CostPoint-SilkRoad Integration Implementation

You must install required Costpoint packages, configure the connection and set up data in multiple screens to allow the transfer of data between Costpoint and SilkRoad.

To allow the transfer of information between the Costpoint and SilkRoad systems:

1. Install the Costpoint - SilkRoad Integration package.
2. Configure the Web Service Integration in the Costpoint Configuration Utility. For more information, refer to the Costpoint – SilkRoad Integration Connection Settings topic in the Costpoint online help.
3. Create/update the company locations on the Manage Labor Location/Locals screen in Costpoint. On the Manage Labor Location/Locals, you will need to:
   • Enter/manage the same labor location in both SilkRoad and Costpoint.
   • Enter the Labor Location address information and classification.
   • Specify whether or not the Labor Location is active in SilkRoad.
4. Enter the appropriate settings on the Configure Personnel Settings screen in Costpoint. For example, if you do not use the approval process in Costpoint, select the Auto-Approve Position Requisition option and enter the Default Requisition Approver information.
5. Enter open job requisitions on the Manage Position Requisition Requests screen in Costpoint. You can also set the timesheet default and Project Manufacturing integration details on this screen.
6. Enter the following Visa type codes on the Manage Visa Types screen in Costpoint to match the Visa types that are available in SilkRoad:

   Visa Type Code	Visa Type Description
   EB-1	Student (academic or language training program)
   EB-2	Spouse or child of alien classified F-1
   EB-3	Principal resident representative of recognized foreign member government that is a member of an international organization, his staff, and members of immediate family
   EB-4	Other representative of recognized foreign member government that is a member of an international organization, and members of immediate family
   EB-5	Representative of foreign government not recognized by the United States and not a member of an international organization, and members of immediate family
   H-1B	Specialty Occupations, DOD workers, fashion models
   H-1C	Registered Nurse Working in a Health Professional Shortage Area
   H-2A	Temporary agricultural workers
   H-2B	Temporary worker: skilled and unskilled
   H-3	Trainee
   H-4	Spouse or child of alien classified H-1, H-2, or H-3
   INV
   L-1A	Intra-company transferee (Executive, managerial)
   L-1B	Intra-company transferee (Specialized knowledge)
   L-2	Spouse or minor child of alien classified L-1
   O-1	Aliens with extraordinary ability in sciences, arts, education, business, or athletics
   O-2	Accompanying alien to O-1
   O-3	Spouse or child of O-1 or O-2
   SK-1	Victims of a Severe Form of Trafficking in Persons
   SK-2	Victim of a severe form of trafficking in persons
   SK-3	Spouse of a victim of a severe form of trafficking in persons
   SK-4	Child of victim of a severe form of trafficking in persons

7. If necessary, update the Visa Type codes currently assigned to employees on the HR Data tab of the Manage Employee Information screen in Costpoint.
8. Ensure that you are using the correct Marital Status codes on the HR Data tab of the Manage Employee Information screen. Valid options are:
   • M: Married
   • S: Single
   • D: Divorced
   • E: Separated
   • W: Widowed
   • U: Unknown
9. Verify that the ISO-2 and ISO-3 codes are entered for each country on the Manage Countries screen.
10. To include human resources (HR) representative data in the integration, complete the following steps: (Optional)

    • Go to the Configure Personnel Settings screen and select your Manager Defaulting Method which can be either By Company-wide Organization or By HR Organization.

    • Assign managers/HR representatives to company-wide organizations or HR organizations in one of the following screens:

      • If your Manager Defaulting Method is By Company-wide Organization, use the Manage Managers/HR Reps by Organization screen.

      • If your Manager Defaulting Method is By HR Organization, use the Manage Managers/HR Reps by HR Organization screen.

11. Configure export to SilkRoad process on the Transfer Silk Road Data screen in Costpoint.
12. Configure Process Server for export to SilkRoad. (Optional)
13. Configure Process Server for import from SilkRoad. (Optional)
    Attention:

    For more information on using the Costpoint screens that were mentioned in this section, please refer to the Costpoint online help.