Costpoint Help

Resource Information

Use the Resource Information screen to provide all information for an employee.

If the Employee Security feature is enabled employee records that you have access to are based on your functional role, and you cannot view or update a new employee record until that employee is added to the group you supervise.

You cannot delete an employee record if the Employee ID is found in any of the following:

  • Timesheet
  • Timesheet Audit
  • Timesheet Revision
  • Expense Report
  • As an attendee on an Expense Report
  • Expense Report Revision
  • Expense Authorization
  • Expense Authorization Revision
  • Screen Parameter
  • Scheduled Process

Related Topics:

Display the Resource Information Screen

You access the Resource Information screen from the Time & Expense domain.

Contents of the Resource Information Screen

Use the fields and options to configure the Resource Information screen.

Access Subtask

Use the Access subtask screen to identify the system or modules that are accessible to the employee.

Miscellaneous Subtask

Use the Miscellaneous subtask to enter miscellaneous employee information.

History Subtask

Use the History subtask to maintain employee history information.

Leave Subtask

Use the Leave subtask to view and edit employee leave transactions.

Group Membership Subtask

Use the Group Membership subtask to view the groups of which this employee is a member and/or the groups that the employee supervises.

Defaults Subtask

Use the Defaults subtask to maintain employee preference settings. You can also access these settings from the menu navigation area.

Pay Methods Subtask

Use the Pay Methods subtask to identify the methods by which the employee will pay for expenses.


Parent Topic:

Resources