| Field | Description |
|---|
|
Employee
|
Enter the
employee's unique identification number. If automatic numbering is specified for
employees on the Numbering tab of General System Settings,
[AUTONUMBER]
displays in this field to indicate that an
employee number will be assigned automatically.
This field is active only when you click
New to add a new
employee record to your database. You cannot use this field to change an
employee number after you have created an
employee record.
You establish the length and format of your
employee numbers during installation and setup. To change the length or format of your
employee numbers, use the Key Conversions or Key Formats utilities.
|
|
Firm
|
When you select this option, the current record can be used on
proposals to indicate a
firm (vendor or
client) that does work for your
firm. The
Organization field is replaced by a
Firm field that you use to specify the type of relationship for the
employee record. A
Lookup field also displays, where you can enter the
firm record related to this
employee record.
If you also use
Proposals, select this option to make the
employee record available for use on
proposals.
If you use multiple companies and you select this option:
- For a new
employee record, the
employee may only be associated with one company. Selecting this option updates the
employee record's
Home Company field to match the active company. You cannot change this field.
- For an existing
employee record, you can only select the
Firm option if the entry in the
Home Company field matches the current active company.
- For an existing
employee record that is associated with more than one company, an error message displays that prompts you to remove the related company records before you can select and save the
Firm option. If you are unable to remove the related company records (because postings have occurred), you cannot make the existing
employee record a
firm.
|
| Talent Management User ID
|
This field displays when
Deltek is integrated with the Talent Management application. Talent Management assigns a value for this field when a new
employee record is created and then sent to
Deltek. For
employee records created in
Deltek, this field gets populated after a data run, where
Deltek sends the
employee record to Talent Management and Talent Management sends back the record to
Deltek.
|
| Prefix
|
Select a salutation to use with the
employee's name. You define prefix options in Code Table Settings.
|
| First Name
|
Enter the
employee's first name. When you enter the
employee's first name,
Deltek searches your database to check for duplicate records.
|
| Middle Name
|
Enter the
employee's middle name or initial.
|
| Last Name
|
Enter the
employee's last name. When you enter the
employee's last name in this field,
Deltek searches your database to check for duplicate records.
|
| Suffix
|
Select a suffix to use with the
employee's name. You define suffix options in Code Table Configuration.
|
| Preferred Name
|
Enter the
employee's preferred name.
|
| Title
|
Enter or select the
employee's job title or job function. You define
employee title options in Code Table Configuration.
|
|
Organization /
Firm
|
Enter the
organization for which the
employee works or select one from the lookup.
Organizations are discrete business
units within your company.
If you select the
Firm option to indicate that the
employee is a
client or
vendor, the name of this field changes to
Firm and provides a lookup where you can select the
firm to associate with the
employee.
If you use multiple currencies, monetary amounts for each
employee display in the functional currency of the
employee's home company. This is determined by the
organization code.
|
| Home Company
|
If you use multiple companies, the home company can be thought of as the company that "owns" the
employee and is their current employer. This is the company where the
employee's personal information is maintained.
Each
employee
must have one designated home company and can also have multiple associated companies.
- If you create a new
employee, this field automatically populates based on the current active company.
- If you open an existing
employee record and want to change the home company, you can use the drop-down list for this field to select a different home company for the
employee. The drop-down list only includes the active companies with which the
employee is associated.
If the
Firm option is selected, this field is disabled because an
employee record that is marked as a
firm cannot be associated with more than one company. If you attempt to select the
Firm option for an
employee that has more than one associated company record, an error message displays that prompts you to remove the related company records.
After you specify the
employee's home company, you can associate the
employee with additional companies as needed. A new record is created for each association. You can specify the
employee's
organization, pay rate,
account, and timesheet information for each associated company. You can then process transactions and reports for each company using the appropriate
organizations, pay rates,
accounts, and timesheet information for the
employee. The end result is that one
employee may have multiple
employee records in the
Employees hub, but each
employee will only have one home company.
|
|
Supervisor
|
Enter the name of the
employee's
supervisor or select one from the lookup. When you enter an
employee name in this field,
Deltek creates a hyperlink between the
employee name and the corresponding record.
Click the name to open the record in the current browser window or right-click the name and then click the
Open in new window option to open the record in a separate browser window.
If you use and the
employee named in this field is associated with multiple companies, the
supervisor only applies to the company record that you are viewing. There can be a different
supervisor for each associated company.
|
| Email
|
Enter the
employee's email address in this field. After you do so, you can click the email address to open your default email application and send an email to the
employee. When you enter the
employee's email address in this field,
Deltek searches your database to check for duplicate records.
To edit an
employee's email address, right-click the email address and click
Edit or click
 in this field.
|
| Work Phone
|
Enter the
employee's work telephone number. Your system administrator defines the format for phone numbers. You can select a different format.
|
| Ext
|
Enter the extension for the
employee's work telephone number.
|
| Mobile Phone
|
Enter the
employee's mobile telephone number. Your system administrator defines the format for phone numbers.
|
| Fax
|
Enter the
employee's fax number.
|
| Hire Date
|
Specify the
employee's hire date.
|
| Status
|
Select the
employee's status. An
employee's status determines the validity of certain
employee-related transactions. The status settings are:
-
Active: You can complete any valid transaction that requires an
employee number.
-
Inactive: A warning displays if you try to use the
employee number in any transaction that requires an
employee number. You must explicitly choose to proceed with the transaction after you receive the warning.
-
Terminated: You cannot use the
employee number in any transaction that requires an
employee number. However, you can still print reports and W-2 forms for the
employee.
If you use multiple companies and associate an
employee with multiple company records, each company record may have a different status for the
employee. For example, one associated company may have an
employee's status as
Active
because the
employee is currently working for them, but another associated company may have a
Terminated status because the
employee is no longer employed by them.
|
| Years with Other
Firms
|
Enter the number of years the
employee worked for other
firms.
|
| Prior Years with This
Firm
|
Enter the number of years the
employee has worked for your enterprise.
|
| Available for CRM users
|
This option displays if you use both CRM and Accounting. Select this option to allow CRM users to open and review the
employee record. You can select or clear this option at any time.
|
| Available to accounting users
|
This option displays if you use both CRM and Accounting. Select this option to allow Accounting users to open and review the
employee record. You can select this option at any time. However, you can clear this option only if the
Approved for use in Processing option is not selected.
If this option is selected when you save a new
employee record, you are prompted to enter required information on the Accounting, Time, and Expense tabs of the
Employees form. You must enter the required information before you can save the record.
|
| Approved for use in processing
|
This option displays if you use Accounting. Select this option if the
employee record is approved for use when processing accounting transactions. This option is selected by default when an Accounting user adds a new
employee record. It is disabled for all other users. If you are an Accounting user, you can select this option at any time. However, you can clear this option only if the
employee record was not used in any accounting transactions.
If you select this option when you save a new
employee record, you are prompted to enter required information on the Accounting, Time, and Expense tabs of the
Employees form. You must enter the required information before you can save the record.
If you use Payroll and you do not select this option, the
employee is excluded from Automatic Payroll Processing runs.
|
| Language
|
If you use multiple languages this option displays. Select the appropriate language to use when sending workflow and alert messages. This drop-down list contains all languages that are enabled in Module Activation. The options that display depend on the language of the current user.
|
