Costpoint Online Help

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

Contents of the Configure Personnel Settings Screen

Use the fields and options to configure the Configure Personnel Settings Screen.

Personnel Settings

Manager Defaulting Method

The default manager information can load from either the Manage Managers/HR Reps by Organization or the Manage Managers/HR Reps by HR Organization screen

Field Description
By Company-Wide Organization

If you select this option, managers set up on the Manage Managers/HR Reps by Organization screen are used as defaults on the Manage Employee Salary Information screen. Selecting this option disables the Manage Managers/HR Reps by HR Organization screen.

By HR Organization

If you select this option, managers set up on the Manage Managers/HR Reps by HR Organization screen are used as defaults on the Manage Employee Salary Information screen. Selecting this option disables the Manage Managers/HR Reps by Organization screen.

Accident Claims Numbering Method

There are two methods for numbering accident claims: System (Costpoint generates accident claim numbers) or Manual (you assign accident claim numbers). Depending on the method you select, accident claim numbers can be assigned at the beginning or the end of the accident claim entry process. With the Manual method, you enter an accident claim number (in the Internal Case Number field) on the Manage Accident Information screen. With the System method, Costpoint assigns a number when you save an accident claim record, and the Internal Case Number field on the Accident Information screen is disabled. Regardless of which method you select, Costpoint requires unique accident claim numbers for each fiscal year.

Field Description
System

Select this option to assign the accident claim numbers on a company-wide basis. This is the default. You specify a starting accident claim number, and then each accident claim entered into Costpoint is increased by one from the last accident claim number.

Manual

Select this option to assign accident claim numbers manually. Costpoint requires an accident claim number at the beginning of the entry process.

Required Forms File Type

Use these check boxes to identify which word processing package you are using to design your required forms.

Field Description
Microsoft Word

Select this check box if you are using Microsoft® Word to generate required forms.

WordPerfect

Select this check box if you are using WordPerfect® to generate required forms.

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, but 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.

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 TemplateNumber 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.

Default Requisition Approver

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. This unlabeled field displays the name of the employee that you assign as the default position requisition approver.