Use the History tab of the Manage Resource Information screen to maintain employee history information.
Table Window
Existing employee history information displays in the non-editable table window, which is sorted by
Effective Date with the first row being the most recent date.
Use the Add Employee History,
Edit Employee History, and
Delete Employee History functions to add, edit, or delete employee history data.
| Field | Description |
|---|
| Effective Date
|
This non-editable column displays the date on which this record became effective.
|
| Timesheet Schedule
|
This non-editable column displays the timesheet schedule for this effective date. This column will display if you are licensed for Deltek Time.
|
| Work Schedule
|
This non-editable column displays the work schedule for this effective date. This column will display only if you are licensed for Deltek Time.
|
| Timesheet Class
|
This non-editable column displays the timesheet class for this effective date. This column will display if you are licensed for Deltek Time.
|
| Expense Class
|
This non-editable column displays the expense class for this effective date. This column will display only if you are licensed for Deltek Expense.
|
| Costpoint Company
|
This non-editable column displays the Costpoint company for this effective date. This column will display only if you selected the
Costpoint Multicompany check box in the
Miscellaneous tab of the
General Configuration screen. See Special Topic: Costpoint Multicompany for details on this feature.
|
| UDT01-15 Information
|
The label/name of any of the 15 UDTs selected for use in Configuration displays in UDT order after the
Expense Class field. For example, if you label UDT01 "Account", then the column displays with the description of "Account".
The UDT information stored on this screen is typically downloaded from your accounting system. However, you may edit or add to the information manually.
The UDT values in the History Tab are an integral part of the defaulting process on a timesheet line. You can configure the system to default a commonly used UDT value onto each timesheet line by adding that value to each employee's history. This can save time and reduce errors on a timesheet.
The ordering and size of the user-defined fields and whether they display are set in the
General Configuration screen.
|
| Rate 1
|
This non-editable column displays the rate 1 value for this effective date. The column will display only if you selected the
Use check box for Rate 1 in the
User-Defined Rates group box of the
Miscellaneous tab of the
Time Configuration screen. The title will be as defined in the
Label field.
|
| Rate 2
|
This non-editable column displays the rate 2 value for this effective date. The column will display only if you selected the
Use check box for Rate 2 in the
User-Defined Rates group box of the
Miscellaneous tab of the
Time Configuration
screen. The title will be as defined in the
Label field.
|
| Fringe Rate
|
This non-editable column displays the fringe reduction rate for this effective date. The column will display only if you selected the
Wage Determination check box in the
Miscellaneous tab of the
Time Configuration screen.
|
