Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Manage Managers/HR Reps By HR Organization

Use this screen to set up information for a human resources (HR) organization structure.

You can identify the first level manager and second level manager for an HR organization, as well as the HR representative. The First Level Manager ID defined in this table defaults on the Manage Employee Salary Information screen based on the organization to which each employee is assigned. When creating records in this screen, you must enter data in the First Level Manager field for all levels of an organization to which a manager applies, even if the manager ID for each related lower level organization is the same as the top level organization. If Costpoint attempts to reference an organization to which no First Level Manager is assigned, no manager defaults and a warning message displays.

Before you can initialize this table, you must set up organizations in Costpoint General Ledger, and you must establish the Manage Employee Information screen for employees designated as first-level managers.

You can use this screen only if the By HR Organization option is selected on the Configure Personnel Settings screen.

The screen allows you to specify employees as first level manager, second level manager, or HR representative regardless of company if you select the Allow HR Org Manager/Rep from Other Companies check box on the Configure System Settings screen.