CONFIGURE EMPLOYEE OPTIONS                                     

Use this application to define export parameters for employee information. The integration process will use these parameters to download this information from Costpoint into Deltek CRM/GovWin. General employee information is established in the Maintain Employee Master screen (People » Employee » Basic Employee Setup) and the Basic Employee Info screen (People » Employee » Basic Employee Setup). Degrees, professional organizations, and skills are established in their respective screens in the Training menu in Costpoint Personnel Administration. This information is then assigned to employee records in the Education, Skills & Training Data screen (People » Employee » Employee HR Setup).

In order to run this application, you must be licensed for the Deltek CRM/GovWin Integration add-on module.

You must have access to Costpoint Personnel Administration, and populate Costpoint with employees' degrees, professional organizations, and skills information in order to include this information in the download. If you do not have access to Costpoint Personnel Administration, this application will not be fully functional.

Use this screen after you have properly configured your employee information in the Maintain Employee Master and Basic Employee Info screens in Costpoint Employee. You also must have assigned information regarding degrees, professional organizations, and skills to employee records in the Education, Skills & Training Data screen, also in Costpoint Employee.

Version

Use this drop-down list to select the CRM/GovWin version for the current parameter record. Valid options are:

Use Last Processed Time Stamp

Select this check box to download employee information that is new or has changed in Costpoint since the last time the interface process was run. Clear this check box to download all applicable employee information in Costpoint, in accordance with this screen's settings, regardless of when the interface process was last run.

Active Employees

Select this check box to include active employees in the download (where the Status drop-down list is Active for the employee record in the Basic Employee Info screen (People » Employee » Basic Employee Setup)) in accordance with the other settings in the parameter record.

Inactive Employees

Select this check box to include inactive employees in the download (where the Status drop-down list is Inactive, Family Medical Leave, or Inactive Accruing Leave for the employee record in the Basic Employee Info screen (People » Employee » Basic Employee Setup)) in accordance with the other settings in the parameter record.

You must select at least one check box (Active Employees or Inactive Employees) before executing the download.

Include Labor Rate

Select this check box to download labor cost information. This option will be available only for Resource Planning and if you have rights to view labor cost information in Costpoint and have selected the Basic Information check box.

Select Employee Information

General employee information is established in the Maintain Employee Master screen (People » Employee » Basic Employee Setup) and the Basic Employee Info screen (People » Employee » Basic Employee Setup). Degrees, professional organizations, and skills are established in their respective screens in the Training menu in Costpoint Personnel Administration. This information is then assigned to employee records in the Education, Skills & Training Data screen (People » Employee » Employee HR Setup).

Basic Information

Select this check box to download basic employee information from the Basic Employee Info screen (People » Employee » Basic Employee Setup). This check box is selected by default when you open this application.

Skills

Select this check box to download employee skills information from the Education, Skills & Training Data screen (People » Employee » Employee HR Setup). Selecting this check box enables the Select Employee Skills group box.

Professional Organizations

Select this check box to download professional organization information from the Education, Skills & Training Data screen (People » Employee » Employee HR Setup). Selecting this check box enables the Select Employee Professional Orgs group box.

Degrees

Select this check box to download employee degree information from the Education, Skills & Training Data screen (People » Employee » Employee HR Setup). Selecting this check box enables the Select Employee Degrees group box.

Select Organization Options

Active

Select this check box to include active organization IDs in the integration process.

Inactive

Select this check box to include inactive organization IDs in the integration process.

Home Organization Level

Enter a numeric value that will determine the starting organization level at which employee records will exist in Deltek CRM/GovWin, based on the employees' assigned Home Org in the Salary Info and History screen (People » Employee » Basic Employee Setup). The org IDs in employee records will transfer to CRM/GovWin formatted at the level specified, or above. For example, if you enter a "2" in this field, all employee records that have a Home Org at the top level (for example, home org "4") and at level 2 (for example, home org "4.1") will be downloaded, and will exist in CRM/GovWin as they currently appear in Costpoint. However, employee records that are assigned a home org at the third and fourth level (for example, home orgs "4.1.2" and "4.1.2.01") will be truncated at the level selected (for example, home org "4.1").  The top level of an organization (and the lower-level segment lengths) is established in the Define Org Structures screen (Accounting » General Ledger » Organizations), and subsequent organization levels are assigned in the Maintain Org Elements screen (Accounting » General Ledger » Organizations).

Use Reorganization

Select this check box to use the reorganization structure to translate organization IDs between Costpoint and CRM/GovWin. This allows you to set up an Org structure exactly as you need it configured for CRM/GovWin regardless of your actual Costpoint organization structure.  If you do not select this check box, the integration process will use your existing Costpoint organization ID structure based on the number of levels you choose to include.

