Use this application to synchronize data with Costpoint and to refresh your desktop tasks. You can synchronize the Costpoint database with the Self Service Desktop Tasks for items created and maintained in Costpoint. This screen can have parameters and can be scheduled.
You can use this application to manually execute certain processes or you can schedule such processes. Functions include:
Choose options.
Execute.
Save selected parameters to be used later in the Scheduling screen or within this screen.
Search existing parameter codes for editing.
Delete existing parameter codes.
Use the New function to clear parameters from this screen so you can add new parameters.
Use this function to add a new set of parameters.
Use this function to save your parameter selections. Selecting this function opens the Save Parameters Dialog screen, where you can finish saving your parameter setup. (See the section for the Save Parameters Dialog.)
Use this function to delete existing parameter codes.
Use this function to search existing parameter codes for editing.
The options (checkboxes) you choose determine how the system executes the routine.
Select this checkbox option to synchronize the Life Event master tables in Costpoint and Deltek Employee Self Service. It will create life events in the Life Events drop-down box in the Workflow Options tab of the Self Service Configuration screen based on Life Events found in Costpoint.
If you select this checkbox, the system will look for Life Events that have been initiated for employees in Costpoint and create desktop tasks for them in Deltek Employee Self Service.
If you select this checkbox, the system will look for Life Event tasks in Deltek Employee Self Service that have been deleted from Costpoint and delete those tasks from the employee's desktop.
If you select this checkbox, the system will delete expired Life Event tasks in Employee Self Service from the employee's desktop.
If you select this checkbox, the system will look for benefits enrollment options for employees in Costpoint and create a desktop task for each employee.
If you select this checkbox, the system will delete expired Benefits Enrollment tasks in Deltek Employee Self Service from the employee's desktop.
Use this button to execute synchronization. Depending on the options selected (checkboxes checked), the system will execute the appropriate logic.
Select this function to name the parameter that you just created (this will make it easier to recall the parameter at a later time).
Enter a code for the parameter that you are setting up.
Enter a description of the parameter that you are setting up.
If you select this checkbox, anybody who has rights to this screen will be able to view the parameter. If you do not select this checkbox, only you will be able to access this parameter.
Select this button to save the parameters and close the Save Parameters dialog.
Select this button to close the Save Parameters dialog without saving the parameters.