Resource Information Tab
Use the Resource Information tab to select which employee data is exported from Costpoint into Deltek Time Collection 5.x or greater.
In this tab, you can map Deltek Time Collection 5.x or Deltek Time & Expense user-defined codes and dates to Costpoint values, and select employee leave balances, salary information, and timesheet defaults for export.
Employee
| Field | Description |
|---|---|
| Basic Employee |
Select this check box to include basic employee information in the Employee file. This information is exported to the EMPL_YYYYMMDDHHMMSS.CSV file. Select this check box to enable the Employee History and EmployeeLeave check boxes and the Employee Groups group box. This check box is disabled if you have a Subcontractor Management (SM) license, the Separate System for Employees and Subcontractors check box is selected on the Configure Labor Settings screen, and the Export Type is Export Subcontractor Data. |
| Employee History |
Select this check box to include the employee's Salary Info and History data in the Employee History file. This information is exported to the EMPL_HISTORY_YYYYMMDDHHMMSS.CSV file location. For each check box that you select in the Base Tables group box on the Base/Link Tables tab, the corresponding check box is enabled in the Basic Timesheet Defaults group box. For example, if you select the Employee History check box and the Project (UDT02) check box (on the Base/Link Tables tab), the Project (UDT02) check box is enabled in the Basic Employee Defaults group box. |
| Export Labor Rates |
Select this check box to include employee labor rates in the Employee History file. This check box is enabled only if the Employee History check box is selected and the Deltek Time & Expense Version is Time & Expense 6.x on the Configure Labor Settings screen. |
| Employee Leave |
Select this check box to include the employee's accrued leave balance(s) and beginning leave balance(s) in the Employee Leave file. This information is exported to the EMPL_LEAVE_YYYYMMDDHHMMSS.CSV file. |
| Export Adjustments |
Select this check box to include paid-out leave when exporting employee leave. Note:
This check box is enabled when the Employee Leave check box and the Export Paid-Out Leave to Deltek Time and Expense check box on the Configure Leave Settings screen are selected. |
Employee Groups
With Deltek Time Collection 5.x or Deltek Time & Expense, you can group employees by manager, supervisor, and/or home organization. Use this group box to select the types of employee groups that you want to export. All check boxes in this group box are enabled only if you selected the Basic Employee check box in the Employee group box.
| Field | Description |
|---|---|
| Supervisor Groups |
Select this check box to group employees by supervisor, and to export supervisor groups to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file. |
| Manager Groups |
Select this check box to group employees by manager, and to export manager groups to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file. |
| Home Org Groups |
Select this check box to group employees by home organization, and to export home org groups to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file. If you select this check box, the HR Org Groups check box is unavailable. |
| HR Org Groups |
Select this check box to group employees by HR organization, and to export HR org groups to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file. If you select this check box, the Home Org Groups check box is unavailable. You can select this check box only if you are licensed for Costpoint Human Resources. |
| Company Groups |
If you have more than one company in your database, this check box is selected and disabled. If this check box is selected, employees are grouped by company and exported to the EMPL_GROUP_YYYYMMDDHHMMSS.CSV file. A company is assigned to an employee when the employee is first set up in Costpoint. |
Basic Timesheet Defaults
| Field | Description |
|---|---|
| Account (UDT01) |
Select this check box to export the employee's default account (from the Default tab of the Manage Employee Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Account (UDT01) check box on the Base/Link Tables tab. |
| Project (UDT02) |
Select this check box to export the employee's default project (from the Default tab of the Manage Employee Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Project (UDT02) check box on the Base/Link Tables tab. |
| Labor Location (UDT03) |
Select this check box to export the employee's default labor location (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Labor Location (UDT03) check box in the Base/Link Tables tab. |
| Reference 1 (UDT04) |
Select this check box to export the employee's default reference 1 value (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Reference 1 (UDT04) check box on the Base/Link Tables tab. |
| Reference 2 (UDT05) |
Select this check box to export the employee's default reference 2 value (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Reference 2 (UDT05) check box on the Base/Link Tables tab. |
| GLC (UDT06) |
Select this check box to export the employee's default GLC (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the GLC (UDT06) check box on the Base/Link Tables tab. |
| PLC (UDT07) |
Select this check box to export the employee's default PLC (from the Enter/Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the PLC (UDT07) check box on the Base/Link Tables tab. |
| Worker's Comp (UDT08) |
Select this check box to export the employee's default Worker's Comp code (from the Default tab of the Manage Employee Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Worker's Compensation (UDT08) check box on the Base/Link Tables tab. |
| Organization (UDT09) |
Select this check box to export the employee's default organization (from the Manage Employee Salary Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Organization (UDT09) check box on the Base/Link Tables tab. Only those organizations that have been set up for export on the Manage Organizations for Export screen are exported. You can also set up organizations for export by selecting the Time Collection Organization check box on the Manage Organization Structures screen or the Manage Organization Elements screen. |
| Pay Type (UDT10) |
Select this check box to export the employee's default pay type (from the Default tab of the Manage Employee Information screen) to the Employee History (EMPL_HISTORY_YYYYMMDDHHMMSS.CSV) file. This check box is enabled only if you selected the Employee History check box and the Pay Type (UDT10) check box on the Base/Link Tables tab. |
Deltek Time and Expense Employee Mappings
Use the three User-Defined Code drop-down lists to specify Costpoint values that are mapped to the corresponding Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Code fields. The following options are available in the User-Defined Code drop-down lists:
- None
- Mailing State
- Locator Code
- Taxable Entity
Data for Mailing State, Locator Code, and Taxable Entity values are assigned to employee records on the Manage Project User Flow. If you select a value other than None in any of these drop-down lists, the specified Costpoint value is exported to the EMPL_YYYYMMDDHHMMSS.CSV file.