Exclude Top Level

Select this check box to exclude the top level of the reorganization ID during this download.  This may be necessary if you are already using Reorg in Costpoint and the length of the top-level reorg element is not correct for CRM/GovWin.

Reorg

Enter the top-level reorganization ID whose mapping definition will be used during this download.

Select Employee

Use this group box to specify the employee ID range that is used by the interface process to select employee information from Costpoint. Employee records from the employee ID range (that meet the other selection criteria in this screen) will be selected for processing. Employee information is established in the Maintain Employee Master screen (People » Employee » Basic Employee Setup) and the Basic Employee Info screen (People » Employee » Basic Employee Setup). If you select the All Range Option, all applicable employee information that meets the parameter's selection criteria will be processed.

Range Option

Use this drop-down list to select the employee ID range for the current parameter record. Valid options are:

From, To

Enter, or use to select, the starting (in the From field) and ending (in the To field) employee IDs for the current parameter record.

When you use in either field, you can choose from a list of existing employee IDs in Costpoint.

Select Home Organizations

Use this group box to specify the home organization range that will be used by the interface process to select employee home organization information from Costpoint. Employee records are assigned a Home Org in the Salary Info and History screen (People » Employee » Basic Employee Setup). Employee home organizations from the home organization range (that meet the other selection criteria in this screen) will be downloaded. If you select the All Range Option, all applicable employee home organization information that meets the parameter's selection criteria will be processed.

Also refer to the Home Organization Level field to specify the organization level at which employee records will exist in Deltek CRM/GovWin.

Range Option

Use this drop-down list to select the home organization range for the current parameter record. Valid options are:

From, To

Enter, or use to select, the starting (in the From field) and ending (in the To field) home organizations for the current parameter record.

When you use in either field, you can choose from a list of existing home organizations in Costpoint.

Select Employee Skills

Use this group box to specify a range of skills codes that will be used by the interface process to select employee skills information from Costpoint. Employee skills records from the skills code(s) range (that meet the other selection criteria in this screen) will be downloaded. Enable the fields in this group box by selecting the Skills check box in the Select Employee Information group box. Skills codes are established in the Skills screen (People » Personnel » Training), and are assigned to employee records in the Education, Skills & Training Data screen (People » Employee » Employee HR Setup). If you select the All Range Option, all applicable employee skills information that meets the parameter's selection criteria will be processed.

Range Option

Use this drop-down list to select the employee skills code range for the current parameter record. Valid options are:

From, To

Enter, or use to select, the starting (in the From field) and ending (in the To field) employee skills codes for the current parameter record.

When you use in either field, you can choose from a list of existing skills codes for all employee IDs in Costpoint.

Select Employee Professional Orgs

Use this group box to specify a range of professional organization codes that will be used by the interface process to select employee professional organization information from Costpoint. Employee professional organization records from the professional organization code(s) range (that meet the other selection criteria in this screen) will be selected for processing. Enable the fields in this group box by selecting the Professional Organizations check box in the Select Employee Information group box. Professional organization codes are established in the Professional Organizations screen (People » Personnel » Training), and are assigned to employee records in the Education, Skills & Training Data screen (People » Employee » Employee HR Setup). If you select the All Range Option, all applicable employee professional organization information that meets the parameter's selection criteria will be processed.

Range Option

Use this drop-down list to select the professional organization range for the current parameter record. Valid options are:

From, To

Enter, or use to select, the starting (in the From field) and ending (in the To field) professional organizations for the current parameter record.

When you use in either field, you can choose from a list of existing professional organization IDs in Costpoint.

Select Employee Degrees

Use this group box to specify a range of degree codes that will be used by the interface process to select employee degree information from Costpoint. Employee degree records from the degree code(s) range (that meet the other selection criteria in this screen) will be selected for processing. Enable the fields in this group box by selecting the Degrees check box in the Select Employee Information group box. Degree codes are established in the Degrees screen (People » Personnel » Training), and are assigned to employee records in the Education, Skills & Training Data screen (People » Employee » Employee HR Setup). If you select the All Range Option, all applicable employee degree information that meets the parameter's selection criteria will be processed.

Range Option

Use this drop-down list to select the degree code range for the current parameter record. Options are Valid options are:

From, To

Enter, or use to select, the starting (in the From field) and ending (in the To field) degree codes for the current parameter record.

When you use in either field, you can choose from a list of existing degree codes in Costpoint.

Table Information

Employee information is stored in the EMPL, EMPL_LAB_INFO, and EMPL_PHONE tables. Degree, Professional Organization, and Skills information is stored in the H_EMPL_DEGREE, H_EMPL_PROF_ORG, and H_EMPL_SKILL tables, respectively. Parameter data for the record is stored in the X_OBJ_SUPP table.

