Create/Update New User Records from the Manage Employee Information Screen

Link User IDs on employee records to automatically create or update user records from the Manage Employee Information screen.

You must have access to the following screens to complete this procedure:

• Configure System Settings
• Rebuild System Settings

Warning: You can use this functionality only if the employee record on the Manage Employee information screen is not yet linked to a User ID on the Manage Users screen. Once the Employee ID is linked to at least one user ID on the Manage Users table, the User ID, Login ID, and ESS User fields will no longer be available on the Manage Employee Information screen.

To create or update vendor records from the Manage Employee Information screen:

1. Enable automatic user account creation functionality.
   1. Go to Admin > System Administration > System Administration Controls > Configure System Settings.
   2. Click the Auto-Create User Accounts checkbox and then Save.
2. Rebuild System Settings.
   1. Go to Admin > System Administration > System Utilities > Rebuild Global Settings.
   2. Click > Reload Settings.
3. Create or open an employee record, and link a user record.
   1. Go to People > Employee > Basic Employee Information > Manage Employee Information.
   2. Open or create an employee record, and fill out the following fields:
      • User ID: Enter a new or existing user ID that you want to link to the employee record.
      • Login ID: Enter a Login ID if it is different from the User ID. The User ID defaults in this field.
      • ESS User: Select this checkbox to grant ESS access to the specified user ID. This field is available only if there is a Default ESS User Group specified on the Configure Global Settings screen.
4. Fill out other required fields, and click Save.

   If you entered a new User ID, Costpoint will create a new record on the Manage Users screen. If you entered an existing User ID, Costpoint will update the existing user record. If the employee is an ESS User, the Default ESS User Group will be linked to the user record.

   Note: For more information on the Auto-Create User Accounts functionality, refer to:

   • Deltek Costpoint 8.2 New Employee Setup Mapping Guide: This document provides information what fields are updated on vendor records when you use this feature.
   • Deltek Costpoint 8.2 New Employee Setup Process Flow: This document provides a high-level graphic overview of the functionality.