, visa, name preferences, and demographics.

Personal Information

Field Description
First Name

This non-editable field displays the first name of the employee referenced in this transaction

Middle Name

This non-editable field displays the middle name of the employee referenced in this transaction.

Last Name

This non-editable field displays the last name of the employee referenced in this transaction.

Social Security Number

This non-editable field displays the social security number of the employee referenced in this transaction.

Birth Date

This non-editable field displays the date of birth for the employee referenced in this transaction.

Employment

Field Description
Title This field displays the employee's position title.
Hire Date This non-editable field displays the hiring date for the employee referenced in this transaction.
Service Date If the employee leaves the company and later returns, this field displays the earlier hire date (the previous date of hire).
Last Review Date This field displays the date of the employee's last performance review. This field is for informational purposes only.
Next Review Date This field displays the date of the employee's next performance review. This field is for informational purposes only.

Visa Information

Field Description
VISA Type This field displays the value for the employee's visa type. Visa types are established on the Manage Visa Types screen.
VISA Exp Date This field displays the date on which the employee's visa expires, if applicable.

Name Preferences

Field Description
Preferred Name

Enter the preferred first name or "nickname" for the employee referenced in this transaction.

Suffix

Enter the name suffix, such as Junior or III, for the employee referenced in this transaction.

Demographics

Field Description
Race

Enter, or click to select, the race of the employee referenced in this transaction.

Gender

Enter, or click to select, the gender of the employee referenced in this transaction.