Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex.system administration
For more information:Searching Online Help

SilkRoad New Employee Processing

Before you can import SilkRoad employee data into Costpoint, SilkRoad must generate a CSV file that contains the new employee records.

SilkRoad creates the CSV files in an SFTP folder after the following steps/tasks have been completed in SilkRoad RedCarpet:

  1. The Human Resource (HR) Coordinator adds a new employee profile for a position requisition. If the applicant was entered in SilkRoad OpenHire, the employee profile will be created when the employee information is transferred to SilkRoad RedCarpet.
  2. The HR Coordinator creates an event: Onboarding for Deltek. This creates tasks that must be completed by the new employee.
    Note:

    The date that you enter when you create the Onboarding for Deltek event determines the start of the event.

  3. The new employee completes the Welcome to Our Company task and New Hire Onboarding Form task.
  4. The HR Coordinator completes the New Hire Onboarding Form – HR task.

    After the completion of the New Hire Onboarding Form, SilkRoad exports the employee information in CSV file to an SFTP folder. SilkRoad exports new employee information to a CSV file every fifteen minutes.