Employee Options Tab

You can also specify whether or not to validate social security numbers and whether or not to require a default workers' compensation code on the Default tab of the Manage Employee Information screen.

Field	Description
Validate Social Security Number	Select this check box to have Costpoint validate an employee's social security number to ensure that a duplicate does not exist.
Number of Work Hours in the Year	Use this numeric field to designate the number of work hours in your company's year. This number is used to compute the Hourly rate from the Annual rate entered on the Manage Employee Salary Information screen. For example, an Annual rate entered on the Employee Salary Information screen of $20,800 yields an Hourly rate of $10.00 per hour if 2080 (hours) is entered in the Number of Work Hours in the Year field. This field is normally either 2080 or 2016.
Minimum Hourly Rate	Enter the prevailing minimum hourly pay rate.
Number of Months in Review Cycle	Use this numeric field of up to two digits to determine the number of months in a review cycle. The number of months entered here increments the employee's Next Review Date on the HR Data tab of the Manage Employee Information screen after you enter a new line on the Manage Employee Salary Information screen.
Work Schedule Default	Enter, or click to select, a default work schedule for your company. You can select a work schedule for each employee using the Work Schedule field on the Salary Info tab of the Manage Employee Salary Information screen. The work schedule assigned to the employee takes precedence. You can establish work schedules on the Manage Work Schedules screen or in Deltek Time & Expense.

Employee Class Validation Method

Field	Description
Error	Select this option to prevent assignment of an employee class code to an employee if the employment type, FLSA exempt status, and hourly/salary status combination is not linked to the employee class specified for that employee.
Warning	Select this option to have Costpoint generate a warning message when an employee's employment type, FLSA exempt status, and hourly/salary status combination is not linked to the employee class specified for that employee.
No Validation	Select this option if you do not want the rules of the Manage Employee Class Codes screen to be enforced. You do not have access to the Manage Employee Class Codes screen if this option is selected.

Employment History Population Method

Use these options for the population of data in the Employment History subtask of the Manage Employee Information screen.

Field	Description
Automatic	Select this option if the Manage Employee Information screen should automatically create a new Employment History record when you enter a date in the Termination Date field on the screen. The Current Hire Date and Termination Date field values will be used to populate the new Employment History record. Note that the Employment History record will only be saved if you click Save or Save & Continue on the Manage Employee Information screen.
Prompt User	Select this option if upon entering a date in the Termination Date field ion the main Manage Employee Information screen, users will be asked if they would like to create a new Employment History record. If the user opts to create the record, the Current Hire Date and Termination Date will be used to populate the new Employment History record. If the user does not opt to create the record, it will have to be manually entered. Note that the Employment History record will only be saved if you press Save or Save & Continue on the Manage Employee Information screen.
Manual Entry	Select this option if the user who enters a date the Termination Date field on the Manage Employee Information screen must also manually enter an Employment History record.

Field	Description
Vaccine Info Storage Location	Enter, or click to select, the default storage location for vaccination file attachments that employees upload on the Employee Vaccinations screen.

Enable Audit File Tracking

Use the selections in this group box to designate whether all user modifications made to certain payroll records are written to the associated audit file table. Modifications are tracked only for user-initiated changes made on the associated maintenance screens.

Field	Description
Basic Employee Information	Select this check box to enable audit tracking for adding new records, updating existing records, or deleting existing records on the Manage Employee Information screen. These modifications are available for display on the View Employee Information screen. If this check box is later cleared, all future record additions, updates, and/or deletions are not written to the audit file table. The Basic Employee Info Audit table still contains any records written when the check box was selected.
Employee Salary Information	Select this check box to enable audit tracking for adding new records, updating existing records, or deleting existing records on the Manage Employee Salary Information screen. These modifications are available for display on the View Salary Information and History screen. If this check box is later cleared, all future record additions, updates and/or deletions are not written to the audit file table. The Salary Info and History Audit table still contains any records written when the check box was selected.

Field

Description

Basic Employee Information

Select this check box to enable audit tracking for adding new records, updating existing records, or deleting existing records on the Manage Employee Information screen. These modifications are available for display on the View Employee Information screen. If this check box is later cleared, all future record additions, updates, and/or deletions are not written to the audit file table. The Basic Employee Info Audit table still contains any records written when the check box was selected.

Employee Salary Information

Select this check box to enable audit tracking for adding new records, updating existing records, or deleting existing records on the Manage Employee Salary Information screen. These modifications are available for display on the View Salary Information and History screen. If this check box is later cleared, all future record additions, updates and/or deletions are not written to the audit file table. The Salary Info and History Audit table still contains any records written when the check box was selected.

Timesheet Line Defaults

Field	Description
Timesheet Cycle	Enter, or use this drop-down list to select, your company's default timesheet cycle. The timesheet cycle identifies a schedule of timesheet dates. For each timesheet cycle, the "start" and "end" dates identify a time period within the cycle. You must establish the timesheet period related to the cycle first. See the documentation for the Manage Timesheet Periods screen.
Pay Type	Use this drop-down list to select a default to be used on the timesheet entry form. Select from the list of pay types or enter the pay type code to be used exclusively. This should be a "regular" (non-overtime) pay type. If you have set up regular default pay types in the Pay Type field on the Default tab of the Manage Employee Information screen, the first of those regular pay types is offered as a default. You must establish pay types before you can enter a default.
Workers' Compensation	Enter, or use this drop-down list to select, your company's default workers' compensation code, which you must have already established. For more information on workers' compensation codes, see the documentation for the Manage Workers' Compensation Codes screen.
Require Default Workers' Compensation Code	Select this check box to make the Worker's Comp field a required field for all employee records on the Default tab of the Manage Employee Information screen. The Manage Workers' Compensation Codes screen must be established before default codes can be entered for employee records.

