Getting Started Core Administrator Overview
When you are new to Deltek, it is a good idea to become familiar with the terminology, icons, and toolbar options that you see throughout the application.
When relating to Core Administration Menu choices, the term “Core” refers to portions of the system that are independent from the specific modules, like Recruiting, Performance, Learning, and Development. The Core components are shared among the modules.
This guide details all of the administrative functions dealing with the Core application. This refers to items like users, company organization, job profiles, locations, and so on.
What you see on your screen depends on the modules your company is using as well as the permissions that have been enabled for the Group(s) to which you belong.
- Related Topics:
- Display the Administration Menu
Follow these steps to display the Administration menu. - Administration Menu Contents
The following Core features and options are available from the Administration menu. - Custom Menus
Use the Custom Menus screen to add options to the main menu. - Drop-down and Multi-Select Lists
Many of the drop-down and multiple-select lists displayed in Talent Management can be configured with the values that meet your business processes. - Dynamic Forms
Administrators create custom forms for various Talent Management tasks, such as tasks related to Requisitions and Onboarding. - FAQs
Use the FAQs screen to manage the Frequently Asked Questions (FAQs) displayed to users. - Features
The settings in the Features section determine the functionality that is available in the site for each user group. - Groups
Functional access in the application is determined by the Features screen, but the Groups feature allows you to determine how an individual fits within the organization. - Languages
Use the Languages screen to control all the content displayed throughout the system, apart from the data entered by users. - License File
Use this screen to view user license information and all the modules, features, and languages purchased by your organization. - News and Announcements Administration
Use this screen to schedule announcements and events that display on user dashboards. - Notification Events
Talent Management contains a large set of notifications that are triggered by events that occur in the system. - Page Options
Use the Page Options screen to control what details or which fields to display on certain pages within the application. - Survey Tool Administration
The Survey Tool Global feature and Survey Administration feature allow administrators to create surveys, specify who receives them, and schedule when the surveys are sent. - System Settings
Use the System Settings screen to control the various aspects and behaviors of the system. - Approval Chains
An approval chain is a listing of users who are selected to approve or reject something. - Bulk Upload User Skills and Competencies
Administrators use the Bulk Upload User Skills and Competencies screen to upload skills and competencies for a group of users, using a configured CSV file. - Competencies
A competency is a behavior trait or knowledge that a person possesses that he or she can use to make him or her effective and essential to a specific job or organization. - Documents
You can upload documents and make these documents accessible to various groups within an organization. - Job Families
A job family is defined as a related group of jobs that have similar job competencies and skills. - Job Profiles
The Job Profiles screen houses all the full job descriptions. - Location Groups
A location group is used to identify a set of locations for quicker association when creating a recruiting or performance workflow. - Locations
Use the Locations screen to create and manage the locations of your organization. - Organizational Structure
Use the Organizational Structure screen to enter your organization’s divisions, departments, or business units, and any other groups that make up your company's infrastructure. - Scales
Use the Scales screen to customize the methods for measuring competency experience of an employee or for rating an employee’s performance on an appraisal. - Search for Duplicates
The Search for Duplicates screen provides a National Identifier search field and a Type of National Identifier drop-down menu. - Skills
Skills are proficiencies that are learned or developed through training or experience. Skills differ from competencies in that skills do not include behaviors or innate abilities. They help match the appropriate candidate to positions within the organization, provide a basis for appraisal ratings, and can be earned through classes or project teams. - Users
The Users screen lists all the employees of the company who have access to the system. - Employment Periods
An Employment Period is defined as time between hire/rehire and termination. Effective-dated employment records are organized between those dates. Employment Periods group an employee's employment records together based on the date(s), enable Original Hire Date and Termination Dates to be revised, and define when historical employment records can be inserted. - View Offboarded Users
The View Offboarded Users screen allows you to view offboarded users and easily reassign the following items that are still tied to their user record: