MISCELLANEOUS FUNCTIONS

Use the toolkits in this screen to prepare, align and update data in specific Costpoint tables for enhanced system performance and/or corrections. Toolkit processes do not provide standard accounting, finance, or human resources functionality; rather, a toolkit is used to convert existing Costpoint data so that other affected tables can function properly.

Note: You should run these toolkits only when instructed to do so, either by user bulletins, installation instructions, manuals, or by Costpoint General or Technical support.

Version 1.1 Timesheet Data Conversion

Use this toolkit to perform the data conversion routine in Costpoint version 1.1 for timesheets.

Version 1.1 Fix Earnings SUTA Taxable Wages

Use this toolkit to re-compute earnings data in Costpoint version 1.1. 

Reorder Employee Address Line Information

Use this toolkit to re-order the employee address lines that were set up in the Mailing Address group box in the Basic Employee Info screen in Costpoint Employee.

Update Employee Telephone Types

Use this toolkit to convert existing standard telephone types to new standard telephone types for employee records in the Phone group box in the Address subtask of the Basic Employee Info screen in Costpoint Employee. 

Update Dependent/Beneficiary ID's

Use this toolkit to convert all existing dependent and beneficiary IDs to sequential numbers.

Purge Labor History Table

Use this subtask to purge labor history records from the Labor History table for a project or range of projects.

Update Job Group Codes

Use this toolkit to add job groups that were originally established in Costpoint Affirmative Action to all the rows in the Salary Info and History table, where a job group has not been previously assigned.

Update Salary Info and History

Use this toolkit to update the Effective Date is Hire Date and Effective Date is Term Date checkboxes in the Salary Info and History screen (in Costpoint Employee), based on the personnel action codes that have been assigned to the employee.

Update TC Timesheet/Work Schedule

Use this toolkit to add a Time Collection timesheet schedule and Time Collection work schedule to all rows in the Salary Info and History table for a range of specified employees.

Update Reference Paycheck Type

Use this toolkit to update the "V" (Void) and "W" (replacement) type employee earnings and payroll edit records with the correct reference check type, based on the check and system dates. 

Encrypt ESS PIN

Use this toolkit to encrypt employee ESS PINs. You must run this toolkit after you install ESS version 3.0. ESS users (employees) will not be able to gain access to ESS version 3.0 until this toolkit is run.

Update Life Event Change Period End Date 

Run this toolkit to assign a change period end date to all existing employee life event records. You must run this toolkit after you install ESS version 3.0. This one-time conversion is required to support the updated method of validating that an employee is within the change period before allowing benefit elections or a life event user-flow in ESS version 3.0.

Assign Benefit Package Defaults to Taxable Entities

Run this toolkit to assign existing benefit package default records to each taxable entity in your database. You must run this toolkit after you install ESS version 3.0. This one-time conversion is required to support the updated method of defaulting benefit packages for employees.

Update Missouri Filing Statuses and Allowance Amounts

If you used the Special Setup specified in Costpoint Payroll to set up Missouri state statuses and Missouri state allowances (see your Tax Table documentation), use this toolkit to convert employees' current Missouri state setup (in the Employee Taxes screen) to the updated Missouri state statuses and allowance numbers.

Export Used Leave to Deltek Time & Expense

If you use Deltek Time & Expense, you can use this toolkit to export used leave to Deltek Time & Expense version 7 or greater.

Update EEO-1 Codes

You must use this toolkit to convert your old EEO-1 codes to the new codes before printing the September 30, 2007 EEO-1 report.  This toolkit is not available unless EEO-1 Report is selected in the EEO Setup screen in Costpoint Affirmative Action.