Contents of the Transfer SilkRoad Data Screen

Use the fields and options to configure the Transfer SilkRoad Data Screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

General

Field

Description

Home Address same as Mailing Address

Select this check box if you use the same address for both the mailing and home address of the employee. The integration process will apply the following when you select this check box: Costpoint to SilkRoad integration - Costpoint mailing address will be assigned as SilkRoad mailing and home address. Costpoint work address will be assigned as SilkRoad work address. SilkRoad to Costpoint integration - SilkRoad home address will be assigned as Costpoint home address. SilkRoad work address will be assigned as Costpoint work address.

Import

Field	Description
New Employees	Select this check box to import new employees from SilkRoad. If you select this check box, the Employees check box in the Export group box must also be selected. New hires will not be considered as employees until you export them back to SilkRoad. Therefore, if you import a new employee, you need to immediately export the employee data back to SilkRoad.

Export

Field	Description
Changes since last export	Select this check box to include only changes since the last export. If this check box is not selected, a full export of the selected Costpoint values (Employees, Organizations/HR Organizations, Jobs, Labor Locations, Requisitions) will be exported.
Employees	Select this check box to include employees in the export to SilkRoad. If you select the New Employees check box in the Import group box, you must also select this check box. New hires will not be considered as employees until they exported back to SilkRoad. Therefore, if you import a new employee, you need to immediately export the employee data back to SilkRoad. If you select the Changes since last export check box, the process includes only the employees with changes since the last time the export ran. The export process includes only employees with hire dates that are less than or equal to the system date. These are considered active employees in SilkRoad.
Exclude Employees with Termination Dates before <date>	Select this check box to exclude employees that have a termination date prior to the date you specify on the date field. This field is active only when you select the Employees check box and the Changes Since Last Export check box is not selected. Warning: Deltek does not recommend that you select this check box the first time you export employees to SilkRoad. This will ensure that you will not export any past employees that do not need access (or to be accessed) in SilkRoad.
(Threshold) Date	Enter, or click to select, a threshold date in this field. Employees with termination dates before this date will not be included in the export. This field is active only when you select the Employees and Exclude Employees with Termination Dates before <date> check boxes, while the Changes Since Last Export check box is not selected.
Organizations/HR Organizations	The data that is exported if this check box is selected depends on the Manager/HR Representatives Defaults method selected on the Configure Personnel Settings screen. If the method is By Company-wide Organization, then Organizations will be exported to SilkRoad. Otherwise, if the method is By HR Organization, then HR Organizations will be exported to SilkRoad. Select this check box to include Organizations/HR Organizations in the export to SilkRoad. These are referred to as Departments in SilkRoad. If you select the Changes since last export check box, the process includes only the Organizations/HR Organizations with changes since the last time the export ran.
Detail Job Titles	Select this check box to include Detail Job Titles in the export to SilkRoad. These are referred to as Jobs in SilkRoad. Only Detail Job Titles with changes since the last export will be included if the Changes since last export check box is selected.
Labor Locations	Select this check box to include Labor Locations in the export to SilkRoad. These are referred to as Locations in SilkRoad. If you select the Changes since last export check box, the process includes only the labor locations with changes since the last time the export ran.
Job Templates	Select this check box to include Job Templates in the export to Silk Road. For Costpoint to provide a more complete employee-setup data for a new employee, a Job Template should be set up in Costpoint and tied to the employee in SilkRoad. When that new employee is imported into Costpoint, the job template ID will be used to determine the required missing employee data. Only job templates which meet the following criteria will be exported: The job template record was updated since the last export date. This only applies if you select the Changes since last export check box. The job templates with an Approved status.