Deltek Vantagepoint Help

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Talent Management Integration Utility

Use the Talent Management Integration utility to connect Vantagepoint to the Talent Management service and synchronize employee records between the two applications. To use this feature, you must have installed and configured Talent Management to work with Vantagepoint.

Employee records in Talent Management are loaded into Vantagepoint as new records. You should maintain employee records in Vantagepoint. When you run a transfer job, employee records in Talent Management are updated with the changes.

The Talent Management Integration utility is available if you have any of the following modules installed:
  • Accounting
  • Resource Planning
  • CRM
  • PSA

The utility is not company-specific. When you enable integration, it is enabled for all companies in your enterprise.

For more information about setting up the Talent Management Integration utility, contact a Deltek representative.

After You Select a Record from Talent Management

For each employee record that you select from Talent Management, Vantagepoint does the following:

  • Creates a new employee record.
  • Enters employee data such as first name, middle name, last name, home company, organization, email, address, phone numbers, and Social Security number in the Employees hub.
  • Assigns a new value to the Employee field, if auto numbering is enabled. The next time that a transfer job is run, the value of the Employee field in Vantagepoint replaces the employee ID in Talent Management.
  • Checks that the value of the Talent Management employee ID does not exist in Vantagepoint and imports it as the value of the Employee field, if auto numbering is disabled.
  • Enters the Talent Management User ID on the Overview tab of the Employees hub for reference.

You can change the data or add more information in the Employees hub.

Alerts When New Employees are Imported into Vantagepoint

You can create a user-initiated workflow to notify specific employees that a new employee record was imported from Talent Management and was created in Vantagepoint. Set the condition of the workflow so that when the value of Em.CreateUser is Talent Management (or the value of the Audit User field), Vantagepoint sends an email message or creates an alert. The personnel can add more details to the record in the Employees hub.

Key Conversion or Key Format

If you run a key conversion or make changes to the key formats of organizations in your company, you must first select Organizations in the Options section of the Talent Management form and run the Talent Management web service. Then, you must select Employees and run the web service for a second time to send changes made to employee data.