Use this tab in the
Employees hub in the browser application to enter, edit, and view an
employee's personal information, such as home address, phone, and social security number.
You can also open the Personal tab in the desktop application. Changes that you make on the Personal tab in either location are updated in the other location.
To ensure the confidentiality of personal information, only users with the appropriate security access can view the information on the Personal tab.
When you click the add record option on the form to add a new record to the hub, you enter information in the fields on this tab. To edit information on this tab after you save a new record, hover over a field name and click
to open the field in edit mode. Alternatively, you can click
to edit any fields on any of the tabs in the hub without having to hover over a field name and click
. Some fields, such as calculated fields, cannot be edited.
The field descriptions in this topic describe how to enter information for a new record.
If you have multiple companies in
Deltek, the following information applies:
- The data that you enter on this tab applies to the company that the current record is associated with.
- The tabs and fields that display are based on the company that the current record is associated with. For example, if the
employee is associated with four different companies but only one company has access to Payroll, the Payroll tab of the
Employees form only displays when you are viewing that company's record.
- The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the
Group field on the Time tab of the
Employees form.
- If the
Automatically retrieve your record in
Employee Hub/Employee Review check box is selected in My Preferences in the desktop application, the
employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.
Contents
Address and Phone Section
Enter the
employee's home address in the fields in this section.
| Field | Description |
|---|
| Address
|
Enter the
employee's street address in this field. Click
+Add Address Line below the
Address field to add additional lines for the address.
|
| City
|
Enter the
employee's home city.
|
| State/Province
|
Enter the
employee's home state or province.
|
| ZIP/POSTCODE
|
Enter the
employee's home ZIP code or postcode.
|
| Country
|
Enter the
employee's home country.
|
| Home Phone
|
Enter the
employee's home phone number. In the drop-down list, select a format to apply to the phone number. The format options are defined by your system administrator.
For example, if you select
(###) - ### - #### and enter 5552231122 in the field, the phone number is automatically formatted as (555)-223-1122. If you select
###.###.#### and enter 5552231122 in the field, the phone number is automatically formatted as 555.223.1122.
Depending on your
Deltek configuration, you may be able to select
Do not format to leave the phone number as typed without any formatting.
|
Professional Information Section
This section displays if the Accounting and/or Resource Planning applications are activated.
| Field | Description |
|---|
| Social Security Number
|
Enter the
employee's Social Security Number.
|
| Labor Category
|
Select the default labor category for the
employee. This labor category prefills for line items that are added to a timesheet. A system administrator defines the list of labor categories in the drop-down list in this field on the Labor Categories tab in
in the desktop application. When the labor method for the billing terms of a
project is By Category, the labor category that is entered for billable timesheet hours determines the billing rate for the
employee's labor.
|
| Hours/Day
|
Enter the number of hours per day that the
employee is generally expected to work.
|
| Citizenship Type
|
Select the
employee's citizenship type. A system administrator defines the list of citizenship types on the Lists tab of Labels and Lists Settings.
|
| Country Code
|
Select the country from which the
employee is a citizen.
|
| Expiration
|
Enter the expiration date for the citizenship. Click
 and select a date from the calendar.
|
| Raise Date
|
Enter the date of the
employee's next scheduled raise.
|
| Termination Date
|
Enter the date that the
employee was terminated.
When there is a date in this field, the
Standard Hours on the Time Analysis report stop on the entered date. For example, if the
Termination Date is 05/01/2017, there are no standard hours on the Time Analysis report past 05/01/2017 when using the Hours-per-Day method to calculate standard hours. If you terminate and then rehire the
employee, you must clear the
Termination Date field for the correct data to display on the Time Analysis report.
|
| Tax Registration Number
|
Enter the tax registration number for the
employee.
|
| Utilization Target
|
|
| Citizenship Type Grid
|
Click
+Add Citizenship Type below the citizenship type grid to add a row to the grid, and enter the
employee's citizenship information. Enter information for the following fields:
- Citizenship Type: Select the citizenship type. A system administrator defines the list of citizenship types on the Lists tab of Labels and Lists Settings.
- Country: Select the country of the citizenship. A system administrator defines the list of countries on the Lists tab of Labels and Lists Settings.
- Expiration Date: Enter the expiration date for the citizenship. Click
and select a date from the calendar.
To delete a citizenship type in the grid, hover over the row, and click
X
at the end of the row.
|
Provisional Rates Section
This section displays if the Accounting and/or Resource Planning applications are activated.
The provisional cost and billing rates are used for the following:
- Resource Planning uses the provisional cost and billing rates to calculate planned cost or billing amounts when you select
From
Employee Provisional Rate as the
Rate Method on the Rates tab of
Project Planning.
Deltek uses these provisional rates only until the timesheets are posted.
- The Time Analysis report uses the provisional rates to calculate realization hours when you use the
Employee Realization Reporting feature.
Provisional rates are used only before timesheets are posted.
| Field | Description |
|---|
| Cost Rate
|
Enter the cost rate to use to calculate labor charges at cost rates for regular hours on unposted timesheet entries.
|
| Cost OT PCT
|
Enter the percentage to use to calculate labor charges at cost rates for standard overtime hours on unposted timesheet entries.
|
| Cost OT-2 PCT
|
Enter the percentage to use to calculate labor charges at cost rates for secondary overtime hours on unposted timesheet entries.
|
| Billing Rate
|
Enter the billing rate to use to calculate labor charges at billing rates for regular hours on unposted timesheet entries.
|
| Billing OT PCT
|
Enter the percentage to use to calculate labor charges at billing rates for standard overtime hours on unposted timesheet entries.
|
| Billing OT-2 PCT
|
Enter the percentage to use to calculate labor charges at billing rates for secondary overtime hours on unposted timesheet entries.
|
Memo Section
| Field | Description |
|---|
| Notes
|
Enter any notes or information related to the
employee. Click
 on the right side of the Notes toolbar to display formatting options to format note text.
|