Error Messages and Conditions

Message

Condition

Remedy

You are not licensed to run this function.

Error. You are not licensed for Deltek CRM/GovWin Integration.

Contact your Costpoint System Administrator.

This parameter definition is assigned to an interface. Please remove this assignment before attempting to delete this definition.

Error. You cannot delete an object parameter if it is used within an object instance definition.

Disassociate the parameter ID from the object instance.

This is an invalid employee ID.

Error. The Select Employees Range Option is One and the From employee is not a valid employee ID (EMPL_ID).

Use to select a valid value.

The employee status of this employee is inactive and you have not requested inactive employees.

Error. The Select Employee Range Option is One, only the Active Employees check box is selected, and the Employee Status Code (EMPL.S_EMPL_STATUS_CD) is IN or IAL; therefore, the From employee is not a valid employee ID (EMPL_ID).

Select an employee ID with an active status or clear Active Employees and select Inactive Employees.

The employee status of this employee is active and you have not requested active employees.

Error. The Select Employee Range Option is One, only the Inactive Employees check box is selected (EMPL_INACT_FL is Y), and the Employee Status Code (EMPL.S_EMPL_STATUS_CD) is ACT or FML; therefore, the From employee is not a valid employee ID (EMPL_ID).

Select an employee ID with an active status or clear Inactive Employees and select Active Employees.

This is an invalid top-level reorganization ID.

Error. The Reorg ID does not exist in the Reorg Structure table (REORG_STRUC) at the top-level (must be LVL_NO = 1).

Use to select a valid value.

This is an invalid organization.

Error. The Select Home Organizations Range Option is One and the From organization is not a valid organization ID (ORG_ID).

Use to select a valid value.

This is not a top-level reorganization ID.

Error. The Use Reorganization check box is selected and the Reorg ID exists in the Reorg Structure table (REORG_STRUC.REORG_ID), but this ID is not the top-level (REORG_STRUC.LVL_NO is greater than 1).

Use to select a valid value.

The level for this organization is greater than the home organization level requested.

Error. The Select Home Organizations Range Option is One and the level (LVL_NO) for this ORG is greater than the Home Organization Level (HOME_ORG_LVL) requested; therefore, the From organization is not a valid organization ID (ORG_ID).

Use to select a valid value.

This is an invalid employee degree ID.

Error. The Select Employee Degrees Range Option is One and the From degree is not a valid degree ID (DEG_ID).

Use to select a valid value.

This is an invalid employee professional organization ID.

Error. The Select Employee Professional Orgs Range Option is One and the From professional organization is not a valid professional organization ID (PROF_ORG_ID).

Use to select a valid value.

This is an invalid employee skill ID.

Error. The Select Employee Skills Range Option is One and From skill is not a valid skill ID (SKILL_ID).

Use to select a valid value.

You must check at least one employee information check box.

Error. None of the Basic Information, Skills, Professional Organizations, or Degrees check boxes have been selected.

Select at least one check box in the Select Employee Information group box.

Either active and or inactive employees must be selected.

Error. Neither the Active Employees nor Inactive Employees check boxes have been selected

Select the Active Employees and/or Inactive Employees check boxes.

The organization level must be between 1 and 5 inclusively.

Error. The Home Organization Level must be between 1 and 5, inclusive.

Enter a value between 1 and 5 in the Home Organization Level field.

A top-level reorganization ID must be entered.

Error. The Use Reorganization check box is selected, but the Reorg field is null.

Enter a valid value in the Reorg field, or clear the Use Reorganization check box.

The reorganization mapping definition for this top-level reorganization ID does not contain the organization ID entered above.

Error. The Select Home Organizations Range Option is One and the From Organization is not a valid organization ID (ORG_ID) in the Reorg/Org Link table (REORG_ORG_LINK.ORG_ID) where the Reorg ID (REORG_ORG_ LINK.REORG_ID) is mapped with the assigned top-level org (REORG_ID_ TOP).

Select the Exclude Top Level check box or enter an organization ID (in the Reorg field) with a top-level org ID.

The number of levels defined within this reorganization exceeds the maximum of 5.

Error: The reorganization ID selected has more than five levels defined (or more than six levels if you selected the Exclude Top Level check box) and cannot be used. 

Use to select a valid value. Deltek CRM/GovWin only allows a five-level org structure, so you must select a Reorg ID that will not exceed that maximum.

Warning: You are downloading sensitive information.  Do you want to continue?

Warning. Labor Cost Suppression (LABOR_COST_FL) is enabled in the Maintain Users screen (Others » System Administration » System Security).