PRINT EMPLOYEE BASIC REPORT
Use this screen to print a report that presents employee information from the Manage Employee Information screen. You can print this report by employee ID or employee name, for all employees, for a range of employees, and for certain employee status categories.
Print this report whenever an up-to-date listing is required. Print and retain this report at the end of each fiscal and payroll year to substantiate the employee IDs used to back up IRS and DCAA reports.
If you did not set up Costpoint to print Social Security Numbers (SSNs), blanks print instead of the numbers. The SSN check box on the Company Access subtask of the Manage Users screen controls the ability to print Social Security numbers.
Location
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 are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
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 in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in 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 in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Home Organizations
Use this group box to select a range of home organizations to be included in the report, when you select Home Organization as your primary sort. This group box is disabled for any other primary sort selections.
Options
Use this drop-down list to select a range. Valid selections are:
-
All — Select this option to include all home organizations in the report.
-
One — Select this option to include only one home organization in the report. You need to enter ID of this home organization in the Start field.
-
Range — Select this option to include a range of home organizations to include in the report. This range begins with the home organization on the Start field and it ends with the home organization on the End field.
-
From Beginning — Select this option to include a range of home organizations that begins with first home organization and ends with the home organization entered on the End field.
-
To End — Select this option to include a range of home organizations that begins with the home organization entered the Start field and ends with the last home organization.
Start
If your range selection is One, enter, or click 
to select, the home organization.
If your range selection is Range or To End, enter, or click to select, the starting home organization for the range.
End
If your range selection is From Beginning, enter, or click to select, the ending home organization for the range.
Effective Date
Option
This field always displays One.
Start
If your primary sort is Home Organization, enter, or click 
an effective date for which data is reported. The default is the current system date, but you can enter a different date.
Employees
Use the fields in this group box to select the range of employees to include on this report.
Range Option
Use this drop-down list to select a range. Valid selections are:
-
All — Select this option to include all employees in the report.
-
One — Select this option to include only one employee in the report. You need to enter ID of this employee in the Start field.
-
Range — Select this option to include a range of employees to include in the report. This range begins with the employee ID on the Start field and it ends with the employee ID on the End field.
-
From Beginning — Select this option to include a range of employees that begins with first employee and ends with the employee ID entered on the End field.
-
To End — Select this option to include a range of employees that begins with the employee ID entered the Start field and ends with the last employee.
Start
If your range selection is One, enter, or click to select, the ID number of the employee.
If your range selection is Range or To End, enter, or click to select, the starting employee ID for the range.
End
If your range selection is Range or From Beginning, enter, or click to select, the ending employee ID for the range.
Sort By
Use this group box to select the primary and secondary sort order of the report.
1st Sort
From the drop-down list, select the primary sort of the report. Valid options are:
-
Home Organization — Select this option to sort the report by the home organization that is assigned to the employee in Salary Info and History. If you select this setting, you must select either the Employee Name or Employee ID option for your 2nd Sort. The report prints all levels of the home organization.
-
Employee Name — Select this option to sort the report by employee name.
-
Employee ID — Select this option to sort the report by employee ID.
2nd Sort
From the drop-down list, select the secondary sort option. Valid options are:
-
Employee Name — Select this option to print the report by the employee name for employees within a specific home organization. If you selected the Employee Name or Employee ID options for your primary sort, this option is disabled.
-
Employee ID — Select this option to print the report by the employee ID for employees within a specific home organization. If you selected the Employee Name or Employee ID options for your primary sort, this option is disabled.
-
None — This option is disabled if the primary sort you selected is by Home Organization. If you selected the Employee Name or Employee ID options for your primary sort, this option is the only choice available.
Options
Include Employee Status
Use this group box to choose the employee status categories to include on the report. You must select at least one check box to print a report.
Active
Select this check box to include employees who have a Status of Active on the Employee Info tab of the Manage Employee Information screen.
Inactive
Select this check box to include employees who have a Status of Inactive on the Employee Info tab of the Manage Employee Information.
Inactive Accruing Leave
Select this check box to include employees who have a Status of Inactive Accruing Leave on the Employee Info tab of the Manage Employee Information.
Family Medical Leave Act
Select this check box to include employees who have a Status of Family Medical Leave on the Employee Info tab of the Manage Employee Information.