Use the three User-Defined Date drop-down lists to specify Costpoint values that are mapped to the corresponding Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Date fields. The following options are available in the User-Defined Date drop-down lists:
- None
- Adjusted Hire
- Birth Date
- Last Review Date
- Next Review Date
Data for Adjusted Hire, Birth Date, Last Review Date, Next Review Date values are assigned to employee records on the Enter/manage Project User Flow, and are exported to the EMPL_YYYYMMDDHHMMSS.CSV file if you select a value other than None in any of these drop-down lists.
| Field | Description |
|---|---|
| User-Defined Code 1 |
Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Code 1 field. |
| User-Defined Code 2 |
Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Code 2 field. |
| User-Defined Code 3 |
Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Code 3 field. |
| User-Defined Date 1 |
Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Date 1 field. |
| User-Defined Date 2 |
Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Date 2 field. |
| User-Defined Date 3 |
Use this drop-down list to select a Costpoint value that is mapped to the Deltek Time Collection 5.x or Deltek Time & Expense Employee User-Defined Date 3 field. |
Subcontractors
| Field | Description |
|---|---|
| Subcontractors |
Select this check box if subcontractors should be included in the resource EMPL file export. This check box is automatically available if you are licensed for Subcontractor Management and the Separate System for Employees and Subcontractors check box is not selected in the Corporate Labor Settings subtask of the Configure Labor Settings screen. If the Separate System for Employees and Subcontractors check box is selected in the Corporate Labor Settings subtask of the Configure Labor Settings screen, this check box will be available if the Export Type is Export Subcontractor Data on the Export Information tab. |
| Subcontractor History |
If you are licensed for Subcontractor Management, you could export master and resource data for subcontract resources. Select this check box if subcontractors should be included in the resource EMPL_HISTORY file export. This check box is available only if you select the Subcontractors check box. |
| Default Labor Location (UDT03) |
Select this check box to include, in the EMPL_HISTORY_YYYYMMDDHHMMSS.CSV file, the subcontractor’s default Labor Location (VE_LAB_INFO.lab_loc_cd) from the Labor Information and History on the Manage Vendor Employees screen. This check box is available when you select both the Subcontractor History check box and the Base Tables-Labor Location (UDT03) check box in the Base/Link Tables subtask. |
| Default PLC (UDT07) |
Select this check box to include, in the EMPL_HISTORY_YYYYMMDDHHMMSS.CSV file, the subcontractor’s default PLC (VE_LAB_INFO.df_bill_lab_cat_cd) from the Labor Information and History on the Manage Vendors Employees screen. This check box is available when you select both the Subcontractor History check box and the Base Tables-PLC (UDT07) check box in the Base/Link Tables subtask. |
| Default Pay Type (UDT10) |
Select this check box to include, in the EMPL_HISTORY_YYYYMMDDHHMMSS.CSV file, the subcontractor’s default Pay Type (VE_LAB_INFO.dflt_pay_type) from the Labor Information and History on the Manage Vendors Employees screen. This check box is available when you select both the Subcontractor History check box and the Base Tables-Pay Type (UDT10) check box in the Base/Link Tables subtask. |
Subcontractor Groups
Use the options in this group box to group subcontractors by vendor, manager, or company and to include them in the EMPL_GROUP file export.
These options are only available if you select the Subcontractors check box.
| Field | Description |
|---|---|
| Vendor Groups |
Select this check box to group subcontractors by vendor and to include subcontractors in the resource EMPL_GROUP file export. Vendor-Employees (Subcontractors) are linked to Vendors in the Manage Vendor Employees application. |
| Manager Groups |
Select this check box to group subcontractors by Manager and to include subcontractors in the resource EMPL_GROUP file export. Vendor-Employee Managers are specified in the Labor Information and History subtask in the Manage Vendor Employees application. |
| Company Groups |
Select this check box to group subcontractors by Company and to include the subcontractors in the resource EMPL_GROUP file export. Vendor-Employees (Subcontractors) are automatically linked to the login company when you set up a new Vendor-Employee on the Manage Vendor Employees application. |
Government ID Options
Use the options in this group box to select what data will populate the Government ID field in the Employee (EMPL) file. You can use this group box only if you select Time & Expense 8.3 from the Version drop-down list on the Corporate Labor Settings subtask of the Conifgure Labor Settings screen.
If you use Time & Expense 9.x, the application will populate the Government ID field in the Employee file with the employee's birth date. If you use Time & Expense 10.x, the application will populate the Government ID field with no value (null).
| Field | Description |
|---|---|
| Download SSN |
Select this option to populate the Government ID field of the EMPL_YYYYMMDDHHMMSS.CSV file with the employee's social security number. |
| Download Date of Birth |
Select this option to populate the Government ID field of the EMPL_YYYYMMDDHHMMSS.CSV file with the employee's date of birth. |