Talent Management

Use this group box to set the default company when exporting data to Deltek Talent Management.

Field	Description
Use this company as the default when exporting Labor Locations	Select this check box to signify that the company associated with this Labor Settings record is the default company to be added to Labor Locations when exporting data to Deltek Talent Management. If there are multiple companies and a default is not chosen, a labor location will be created for each company when data is exported to Talent Management unless data exists in the Talent Management Company ID’s subtask of the Manage Labor Locations/Locals screen.
Use this company as the default when exporting Job Codes	Select this check box to signify that the company associated with this labor settings record is the default company to be added to job codes when exporting data to Deltek Talent Management. If multiple companies exist and you have not specified a default company, exporting data to Deltek Talent Management creates a job code for each company unless data exists on the Talent Management Company ID’s subtask of the Manage Detail Job Titles screen.
Auto-Generate Employee IDs	Select this check box if you want new employee IDs for this company to be auto-generated in Costpoint. This functionality is currently enabled only for Deltek Talent Management users. This check box displays as selected and disabled if the Auto-Generate Employee IDs for All Companies check box is selected in the Corporate Labor Settings subtask. Warning: If you choose to auto-generate employee IDs, you will not be able to use the Import Employee Data application to import employees using a data file. If you select this check box, you will have access to the following screens: Manage Employee ID Formats: You must use this screen to set up the rules for auto-generating employee IDs. Manage Employee ID Defaulting Rules: You must use this screen to set up the rules for implementing the employee ID formats. Use this screen after establishing the formatting of employee IDs on the Manage Employee ID Formats screen.

Field

Description

Use this company as the default when exporting Labor Locations

Select this check box to signify that the company associated with this Labor Settings record is the default company to be added to Labor Locations when exporting data to Deltek Talent Management.

If there are multiple companies and a default is not chosen, a labor location will be created for each company when data is exported to Talent Management unless data exists in the Talent Management Company ID’s subtask of the Manage Labor Locations/Locals screen.

Use this company as the default when exporting Job Codes

Select this check box to signify that the company associated with this labor settings record is the default company to be added to job codes when exporting data to Deltek Talent Management.

If multiple companies exist and you have not specified a default company, exporting data to Deltek Talent Management creates a job code for each company unless data exists on the Talent Management Company ID’s subtask of the Manage Detail Job Titles screen.

Auto-Generate Employee IDs

Select this check box if you want new employee IDs for this company to be auto-generated in Costpoint. This functionality is currently enabled only for Deltek Talent Management users. This check box displays as selected and disabled if the Auto-Generate Employee IDs for All Companies check box is selected in the Corporate Labor Settings subtask.

Warning: If you choose to auto-generate employee IDs, you will not be able to use the Import Employee Data application to import employees using a data file.

If you select this check box, you will have access to the following screens:

Manage Employee ID Formats: You must use this screen to set up the rules for auto-generating employee IDs.
Manage Employee ID Defaulting Rules: You must use this screen to set up the rules for implementing the employee ID formats. Use this screen after establishing the formatting of employee IDs on the Manage Employee ID Formats screen.

Job Templates

Use the fields and options to set up the numbering scheme and approval of your job templates.

Field	Description
Auto-Approve Position Requisitions	Select this check box if you want to auto-approve the requisitions that you enter in Costpoint. You can use this check box if you use SilkRoad or Deltek Talent Management and do not use the job templates for recruiting in Costpoint. Instead, you use the job templates to provide employee default data for new employees that are imported from SilkRoad or Deltek Talent Management. When you select this check box, you must enter an employee in the Default Requisition Approver field.
Default Requisition Approver ID	Enter, or click to select, the employee who will be automatically assigned as the approver for all position requisitions that are entered into Costpoint for your company.
Default Requisition Approver Name	This field displays the name of the employee that you assign as the default position requisition approver.
Require Organization ID (Talent Management)	Select this check box to require the organization ID on the job templates for this company. Note: This check box is enabled only when you have a Deltek Talent Management license. If you opted to clear the Require Organization ID (Talent Management) check box, and then you stopped using Deltek Talent Management, you must manually select this check box to require organization IDs on job templates.

Job Template Numbering Method

There are two methods available for numbering job templates: System (generated by Costpoint) or Manual (assigned by you). Depending on the method you select, job template numbers can be assigned at the beginning or the end of the position requisition input process. The Manual method allows you to enter a job template number when you open the Manage Job Templates screen. With the System method, Costpoint assigns a number when you save a job template, and the Job Template Number field on the Manage Job Templates screen is disabled. Regardless of which method you select, Costpoint requires unique requisition numbers for each fiscal year.

Field	Description
System	Select this option to assign the job template numbers on a company-wide basis. This is the default. You specify a starting job template number, and then every job template number added into Costpoint is increased by one from the last job template number.
Manual	Select this option to assign job template numbers manually. Costpoint requires a job template number at the beginning of the entry process.

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