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Employee Options Tab

Use the options in the Employee Options tab to designate the work hours in a year, the employee ID length, the minimum hourly rate, the validation method for employee class, the default timesheet cycle, the default workers' compensation code, and the default pay type. 

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.

Contents

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.

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.

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.

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.

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.