Prompts

Use the Employee Basic Information prompts to configure the Employee Basic Information report.

Prompt Message

Description

Company

Select a company from the list.

Status

Select one or more of the following employee statuses to include in the report:

  • Active

  • Family Medical Leave

  • Inactive Accruing Leave

  • Inactive

Employee Type

Select one or more of the following employee types to include in the report:

  • Part Time

  • Regular

  • Temporary

Limit Organization(s)

In the Keywords field, enter a portion of one or more organization IDs and click to list organizations to include in the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Limit Supervisor(s)

In the Keywords field, enter a portion of one or more supervisor names and click to list supervisors to include in the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.

Limit Locator Code(s)

A locator code is an optional field that can be defined for an employee. It is used only in the employee record and not maintained or validated anywhere else in Costpoint. It is used typically as a way to organize how checks or leave status is printed (set up locator codes and print checks or leave status in groups, sorted by locator code).

In the Keywords field, enter a portion of one or more locator codes and click to list codes to use as filters for employee’s to include in the report.

To narrow the search, click Options to select filter criteria. If you search by name, use one of the Contains... options, rather than the Starts with... options. If applicable, click the right arrow to move your selected results to Choices.