Employee Information

Use the Employee Information screen to provide all information for an employee. The screen is multi-tabbed because of the amount of data required for each employee.

When do I use the Employee Information screen?

Use this tabbed screen to add, edit, or delete employees. We introduced an Employee Security feature in version 5.1.  If you turn on this feature for your security role in the Security Roles screen, the employees that you can view, update, and delete will be based on your functional role rights.

If the Employee Security feature is turned on and you add a new employee, you cannot view or update that new employee until he has been added to a group that you supervise.

The Employee Information screen tabs

The tabs available in this screen are the following:

• Basic Information: Basic employee information

• Miscellaneous: Miscellaneous information such as user-defined fields and contact information

• History: Employee history information

• Leave: Leave balances and leave adjustment records

• Groups: Group memberships and groups supervised tables

• Defaults:  Employee preferences

• Pay Methods: Employee pay methods

• Charge Favorites: Charge favorites for time and expense entry

The Pay Methods tab is only available if your company is licensed for Deltek Expense.

The Charge Favorites tab is only available if your system is set up to provide direct access to a Costpoint database for charge lookups.

If you are adding a new Employee, you only have access to the Basic Information tab until you select Save.

You cannot delete an employee if the Employee ID is found in any of the following:

• Timesheet

• Timesheet Audit

• Timesheet Revision

• Expense Report

• As an attendee on an Expense Report

• Expense Report Revision

• Expense Authorization

• Expense Authorization Revision

• Screen Parameter

• Scheduled Process