After SilkRoad creates the CSV file that contains new employee information, you can import the information using the Transfer Silk Road Data screen.
To import the SilkRoad information to Costpoint, complete the following steps.
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Go to the Transfer Silk Road Data screen in Costpoint.
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Enter a
Parameter ID and
Description in the
Identification group box.
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Select the
New Employees check box in the Import group box and
Employees check box in the
Export group box.
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The
Employees check box must be selected when you import new employees because the new hires will not be considered as employees until they are exported back to SilkRoad.
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Click
to run the export process immediately. If you want to schedule the export process at a later time, click
Save, and schedule a job on the Manage Jobs screen.
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Go to the Manage Employee Information screen, and run a query for the new employee records to verify if the import was successful.
Note:
The Manage Employee Information screen will use the requisition ID to load the employee default values.